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+ ABBA (/ˈæbə/, Swedish pronunciation: [ˈabːa]) is a Swedish pop supergroup formed in Stockholm in 1972 by Agnetha Fältskog, Björn Ulvaeus, Benny Andersson, and Anni-Frid Lyngstad. The group's name is an acronym of the first letters of their first names. They became one of the most commercially successful acts in the history of popular music, topping the charts worldwide from 1974 to 1982. ABBA won the Eurovision Song Contest 1974, giving Sweden its first triumph in the contest. They are the most successful group to have taken part in the competition.
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+ During the band's main active years, it was composed of two married couples: Fältskog and Ulvaeus, and Lyngstad and Andersson. With the increase of their popularity, their personal lives suffered, which eventually resulted in the collapse of both marriages. The relationship changes were reflected in the group's music, with latter compositions featuring darker and more introspective lyrics.[2] After ABBA disbanded, Andersson and Ulvaeus achieved success writing music for the stage,[3][4] while Lyngstad and Fältskog pursued solo careers.[5][6] Ten years after their disbanding, a compilation, ABBA Gold was released, which became a worldwide bestseller.
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+ In 1999, ABBA's music was adapted into the successful musical Mamma Mia! that toured worldwide. A film of the same name, released in 2008, became the highest-grossing film in the United Kingdom that year. A sequel, Mamma Mia! Here We Go Again, was released in 2018. That same year it was announced that the band had recorded two new songs after 35 years of being inactive.[7][8]
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+ Estimates of ABBA's total record sales are over 150 million,[9] making them one of the best-selling music artists of all time.[10] ABBA were the first group from a non-English-speaking country to achieve consistent success in the charts of English-speaking countries, including the United Kingdom, Ireland, Canada, Australia, New Zealand, South Africa and the United States.[11] They had eight consecutive number-one albums in the UK. The group also enjoyed significant success in Latin America, and recorded a collection of their hit songs in Spanish. ABBA were honoured at the 50th anniversary celebration of the Eurovision Song Contest in 2005, when their hit "Waterloo" was chosen as the best song in the competition's history.[12] The group was inducted into the Rock and Roll Hall of Fame in 2010.[13] In 2015, their song "Dancing Queen" was inducted into the Recording Academy's Grammy Hall of Fame.[14]
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+ Benny Andersson (born 16 December 1946 in Stockholm, Sweden) became (at age 18) a member of a popular Swedish pop-rock group, the Hep Stars, that performed covers, amongst other things, of international hits.[15] The Hep Stars were known as "the Swedish Beatles".[16] They also set up Hep House, their equivalent of Apple Corps. Andersson played the keyboard and eventually started writing original songs for his band, many of which became major hits, including "No Response", which hit number three in 1965, and "Sunny Girl", "Wedding", and "Consolation", all of which hit number one in 1966.[17] Andersson also had a fruitful songwriting collaboration with Lasse Berghagen, with whom he wrote his first Svensktoppen entry, "Sagan om lilla Sofie" ("The Story of Little Sophie") in 1968.
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+ Björn Ulvaeus (born 25 April 1945 in Gothenburg, Sweden) also began his musical career at the age of 18 (as a singer and guitarist), when he fronted the Hootenanny Singers, a popular Swedish folk–skiffle group. Ulvaeus started writing English-language songs for his group, and even had a brief solo career alongside. The Hootenanny Singers and the Hep Stars sometimes crossed paths while touring. In June 1966, Ulvaeus and Andersson decided to write a song together. Their first attempt was "Isn't It Easy to Say", a song later recorded by the Hep Stars. Stig Anderson was the manager of the Hootenanny Singers and founder of the Polar Music label.[15] He saw potential in the collaboration, and encouraged them to write more. The two also began playing occasionally with the other's bands on stage and on record, although it was not until 1969 that the pair wrote and produced some of their first real hits together: "Ljuva sextital" ("Sweet Sixties"), recorded by Brita Borg, and the Hep Stars' 1969 hit "Speleman" ("Fiddler").
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+ Andersson wrote and submitted the song "Hej, Clown" for Melodifestivalen 1969, the national festival to select the Swedish entry to the Eurovision Song Contest.[15] The song tied for first place, but re-voting relegated Andersson's song to second place.[18] On that occasion Andersson briefly met his future spouse, singer Anni-Frid Lyngstad, who also participated in the contest. A month later, the two had become a couple. As their respective bands began to break up during 1969, Andersson and Ulvaeus teamed up and recorded their first album together in 1970, called Lycka ("Happiness"), which included original songs sung by both men. Their partners were often present in the recording studio, and sometimes added backing vocals; Fältskog even co-wrote a song with the two. Ulvaeus still occasionally recorded and performed with the Hootenanny Singers until the middle of 1974, and Andersson took part in producing their records.
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+ Agnetha Fältskog (born 5 April 1950 in Jönköping, Sweden) sang with a local dance band headed by Bernt Enghardt who sent a demo recording of the band to Karl Gerhard Lundkvist. The demo tape featured a song written and sung by Agnetha: "Jag var så kär" ("I Was So in Love"). Lundkvist was so impressed with her voice that he was convinced she would be a star. After going through considerable effort to locate the singer, he arranged for Agnetha to come to Stockholm and to record two of her own songs. This led to Agnetha at the age of 18 having a number-one record in Sweden with a self-composed song, which later went on to sell over 80,000 copies. She was soon noticed by the critics and songwriters as a talented singer/songwriter of schlager style songs. Fältskog's main inspiration in her early years were singers such as Connie Francis. Along with her own compositions, she recorded covers of foreign hits and performed them on tours in Swedish folkparks. Most of her biggest hits were self-composed, which was quite unusual for a female singer in the 1960s. Agnetha released four solo LPs between 1968 and 1971. She had many successful singles in the Swedish charts.
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+ During filming of a Swedish TV special in May 1969, Fältskog met Ulvaeus and they married on 6 July 1971. Fältskog and Ulvaeus eventually were involved in each other's recording sessions,[19] and soon even Andersson and Lyngstad added backing vocals to Fältskog's third studio album, Som jag är ("As I Am") (1970). In 1972, Fältskog starred as Mary Magdalene in the original Swedish production of Jesus Christ Superstar and attracted favourable reviews. Between 1967 and 1975, Fältskog released five studio albums.[20]
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+ Anni-Frid "Frida" Lyngstad (born 15 November 1945 in Bjørkåsen in Ballangen, Norway) sang from the age of 13 with various dance bands, and worked mainly in a jazz-oriented cabaret style. She also formed her own band, the Anni-Frid Four. In the middle of 1967, she won a national talent competition with "En ledig dag" ("A Day Off") a Swedish version of the bossa nova song "A Day in Portofino", which is included in the EMI compilation Frida 1967–1972. The first prize was a recording contract with EMI Sweden and to perform live on the most popular TV shows in the country. This TV performance, amongst many others, is included in the 3½-hour documentary Frida – The DVD. Lyngstad released several schlager style singles on EMI without much success. When Benny Andersson started to produce her recordings in 1971, she had her first number-one single, "Min egen stad" ("My Own Town"), written by Benny and featuring all the future ABBA members on backing vocals. Lyngstad toured and performed regularly in the folkpark circuit and made appearances on radio and TV. She met Ulvaeus briefly in 1963 during a talent contest, and Fältskog during a TV show in early 1968.
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+ Lyngstad linked up with her future bandmates in 1969. On 1 March 1969, she participated in the Melodifestival, where she met Andersson for the first time. A few weeks later they met again during a concert tour in southern Sweden and they soon became a couple. Andersson produced her single "Peter Pan" in September 1969—her first collaboration with Benny & Björn, as they had written the song. Andersson would then produce Lyngstad's debut studio album, Frida, which was released in March 1971. Lyngstad also played in several revues and cabaret shows in Stockholm between 1969 and 1973. After ABBA formed, she recorded another successful album in 1975, Frida ensam, which included a Swedish rendition of "Fernando", a hit on the Swedish radio charts before the English version was released.[21]
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+ An attempt at combining their talents occurred in April 1970 when the two couples went on holiday together to the island of Cyprus. What started as singing for fun on the beach ended up as an improvised live performance in front of the United Nations soldiers stationed on the island. Andersson and Ulvaeus were at this time recording their first album together, Lycka, which was to be released in September 1970. Fältskog and Lyngstad added backing vocals on several tracks during June, and the idea of their working together saw them launch a stage act, "Festfolket" (which translates from Swedish to "Party People"), on 1 November 1970 in Gothenburg.
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+ The cabaret show attracted generally negative reviews, except for the performance of the Andersson and Ulvaeus hit "Hej, gamle man" ("Hello, Old Man")–the first Björn and Benny recording to feature all four. They also performed solo numbers from respective albums, but the lukewarm reception convinced the foursome to shelve plans for working together for the time being, and each soon concentrated on individual projects again.[15]
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+ "Hej, gamle man", a song about an old Salvation Army soldier, became the quartet's first hit. The record was credited to Björn & Benny and reached number five on the sales charts and number one on Svensktoppen, staying on the latter chart (which was not a chart linked to sales or airplay) for 15 weeks.
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+ It was during 1971 that the four artists began working together more, adding vocals to the others' recordings. Fältskog, Andersson and Ulvaeus toured together in May, while Lyngstad toured on her own. Frequent recording sessions brought the foursome closer together during the summer.[22]
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+ After the 1970 release of Lycka, two more singles credited to "Björn & Benny" were released in Sweden, "Det kan ingen doktor hjälpa" ("No Doctor Can Help with That") and "Tänk om jorden vore ung" ("Imagine If Earth Was Young"), with more prominent vocals by Fältskog and Lyngstad–and moderate chart success.
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+ Fältskog and Ulvaeus, now married, started performing together with Andersson on a regular basis at the Swedish folkparks in the middle of 1971.
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+ Stig Anderson, founder and owner of Polar Music, was determined to break into the mainstream international market with music by Andersson and Ulvaeus. "One day the pair of you will write a song that becomes a worldwide hit," he predicted.[23] Stig Anderson encouraged Ulvaeus and Andersson to write a song for Melodifestivalen, and after two rejected entries in 1971,[24] Andersson and Ulvaeus submitted their new song "Säg det med en sång" ("Say It with a Song") for the 1972 contest, choosing newcomer Lena Anderson to perform. The song came in third place, encouraging Stig Anderson, and became a hit in Sweden.[25]
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+ The first signs of foreign success came as a surprise, as the Andersson and Ulvaeus single "She's My Kind of Girl" was released through Epic Records in Japan in March 1972, giving the duo a Top 10 hit.[15] Two more singles were released in Japan, "En Carousel"[26] ("En Karusell" in Scandinavia, an earlier version of "Merry-Go-Round") and "Love Has Its Ways" (a song they wrote with Kōichi Morita).[27]
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+ Ulvaeus and Andersson persevered with their songwriting and experimented with new sounds and vocal arrangements. "People Need Love" was released in June 1972, featuring guest vocals by the women, who were now given much greater prominence. Stig Anderson released it as a single, credited to Björn & Benny, Agnetha & Anni-Frid. The song peaked at number 17 in the Swedish combined single and album charts, enough to convince them they were on to something.[28] The single also became the first record to chart for the quartet in the United States, where it peaked at number 114 on the Cashbox singles chart and number 117 on the Record World singles chart. Labeled as Björn & Benny (with Svenska Flicka), it was released there through Playboy Records. However, according to Stig Anderson, "People Need Love" could have been a much bigger American hit, but a small label like Playboy Records did not have the distribution resources to meet the demand for the single from retailers and radio programmers.[29]
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+ In 1973, the band and their manager Stig Anderson decided to have another try at Melodifestivalen, this time with the song "Ring Ring".[15] The studio sessions were handled by Michael B. Tretow, who experimented with a "wall of sound" production technique that became the wholly new sound. Stig Anderson arranged an English translation of the lyrics by Neil Sedaka and Phil Cody and they thought this would be a surefire winner. However, on 10 February 1973, the song came third in Melodifestivalen; thus it never reached the Eurovision Song Contest itself. Nevertheless, the group released their debut studio album, also called Ring Ring. The album did well and the "Ring Ring" single was a hit in many parts of Europe and also in South Africa. However, Stig Anderson felt that the true breakthrough could only come with a UK or US hit.[30]
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+ When Agnetha Fältskog gave birth to her daughter Linda in 1973,[15] she was replaced for a short period by Inger Brundin on a trip to West Germany.
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+ In 1973, Stig Anderson, tired of unwieldy names, started to refer to the group privately and publicly as ABBA (a palindrome). At first, this was a play on words, as Abba is also the name of a well-known fish-canning company in Sweden, and itself an abbreviation. However, since the fish-canners were unknown outside Sweden, Anderson came to believe the name would work in international markets. A competition to find a suitable name for the group was held in a Gothenburg newspaper and it was officially announced in the summer that the group were to be known as "ABBA". The group negotiated with the canners for the rights to the name.[31] Fred Bronson reported for Billboard that Fältskog told him in a 1988 interview that "[ABBA] had to ask permission and the factory said, 'O.K., as long as you don't make us feel ashamed for what you're doing'".[32] "ABBA" is an acronym formed from the first letters of each group member's first name: Agnetha, Björn, Benny, and Anni-Frid.[33] The earliest known example of "ABBA" written on paper is on a recording session sheet from the Metronome Studio in Stockholm dated 16 October 1973. This was first written as "Björn, Benny, Agnetha & Frida", but was subsequently crossed out with "ABBA" written in large letters on top.[citation needed]
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+ Their official logo, distinct with the backward 'B', was designed by Rune Söderqvist, who designed most of ABBA's record sleeves. The ambigram first appeared on the French compilation album, Golden Double Album, released in May 1976 by Disques Vogue, and would henceforth be used for all official releases.[34]
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+ The idea for the official logo was made by the German photographer Wolfgang "Bubi" Heilemann (de) on a velvet jumpsuit photo shoot for the teenage magazine Bravo. On the photo, the ABBA members held a giant initial letter of his/her name. After the pictures were made, Heilemann found out that Benny Andersson reversed his letter "B"; this prompted discussions about the mirrored "B", and the members of ABBA agreed on the mirrored letter. From 1976 onward, the first "B" in the logo version of the name was "mirror-image" reversed on the band's promotional material, thus becoming the group's registered trademark.
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+ Following their acquisition of the group's catalogue, PolyGram began using variations of the ABBA logo, employing a different font. In 1992, Polygram added a crown emblem to it for the first release of the ABBA Gold: Greatest Hits compilation. After Universal Music purchased PolyGram (and, thus, ABBA's label Polar Music International), control of the group's catalogue returned to Stockholm. Since then, the original logo has been reinstated on all official products.[35]
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+ As the group entered the Melodifestivalen with "Ring Ring" but failed to qualify as the 1973 Swedish entry, Stig Anderson immediately started planning for the 1974 contest.
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+ Ulvaeus, Andersson and Stig Anderson believed in the possibilities of using the Eurovision Song Contest as a way to make the music business aware of them as songwriters, as well as the band itself. In late 1973, they were invited by Swedish television to contribute a song for the Melodifestivalen 1974 and from a number of new songs, the upbeat song "Waterloo" was chosen; the group was now inspired by the growing glam rock scene in England.
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+ ABBA won their nation's hearts on Swedish television on 9 February 1974, and with this third attempt were far more experienced and better prepared for the Eurovision Song Contest. Winning the 1974 Eurovision Song Contest on 6 April 1974 (and singing "Waterloo" in English instead of their native tongue) gave ABBA the chance to tour Europe and perform on major television shows; thus the band saw the "Waterloo" single chart in many European countries. Following their success at the Eurovision Song Contest, ABBA spent an evening of glory partying in the appropriately named first-floor Napoleon suite of The Grand Brighton Hotel.[36]
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+ "Waterloo" was ABBA's first number-one single in big markets such as the UK and West Germany. In the United States, the song peaked at number-six on the Billboard Hot 100 chart, paving the way for their first album and their first trip as a group there. Albeit a short promotional visit, it included their first performance on American television, The Mike Douglas Show. The album Waterloo only peaked at number 145 on the Billboard 200 chart, but received unanimous high praise from the US critics: Los Angeles Times called it "a compelling and fascinating debut album that captures the spirit of mainstream pop quite effectively ... an immensely enjoyable and pleasant project", while Creem characterised it as "a perfect blend of exceptional, lovable compositions".[citation needed]
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+ ABBA's follow-up single, "Honey, Honey", peaked at number 27 on the US Billboard Hot 100, and was a number-two hit in West Germany. However, in the United Kingdom, ABBA's British record label, Epic, decided to re-release a remixed version of "Ring Ring" instead of "Honey, Honey", and a cover version of the latter by Sweet Dreams peaked at number 10. Both records debuted on the UK chart within one week of each other. "Ring Ring" failed to reach the Top 30 in the United Kingdom, increasing growing speculation that the group was simply a Eurovision one-hit wonder.
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+ In November 1974, ABBA embarked on their first European tour, playing dates in Denmark, West Germany and Austria. It was not as successful as the band had hoped, since most of the venues did not sell out. Due to a lack of demand, they were even forced to cancel a few shows, including a sole concert scheduled in Switzerland. The second leg of the tour, which took them through Scandinavia in January 1975, was very different. They played to full houses everywhere and finally got the reception they had aimed for. Live performances continued in the middle of 1975 when ABBA embarked on a fourteen open-air date tour of Sweden and Finland. Their Stockholm show at the Gröna Lund amusement park had an estimated audience of 19,200.[37] Björn Ulvaeus later said that "If you look at the singles we released straight after Waterloo, we were trying to be more like The Sweet, a semi-glam rock group, which was stupid because we were always a pop group."[38]
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+ In late 1974, "So Long" was released as a single in the United Kingdom but it received no airplay from Radio 1 and failed to chart. In the middle of 1975, ABBA released "I Do, I Do, I Do, I Do, I Do", which again received little airplay on Radio 1 but managed to climb the charts, to number 38. Later that year, the release of their self-titled third studio album ABBA and single "SOS" brought back their chart presence in the UK, where the single hit number six and the album peaked at number 13. "SOS" also became ABBA's second number-one single in Germany and their third in Australia. Success was further solidified with "Mamma Mia" reaching number-one in the United Kingdom, Germany and Australia. In the United States, "SOS" peaked at number 10 on the Record World Top 100 singles chart and number 15 on the Billboard Hot 100 chart, picking up the BMI Award along the way as one of the most played songs on American radio in 1975.
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+ The success of the group in the United States had until that time been limited to single releases. By early 1976, the group already had four Top 30 singles on the US charts, but the album market proved to be tough to crack. The eponymous ABBA album generated three American hits, but it only peaked at number 165 on the Cashbox album chart and number 174 on the Billboard 200 chart. Opinions were voiced, by Creem in particular, that in the US ABBA had endured "a very sloppy promotional campaign". Nevertheless, the group enjoyed warm reviews from the American press. Cashbox went as far as saying that "there is a recurrent thread of taste and artistry inherent in Abba's marketing, creativity and presentation that makes it almost embarrassing to critique their efforts", while Creem wrote: "SOS is surrounded on this LP by so many good tunes that the mind boggles."
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+ In Australia, the airing of the music videos for "I Do, I Do, I Do, I Do, I Do" and "Mamma Mia" on the nationally broadcast TV pop show Countdown (which premiered in November 1974) saw the band rapidly gain enormous popularity, and Countdown become a key promoter of the group via their distinctive music videos. This started an immense interest for ABBA in Australia, resulting in both the single and album holding down the No. 1 positions on the charts for months.
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+ In March 1976, the band released the compilation album Greatest Hits. It became their first UK number-one album, and also took ABBA into the Top 50 on the US album charts for the first time, eventually selling more than a million copies there. Also included on Greatest Hits was a new single, "Fernando", which went to number-one in at least thirteen countries worldwide, including the United Kingdom, Germany and Australia, and the single went on to sell over 10 million copies worldwide.[39] In Australia, "Fernando" occupied the top position for a then record breaking 14 weeks (and stayed in the chart for 40 weeks), and was the longest-running chart-topper there for over 40 years until it was overtaken by Ed Sheeran's "Shape of You" in May 2017.[40] It still remains as one of the best-selling singles of all time in Australia. Also in 1976, the group received its first international prize, with "Fernando" being chosen as the "Best Studio Recording of 1975". In the United States, "Fernando" reached the Top 10 of the Cashbox Top 100 singles chart and number 13 on the Billboard Hot 100. It topped the Billboard Adult Contemporary chart, ABBA's first American number-one single on any chart. At the same time, Germany released a compilation named The Very Best of ABBA, also becoming a number-one album there whereas the Greatest Hits compilation followed a few months later to number-two on the German charts, despite all similarities with The Very Best album.
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+ The group's fourth studio album, Arrival, a number-one best-seller in Europe and Australia, represented a new level of accomplishment in both songwriting and studio work, prompting rave reviews from more rock-oriented UK music weeklies such as Melody Maker and New Musical Express, and mostly appreciative notices from US critics. Hit after hit flowed from Arrival: "Money, Money, Money", another number-one in Germany and Australia, and "Knowing Me, Knowing You", ABBA's sixth consecutive German number-one as well as another UK number-one. The real sensation was "Dancing Queen", not only topping the charts in loyal markets the UK, Germany and Australia, but also reaching number-one in the United States. In South Africa, ABBA had astounding success with "Fernando", "Dancing Queen" and "Knowing Me, Knowing You" being among the top 20 best-selling singles for 1976–77. In 1977, Arrival was nominated for the inaugural BRIT Award in the category "Best International Album of the Year". By this time ABBA were popular in the United Kingdom, most of Western Europe, Australia and New Zealand. In Frida – The DVD, Lyngstad explains how she and Fältskog developed as singers, as ABBA's recordings grew more complex over the years.
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+ The band's popularity in the United States would remain on a comparatively smaller scale, and "Dancing Queen" became the only Billboard Hot 100 number-one single ABBA had there (they did, however, get three more singles to the number-one position on other Billboard charts, including Billboard Adult Contemporary and Hot Dance Club Play). Nevertheless, Arrival finally became a true breakthrough release for ABBA on the US album market where it peaked at number 20 on the Billboard 200 chart and was certified gold by RIAA.
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+ In January 1977, ABBA embarked on their first major tour. The group's status had changed dramatically and they were clearly regarded as superstars. They opened their much anticipated tour in Oslo, Norway, on 28 January, and mounted a lavishly produced spectacle that included a few scenes from their self-written mini-operetta The Girl with the Golden Hair. The concert attracted immense media attention from across Europe and Australia. They continued the tour through Western Europe, visiting Gothenburg, Copenhagen, Berlin, Cologne, Amsterdam, Antwerp, Essen, Hanover, and Hamburg and ending with shows in the United Kingdom in Manchester, Birmingham, Glasgow and two sold-out concerts at London's Royal Albert Hall. Tickets for these two shows were available only by mail application and it was later revealed that the box-office received 3.5 million requests for tickets, enough to fill the venue 580 times. Along with praise ("ABBA turn out to be amazingly successful at reproducing their records", wrote Creem), there were complaints that "ABBA performed slickly...but with a zero personality coming across from a total of 16 people on stage" (Melody Maker). One of the Royal Albert Hall concerts was filmed as a reference for the filming of the Australian tour for what became ABBA: The Movie, though it is not exactly known how much of the concert was filmed.
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+ After the European leg of the tour, in March 1977, ABBA played 11 dates in Australia before a total of 160,000 people. The opening concert in Sydney at the Sydney Showground on 3 March to an audience of 20,000 was marred by torrential rain with Lyngstad slipping on the wet stage during the concert. However, all four members would later recall this concert as the most memorable of their career. Upon their arrival in Melbourne, a civic reception was held at the Melbourne Town Hall and ABBA appeared on the balcony to greet an enthusiastic crowd of 6,000. In Melbourne, the group gave three concerts at the Sidney Myer Music Bowl with 14,500 at each including the Australian Prime Minister Malcolm Fraser and his family. At the first Melbourne concert, an additional 16,000 people gathered outside the fenced-off area to listen to the concert. In Adelaide, the group performed one concert at West Lakes Football Stadium in front of 20,000 people, with another 10,000 listening outside. During the first of five concerts in Perth, there was a bomb scare with everyone having to evacuate the Entertainment Centre. The trip was accompanied by mass hysteria and unprecedented media attention ("Swedish ABBA stirs box-office in Down Under tour...and the media coverage of the quartet rivals that set to cover the upcoming Royal tour of Australia", wrote Variety), and is captured on film in ABBA: The Movie, directed by Lasse Hallström.
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+ The Australian tour and its subsequent ABBA: The Movie produced some ABBA lore, as well. Fältskog's blonde good looks had long made her the band's "pin-up girl", a role she disdained. During the Australian tour, she performed in a skin-tight white jumpsuit, causing one Australian newspaper to use the headline "Agnetha's bottom tops dull show". When asked about this at a news conference, she replied: "Don't they have bottoms in Australia?"[41]
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+ In December 1977, ABBA followed up Arrival with the more ambitious fifth album ABBA: The Album, released to coincide with the debut of ABBA: The Movie. Although the album was less well received by UK reviewers, it did spawn more worldwide hits: "The Name of the Game" and "Take a Chance on Me", which both topped the UK charts, and peaked at number 12 and number three, respectively, on the Billboard Hot 100 chart in the US. Although "Take a Chance on Me" did not top the American charts, it proved to be ABBA's biggest hit single there, selling more copies than "Dancing Queen".[42] The Album also included "Thank You for the Music", the B-side of "Eagle" in countries where the latter had been released as a single, and was belatedly released as an A-side single in the United Kingdom and Ireland in 1983. "Thank You for the Music" has become one of the best loved and best known ABBA songs without being released as a single during the group's lifetime.
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+ By 1978 ABBA were one of the biggest bands in the world. They converted a vacant cinema into the Polar Music Studio, a state-of-the-art studio in Stockholm. The studio was used by several other bands; notably Genesis' Duke and Led Zeppelin's In Through the Out Door were recorded there. During the May 1978, the group went to the United States for a promotional campaign, performing alongside Andy Gibb on Olivia Newton-John's TV show. Recording sessions for the single "Summer Night City" were an uphill struggle,[citation needed] but upon release the song became another hit for the group. The track would set the stage for ABBA's foray into disco with their next album.[43]
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+ On 9 January 1979, the group performed "Chiquitita" at the Music for UNICEF Concert held at the United Nations General Assembly to celebrate UNICEF's Year of the Child. ABBA donated the copyright of this worldwide hit to the UNICEF; see Music for UNICEF Concert.[44] The single was released the following week, and reached number-one in ten countries.
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+ In mid-January 1979, Ulvaeus and Fältskog announced they were getting divorced. The news caused interest from the media and led to speculation about the band's future. ABBA assured the press and their fan base they were continuing their work as a group and that the divorce would not affect them.[45] Nonetheless, the media continued to confront them with this in interviews. To escape the media swirl and concentrate on their writing, Andersson and Ulvaeus secretly travelled to Compass Point Studios in Nassau, Bahamas, where for two weeks they prepared their next album's songs.
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+ The group's sixth studio album, Voulez-Vous, was released in April 1979, the title track of which was recorded at the famous Criteria Studios in Miami, Florida, with the assistance of recording engineer Tom Dowd amongst others. The album topped the charts across Europe and in Japan and Mexico, hit the Top 10 in Canada and Australia and the Top 20 in the United States. None of the singles from the album reached number one on the UK charts, but "Chiquitita", "Does Your Mother Know", "Angeleyes" (with "Voulez-Vous", released as a double A-side) and "I Have a Dream" were all UK Top 5 hits. In Canada, "I Have a Dream" became ABBA's second number one on the RPM Adult Contemporary chart (after "Fernando" hit the top previously). Also in 1979, the group released their second compilation album, Greatest Hits Vol. 2, which featured a brand new track: "Gimme! Gimme! Gimme! (A Man After Midnight)", another number-three hit in both the UK and Germany. In Russia during the late 1970s, the group was paid in oil commodities because of an embargo on the ruble.[46]
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+ On 13 September 1979, ABBA began ABBA: The Tour at Northlands Coliseum in Edmonton, Canada, with a full house of 14,000. "The voices of the band, Agnetha's high sauciness combined with round, rich lower tones of Anni-Frid, were excellent...Technically perfect, melodically correct and always in perfect pitch...The soft lower voice of Anni-Frid and the high, edgy vocals of Agnetha were stunning", raved Edmonton Journal.
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+ During the next four weeks they played a total of 17 sold-out dates, 13 in the United States and four in Canada. The last scheduled ABBA concert in the United States in Washington, D.C. was cancelled due to Fältskog's emotional distress suffered during the flight from New York to Boston, when the group's private plane was subjected to extreme weather conditions and was unable to land for an extended period. They appeared at the Boston Music Hall for the performance 90 minutes late. The tour ended with a show in Toronto, Canada at Maple Leaf Gardens before a capacity crowd of 18,000. "ABBA plays with surprising power and volume; but although they are loud, they're also clear, which does justice to the signature vocal sound...Anyone who's been waiting five years to see Abba will be well satisfied", wrote Record World.
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+ On 19 October 1979, the tour resumed in Western Europe where the band played 23 sold-out gigs, including six sold-out nights at London's Wembley Arena.
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+ In March 1980, ABBA travelled to Japan where upon their arrival at Narita International Airport, they were besieged by thousands of fans. The group performed eleven concerts to full houses, including six shows at Tokyo's Budokan. This tour was the last "on the road" adventure of their career.
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+ In July 1980, ABBA released the single "The Winner Takes It All", the group's eighth UK chart topper (and their first since 1978). The song is widely misunderstood as being written about Ulvaeus and Fältskog's marital tribulations; Ulvaeus wrote the lyrics, but has stated they were not about his own divorce; Fältskog has repeatedly stated she was not the loser in their divorce. In the United States, the single peaked at number-eight on the Billboard Hot 100 chart and became ABBA's second Billboard Adult Contemporary number-one. It was also re-recorded by Andersson and Ulvaeus with a slightly different backing track, by French chanteuse Mireille Mathieu at the end of 1980 – as "Bravo tu as gagné", with French lyrics by Alain Boublil. November the same year saw the release of ABBA's seventh album Super Trouper, which reflected a certain change in ABBA's style with more prominent use of synthesizers and increasingly personal lyrics. It set a record for the most pre-orders ever received for a UK album after one million copies were ordered before release. The second single from the album, "Super Trouper", also hit number-one in the UK, becoming the group's ninth and final UK chart-topper. Another track from the album, "Lay All Your Love on Me", released in 1981 as a Twelve-inch single only in selected territories, managed to top the Billboard Hot Dance Club Play chart and peaked at number-seven on the UK singles chart becoming, at the time, the highest ever charting 12-inch release in UK chart history.
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+ Also in 1980, ABBA recorded a compilation of Spanish-language versions of their hits called Gracias Por La Música. This was released in Spanish-speaking countries as well as in Japan and Australia. The album became a major success, and along with the Spanish version of "Chiquitita", this signalled the group's breakthrough in Latin America. ABBA Oro: Grandes Éxitos, the Spanish equivalent of ABBA Gold: Greatest Hits, was released in 1999.
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+ In January 1981, Ulvaeus married Lena Källersjö, and manager Stig Anderson celebrated his 50th birthday with a party. For this occasion, ABBA recorded the track "Hovas Vittne" (a pun on the Swedish name for Jehovah's Witness and Anderson's birthplace, Hova) as a tribute to him, and released it only on 200 red vinyl copies, to be distributed to the guests attending the party. This single has become a sought-after collectable. In mid-February 1981, Andersson and Lyngstad announced they were filing for divorce. Information surfaced that their marriage had been an uphill struggle for years, and Benny had already met another woman, Mona Nörklit, whom he married in November 1981.
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+ Andersson and Ulvaeus had songwriting sessions in early 1981, and recording sessions began in mid-March. At the end of April, the group recorded a TV special, Dick Cavett Meets ABBA with the US talk show host Dick Cavett. The Visitors, ABBA's eighth and final studio album, showed a songwriting maturity and depth of feeling distinctly lacking from their earlier recordings but still placing the band squarely in the pop genre, with catchy tunes and harmonies. Although not revealed at the time of its release, the album's title track, according to Ulvaeus, refers to the secret meetings held against the approval of totalitarian governments in Soviet-dominated states, while other tracks address topics like failed relationships, the threat of war, aging, and loss of innocence. The album's only major single release, "One of Us", proved to be the last of ABBA's nine number-one singles in Germany, this being in December 1981; and the swansong of their sixteen Top 5 singles on the South African chart. "One of Us" was also ABBA's final Top 3 hit in the UK, reaching number-three on the UK Singles Chart.
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+ Although it topped the album charts across most of Europe, including Ireland, the UK and Germany, The Visitors was not as commercially successful as its predecessors, showing a commercial decline in previously loyal markets such as France, Australia and Japan. A track from the album, "When All Is Said and Done", was released as a single in North America, Australia and New Zealand, and fittingly became ABBA's final Top 40 hit in the US (debuting on the US charts on 31 December 1981), while also reaching the US Adult Contemporary Top 10, and number-four on the RPM Adult Contemporary chart in Canada. The song's lyrics, as with "The Winner Takes It All" and "One of Us", dealt with the painful experience of separating from a long-term partner, though it looked at the trauma more optimistically. With the now publicised story of Andersson and Lyngstad's divorce, speculation increased of tension within the band. Also released in the United States was the title track of The Visitors, which hit the Top Ten on the Billboard Hot Dance Club Play chart.
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+ In the spring of 1982, songwriting sessions had started and the group came together for more recordings. Plans were not completely clear, but a new album was discussed and the prospect of a small tour suggested. The recording sessions in May and June 1982 were a struggle, and only three songs were eventually recorded: "You Owe Me One", "I Am the City" and "Just Like That". Andersson and Ulvaeus were not satisfied with the outcome, so the tapes were shelved and the group took a break for the summer.[47]
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+ Back in the studio again in early August, the group had changed plans for the rest of the year: they settled for a Christmas release of a double album compilation of all their past single releases to be named The Singles: The First Ten Years. New songwriting and recording sessions took place,[48] and during October and December, they released the singles "The Day Before You Came"/"Cassandra" and "Under Attack"/"You Owe Me One", the A-sides of which were included on the compilation album. Neither single made the Top 20 in the United Kingdom, though "The Day Before You Came" became a Top 5 hit in many European countries such as Germany, the Netherlands and Belgium. The album went to number one in the UK and Belgium, Top 5 in the Netherlands and Germany and Top 20 in many other countries. "Under Attack", the group's final release before disbanding, was a Top 5 hit in the Netherlands and Belgium.
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+ "I Am the City" and "Just Like That" were left unreleased on The Singles: The First Ten Years for possible inclusion on the next projected studio album, though this never came to fruition. "I Am the City" was eventually released on the compilation album More ABBA Gold in 1993, while "Just Like That" has been recycled in new songs with other artists produced by Andersson and Ulvaeus. A reworked version of the verses ended up in the musical Chess.[49] The chorus section of "Just Like That" was eventually released on a retrospective box set in 1994, as well as in the ABBA Undeleted medley featured on disc 9 of The Complete Studio Recordings. Despite a number of requests from fans, Ulvaeus and Andersson are still refusing to release ABBA's version of "Just Like That" in its entirety, even though the complete version has surfaced on bootlegs.
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+ The group travelled to London to promote The Singles: The First Ten Years in the first week of November 1982, appearing on Saturday Superstore and The Late, Late Breakfast Show, and also to West Germany in the second week, to perform on Show Express. On 19 November 1982, ABBA appeared for the last time in Sweden on the TV programme Nöjesmaskinen, and on 11 December 1982, they made their last performance ever, transmitted to the UK on Noel Edmonds' The Late, Late Breakfast Show,[50] through a live link from a TV studio in Stockholm.
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+ Andersson and Ulvaeus began collaborating with Tim Rice in early 1983 on writing songs for the musical project Chess, while Fältskog and Lyngstad both concentrated on international solo careers. While Andersson and Ulvaeus were working on the musical, a further co-operation among the three of them came with the musical Abbacadabra that was produced in France for television. It was a children's musical utilising 14 ABBA songs. Alain and Daniel Boublil, who wrote Les Misérables, had been in touch with Stig Anderson about the project, and the TV musical was aired over Christmas on French TV and later a Dutch version was also broadcast. Boublil previously also wrote the French lyric for Mireille Mathieu's version of "The Winner Takes It All".
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+ Lyngstad, who had recently moved to Paris, participated in the French version, and recorded a single, "Belle", a duet with French singer Daniel Balavoine. The song was a cover of ABBA's 1976 instrumental track "Arrival". As the single "Belle" sold well in France, Cameron Mackintosh wanted to stage an English-language version of the show in London, with the French lyrics translated by David Wood and Don Black; Andersson and Ulvaeus got involved in the project, and contributed with one new song, "I Am the Seeker". "Abbacadabra" premiered on 8 December 1983 at the Lyric Hammersmith Theatre in London, to mixed reviews and full houses for eight weeks, closing on 21 January 1984. Lyngstad was also involved in this production, recording "Belle" in English as "Time", a duet with actor and singer B. A. Robertson: the single sold well, and was produced and recorded by Mike Batt. In May 1984, Lyngstad performed "I Have a Dream" with a children's choir at the United Nations Organisation Gala, in Geneva, Switzerland.[51]
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+ All four members made their (at the time, final) public appearance as four friends more than as ABBA in January 1986, when they recorded a video of themselves performing an acoustic version of "Tivedshambo" (which was the first song written by their manager Stig Anderson), for a Swedish TV show honouring Anderson on his 55th birthday. The four had not seen each other for more than two years. That same year they also performed privately at another friend's 40th birthday: their old tour manager, Claes af Geijerstam. They sang a self-written song titled "Der Kleine Franz" that was later to resurface in Chess. Also in 1986, ABBA Live was released, featuring selections of live performances from the group's 1977 and 1979 tours. The four members were guests at the 50th birthday of Görel Hanser in 1999. Hanser was a long-time friend of all four, and also former secretary of Stig Anderson. Honouring Görel, ABBA performed a Swedish birthday song "Med En Enkel Tulipan" a cappella.[52]
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+ Andersson has on several occasions performed ABBA songs. In June 1992, he and Ulvaeus appeared with U2 at a Stockholm concert, singing the chorus of "Dancing Queen", and a few years later during the final performance of the B & B in Concert in Stockholm, Andersson joined the cast for an encore at the piano. Andersson frequently adds an ABBA song to the playlist when he performs with his BAO band. He also played the piano during new recordings of the ABBA songs "Like an Angel Passing Through My Room" with opera singer Anne Sofie von Otter, and "When All Is Said and Done" with Swede Viktoria Tolstoy. In 2002, Andersson and Ulvaeus both performed an a cappella rendition of the first verse of "Fernando" as they accepted their Ivor Novello award in London. Lyngstad performed and recorded an a cappella version of "Dancing Queen" with the Swedish group the Real Group in 1993, and also re-recorded "I Have a Dream" with Swiss singer Dan Daniell in 2003.
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+ ABBA never officially announced the end of the group or an indefinite break, but it was long considered dissolved after their final public performance together in 1982. Their final public performance together as ABBA before their 2016 reunion was on the British TV programme The Late, Late Breakfast Show (live from Stockholm) on 11 December 1982. While reminiscing on "The Day Before You Came", Ulvaeus said: "we might have continued for a while longer if that had been a number one".[53] In January 1983, Fältskog started recording sessions for a solo album, as Lyngstad had successfully released her album Something's Going On some months earlier. Ulvaeus and Andersson, meanwhile, started songwriting sessions for the musical Chess. In interviews at the time, Björn and Benny denied the split of ABBA ("Who are we without our ladies? Initials of Brigitte Bardot?"), and Lyngstad and Fältskog kept claiming in interviews that ABBA would come together for a new album repeatedly during 1983 and 1984. Internal strife between the group and their manager escalated and the band members sold their shares in Polar Music during 1983. Except for a TV appearance in 1986, the foursome did not come together publicly again until they were reunited at the Swedish premiere of the Mamma Mia! movie on 4 July 2008. The individual members' endeavours shortly before and after their final public performance coupled with the collapse of both marriages and the lack of significant activity in the following few years after that widely suggested that the group had broken up.
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+ In an interview with the Sunday Telegraph, following the premiere, Ulvaeus and Andersson said that there was nothing that could entice them back on stage again. Ulvaeus said: "We will never appear on stage again. [...] There is simply no motivation to re-group. Money is not a factor and we would like people to remember us as we were. Young, exuberant, full of energy and ambition. I remember Robert Plant saying Led Zeppelin were a cover band now because they cover all their own stuff. I think that hit the nail on the head."[54]
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+ However, on 3 January 2011, Fältskog, long considered to be the most reclusive member of the group and a major obstacle to any reunion, raised the possibility of reuniting for a one-off engagement. She admitted that she has not yet brought the idea up to the other three members. In April 2013, she reiterated her hopes for reunion during an interview with Die Zeit, stating: "If they ask me, I'll say yes."[55]
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+ In a May 2013 interview, Fältskog, aged 63 at the time, stated that an ABBA reunion would never occur: "I think we have to accept that it will not happen, because we are too old and each one of us has their own life. Too many years have gone by since we stopped, and there's really no meaning in putting us together again." Fältskog further explained that the band members remained on amicable terms: "It's always nice to see each other now and then and to talk a little and to be a little nostalgic."[56] In an April 2014 interview, Fältskog, when asked about whether the band might reunite for a new recording said: "It's difficult to talk about this because then all the news stories will be: 'ABBA is going to record another song!' But as long as we can sing and play, then why not? I would love to, but it's up to Björn and Benny."[38]
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+ The same year the members of ABBA went their separate ways, the French production of a "tribute" show (a children's TV musical named Abbacadabra using 14 ABBA songs) spawned new interest in the group's music.
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+ After receiving little attention during the mid-to-late-1980s, ABBA's music experienced a resurgence in the early 1990s due to the UK synth-pop duo Erasure, who released Abba-esque, a four track extended play release featuring cover versions of ABBA songs which topped several European charts in 1992. As U2 arrived in Stockholm for a concert in June of that year, the band paid homage to ABBA by inviting Björn Ulvaeus and Benny Andersson to join them on stage for a rendition of "Dancing Queen", playing guitar and keyboards. September 1992 saw the release of ABBA Gold: Greatest Hits, a new compilation album. The single "Dancing Queen" received radio airplay in the UK in the middle of 1992 to promote the album. The song returned to the Top 20 of the UK singles chart in August that year, this time peaking at number 16. With sales of 30 million,[57] Gold is the best-selling ABBA album, as well as one of the best-selling albums worldwide. With sales of 5.5 million copies it is the second-highest selling album of all time in the UK, after Queen's Greatest Hits.[58] The enormous interest in the ABBA Gold: Greatest Hits compilation saw the release of More ABBA Gold: More ABBA Hits in 1993.
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+ In 1994, two Australian cult films caught the attention of the world's media, both focusing on admiration for ABBA: The Adventures of Priscilla, Queen of the Desert and Muriel's Wedding. The same year, Thank You for the Music, a four-disc box set comprising all the group's hits and stand-out album tracks, was released with the involvement of all four members. "By the end of the twentieth century," American critic Chuck Klosterman wrote a decade later, "it was far more contrarian to hate ABBA than to love them."[59]
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+ ABBA were soon recognised and embraced by other acts: Evan Dando of the Lemonheads recorded a cover version of "Knowing Me, Knowing You";[60] Sinéad O'Connor and Boyzone's Stephen Gately have recorded "Chiquitita"; Tanita Tikaram, Blancmange and Steven Wilson paid tribute to "The Day Before You Came". Cliff Richard covered "Lay All Your Love on Me", while Dionne Warwick, Peter Cetera, and Celebrity Skin recorded their versions of "SOS". US alternative-rock musician Marshall Crenshaw has also been known to play a version of "Knowing Me, Knowing You" in concert appearances, while legendary English Latin pop songwriter Richard Daniel Roman has recognised ABBA as a major influence. Swedish metal guitarist Yngwie Malmsteen covered "Gimme! Gimme! Gimme! (A Man After Midnight)" with slightly altered lyrics.
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+ Two different compilation albums of ABBA songs have been released. ABBA: A Tribute coincided with the 25th anniversary celebration and featured 17 songs, some of which were recorded especially for this release. Notable tracks include Go West's "One of Us", Army of Lovers "Hasta Mañana", Information Society's "Lay All Your Love on Me", Erasure's "Take a Chance on Me" (with MC Kinky), and Lyngstad's a cappella duet with the Real Group of "Dancing Queen". A second 12-track album was released in 1999, entitled ABBAmania, with proceeds going to the Youth Music charity in England. It featured all new cover versions: notable tracks were by Madness ("Money, Money, Money"), Culture Club ("Voulez-Vous"), the Corrs ("The Winner Takes It All"), Steps ("Lay All Your Love on Me", "I Know Him So Well"), and a medley entitled "Thank ABBA for the Music" performed by several artists and as featured on the Brits Awards that same year.
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+ In 1997, an ABBA tribute group was formed, the ABBA Teens, which was subsequently renamed the A-Teens to allow the group some independence. The group's first album, "The ABBA Generation", consisting solely of ABBA covers reimagined as 1990s pop songs, was a worldwide success and so were subsequent albums. The group disbanded in 2004 due to a gruelling schedule and intentions to go solo. In Sweden, the growing recognition of the legacy of Andersson and Ulvaeus resulted in the 1998 B & B Concerts, a tribute concert (with Swedish singers who had worked with the songwriters through the years) showcasing not only their ABBA years, but hits both before and after ABBA. The concert was a success, and was ultimately released on CD. It later toured Scandinavia and even went to Beijing in the People's Republic of China for two concerts. In 2000, ABBA was reported to have turned down an offer of approximately one billion US dollars to do a reunion tour consisting of 100 concerts.[61]
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+ For the 2004 semi-final of the Eurovision Song Contest, staged in Istanbul 30 years after ABBA had won the contest in Brighton, all four members made cameo appearances in a special comedy video made for the interval act, entitled "Our Last Video Ever". Other well-known stars such as Rik Mayall, Cher and Iron Maiden's Eddie also made appearances in the video. It was not included in the official DVD release of the Eurovision Contest, but was issued as a separate DVD release, retitled The Last Video at the request of the former ABBA members. The video was made using puppet models of the members of the band. The video has surpassed 8 million views on YouTube as of November 2019.
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+ In 2005, all four members of ABBA appeared at the Stockholm premiere of the musical Mamma Mia!.[62] On 22 October 2005, at the 50th anniversary celebration of the Eurovision Song Contest, "Waterloo" was chosen as the best song in the competition's history.[12] On 4 July 2008, all four ABBA members were reunited at the Swedish premiere of the film Mamma Mia!. It was only the second time all of them had appeared together in public since 1986.[63] During the appearance, they re-emphasised that they intended never to officially reunite, citing the opinion of Robert Plant that the re-formed Led Zeppelin was more like a cover band of itself than the original band. Ulvaeus stated that he wanted the band to be remembered as they were during the peak years of their success.[64]
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+ The compilation album ABBA Gold: Greatest Hits, originally released in 1992, returned to number-one in the UK album charts for the fifth time on 3 August 2008.[65] On 14 August 2008, the Mamma Mia! The Movie film soundtrack went to number-one on the US Billboard charts, ABBA's first US chart-topping album. During the band's heyday the highest album chart position they had ever achieved in America was number 14. In November 2008, all eight studio albums, together with a ninth of rare tracks, was released as The Albums.[66] It hit several charts, peaking at number-four in Sweden and reaching the Top 10 in several other European territories.
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+ In 2008, Sony Computer Entertainment Europe, in collaboration with Universal Music Group Sweden AB, released SingStar ABBA on both the PlayStation 2 and PlayStation 3 games consoles, as part of the SingStar music video games. The PS2 version features 20 ABBA songs, while 25 songs feature on the PS3 version.
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+ On 22 January 2009, Fältskog and Lyngstad appeared together on stage to receive the Swedish music award "Rockbjörnen" (for "lifetime achievement"). In an interview, the two women expressed their gratitude for the honorary award and thanked their fans. On 25 November 2009, PRS for Music announced that the British public voted ABBA as the band they would most like to see re-form.[67] On 27 January 2010, ABBAWORLD, a 25-room touring exhibition featuring interactive and audiovisual activities, debuted at Earls Court Exhibition Centre in London. According to the exhibition's website, ABBAWORLD is "approved and fully supported" by the band members.[68][69]
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+ "Mamma Mia" was released as one of the first few non-premium song selections for the online RPG game Bandmaster. On 17 May 2011, "Gimme! Gimme! Gimme!" was added as a non-premium song selection for the Bandmaster Philippines server. On 15 November 2011, Ubisoft released a dancing game called ABBA: You Can Dance for the Wii.[70][71] In January 2012, Universal Music announced the re-release of ABBA's final album The Visitors, featuring a previously unheard track "From a Twinkling Star to a Passing Angel".[72]
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+ A book entitled ABBA: The Official Photo Book was published in early 2014 to mark the 40th anniversary of the band's Eurovision victory. The book reveals that part of the reason for the band's outrageous costumes was that Swedish tax laws at the time allowed the cost of garish outfits that were not suitable for daily wear to be tax deductible.
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+ A sequel to the 2008 movie Mamma Mia!, titled Mamma Mia! Here We Go Again, was announced in May 2017; the film was released on 20 July 2018.[73] Cher, who appeared in the movie, also released Dancing Queen, an album full of ABBA covers, in September 2018.
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+ In June 2017, a blue plaque outside Brighton Dome was set to commemorate their 1974 Eurovision win.[74]
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+ In May 2020, it was announced that ABBA's entire studio discography would be released on coloured vinyl for the first time, in a box set titled ABBA: The Studio Albums.[75] The initial release sold out in just a few hours.[citation needed]
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+ On 20 January 2016, all four members of ABBA made a public appearance at Mamma Mia! The Party in Stockholm.[76][77] On 6 June 2016, the quartet appeared together at a private party at Berns Salonger in Stockholm, which was held to celebrate the 50th anniversary of Andersson and Ulvaeus's first meeting. Fältskog and Lyngstad sang the ABBA song "The Way Old Friends Do"[78] before they were joined on stage by Andersson and Ulvaeus.
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+ British manager Simon Fuller announced in a statement in October 2016 that the group would be reuniting to work on a new 'digital entertainment experience'.[79] The project would feature the members in their "life-like" avatar form ('abbatars') based on their late 1970s tour and would be set to launch by the spring of 2019.[80] On 27 April 2018, the members announced that they had recorded two new songs, one entitled "I Still Have Faith in You", to feature in a TV special set to air later that year.[81] The other new track is called "Don't Shut Me Down".[82][83]
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+ In September 2018, Ulvaeus revealed that the two new songs, "I Still Have Faith in You" and "Don't Shut Me Down", as well as the aforementioned TV special now called ABBA: Thank You for the Music, An All-Star Tribute, would be released no earlier than March 2019.[84] In January 2019, Ulvaeus revealed that neither song was finished yet, hinting at a final mix date of spring 2019 and the possibility of a third song.[85]
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+ In June 2019, Ulvaeus announced that the first new song and video containing the Abbatars would be released in November 2019. In September, he stated in an interview that there were now five new ABBA songs[86] to be released in 2020. In early 2020, Andersson confirmed that he was aiming for the songs to be released in September 2020.[87]
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+ In April 2020, Ulvaeus gave an interview saying that in the wake of the COVID-19 pandemic, the avatar project has been delayed by six months. As of 2020, five out of the eight original songs written by Benny for the new album have been recorded by the 2 female members, and there is a new music video with new unseen technology that cost £15 million, with the release for the music video being decided.[88][89]
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+ In October 1984, Ulvaeus and Andersson together with lyricist Tim Rice released the musical concept double-album Chess. The singles "One Night in Bangkok" (with vocals by Murray Head and Anders Glenmark ) and "I Know Him So Well" (a duet by Barbara Dickson and Elaine Paige, and later also recorded by Barbra Streisand and Whitney Houston) were both hugely successful. The former reached number-one in Australia, Germany, Spain and Switzerland; number-two in Austria, France and New Zealand, and number-three in Canada, Norway, Sweden and the US. In May 1986, the musical premiered in London's West End, and ran for almost three years. Chess also opened on Broadway in April 1988, but closed within two months due to bad reviews. In Stockholm, the composers staged Chess på svenska (Chess in Swedish) in 2003, with some new material, including the musical numbers "Han är en man, han är ett barn" ("He's a Man, He's a Child") and "Glöm mig om du kan" ("Forget Me If You Can"). In 2008, the musical was again revived for a successful staging at London's Royal Albert Hall which was subsequently released on DVD, and then in two successful separate touring productions in the United States and United Kingdom, in 2010.
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+ Andersson and Ulvaeus' next project, Kristina från Duvemåla, an epic Swedish musical, premiered in Malmö, in southern Sweden in October 1995. The musical ran for five years in Stockholm, and an English version has been in development for some considerable time. It has been reported that a Broadway production is in its earliest stages of pre-production.[90] In the meantime, following some earlier workshops, a full presentation of the English translation of the musical in concert, now with the shortened name of "Kristina", took place to capacity crowds in September 2009 at New York's Carnegie Hall, and in April 2010 at London's Royal Albert Hall, followed by a CD release of the New York recordings.
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+ Since 1983, besides Chess and Kristina från Duvemåla, Andersson has continued writing songs with Ulvaeus. The pair produced two English-language pop albums with Swedish duo Gemini in 1985 and 1987. In 1987, Andersson also released his first solo album on his own label, Mono Music, called "Klinga mina klockor" ("Ring My Bells"), containing material inspired by Swedish folk music – and followed it with a second album titled November 1989.
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+ During the 1990s, Andersson wrote music for the popular Swedish cabaret quartet Ainbusk Singers, giving them two hits: "Lassie" and "Älska mig" ("Love me"), and later produced Shapes, an English-language album by Josefin Nilsson with all-new material by Andersson and Ulvaeus. Andersson has also regularly written music for films (most notably to Roy Andersson's Songs from the Second Floor). In 2001, Andersson formed his own band, Benny Anderssons Orkester (BAO), which released three successful albums in 2001, 2004 and 2007. Andersson has the distinction of remaining the longest in the Swedish Radio Svensktoppen charts; the song "Du är min man" ("You Are My Man"), sung by Helen Sjöholm, spent 278 weeks there between 2004 and 2009.[91] Andersson released his third album BAO 3 in October 2007, of new material with his band BAO and vocalists Helen Sjöholm and Tommy Körberg, as well as playing to full houses at two of Sweden's largest concert venues in October and November 2007, with an audience of 14,000.
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+ Ulvaeus has not appeared on stage performing music since ABBA, but had a reunion with his co-members of the Hootenanny Singers on 16 July 2005 at a music festival in his hometown of Västervik, singing their 1966 hit "Marianne".
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+ Andersson and Ulvaeus have been highly involved in the worldwide productions of the musical Mamma Mia!, alongside Lyngstad who attends premieres. They were also involved in the production of the successful film version of the musical, which opened in July 2008. Andersson produced the soundtrack utilising many of the musicians ABBA used on their albums and tours. Andersson made a cameo appearance in the movie as a "fisherman" piano player in the "Dancing Queen" scene, while Ulvaeus is seen as a Greek god playing a lyre during the closing credits.
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+ Andersson and Ulvaeus have continuously been writing new material; most recently they wrote seven songs for Andersson's 2011 BAO album O Klang Och Jubeltid, performed as usual by vocalists Sjöholm, Körberg and Moreus. In July 2009, BAO (now renamed the Benny Andersson Band) released their first international album, The Story of a Heart. The album was a compilation of 14 tracks from Andersson's five Swedish-language releases between 1987 and 2007, including five songs now recorded with lyrics by Ulvaeus in English; the new title song premiered on BBC2's Ken Bruce Show. A Swedish-language version of the title track, "Sommaren Du Fick" ("The Summer You Got"), was released as a single in Sweden prior to the English version, with vocals by Helen Sjöholm. In May 2009, Andersson released a single recorded by the staff at his privately owned Stockholm hotel Hotel Rival, titled "2nd Best to None", accompanied by a video showing the staff at work.
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+ In 2008, Andersson and Ulvaeus wrote a song for Swedish singer Sissela Kyle, titled "Jag vill bli gammal" ("I Wanna Grow Old"), for her Stockholm stage show "Your Days Are Numbered", which was never recorded and released, but was performed on television. Ulvaeus also contributed lyrics to ABBA's 1976 instrumental track "Arrival" for Sarah Brightman's cover version recorded for her 2008 album Winter Symphony. New English lyrics have also been written for Andersson's 1999 song "Innan Gryningen" (then also named "Millennium Hymn"), with the new title "The Silence of the Dawn" for Barbara Dickson (performed live, but not yet recorded and released). In 2007, they wrote the song "Han som har vunnit allt" ("He Who's Won It All") for actor/singer Anders Ekborg.
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+ Ulvaeus also wrote English lyrics for two older songs from Andersson's solo albums: "After the Rain" ("Efter regnet", 1987) for opera singer Anne Sofie von Otter, for her Andersson tribute album I Let the Music Speak, and "I Walk with You Mama" ("Stockholm by Night", 1989). Barbara Dickson recorded (but not yet released) a Björn & Benny song entitled "The Day The Wall Came Tumbling Down"; the track was eventually released by Australian Mamma Mia! musical star Anne Wood on her album of ABBA covers, Divine Discontent. As of October 2012[update], Ulvaeus has mentioned writing new material with Andersson for a BAO Christmas release (also mentioned as a BAO 'box'). Andersson (together with Kristina Lugn and Lars Rudolfsson) composed music for a Swedish language obscure musical, "Hjälp Sökes" ("Help Wanted"), which premiered in February 2013. Andersson has also written music for a documentary film about Olof Palme, re-recording the track "Sorgmarsch" ("Dirge").
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+ In 1980, Fältskog and her then 7-year-old daughter Linda recorded Nu tändas tusen juleljus, a Swedish Christmas album. Released in 1981, it was Fältskog's first Swedish-language recording for the Polar Music label after she left CBS-Cupol. It peaked at No. 6 on the Swedish album chart in January 1982, and has since been re-released on CD by Polar Music/PolyGram/Universal Music. The album title is derived from one of Scandinavia's best-known Christmas carols, "Nu tändas tusen juleljus" ("Now a thousand Christmas candles are lit").
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+ In 1983, Fältskog released the solo album Wrap Your Arms Around Me, which achieved platinum sales in Sweden. This included the single "The Heat Is On", which was a hit in Europe and Scandinavia. It reached number-one in Sweden and Norway and peaked at number-two in the Netherlands and Belgium. In the United States, Fältskog earned a Billboard Top 30 hit with "Can't Shake Loose". The title track of the album was another successful hit, topping the charts in Belgium and Denmark, reaching the Top 5 in the Netherlands, South Africa and Sweden, and the Top 20 in Germany and France. The album sold 1.2 million copies worldwide.[92] The album was produced Mike Chapman, also known for his work with The Sweet, Mud, Suzi Quatro, Blondie, Pat Benatar and The Knack.
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+ Fältskog's second English-language solo album, Eyes of a Woman (produced by Eric Stewart of 10cc), was released in March 1985. It peaked at number two in Sweden (becoming a platinum seller). The first single from the album was her self-penned "I Won't Let You Go". Her duet with Ola Håkansson, "The Way You Are", was a number-one hit in Sweden in 1986 and was awarded double platinum status.
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+ In early 1987, Fältskog recorded a Swedish-language album, Kom följ med i vår karusell (Come Join Us on Our Carousel) with her son Christian and a children's choir. The single "På Söndag" ("On Sunday") received significant airplay on Swedish radio and even made the Swedish Top 10, unique for a song made for kids to enjoy.
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+ Also in 1987, Fältskog released her third English-language solo album, the Peter Cetera-produced I Stand Alone, which also included the Billboard Adult Contemporary duet with Cetera, "I Wasn't the One (Who Said Goodbye)", as well as the European charting singles "The Last Time" and "Let It Shine". The album was extremely successful in Sweden, where it spent eight weeks at number-one and was awarded double-platinum status. Shortly after some minor European promotion for the album in early 1988, Fältskog withdrew from public life and halted her music career. In 1996, she released her autobiography, As I Am, and a compilation album featuring her solo hits alongside some ABBA classics.
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+ In 2004, Fältskog made a successful comeback, with the release of the critically acclaimed album My Colouring Book, containing covers of songs that had the most impact on her teenage years in the 1960s. It debuted at number-one in Sweden (achieving triple-platinum status), and was a Top 10 hit in Denmark, Finland and Germany. It also became Fältskog's second solo album to reach the UK Top 20, peaking at number 12. The single "If I Thought You'd Ever Change Your Mind" (a cover of the song recorded by Cilla Black) became Fältskog's biggest solo hit in the UK, reaching number 11, while peaking at number-two in her native Sweden. A second single, "When You Walk in the Room", was released but met with less success. In January 2007, Fältskog sang a live duet on stage with Swedish singer Tommy Körberg at the after party for the final performance of the musical, Mamma Mia!, in Stockholm, at which Andersson and Ulvaeus were also present.
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+ In May 2013, Fältskog released a solo album entitled A through Universal International. In a promotional interview, Fältskog explained that the album was unplanned and it was after she heard the first three songs that she felt that she "had to do this [record the album]". She also revealed that she completed singing lessons prior to recording the album, as she felt her throat was "a bit rusty". Fältskog stated that she would not be undertaking any tours or live performances in support of the album, explaining: "I'm not that young anymore. I don't have the energy to do that, and also I don't want to travel too much." The title of the album was conceived of by the studio production team.[56] A proved successful upon release, reaching the Top 10 in many European countries, including Germany, Sweden and the UK (where it peaked at number-six and is Fältskog's highest-charting solo album to date), as well as Australia.
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+ Both female members of ABBA pursued solo careers on the international scene after their work with the group. In 1982, Lyngstad chose Genesis drummer and vocalist Phil Collins to produce the album Something's Going On and unveiled the hit single and video "I Know There's Something Going On" in August of that year.[93] The single became a number-one hit in Belgium and Switzerland and was a Top 10 hit in Australia, Austria, Finland, France, Germany, Italy, the Netherlands, Norway, Poland, South Africa and Sweden. The track also proved successful in the US, peaking at No. 13 (and spending almost four months on the Billboard Hot 100). Sveriges Television documented this historical event, by filming the whole recording process. The result became a one-hour TV documentary, including interviews with Lyngstad, Collins, Ulvaeus and Andersson as well as all the musicians. This documentary and the promotion videos from the album are included in Frida – The DVD.
210
+
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+ Lyngstad's second international solo album, Shine (produced by Steve Lillywhite), was recorded in Paris and released in 1984. This would be Lyngstad's final studio album release for twelve years. It featured "Slowly", the last known Andersson-Ulvaeus composition to have been recorded by one of the former female ABBA vocalists to date. The promotional videos and clips for "Shine" are included in Frida – The DVD.
212
+
213
+ In 1992, Lyngstad was chosen to be the chairperson for the environmental organisation "Artister för miljön" ("Artists for the Environment") in Sweden. She was chairperson for this organisation until 1995. To mark her interests for the environment, she recorded the Julian Lennon song "Saltwater" and performed it live in Stockholm. She arranged and financed summer camps for poor children in Sweden, focusing on environmental and ecological issues. Her environmental work for the organisation led to the decision to record again. The album Djupa andetag (Deep Breaths) was released in 1996 and became a number-one success in Sweden. The lyrics for the single, "Även en blomma" ("Even a Flower"), deal with environmental issues.
214
+
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+ In 2004, Lyngstad recorded a song entitled "The Sun Will Shine Again", written especially for her and released with former Deep Purple member Jon Lord. The couple made several TV performances with the song in Germany.
216
+
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+ On 5 December 2005,[94] Universal released her box set, Frida – 4xCD 1xDVD, consisting of the solo albums she recorded for the Polar Label and the 3​1⁄2-hour documentary Frida – The DVD. On this DVD, which covers her entire singing career, the viewer is guided by Lyngstad herself through the years from her TV debut in Sweden in 1967 to the TV performances she made in Germany in 2004. Many rare clips are included in the set and each performance is explained by Lyngstad herself. The interview with Lyngstad was filmed in the Swiss Alps in mid-2005.
218
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+ Lyngstad returned to the recording studio in 2010 to record vocals for the Cat Stevens song "Morning Has Broken", for Swedish guitarist Georg Wadenius's album Reconnection. The album, which featured other guest vocalists, reached number 17 in Sweden.[95]
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+ In 2018, Lyngstad and multi-Grammy winning Jazz trumpeter Arturo Sandoval released a reworking of the ABBA song "Andante, Andante" as a single, which is also featured on Sandoval's album Ultimate Duets.
222
+
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+ ABBA were perfectionists in the studio, working on tracks until they got them right rather than leaving them to come back to later on.[96]
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+ The band created a basic rhythm track with a drummer, guitarist and bass player, and overlaid other arrangements and instruments. Vocals were then added, and orchestra overdubs were usually left until last.[96]
226
+
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+ Fältskog and Lyngstad contributed ideas at the studio stage. Andersson and Ulvaeus played them the backing tracks and they made comments and suggestions. According to Fältskog, she and Lyngstad had the final say in how the lyrics were shaped.
228
+
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+ When we gather around the piano to get our voices tuned up, we often come up with things we can use in the backing vocals.
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+
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+ After vocals and overdubs were done, the band took up to five days to mix a song.[96]
232
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+ Their single "S.O.S." was "heavily influenced by Phil Spector's Wall of Sound and the melodies of the Beach Boys", according to Billboard writer Fred Bronson, who also reported that Ulvaeus had said, "Because there was the Latin-American influence, the German, the Italian, the English, the American, all of that. I suppose we were a bit exotic in every territory in an acceptable way."[32]
234
+
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+ ABBA was widely noted for the colourful and trend-setting costumes its members wore.[97] The reason for the wild costumes was Swedish tax law. The cost of the clothes was deductible only if they could not be worn other than for performances.[98] Choreography by Graham Tainton also contributed to their performance style.
236
+
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+ The videos that accompanied some of the band's biggest hits are often cited as being among the earliest examples of the genre. Most of ABBA's videos (and ABBA: The Movie) were directed by Lasse Hallström, who would later direct the films My Life as a Dog, The Cider House Rules and Chocolat.[99]
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+ ABBA made videos because their songs were hits in many different countries and personal appearances were not always possible. This was also done in an effort to minimise travelling, particularly to countries that would have required extremely long flights. Fältskog and Ulvaeus had two young children and Fältskog, who was also afraid of flying, was very reluctant to leave her children for such a long time. ABBA's manager, Stig Anderson, realised the potential of showing a simple video clip on television to publicise a single or album, thereby allowing easier and quicker exposure than a concert tour. Some of these videos have become classics because of the 1970s-era costumes and early video effects, such as the grouping of the band members in different combinations of pairs, overlapping one singer's profile with the other's full face, and the contrasting of one member against another.
240
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+ In 1976, ABBA participated in an advertising campaign to promote the Matsushita Electric Industrial Co.'s brand, National, in Australia. The campaign was also broadcast in Japan. Five commercial spots, each of approximately one minute, were produced, each presenting the "National Song" performed by ABBA using the melody and instrumental arrangements of "Fernando" and revised lyrics.[100]
242
+
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+ In September 2010, band members Andersson and Ulvaeus criticised the right-wing Danish People's Party (DF) for using the ABBA song "Mamma Mia" (with modified lyrics) at rallies. The band threatened to file a lawsuit against the DF, saying they never allowed their music to be used politically and that they had absolutely no interest in supporting the party. Their record label Universal Music later said that no legal action would be taken because an agreement had been reached.[101]
244
+
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+ During their active career, from 1972 to 1982, ABBA placed 20 singles on the Billboard Hot 100, 14 of which made the Top 40 (13 on the Cashbox Top 100), with 10 making the Top 20 on both charts. A total of four of those singles reached the Top 10, including "Dancing Queen" which reached number one in April 1977. While "Fernando" and "SOS" did not break the Top 10 on the Billboard Hot 100 (reaching number 13 and 15 respectively), they did reach the Top 10 on Cashbox ("Fernando") and Record World ("SOS") charts. Both "Dancing Queen" and "Take a Chance on Me" were certified gold by the Recording Industry Association of America for sales of over one million copies each.[102]
246
+
247
+ The group also had 12 Top 20 singles on the Billboard Adult Contemporary chart with two of them, "Fernando" and "The Winner Takes It All", reaching number-one. "Lay All Your Love on Me" was ABBA's fourth number-one single on a Billboard chart, topping the Hot Dance Club Play chart.
248
+
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+ Nine ABBA albums made their way into the top half of the Billboard 200 album chart, with seven reaching the Top 50 and four reaching the Top 20. ABBA: The Album was the highest-charting album of the group's career, peaking at No. 14. Five albums received RIAA gold certification (more than 500,000 copies sold), while three acquired platinum status (selling more than one million copies).
250
+
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+ The compilation album ABBA Gold: Greatest Hits topped the Billboard Top Pop Catalog Albums chart in August 2008 (15 years after it was first released in the US in 1993), becoming the group's first number-one album ever on any of the Billboard album charts. It has sold 6 million copies there.[103]
252
+
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+ On 15 March 2010, ABBA were inducted into the Rock and Roll Hall of Fame by Bee Gees members Barry Gibb and Robin Gibb. The ceremony was held at the Waldorf Astoria Hotel in New York City. The group was represented by Anni-Frid Lyngstad and Benny Andersson.[104]
254
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+ The members of ABBA were married as follows: Agnetha Fältskog and Björn Ulvaeus from 1971 to 1980: Benny Andersson and Anni-Frid Lyngstad from 1978 to 1981.[105]
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+ Studio albums
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1
+
2
+
3
+
4
+
5
+ Slavery is any system in which principles of property law are applied to people, allowing individuals to own, buy and sell other individuals, as a de jure form of property.[1] An enslaved person is unable to withdraw unilaterally from such an arrangement and works without remuneration. Many scholars now use the term chattel slavery to refer to this specific sense of legalized, de jure slavery.
6
+
7
+ In a broader sense, however, the word "slavery" may also refer to any situation in which an individual is de facto forced to work against their own will. To describe such circumstances, scholars may use such alternate terms as unfree labour or forced labour.[2]
8
+
9
+ Under the broader use of the term slavery, but also in certain cases of actual de jure (chattel) slavery, local laws and/or customs may vest the enslaved with limited rights and protections.
10
+
11
+ Slavery has existed in many cultures, dating back to early human civilizations.[3] It was legal in most societies at some time in the past but is now outlawed in all recognized countries.[4][5] Nevertheless, as of 2019 there were an estimated 40 million people worldwide subject to some form of slavery, 25% of them children.[6] More than half of modern slaves are used for forced labor, mostly in the private sector.[6] The most common form of modern slave trade is commonly referred to as human trafficking. In some areas of the world, slavery continues through practices such as debt bondage, the most common source of modern slaves;[2] serfdom; domestic servants kept in captivity; certain adoptions in which children are forced to work as slaves; child soldiers; and forced marriage.[7]
12
+
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+ The word slave is derived from the ethnonym (ethnic name) Slav.[8][9][10] It arrived in English via the Old French sclave. In Medieval Latin the word was sclavus and in Byzantine Greek σκλάβος.[8] Use of the word arose during the Early Medieval Period, when Slavs from Central and Eastern Europe (Saqaliba) were frequently enslaved by Moors from the Iberian Peninsula and North Africa.[11][12][13] An older interpretation connected slave to the Greek verb skyleúo 'to strip a slain enemy'.[14]
14
+
15
+ There is a dispute among historians about whether terms such as "unfree labourer" or enslaved person, rather than "slave", should be used when describing the victims of slavery. According to those proposing a change in terminology, slave perpetuates the crime of slavery in language; by reducing its victims to a nonhuman noun instead of "carry[ing] them forward as people, not the property that they were". Other historians prefer slave because the term is familiar and shorter, or because it accurately reflects the inhumanity of slavery, with "person" implying a degree of autonomy that slavery does not allow.[15]
16
+
17
+ Indenture, otherwise known as bonded labour or debt bondage, is a form of unfree labour under which a person pledges himself or herself against a loan.[16] The services required to repay the debt, and their duration, may be undefined.[16] Debt bondage can be passed on from generation to generation, with children required to pay off their progenitors' debt.[16] It is the most widespread form of slavery today.[2] Debt bondage is most prevalent in South Asia.[17]
18
+
19
+ Chattel slavery, also called traditional slavery, is so named because people are treated as the chattel (personal property) of the owner and are bought and sold as commodities. Typically, under the chattel slave system, children inherited slave status via the mother (partus sequitur ventrem).[18] Although it dominated many different societies throughout human history, this form of slavery has been formally abolished and is very rare today. Even when it can be said to survive, it is not upheld by the legal system of any internationally recognized government.[19]
20
+
21
+ "Slavery" has also been used to refer to a legal state of dependency to somebody else.[20][21] For example, in Persia, the situations and lives of such slaves could be better than those of common citizens.[22]
22
+
23
+ Forced labour, or unfree labour, is sometimes used to describe an individual who is forced to work against their own will, under threat of violence or other punishment, but the generic term unfree labour is also used to describe chattel slavery, as well as any other situation in which a person is obliged to work against their own will, and a person's ability to work productively is under the complete control of another person.[2] This may also include institutions not commonly classified as slavery, such as serfdom, conscription and penal labour. While some unfree labourers, such as serfs, have substantive, de jure legal or traditional rights, they also have no ability to terminate the arrangements under which they work and are frequently subject to forms of coercion, violence, and restrictions on their activities and movement outside their place of work.
24
+
25
+ Human trafficking primarily involves women and children forced into prostitution and is the fastest growing form of forced labour, with Thailand, Cambodia, India, Brazil and Mexico having been identified as leading hotspots of commercial sexual exploitation of children.[2][23][24] Examples of sexual slavery, often in military contexts, include detention in "rape camps" or "comfort stations," "comfort women", forced "marriages" to soldiers and other practices involving the treatment of women or men as chattel and, as such, violations of the peremptory norm prohibiting slavery.[25][26][27][28]
26
+
27
+ In 2007, Human Rights Watch estimated that 200,000 to 300,000 children served as soldiers in current conflicts.[29] More girls under 16 work as domestic workers than any other category of child labor, often sent to cities by parents living in rural poverty[30] such as in restaveks in Haiti.
28
+
29
+ Forced marriages or early marriages are often considered types of slavery. Forced marriage continues to be practiced in parts of the world including some parts of Asia and Africa and in immigrant communities in the West.[31][32][33][34] Sacred prostitution is where girls and women are pledged to priests or those of higher castes, such as the practice of Devadasi in South Asia or fetish slaves in West Africa.[2] Marriage by abduction occurs in many places in the world today, with a national average of 69% of marriages in Ethiopia being through abduction.[35]
30
+
31
+ Economists have attempted to model the circumstances under which slavery (and variants such as serfdom) appear and disappear. One observation is that slavery becomes more desirable for landowners where land is abundant but labour is scarce, such that rent is depressed and paid workers can demand high wages. If the opposite holds true, then it becomes more costly for landowners to have guards for the slaves than to employ paid workers who can only demand low wages because of the amount of competition.[36] Thus, first slavery and then serfdom gradually decreased in Europe as the population grew but were reintroduced in the Americas and in Russia as large areas of new land with few people became available.[37]
32
+
33
+ Slavery is more common when the labor done is relatively simple and thus easy to supervise, such as large-scale growing of a single crop, like sugar and cotton, in which output was based on economies of scale. This enables such systems of labor, such as the gang system in the United States, to become prominent on large plantations where field hands were monitored and worked with factory-like precision. For example, each work gang was based on an internal division of labour that assigned every member of the gang to a precise task and simultaneously made their own performance dependent on the actions of the others. The hoe hands chopped out the weeds that surrounded the cotton plants as well as excessive sprouts. The plow gangs followed behind, stirring the soil near the rows of cotton plants and tossing it back around the plants. Thus, the gang system worked like an assembly line.[38]
34
+
35
+ Since the 18th century, critics have argued that slavery tends to retard technological advancement because the focus is on increasing the number of slaves doing simple tasks rather than upgrading the efficiency of labour. For example, it is sometime argued that, because of this narrow focus, theoretical knowledge and learning in Greece – and later in Rome – was not applied to ease physical labour or improve manufacturing.[39]
36
+
37
+ Scottish economist Adam Smith states that free labour was economically better than slave labour, and that it is nearly impossible to end slavery in a free, democratic, or republican form of government since many of its legislators or political figures were slave owners, and would not punish themselves. He further states that slaves would be better able to gain their freedom when there was centralized government, or a central authority like a king or the church.[40][41] Similar arguments appear later in the works of Auguste Comte, especially when it comes to Smith's belief in the separation of powers, or what Comte called the "separation of the spiritual and the temporal" during the Middle Ages and the end of slavery, and Smith's criticism of masters, past and present. As Smith states in the Lectures on Jurisprudence, "The great power of the clergy thus concurring with that of the king set the slaves at liberty. But it was absolutely necessary both that the authority of the king and of the clergy should be great. Where ever any one of these was wanting, slavery still continues..."
38
+
39
+ Worldwide, slavery is a criminal offense, but slave owners can get very high returns for their risk. According to researcher Siddharth Kara, the profits generated worldwide by all forms of slavery in 2007 were $91.2 billion. That is second only to drug trafficking, in terms of global criminal enterprises. Currently, the weighted average global sales price of a slave is calculated to be approximately $340, with a high of $1,895 for the average trafficked sex slave, and a low of $40 to $50 for debt bondage slaves in part of Asia and Africa.[42] The weighted average annual profits generated by a slave in 2007 was $3,175, with a low of an average $950 for bonded labor and $29,210 for a trafficked sex slave.[42] Approximately 40% of slave profits each year are generated by trafficked sex slaves, representing slightly more than 4% of the world's 29 million slaves.[42]
40
+
41
+ Throughout history, slaves were clothed in a distinctive fashion, particularly with respect to the frequent lack of footwear, as they were rather commonly forced to go barefoot. This was partly because of economic reasons but also served as a distinguishing feature, especially in South Africa and South America. For example, the Cape Town slave code stated that "Slaves must go barefoot and must carry passes."[43] It also puts slaves at a physical disadvantage because of the lack of protection against environmental adversities and also in situations of possible confrontation, thereby making it more difficult to escape or to rebel against their owners.
42
+
43
+ This was the case in the majority of states that abolished slavery later in history, as most images from the respective historical period suggest that slaves were barefoot.[44]
44
+ To quote Brother Riemer (1779): "[the slaves] are, even in their most beautiful suit, obliged to go barefoot. Slaves were forbidden to wear shoes. This was a prime mark of distinction between the free and the bonded and no exceptions were permitted."[45]
45
+
46
+ According to the Bible, shoes have been considered badges of freedom since antiquity: "But the father said to his servants, Bring forth the best robe, and put [it] on him; and put a ring on his hand, and shoes on [his] feet" (Luke 15:22). This aspect can be viewed as an informal law in areas where slavery existed as any person sighted barefoot in public would be conclusively regarded as a slave.
47
+
48
+ In certain societies this rule is valid to this day. As with the Tuareg, where slavery is still unofficially practiced, their slaves are constantly forced to remain barefoot as a recognition mark. Mainly through their bare feet their societal status and rank opposite their owners is displayed to the public in a plainly visible way.[46]
49
+
50
+ Another widespread practice was branding the slaves either to generally mark them as property or as punishment usually reserved for fugitives.
51
+
52
+ Some scholars differentiate between ancient forms of slavery and the large-scale, largely race-based slavery which grew to immense proportions starting in the 14th century. The first type of slavery, sometimes called "just title servitude," was suffered by prisoners of war, debtors, and other vulnerable people.[47] The second, race-based type of slavery was argued even by some contemporary writers to be intrinsically immoral.[48][49][50]
53
+
54
+ Evidence of slavery predates written records and has existed in many cultures.[3] Slavery is rare among hunter-gatherer populations because it requires economic surpluses and a high population density to be viable. Thus, although it has existed among unusually resource-rich hunter gatherers, such as the American Indian peoples of the salmon-rich rivers of the Pacific Northwest Coast, slavery became widespread only with the invention of agriculture during the Neolithic Revolution about 11,000 years ago.[51]
55
+
56
+ In the earliest known records, slavery is treated as an established institution. The Code of Hammurabi (c. 1760 BC), for example, prescribed death for anyone who helped a slave escape or who sheltered a fugitive.[52] The Bible mentions slavery as an established institution.[3] Slavery was known in almost every ancient civilization and society.[3] Such institutions included debt bondage, punishment for crime, the enslavement of prisoners of war, child abandonment, and the birth of slave children to slaves.[53]
57
+
58
+ Slavery existed in Pharaonic Egypt, but studying it is complicated by terminology used by the Egyptians to refer to different classes of servitude over the course of history. Interpretation of the textual evidence of classes of slaves in ancient Egypt has been difficult to differentiate by word usage alone.[54][55] There were three apparent types of enslavement in Ancient Egypt: chattel slavery, bonded labor, and forced labor.[56][57][58]
59
+
60
+ Slavery is known to have existed in ancient China as early as the Shang dynasty.[59] Slavery was largely employed by governments as a means of maintaining a public labor force.[60][61]
61
+
62
+ Records of slavery in Ancient Greece date as far back as Mycenaean Greece. It is certain that Classical Athens had the largest slave population, with as many as 80,000 in the 6th and 5th centuries BC.[62] As the Roman Republic expanded outward, entire populations were enslaved, thus creating an ample supply from all over Europe and the Mediterranean. Slaves were used for labour, as well as for amusement (e.g. gladiators and sex slaves). This oppression by an elite minority eventually led to slave revolts (see Roman Servile Wars); the Third Servile War, led by Spartacus, (a Thracian) being the most famous.
63
+
64
+ By the late Republican era, slavery had become a vital economic pillar in the wealth of Rome, as well as a very significant part of Roman society.[63] It is estimated that 25% or more of the population of Ancient Rome was enslaved, although the actual percentage is debated by scholars and varied from region to region.[64][65] Slaves represented 15–25% of Italy's population,[66] mostly captives in war,[66] especially from Gaul[67] and Epirus. Estimates of the number of slaves in the Roman Empire suggest that the majority of slaves were scattered throughout the provinces outside of Italy.[66] Generally, slaves in Italy were indigenous Italians,[68] with a minority of foreigners (including both slaves and freedmen) born outside of Italy estimated at 5% of the total in the capital at its peak, where their number was largest. Those from outside of Europe were predominantly of Greek descent, while the Jewish ones never fully assimilated into Roman society, remaining an identifiable minority. These slaves (especially the foreigners) had higher death rates and lower birth rates than natives and were sometimes even subjected to mass expulsions.[69] The average recorded age at death for the slaves of the city of Rome was seventeen and a half years (17.2 for males; 17.9 for females).[70][page needed]
65
+
66
+ Slavery was widespread in Africa, with both internal and external slave trade.[71] In the Senegambia region, between 1300 and 1900, close to one-third of the population was enslaved. In early Islamic states of the western Sahel, including Ghana, Mali, Segou, and Songhai, about a third of the population were enslaved.[72]
67
+
68
+ The Arab slave trade, across the Sahara desert and across the Indian Ocean, began after Muslim Arab and Swahili traders won control of the Swahili Coast and sea routes during the 9th century (see Sultanate of Zanzibar). These traders captured Bantu peoples (Zanj) from the interior in present-day Kenya, Mozambique and Tanzania and brought them to the coast.[74][75] There, the slaves gradually assimilated in the rural areas, particularly on the Unguja and Pemba islands.[76]
69
+
70
+ Slavery in Mexico can be traced back to the Aztecs.[77] Other Amerindians, such as the Inca of the Andes, the Tupinambá of Brazil, the Creek of Georgia, and the Comanche of Texas, also owned slaves.[3]
71
+
72
+ Many Han Chinese were enslaved in the process of the Mongol invasion of China proper.[78] According to Japanese historians Sugiyama Masaaki (杉山正明) and Funada Yoshiyuki (舩田善之), there were also a certain number of Mongolian slaves owned by Han Chinese during the Yuan dynasty. Moreover, there is no evidence that the Han Chinese, who were at the bottom of Yuan society according to some research, suffered particularly cruel abuse.[79][80]
73
+
74
+ Slavery in Korea existed since before the Three Kingdoms of Korea period, approximately 2,000 years ago.[81] Slavery has been described as "very important in medieval Korea, probably more important than in any other East Asian country, but by the 16th century, population growth was making [it] unnecessary".[82] Slavery went into decline around the 10th century but came back in the late Goryeo period when Korea also experienced a number of slave rebellions.[81]
75
+
76
+ In the Joseon period of Korea, members of the slave class were known as nobi. The nobi were socially indistinct from freemen (i.e., the middle and common classes) other than the ruling yangban class, and some possessed property rights, legal entities and civil rights. Hence, some scholars argue that it is inappropriate to call them "slaves",[83] while some scholars describe them as serfs.[84][85] The nobi population could fluctuate up to about one-third of the population, but on average the nobi made up about 10% of the total population.[86] In 1801, the vast majority of government nobi were emancipated,[87] and by 1858 the nobi population stood at about 1.5 percent of the total population of Korea.[88]
77
+
78
+ Slavery largely disappeared from Western Europe in the Middle Ages but persisted longer in Eastern Europe.[89] Large-scale trading in slaves was mainly confined to the South and East of early medieval Europe: the Byzantine Empire and the Muslim world were the destinations, while pagan Central and Eastern Europe (along with the Caucasus and Tartary) were important sources. Viking, Arab, Greek, and Radhanite Jewish merchants were all involved in the slave trade during the Early Middle Ages.[90][91][92] The trade in European slaves reached a peak in the 10th century following the Zanj Rebellion which dampened the use of African slaves in the Arab world.[93][94]
79
+
80
+ Slavery in early medieval Europe was so common that the Catholic Church repeatedly prohibited it, or at least the export of Christian slaves to non-Christian lands, as for example at the Council of Koblenz (922), the Council of London (1102) (which aimed mainly at the sale of English slaves to Ireland)[95] and the Council of Armagh (1171). Serfdom, on the contrary, was widely accepted. In 1452, Pope Nicholas V issued the papal bull Dum Diversas, granting the kings of Spain and Portugal the right to reduce any "Saracens (Muslims), pagans and any other unbelievers" to perpetual slavery, legitimizing the slave trade as a result of war.[96] The approval of slavery under these conditions was reaffirmed and extended in his Romanus Pontifex bull of 1455.
81
+
82
+ In Britain, slavery continued to be practiced following the fall of Rome, and sections of Hywel the Good's laws dealt with slaves in medieval Wales. The trade particularly picked up after the Viking invasions, with major markets at Chester[97] and Bristol[98] supplied by Danish, Mercian, and Welsh raiding of one another's borderlands. At the time of the Domesday Book, nearly 10% of the English population were slaves.[99] William the Conqueror introduced a law preventing the sale of slaves overseas.[100] According to historian John Gillingham, by 1200 slavery in the British Isles was non-existent.[101] The slave trade was abolished by the Slave Trade Act 1807, although slavery remained legal in possessions outside Europe until the passage of the Slavery Abolition Act 1833 and the Indian Slavery Act, 1843.[102]
83
+
84
+ The Byzantine-Ottoman wars and the Ottoman wars in Europe brought large numbers of slaves into the Islamic world.[103] To staff its bureaucracy, the Ottoman Empire established a janissary system which seized hundreds of thousands of Christian boys through the devşirme system. They were well cared for but were legally slaves owned by the government and were not allowed to marry. They were never bought or sold. The empire gave them significant administrative and military roles. The system began about 1365; there were 135,000 janissaries in 1826, when the system ended.[104]
85
+
86
+ After the Battle of Lepanto, 12,000 Christian galley slaves were recaptured and freed from the Ottoman fleet.[105] Eastern Europe suffered a series of Tatar invasions, the goal of which was to loot and capture slaves into jasyr.[106] Seventy-five Crimean Tatar raids were recorded into Poland–Lithuania between 1474 and 1569.[107]
87
+
88
+ Slavery in Poland was forbidden in the 15th century; in Lithuania, slavery was formally abolished in 1588; they were replaced by the second serfdom.
89
+
90
+ Medieval Spain and Portugal were the scene of almost constant Muslim invasion of the predominantly Christian area. Periodic raiding expeditions were sent from Al-Andalus to ravage the Iberian Christian kingdoms, bringing back booty and slaves. In a raid against Lisbon in 1189, for example, the Almohad caliph Yaqub al-Mansur took 3,000 female and child captives, while his governor of Córdoba, in a subsequent attack upon Silves, Portugal, in 1191, took 3,000 Christian slaves.[108] From the 11th to the 19th century, North African Barbary Pirates engaged in Razzias, raids on European coastal towns, to capture Christian slaves to sell at slave markets in places such as Algeria and Morocco.[109][110]
91
+ The maritime town of Lagos was the first slave market created in Portugal (one of the earliest colonizers of the Americas) for the sale of imported African slaves – the Mercado de Escravos, opened in 1444.[111][112] In 1441, the first slaves were brought to Portugal from northern Mauritania.[112]
92
+
93
+ By 1552, black African slaves made up 10% of the population of Lisbon.[113][114] In the second half of the 16th century, the Crown gave up the monopoly on slave trade, and the focus of European trade in African slaves shifted from import to Europe to slave transports directly to tropical colonies in the Americas – especially Brazil.[112] In the 15th century one-third of the slaves were resold to the African market in exchange of gold.[115]
94
+
95
+ In Kievan Rus and Muscovy, slaves were usually classified as kholops. According to David P. Forsythe, "In 1649 up to three-quarters of Muscovy's peasants, or 13 to 14 million people, were serfs whose material lives were barely distinguishable from slaves. Perhaps another 1.5 million were formally enslaved, with Russian slaves serving Russian masters."[117] Slavery remained a major institution in Russia until 1723, when Peter the Great converted the household slaves into house serfs. Russian agricultural slaves were formally converted into serfs earlier in 1679.[118]
96
+
97
+ In Scandinavia, thralldom was abolished in the mid-14th century.[119]
98
+
99
+ During the Second World War Nazi Germany effectively enslaved about 12 million people, both those considered undesirable and citizens of conquered countries, with the avowed intention of treating these Untermenschen (sub-humans) as a permanent slave-class of inferior beings who could be worked until they died, and who possessed neither the rights nor the legal status of members of the Aryan race.[120]
100
+
101
+ The Arab slave trade lasted more than a millennium.[121] As recently as the early 1960s, Saudi Arabia's slave population was estimated at 300,000.[122] Along with Yemen, the Saudis abolished slavery in 1962.[123] Historically, slaves in the Arab World came from many different regions, including Sub-Saharan Africa (mainly Zanj),[124] the Caucasus (mainly Circassians),[125] Central Asia (mainly Tartars), and Central and Eastern Europe (mainly Saqaliba).[126]
102
+
103
+ Some historians assert that as many as 17 million people were sold into slavery on the coast of the Indian Ocean, the Middle East, and North Africa, and approximately 5 million African slaves were bought by Muslim slave traders and taken from Africa across the Red Sea, Indian Ocean, and Sahara desert between 1500 and 1900.[127] The captives were sold throughout the Middle East. This trade accelerated as superior ships led to more trade and greater demand for labour on plantations in the region. Eventually, tens of thousands of captives were being taken every year.[76][128][129] The Indian Ocean slave trade was multi-directional and changed over time. To meet the demand for menial labor, Bantu slaves bought by Arab slave traders from southeastern Africa were sold in cumulatively large numbers over the centuries to customers in Egypt, Arabia, the Persian Gulf, India, European colonies in the Far East, the Indian Ocean islands, Ethiopia and Somalia.[130]
104
+
105
+ According to the Encyclopedia of African History, "It is estimated that by the 1890s the largest slave population of the world, about 2 million people, was concentrated in the territories of the Sokoto Caliphate. The use of slave labor was extensive, especially in agriculture."[131][132] The Anti-Slavery Society estimated there were 2 million slaves in Ethiopia in the early 1930s out of an estimated population of 8 to 16 million.[133]
106
+
107
+ Slave labor in East Africa was drawn from the Zanj, Bantu peoples that lived along the East African coast.[75][134] The Zanj were for centuries shipped as slaves by Arab traders to all the countries bordering the Indian Ocean. The Umayyad and Abbasid caliphs recruited many Zanj slaves as soldiers and, as early as 696, there were slave revolts of the Zanj against their Arab enslavers in Iraq. The Zanj Rebellion, a series of uprisings that took place between 869 and 883 near Basra (also known as Basara), situated in present-day Iraq, is believed to have involved enslaved Zanj that had originally been captured from the African Great Lakes region and areas further south in East Africa.[135] It grew to involve over 500,000 slaves and free men who were imported from across the Muslim empire and claimed over "tens of thousands of lives in lower Iraq".[136]
108
+ The Zanj who were taken as slaves to the Middle East were often used in strenuous agricultural work.[137] As the plantation economy boomed and the Arabs became richer, agriculture and other manual labor work was thought to be demeaning. The resulting labor shortage led to an increased slave market.
109
+
110
+ In Algiers, the capital of Algeria, captured Christians and Europeans were forced into slavery. In about 1650, there were as many as 35,000 Christian slaves in Algiers.[138] By one estimate, raids by Barbary pirates on coastal villages and ships extending from Italy to Iceland, enslaved an estimated 1 to 1.25 million Europeans between the 16th and 19th centuries.[139][140][141] However, to this estimate is extrapolated by assuming the number of European, slaves captured by Barbary pirates, was constant for 250 years period:
111
+
112
+ There are no records of how many men, women and children were enslaved, but it is possible to calculate roughly the number of fresh captives that would have been needed to keep populations steady and replace those slaves who died, escaped, were ransomed, or converted to Islam. On this basis it is thought that around 8,500 new slaves were needed annually to replenish numbers – about 850,000 captives over the century from 1580 to 1680. By extension, for the 250 years between 1530 and 1780, the figure could easily have been as high as 1,250,000.[142]
113
+
114
+ Davis' numbers have been refuted by other historians, such as David Earle, who cautions that true picture of Europeans slaves is clouded by the fact the corsairs also seized non-Christian whites from eastern Europe.[142] In addition, the number of slaves traded was hyperactive, with exaggerated estimates relying on peak years to calculate averages for entire centuries, or millennia. Hence, there were wide fluctuations year-to-year, particularly in the 18th and 19th centuries, given slave imports, and also given the fact that, prior to the 1840s, there are no consistent records. Middle East expert, John Wright, cautions that modern estimates are based on back-calculations from human observation.[143] Such observations, across the late 16th and early 17th century observers, account for around 35,000 European Christian slaves held throughout this period on the Barbary Coast, across Tripoli, Tunis, but mostly in Algiers. The majority were sailors (particularly those who were English), taken with their ships, but others were fishermen and coastal villagers. However, most of these captives were people from lands close to Africa, particularly Spain and Italy.[144] This eventually led to the bombardment of Algiers by an Anglo-Dutch fleet in 1816.[145][146]
115
+
116
+ Under Omani Arabs, Zanzibar became East Africa's main slave port, with as many as 50,000 enslaved Africans passing through every year during the 19th century.[147][148] Some historians estimate that between 11 and 18 million African slaves crossed the Red Sea, Indian Ocean, and Sahara Desert from 650 to 1900 AD.[3][149] Eduard Rüppell described the losses of Sudanese slaves being transported on foot to Egypt: "after the Daftardar bey's 1822 campaign in the southern Nuba mountains, nearly 40,000 slaves were captured. However, through bad treatment, disease and desert travel barely 5,000 made it to Egypt.."[150] W.A. Veenhoven wrote: "The German doctor, Gustav Nachtigal, an eye-witness, believed that for every slave who arrived at a market three or four died on the way ... Keltie (The Partition of Africa, London, 1920) believes that for every slave the Arabs brought to the coast at least six died on the way or during the slavers' raid. Livingstone puts the figure as high as ten to one."[151]
117
+
118
+ Systems of servitude and slavery were common in parts of Africa, as they were in much of the ancient world. In many African societies where slavery was prevalent, the enslaved people were not treated as chattel slaves and were given certain rights in a system similar to indentured servitude elsewhere in the world. The forms of slavery in Africa were closely related to kinship structures. In many African communities, where land could not be owned, enslavement of individuals was used as a means to increase the influence a person had and expand connections.[152] This made slaves a permanent part of a master's lineage and the children of slaves could become closely connected with the larger family ties.[153] Children of slaves born into families could be integrated into the master's kinship group and rise to prominent positions within society, even to the level of chief in some instances. However, stigma often remained attached and there could be strict separations between slave members of a kinship group and those related to the master.[152] Slavery was practiced in many different forms: debt slavery, enslavement of war captives, military slavery, and criminal slavery were all practiced in various parts of Africa.[154] Slavery for domestic and court purposes was widespread throughout Africa.
119
+
120
+ When the Atlantic slave trade began, many of the local slave systems began supplying captives for chattel slave markets outside Africa. Although the Atlantic slave trade was not the only slave trade from Africa, it was the largest in volume and intensity. As Elikia M’bokolo wrote in Le Monde diplomatique:
121
+
122
+ The African continent was bled of its human resources via all possible routes. Across the Sahara, through the Red Sea, from the Indian Ocean ports and across the Atlantic. At least ten centuries of slavery for the benefit of the Muslim countries (from the ninth to the nineteenth).... Four million enslaved people exported via the Red Sea, another four million through the Swahili ports of the Indian Ocean, perhaps as many as nine million along the trans-Saharan caravan route, and eleven to twenty million (depending on the author) across the Atlantic Ocean.[155]
123
+
124
+ The trans-Atlantic slave trade peaked in the late 18th century, when the largest number of slaves were captured on raiding expeditions into the interior of West Africa. These expeditions were typically carried out by African kingdoms, such as the Oyo Empire (Yoruba), the Ashanti Empire,[156] the kingdom of Dahomey,[157] and the Aro Confederacy.[158] It is estimated that about 15 percent of slaves died during the voyage, with mortality rates considerably higher in Africa itself in the process of capturing and transporting indigenous peoples to the ships.[159][160]
125
+
126
+ Slavery in America remains a contentious issue and played a major role in the history and evolution of some countries, triggering a revolution, a civil war, and numerous rebellions.
127
+
128
+ In order to establish itself as an American empire, Spain had to fight against the relatively powerful civilizations of the New World. The Spanish conquest of the indigenous peoples in the Americas included using the Natives as forced labour. The Spanish colonies were the first Europeans to use African slaves in the New World on islands such as Cuba and Hispaniola.[161] Bartolomé de las Casas, a 16th-century Dominican friar and Spanish historian, participated in campaigns in Cuba (at Bayamo and Camagüey) and was present at the massacre of Hatuey; his observation of that massacre led him to fight for a social movement away from the use of natives as slaves. Also, the alarming decline in the native population had spurred the first royal laws protecting the native population. The first African slaves arrived in Hispaniola in 1501.[162] England played a prominent role in the Atlantic slave trade. The "slave triangle" was pioneered by Francis Drake and his associates.
129
+
130
+ Many Africans who arrived in North America during the 17th and 18th centuries came under contract as indentured servants.[163] The transformation from indentured servitude to slavery was a gradual process in Virginia. The earliest legal documentation of such a shift was in 1640 where a negro, John Punch, was sentenced to lifetime slavery, forcing him to serve his master, Hugh Gwyn, for the remainder of his life, for attempting to run away. This case was significant because it established the disparity between his sentence as a black man and that of the two white indentured servants who escaped with him (one described as Dutch and one as a Scotchman). It is the first documented case of a black man sentenced to lifetime servitude and is considered one of the first legal cases to make a racial distinction between black and white indentured servants.[164][165][166][167][168]
131
+
132
+ After 1640, planters started to ignore the expiration of indentured contracts and keep their servants as slaves for life. This was demonstrated by the 1655 case Johnson v. Parker, where the court ruled that a black man, Anthony Johnson of Virginia, was granted ownership of another black man, John Casor, as the result of a civil case.[169] This was the first instance of a judicial determination in the Thirteen Colonies holding that a person who had committed no crime could be held in servitude for life.[170][171][172][173][174][175][176]
133
+
134
+ In the early 17th century, the majority of the labour in Barbados was provided by European indentured servants, mainly English, Irish and Scottish, with enslaved Africans and enslaved Amerindians providing little of the workforce. The introduction of sugar cane from Dutch Brazil in 1640 completely transformed society and the economy. Barbados eventually had one of the world's largest sugar industries.[177]
135
+
136
+ As the effects of the new crop increased, so did the shift in the ethnic composition of Barbados and surrounding islands. The workable sugar plantation required a large investment and a great deal of heavy labour. At first, Dutch traders supplied the equipment, financing, and enslaved Africans, in addition to transporting most of the sugar to Europe. In 1644, the population of Barbados was estimated at 30,000, of which about 800 were of African descent, with the remainder mainly of English descent. These English smallholders were eventually bought out, and the island filled up with large sugar plantations worked by enslaved Africans. By 1660, there was near parity with 27,000 blacks and 26,000 whites. By 1666, at least 12,000 white smallholders had been bought out, died, or left the island. Many of the remaining whites were increasingly poor. By 1680, there were 17 slaves for every indentured servant. By 1700, there were 15,000 free whites and 50,000 enslaved Africans.
137
+
138
+ Because of the increased implementation of slave codes, which created differential treatment between Africans and the white workers and ruling planter class, the island became increasingly unattractive to poor whites. Black or slave codes were implemented in 1661, 1676, 1682, and 1688. In response to these codes, several slave rebellions were attempted or planned during this time, but none succeeded. Nevertheless, poor whites who had or acquired the means to emigrate often did so. Planters expanded their importation of enslaved Africans to cultivate sugar cane.
139
+
140
+ Slavery in Brazil began long before the first Portuguese settlement was established in 1532, as members of one tribe would enslave captured members of another.[178]
141
+
142
+ Later, Portuguese colonists were heavily dependent on indigenous labor during the initial phases of settlement to maintain the subsistence economy, and natives were often captured by expeditions called bandeiras. The importation of African slaves began midway through the 16th century, but the enslavement of indigenous peoples continued well into the 17th and 18th centuries.
143
+
144
+ During the Atlantic slave trade era, Brazil imported more African slaves than any other country. Nearly 5 million slaves were brought from Africa to Brazil during the period from 1501 to 1866.[179] Until the early 1850s, most enslaved Africans who arrived on Brazilian shores were forced to embark at West Central African ports, especially in Luanda (present-day Angola). Today, with the exception of Nigeria, the largest population of people of African descent is in Brazil.[180]
145
+
146
+ Slave labor was the driving force behind the growth of the sugar economy in Brazil, and sugar was the primary export of the colony from 1600 to 1650. Gold and diamond deposits were discovered in Brazil in 1690, which sparked an increase in the importation of African slaves to power this newly profitable market. Transportation systems were developed for the mining infrastructure, and population boomed from immigrants seeking to take part in gold and diamond mining. Demand for African slaves did not wane after the decline of the mining industry in the second half of the 18th century. Cattle ranching and foodstuff production proliferated after the population growth, both of which relied heavily on slave labor. 1.7 million slaves were imported to Brazil from Africa from 1700 to 1800, and the rise of coffee in the 1830s further enticed expansion of the slave trade.
147
+
148
+ Brazil was the last country in the Western world to abolish slavery. Forty percent of the total number of slaves brought to the Americas were sent to Brazil. For reference, the United States received 10 percent. Despite being abolished, there are still people working in slavery-like conditions in Brazil in the 21st century.
149
+
150
+ In 1789 the Spanish Crown led an effort to reform slavery, as the demand for slave labor in Cuba was growing. The Crown issued a decree, Código Negro Español (Spanish Black Codex), that specified food and clothing provisions, put limits on the number of work hours, limited punishments, required religious instruction, and protected marriages, forbidding the sale of young children away from their mothers.[181] The British made other changes to the institution of slavery in Cuba.[181] But planters often flouted the laws and protested against them, considering them a threat to their authority[181] and an intrusion into their personal lives.[181]
151
+
152
+ The slaveowners did not protest against all the measures of the codex, many of which they argued were already common practices. They objected to efforts to set limits on their ability to apply physical punishment. For instance, the Black Codex limited whippings to 25 and required the whippings "not to cause serious bruises or bleeding".[181] The slave-owners thought that the slaves would interpret these limits as weaknesses, ultimately leading to resistance.[181] Another contested issue was the work hours that were restricted "from sunrise to sunset"; plantation owners responded by explaining that cutting and processing of cane needed 20-hour days during the harvest season.[181]
153
+
154
+ Those slaves who worked on sugar plantations and in sugar mills were often subject to the harshest of conditions. The field work was rigorous manual labor which the slaves began at an early age. The work days lasted close to 20 hours during harvest and processing, including cultivating and cutting the crops, hauling wagons, and processing sugarcane with dangerous machinery. The slaves were forced to reside in barracoons, where they were crammed in and locked in by a padlock at night, getting about three to four hours of sleep. The conditions of the barracoons were harsh; they were highly unsanitary and extremely hot. Typically there was no ventilation; the only window was a small barred hole in the wall.[182]
155
+
156
+ Cuba's slavery system was gendered in a way that some duties were performed only by male slaves, some only by female slaves. Female slaves in Havana from the 16th century onwards performed duties such as operating the town taverns, eating houses, and lodges, as well as being laundresses and domestic laborers and servants. Female slaves also served as the town prostitutes.
157
+
158
+ Some Cuban women could gain freedom by having children with white men. As in other Latin cultures, there were looser borders with the mulatto or mixed-race population. Sometimes men who took slaves as wives or concubines freed both them and their children. As in New Orleans and Saint-Domingue, mulattos began to be classified as a third group between the European colonists and African slaves. Freedmen, generally of mixed race, came to represent 20% of the total Cuban population and 41% of the non-white Cuban population.[183]
159
+
160
+ Planters encouraged Afro-Cuban slaves to have children in order to reproduce their work force. The masters wanted to pair strong and large-built black men with healthy black women. They were placed in the barracoons and forced to have sex and create offspring of “breed stock” children, who would sell for around 500 pesos. The planters needed children to be born to replace slaves who died under the harsh regime. Sometimes if the overseers did not like the quality of children, they separate the parents and sent the mother back to working in the fields.[184]
161
+
162
+ Both women and men were subject to the punishments of violence and humiliating abuse. Slaves who misbehaved or disobeyed their masters were often placed in stocks in the depths of the boiler houses where they were abandoned for days at a time, and oftentimes two to three months. These wooden stocks were made in two types: lying-down or stand-up types. women were punished, even when pregnant. They were subjected to whippings: they had to lie "face down over a scooped-out piece of round [earth] to protect their bellies." [185] Some masters reportedly whipped pregnant women in the belly, often causing miscarriages. The wounds were treated with “compresses of tobacco leaves, urine and salt." [186]
163
+
164
+ Slavery in Haiti started with the arrival of Christopher Columbus on the island in 1492. The practice was devastating to the native population.[187] Following the indigenous Taíno's near decimation from forced labour, disease and war, the Spanish, under advisement of the Catholic priest Bartolomeu de las Casas, and with the blessing of the Catholic church began engaging in earnest in the kidnapped and forced labour of enslaved Africans. During the French colonial period beginning in 1625, the economy of Haiti (then known as Saint-Domingue) was based on slavery, and the practice there was regarded as the most brutal in the world.
165
+
166
+ Following the Treaty of Ryswick of 1697, Hispaniola was divided between France and Spain. France received the western third and subsequently named it Saint-Domingue. To develop it into sugarcane plantations, the French imported thousands of slaves from Africa. Sugar was a lucrative commodity crop throughout the 18th century. By 1789, approximately 40,000 white colonists lived in Saint-Domingue. The whites were vastly outnumbered by the tens of thousands of African slaves they had imported to work on their plantations, which were primarily devoted to the production of sugarcane. In the north of the island, slaves were able to retain many ties to African cultures, religion and language; these ties were continually being renewed by newly imported Africans. Blacks outnumbered whites by about ten to one.
167
+
168
+ The French-enacted Code Noir ("Black Code"), prepared by Jean-Baptiste Colbert and ratified by Louis XIV, had established rules on slave treatment and permissible freedoms. Saint-Domingue has been described as one of the most brutally efficient slave colonies; one-third of newly imported Africans died within a few years.[188] Many slaves died from diseases such as smallpox and typhoid fever.[189] They had birth rates around 3 percent, and there is evidence that some women aborted fetuses, or committed infanticide, rather allow their children to live within the bonds of slavery.[190][191]
169
+
170
+ As in its Louisiana colony, the French colonial government allowed some rights to free people of color: the mixed-race descendants of white male colonists and black female slaves (and later, mixed-race women). Over time, many were released from slavery. They established a separate social class. White French Creole fathers frequently sent their mixed-race sons to France for their education. Some men of color were admitted into the military. More of the free people of color lived in the south of the island, near Port-au-Prince, and many intermarried within their community. They frequently worked as artisans and tradesmen, and began to own some property. Some became slave holders. The free people of color petitioned the colonial government to expand their rights.
171
+
172
+ Slaves that made it to Haiti from the trans-Atlantic journey and slaves born in Haiti were first documented in Haiti's archives and transferred to France's Ministry of Defense and the Ministry of Foreign Affairs. As of 2015[update], these records are in The National Archives of France. According to the 1788 Census, Haiti's population consisted of nearly 40,000 whites, 30,000 free coloureds and 450,000 slaves.[192]
173
+
174
+ The Haitian Revolution of 1804, the only successful slave revolt in human history, precipitated the end of slavery in all French colonies.
175
+
176
+ Jamaica was colonized by the Taino tribes prior to the arrival of Columbus in 1494. The Spanish enslaved many of the Taino; some escaped, but most died from European diseases and overwork. The Spaniards also introduced the first African slaves.[193]
177
+
178
+ The Spanish colonists did not bring women in the first expeditions and took Taíno women for their common-law wives, resulting in mestizo children.[194] Sexual violence with the Taíno women by the Spanish was also common.[195][196]
179
+
180
+ Although the African slave population in the 1670s and 1680s never exceeded 10,000, by 1800 it had increased to over 300,000.
181
+
182
+ In 1519, Hernán Cortés brought the first modern slave to the area.[197] In the mid-16th century, the second viceroy to Mexico, Luis de Velasco, prohibited slavery of the Aztecs. A labor shortage resulted as the Aztecs were either killed or died from disease. This led to the African slaves being imported, as they were not susceptible to smallpox. In exchange, many Africans were afforded the opportunity to buy their freedom, while eventually others were granted their freedom by their masters.[197]
183
+
184
+ When Ponce de León and the Spaniards arrived on the island of Borikén (Puerto Rico), they enslaved Taíno tribes on the island, forcing them to work in the gold mines and in the construction of forts. Many Taíno died, particularly from smallpox, of which they had no immunity. Other Taínos committed suicide or left the island after the failed Taíno revolt of 1511.[198] The Spanish colonists, fearing the loss of their labor force, complained the courts that they needed manpower. As an alternative, Las Casas suggested the importation and use of African slaves. In 1517, the Spanish Crown permitted its subjects to import twelve slaves each, thereby beginning the slave trade on the colonies.[199]
185
+
186
+ African slaves were legally branded with a hot iron on the forehead, prevented their "theft" or lawsuits that challenged their captivity.[200] The colonists continued this branding practice for more than 250 years.[201] They were sent to work in the gold mines, or in the island's ginger and sugar fields. They were allowed to live with their families in a hut on the master's land, and given a patch of land where they could farm, but otherwise were subjected to harsh treatment; including sexual abuse as the majority of colonists had arrived without women; many of them intermarried with the Africans or Taínos. Their mixed-race descendants formed the first generations of the early Puerto Rican population.[200]
187
+
188
+ The slaves faced heavy discrimination and had no opportunity for advancement, though they were educated by their masters. The Spaniards considered the Africans superior to the Taíno, since the latter were unwilling to assimilate. The slaves, in contrast, had little choice but to adapt. Many converted to Christianity and were given their masters' surnames.[200]
189
+
190
+ By 1570, the colonists found that the gold mines were depleted, relegating the island to a garrison for passing ships. The cultivation of crops such as tobacco, cotton, cocoa, and ginger became the cornerstone of the economy.[202] With rising demand for sugar on the international market, major planters increased their labor-intensive cultivation and processing of sugar cane. Sugar plantations supplanted mining as Puerto Rico's main industry and kept demand high for African slavery.[202]
191
+
192
+ After 1784, Spain provided five ways by which slaves could obtain freedom.[201] Five years later, the Spanish Crown issued the "Royal Decree of Graces of 1789", which set new rules related to the slave trade and added restrictions to the granting of freedman status. The decree granted its subjects the right to purchase slaves and to participate in the flourishing slave trade in the Caribbean. Later that year a new slave code, also known as El Código Negro (The Black Code), was introduced.[203]
193
+
194
+ Under "El Código Negro", a slave could buy his freedom, in the event that his master was willing to sell, by paying the price sought in installments. Slaves were allowed to earn money during their spare time by working as shoemakers, cleaning clothes, or selling the produce they grew on their own plots of land. For the freedom of their newborn child, not yet baptized, they paid at half the going price for a baptized child.[203] Many of these freedmen started settlements in the areas which became known as Cangrejos (Santurce), Carolina, Canóvanas, Loíza, and Luquillo. Some became slave owners themselves.[200] Despite these paths to freedom, from 1790 onwards, the number of slaves more than doubled in Puerto Rico as a result of the dramatic expansion of the sugar industry in the island.[202]
195
+
196
+ On March 22, 1873, slavery was legally abolished in Puerto Rico. However, slaves were not emancipated but rather had to buy their own freedom, at whatever price was set by their last masters. They were also required to work for another three years for their former masters, for other colonists interested in their services, or for the state in order to pay some compensation.[204] Between 1527 and 1873, slaves in Puerto Rico had carried out more than twenty revolts.[205][206]
197
+
198
+ The planters of the Dutch colony relied heavily on African slaves to cultivate, harvest and process the commodity crops of coffee, cocoa, sugar cane and cotton plantations along the rivers. Planters' treatment of the slaves was notoriously bad.[207] Historian C. R. Boxer wrote that "man's inhumanity to man just about reached its limits in Surinam."[208]
199
+
200
+ Many slaves escaped the plantations. With the help of the native South Americans living in the adjoining rain forests, these runaway slaves established a new and unique culture in the interior that was highly successful in its own right. They were known collectively in English as Maroons, in French as Nèg'Marrons (literally meaning "brown negroes", that is "pale-skinned negroes"), and in Dutch as Marrons. The Maroons gradually developed several independent tribes through a process of ethnogenesis, as they were made up of slaves from different African ethnicities. These tribes include the Saramaka, Paramaka, Ndyuka or Aukan, Kwinti, Aluku or Boni, and Matawai.
201
+
202
+ The Maroons often raided plantations to recruit new members from the slaves and capture women, as well as to acquire weapons, food and supplies. They sometimes killed planters and their families in the raids.[209] The colonists also mounted armed campaigns against the Maroons, who generally escaped through the rain forest, which they knew much better than did the coloniss. To end hostilities, in the 18th century the European colonial authorities signed several peace treaties with different tribes. They granted the Maroons sovereign status and trade rights in their inland territories, giving them autonomy.
203
+
204
+ In 1861–63, President Abraham Lincoln of the United States and his administration looked abroad for places to relocate freed slaves who wanted to leave the United States. It opened negotiations with the Dutch government regarding African-American emigration to and colonization of the Dutch colony of Suriname in South America. Nothing came of it and after 1864, the proposal was dropped.[210]
205
+
206
+ The Netherlands abolished slavery in Suriname, in 1863, under a gradual process that required slaves to work on plantations for 10 transition years for minimal pay, which was considered as partial compensation for their masters. After 1873, most freedmen largely abandoned the plantations where they had worked for several generations in favor of the capital city, Paramaribo.
207
+
208
+ Slavery in the United States was the legal institution of human chattel enslavement, primarily of Africans and African Americans, that existed in the United States of America in the 18th and 19th centuries after it gained independence from the British and before the end of the American Civil War. Slavery had been practiced in British America from early colonial days and was legal in all Thirteen Colonies at the time of the Declaration of Independence in 1776.
209
+
210
+ By the time of the American Revolution, the status of slave had been institutionalized as a racial caste associated with African ancestry.[211] The United States became polarized over the issue of slavery, represented by the slave and free states divided by the Mason–Dixon line, which separated free Pennsylvania from slave Maryland and Delaware.
211
+
212
+ Congress, during the Jefferson administration prohibited the importation of slaves, effective 1808, although smuggling (illegal importing) was not unusual.[212] Domestic slave trading, however, continued at a rapid pace, driven by labor demands from the development of cotton plantations in the Deep South. Those states attempted to extend slavery into the new western territories to keep their share of political power in the nation. Such laws proposed to Congress to continue the spread of slavery into newly ratified states include the Kansas-Nebraska Act.
213
+
214
+ The treatment of slaves in the United States varied widely depending on conditions, times, and places. The power relationships of slavery corrupted many whites who had authority over slaves, with children showing their own cruelty. Masters and overseers resorted to physical punishments to impose their wills. Slaves were punished by whipping, shackling, hanging, beating, burning, mutilation, branding and imprisonment. Punishment was most often meted out in response to disobedience or perceived infractions, but sometimes abuse was carried out to re-assert the dominance of the master or overseer of the slave.[213] Treatment was usually harsher on large plantations, which were often managed by overseers and owned by absentee slaveholders.
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+
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+ William Wells Brown, who escaped to freedom, reported that on one plantation, slave men were required to pick 80 pounds of cotton per day, while women were required to pick 70 pounds per day; if any slave failed in his or her quota, they were subject to whip lashes for each pound they were short. The whipping post stood next to the cotton scales.[215] A New York man who attended a slave auction in the mid-19th century reported that at least three-quarters of the male slaves he saw at sale had scars on their backs from whipping.[216] By contrast, small slave-owning families had closer relationships between the owners and slaves; this sometimes resulted in a more humane environment but was not a given.[213]
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+
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+ More than one million slaves were sold from the Upper South, which had a surplus of labor, and taken to the Deep South in a forced migration, splitting up many families. New communities of African-American culture were developed in the Deep South, and the total slave population in the South eventually reached 4 million before liberation.[217][218] In the 19th century, proponents of slavery often defended the institution as a "necessary evil". White people of that time feared that emancipation of black slaves would have more harmful social and economic consequences than the continuation of slavery. The French writer and traveler Alexis de Tocqueville, in Democracy in America (1835), expressed opposition to slavery while observing its effects on American society. He felt that a multiracial society without slavery was untenable, as he believed that prejudice against black people increased as they were granted more rights. Others, like James Henry Hammond argued that slavery was a "positive good" stating: "Such a class you must have, or you would not have that other class which leads progress, civilization, and refinement."
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+
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+ The Southern state governments wanted to keep a balance between the number of slave and free states to maintain a political balance of power in Congress. The new territories acquired from Britain, France, and Mexico were the subject of major political compromises. By 1850, the newly rich cotton-growing South was threatening to secede from the Union, and tensions continued to rise. Many white Southern Christians, including church ministers, attempted to justify their support for slavery as modified by Christian paternalism.[219] The largest denominations, the Baptist, Methodist, and Presbyterian churches, split over the slavery issue into regional organizations of the North and South.
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+
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+ When Abraham Lincoln won the 1860 election on a platform of halting the expansion of slavery, according to the 1860 U.S. census, roughly 400,000 individuals, representing 8% of all U.S. families, owned nearly 4,000,000 slaves.[220] One-third of Southern families owned slaves.[221] The South was heavily invested in slavery. As such, upon Lincoln's election, seven states broke away to form the Confederate States of America. The first six states to secede held the greatest number of slaves in the South. Shortly after, over the issue of slavery, the United States erupted into an all out Civil War, with slavery legally ceasing as an institution following the war in December 1865.
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+ In 2018, the Orlando Sentinel reported some private Christian schools in Florida as teaching students a creationist curriculum which includes assertions such as, “most black and white southerners had long lived together in harmony” and that “power-hungry individuals stirred up the people” leading to the Civil Rights Movement.[222]
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+
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+ Slavery has existed all throughout Asia, and forms of slavery still exist today.
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+
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+ Slavery has taken various forms throughout China's history. It was reportedly abolished as a legally recognized institution, including in a 1909 law[223][224] fully enacted in 1910,[225] although the practice continued until at least 1949.[226]
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+ The Tang dynasty purchased Western slaves from the Radhanite Jews.[227] Tang Chinese soldiers and pirates enslaved Koreans, Turks, Persians, Indonesians, and people from Inner Mongolia, central Asia, and northern India.[228][229][230][231] The greatest source of slaves came from southern tribes, including Thais and aboriginals from the southern provinces of Fujian, Guangdong, Guangxi, and Guizhou. Malays, Khmers, Indians, and "black skinned" peoples (who were either Austronesian Negritos of Southeast Asia and the Pacific Islands, or Africans, or both) were also purchased as slaves in the Tang dynasty.[232]
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+
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+ In the 17th century Qing Dynasty, there was a hereditarily servile people called Booi Aha (Manchu:booi niyalma; Chinese transliteration: 包衣阿哈), which is a Manchu word literally translated as "household person" and sometimes rendered as "nucai." The Manchu was establishing close personal and paternalist relationship between masters and their slaves, as Nurhachi said, "The Master should love the slaves and eat the same food as him".[233] However, booi aha "did not correspond exactly to the Chinese category of "bond-servant slave" (Chinese:奴僕); instead, it was a relationship of personal dependency on a master which in theory guaranteed close personal relationships and equal treatment, even though many western scholars would directly translate "booi" as "bond-servant" (some of the "booi" even had their own servant).[234][235]
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+
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+ Chinese Muslim (Tungans) Sufis who were charged with practicing xiejiao (heterodox religion), were punished by exile to Xinjiang and being sold as a slave to other Muslims, such as the Sufi begs.[236] Han Chinese who committed crimes such as those dealing with opium became slaves to the begs, this practice was administered by Qing law.[237] Most Chinese in Altishahr were exile slaves to Turkestani Begs.[238] While free Chinese merchants generally did not engage in relationships with East Turkestani women, some of the Chinese slaves belonging to begs, along with Green Standard soldiers, Bannermen, and Manchus, engaged in affairs with the East Turkestani women that were serious in nature.[239]
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+
236
+ Slavery in India was widespread by the 6th century BC, and perhaps even as far back as the Vedic period.[240] Slavery intensified during the Muslim domination of northern India after the 11th-century.[241] Slavery existed in Portuguese India after the 16th century. The Dutch, too, largely dealt in Abyssian slaves, known in India as Habshis or Sheedes.[242] Arakan/Bengal, Malabar, and Coromandel remained the largest sources of forced labour until the 1660s.
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+
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+ Between 1626 and 1662, the Dutch exported on an average 150–400 slaves annually from the Arakan-Bengal coast. During the first 30 years of Batavia's existence, Indian and Arakanese slaves provided the main labour force of the Dutch East India Company, Asian headquarters. An increase in Coromandel slaves occurred during a famine following the revolt of the Nayaka Indian rulers of South India (Tanjavur, Senji, and Madurai) against Bijapur overlordship (1645) and the subsequent devastation of the Tanjavur countryside by the Bijapur army. Reportedly, more than 150,000 people were taken by the invading Deccani Muslim armies to Bijapur and Golconda. In 1646, 2,118 slaves were exported to Batavia, the overwhelming majority from southern Coromandel. Some slaves were also acquired further south at Tondi, Adirampatnam, and Kayalpatnam. Another increase in slaving took place between 1659 and 1661 from Tanjavur as a result of a series of successive Bijapuri raids. At Nagapatnam, Pulicat, and elsewhere, the company purchased 8,000–10,000 slaves, the bulk of whom were sent to Ceylon, while a small portion were exported to Batavia and Malacca. Finally, following a long drought in Madurai and southern Coromandel, in 1673, which intensified the prolonged Madurai-Maratha struggle over Tanjavur and punitive fiscal practices, thousands of people from Tanjavur, mostly children, were sold into slavery and exported by Asian traders from Nagapattinam to Aceh, Johor, and other slave markets.
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+
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+ In September 1687, 665 slaves were exported by the English from Fort St. George, Madras. And, in 1694–96, when warfare once more ravaged South India, a total of 3,859 slaves were imported from Coromandel by private individuals into Ceylon.[243][244][245][246]
241
+ The volume of the total Dutch Indian Ocean slave trade has been estimated to be about 15–30% of the Atlantic slave trade, slightly smaller than the trans-Saharan slave trade, and one-and-a-half to three times the size of the Swahili and Red Sea coast and the Dutch West India Company slave trades.[247]
242
+ According to Sir Henry Bartle Frere (who sat on the Viceroy's Council), there were an estimated 8 or 9 million slaves in India in 1841. About 15% of the population of Malabar were slaves. Slavery was legally abolished in the possessions of the East India Company by the Indian Slavery Act, 1843.[3]
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+
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+ The hill tribe people in Indochina were "hunted incessantly and carried off as slaves by the Siamese (Thai), the Anamites (Vietnamese), and the Cambodians".[248] A Siamese military campaign in Laos in 1876 was described by a British observer as having been "transformed into slave-hunting raids on a large scale".[249] The census, taken in 1879, showed that 6% of the population in the Malay sultanate of Perak were slaves.[250] Enslaved people made up about two-thirds of the population in part of North Borneo in the 1880s.[250]
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+
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+ After the Portuguese first made contact with Japan in 1543, a large scale slave trade developed in which Portuguese purchased Japanese as slaves in Japan and sold them to various locations overseas, including Portugal, throughout the 16th and 17th centuries.[251][252] Many documents mention the large slave trade along with protests against the enslavement of Japanese. Japanese slaves are believed to be the first of their nation to end up in Europe, and the Portuguese purchased large numbers of Japanese slave girls to bring to Portugal for sexual purposes, as noted by the Church[253] in 1555. Japanese slave women were even sold as concubines to Asian lascar and African crew members, along with their European counterparts serving on Portuguese ships trading in Japan, mentioned by Luis Cerqueira, a Portuguese Jesuit, in a 1598 document.[254] Japanese slaves were brought by the Portuguese to Macau, where they were enslaved to Portuguese or became slaves to other slaves.[255][256]
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+
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+ Some Korean slaves were bought by the Portuguese and brought back to Portugal from Japan, where they had been among the tens of thousands of Korean prisoners of war transported to Japan during the Japanese invasions of Korea (1592–98).[257][258] Historians pointed out that at the same time Hideyoshi expressed his indignation and outrage at the Portuguese trade in Japanese slaves, he was engaging in a mass slave trade of Korean prisoners of war in Japan.[259][260]
249
+ Fillippo Sassetti saw some Chinese and Japanese slaves in Lisbon among the large slave community in 1578, although most of the slaves were black.[261][262][263][264][265]
250
+ The Portuguese "highly regarded" Asian slaves from the East much more "than slaves from sub-Saharan Africa".[266] The Portuguese attributed qualities like intelligence and industriousness to Chinese and Japanese slaves.[267][268][269][270]
251
+
252
+ King Sebastian of Portugal feared rampant slavery was having a negative effect on Catholic proselytization, so he commanded that it be banned in 1571.[271][272]Hideyoshi was so disgusted that his own Japanese people were being sold en masse into slavery on Kyushu, that he wrote a letter to Jesuit Vice-Provincial Gaspar Coelho on July 24, 1587, to demand the Portuguese, Siamese (Thai), and Cambodians stop purchasing and enslaving Japanese and return Japanese slaves who ended up as far as India.[273][274][275] Hideyoshi blamed the Portuguese and Jesuits for this slave trade and banned Christian proselytizing as a result.[276][self-published source][277] In 1595, a law was passed by Portugal banning the selling and buying of Chinese and Japanese slaves.[278]
253
+
254
+ During the Joseon period, the nobi population could fluctuate up to about one-third of the population, but on average the nobi made up about 10% of the total population.[81] The nobi system declined beginning in the 18th century.[279] Since the outset of the Joseon dynasty and especially beginning in the 17th century, there was harsh criticism among prominent thinkers in Korea about the nobi system. Even within the Joseon government, there were indications of a shift in attitude toward the nobi.[280] King Yeongjo implemented a policy of gradual emancipation in 1775,[82] and he and his successor King Jeongjo made many proposals and developments that lessened the burden on nobi, which led to the emancipation of the vast majority of government nobi in 1801.[280] In addition, population growth,[82] numerous escaped slaves,[81] growing commercialization of agriculture, and the rise of the independent small farmer class contributed to the decline in the number of nobi to about 1.5% of the total population by 1858.[281] The hereditary nobi system was officially abolished around 1886–87,[81][281] and the rest of the nobi system was abolished with the Gabo Reform of 1894.[81][282] However, slavery did not completely disappear in Korea until 1930, during Imperial Japanese rule.
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+
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+ During the Imperial Japanese occupation of Korea around World War II, some Koreans were used in forced labor by the Imperial Japanese, in conditions which have been compared to slavery.[81][283] These included women forced into sexual slavery by the Imperial Japanese Army before and during World War II, known as "comfort women".[81][283]
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+
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+ Slaves (he mōkai) had a recognised social role in traditional Māori society in New Zealand.[284]
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+
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+ Blackbirding occurred in the Pacific, especially in the 19th century.
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+
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+ In Constantinople, about one-fifth of the population consisted of slaves.[285] The city was a major centre of the slave trade in the 15th and later centuries.
263
+ Slaves were provided by Tatar raids on Slavic villages[286] but also by conquest and the suppression of rebellions, in the aftermath of which entire populations were sometimes enslaved and sold across the Empire, reducing the risk of future rebellion. The Ottomans also purchased slaves from traders who brought slaves into the Empire from Europe and Africa. It has been estimated that some 200,000 slaves – mainly Circassians – were imported into the Ottoman Empire between 1800 and 1909.[250] As late as 1908, women slaves were still sold in the Ottoman Empire.[287]
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+
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+ Until the late 18th century, the Crimean Khanate (a Muslim Tatar state) maintained a massive slave trade with the Ottoman Empire and the Middle East.[106] The slaves were captured in southern Russia, Poland-Lithuania, Moldavia, Wallachia, and Circassia by Tatar horsemen[288] and sold in the Crimean port of Kaffa.[289] About 2 million mostly Christian slaves were exported over the 16th and 17th centuries[290] until the Crimean Khanate was destroyed by the Russian Empire in 1783.[291]
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+
267
+ A slave market for captured Russian and Persian slaves was centred in the Central Asian khanate of Khiva.[292] In the early 1840s, the population of the Uzbek states of Bukhara and Khiva included about 900,000 slaves.[250] Darrel P. Kaiser wrote, "Kazakh-Kirghiz tribesmen kidnapped 1573 settlers from colonies [German settlements in Russia] in 1774 alone and only half were successfully ransomed. The rest were killed or enslaved."[293]
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+
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+ Even though slavery is now outlawed in every country, the number of slaves today is estimated as between 12 million and 29.8 million.[294][295][296] According to a broad definition of slavery, there were 27 million people in slavery in 1999, spread all over the world.[297] In 2005, the International Labour Organization provided an estimate of 12.3 million forced labourers.[298] Siddharth Kara has also provided an estimate of 28.4 million slaves at the end of 2006 divided into three categories: bonded labour/debt bondage (18.1 million), forced labour (7.6 million), and trafficked slaves (2.7 million).[42] Kara provides a dynamic model to calculate the number of slaves in the world each year, with an estimated 29.2 million at the end of 2009.
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+
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+ According to a 2003 report by Human Rights Watch, an estimated 15 million children in debt bondage in India work in slavery-like conditions to pay off their family's debts.[300][301]
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+
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+ A report by the Walk Free Foundation in 2013,[302] found India had the highest number of slaves, nearly 14 million, followed by China (2.9 million), Pakistan (2.1 million), Nigeria, Ethiopia, Russia, Thailand, Democratic Republic of Congo, Myanmar and Bangladesh; while the countries with the highest proportions of slaves were Mauritania, Haiti, Pakistan, India and Nepal.[303]
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+
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+ In June 2013, U.S. State Department released a report on slavery. It placed Russia, China, and Uzbekistan in the worst offenders category. Cuba, Iran, North Korea, Sudan, Syria, and Zimbabwe were at the lowest level. The list also included Algeria, Libya, Saudi Arabia and Kuwait among a total of 21 countries.[304][305]
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+
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+ The Walk Free Foundation reported in 2018 that slavery in wealthy Western societies is much more prevalent than previously known, in particular the United States and Great Britain, which have 403,000 (one in 800) and 136,000 slaves respectively. Andrew Forrest, founder of the organization, said that "The United States is one of the most advanced countries in the world yet has more than 400,000 modern slaves working under forced labor conditions."[306] An estimated 40.3 million are enslaved globally, with North Korea having the most slaves at 2.6 million (one in 10). The foundation defines contemporary slavery as "situations of exploitation that a person cannot refuse or leave because of threats, violence, coercion, abuse of power, or deception."[307]
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+
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+ During the Second Libyan Civil War, Libyans started capturing Sub-Saharan African migrants trying to get to Europe through Libya and selling them on slave markets or holding them hostage for ransom[308] Women are often raped, used as sex slaves, or sold to brothels.[309][310][311] Child migrants suffer from abuse and child rape in Libya.[312][313]
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+
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+ In Mauritania, the last country to abolish slavery (in 1981), it is estimated that 20% of its 3 million population, are enslaved as bonded laborers.[314][315][316] Slavery in Mauritania was criminalized in August 2007.[317] However, although slavery, as a practice, was legally banned in 1981, it was not a crime to own a slave until 2007.[318] Although many slaves have escaped or have been freed since 2007, as of 2012[update], only one slave owner had been sentenced to serve time in prison.[319]
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+
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+ While American slaves in 1809 were sold for around $40,000 (in inflation adjusted dollars), a slave nowadays can be bought for just $90, making replacement more economical than providing long-term care.[320] Slavery is a multibillion-dollar industry with estimates of up to $35 billion generated annually.[321]
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+
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+ Victims of human trafficking are typically recruited through deceit or trickery (such as a false job offer, false migration offer, or false marriage offer), sale by family members, recruitment by former slaves, or outright abduction. Victims are forced into a "debt slavery" situation by coercion, deception, fraud, intimidation, isolation, threat, physical force, debt bondage or even force-feeding with drugs to control their victims.[322] "Annually, according to U.S. government-sponsored research completed in 2006, approximately 800,000 people are trafficked across national borders, which does not include millions trafficked within their own countries. Approximately 80% of transnational victims are women and girls, and up to 50% are minors, reports the U.S. State Department in a 2008 study.[323]
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+
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+ While the majority of trafficking victims are women who are forced into prostitution (in which case the practice is called sex trafficking), victims also include men, women and children who are forced into manual labour.[324] Because of the illegal nature of human trafficking, its extent is unknown. A U.S. government report, published in 2005, estimates that about 700,000 people worldwide are trafficked across borders each year. This figure does not include those who are trafficked internally.[324] Another research effort revealed that roughly 1.5 million individuals are trafficked either internally or internationally each year, of which about 500,000 are sex trafficking victims.[42]
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+
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+ Slavery has existed, in one form or another, throughout recorded human history – as have, in various periods, movements to free large or distinct groups of slaves.
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+
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+ Ashoka, who ruled the Maurya Empire in the Indian subcontinent from 269–232 BCE, abolished the slave trade but not slavery.[326] The Qin dynasty, which ruled China from 221 to 206 BC, abolished slavery and discouraged serfdom. However, many of its laws were overturned when the dynasty was overthrown.[327] Slavery was again abolished by Wang Mang in China in 17 CE but was reinstituted after his assassination.[328]
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+
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+ The Spanish colonization of the Americas sparked a discussion about the right to enslave Native Americans. A prominent critic of slavery in the Spanish New World colonies was Bartolomé de las Casas, who opposed the enslavement of Native Americans, and as well as Africans in America.
294
+
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+ One of the first protests against slavery came from German and Dutch Quakers in Pennsylvania in 1688.[329] In 1777, Vermont, at the time an independent nation, became the first portion of what would become the United States to abolish slavery.[329]
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+
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+ In the United States, all of the northern states had abolished slavery by 1804, with New Jersey being the last to act.[330] Abolitionist pressure produced a series of small steps towards emancipation. After the Act Prohibiting Importation of Slaves went into effect on January 1, 1808, the importation of slaves into the United States was prohibited,[331] but not the internal slave trade, nor involvement in the international slave trade externally. Legal slavery persisted; most of those slaves already in the U.S. were legally emancipated only in 1863. Many American abolitionists took an active role in opposing slavery by supporting the Underground Railroad. Violent clashes between anti-slavery and pro-slavery Americans included Bleeding Kansas, a series of political and armed disputes in 1854–1861 as to whether Kansas would join the United States as a slave or free state. By 1860, the total number of slaves reached almost four million, and the American Civil War, beginning in 1861, led to the end of slavery in the United States.[332] In 1863, Lincoln issued the Emancipation Proclamation, which freed slaves held in the Confederate States; the 13th Amendment to the U. S. Constitution prohibited most forms of slavery throughout the country.
298
+
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+ Many of the freed slaves became sharecroppers and indentured servants. In this manner, some became tied to the very parcel of land into which they had been born a slave having little freedom or economic opportunity because of Jim Crow laws which perpetuated discrimination, limited education, promoted persecution without due process and resulted in continued poverty. Fear of reprisals such as unjust incarcerations and lynchings deterred upward mobility further.
300
+
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+ France abolished slavery in 1794.[329]
302
+
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+ One of the most significant milestones in the campaign to abolish slavery throughout the world occurred in England in 1772, with British Judge Lord Mansfield, whose opinion in Somersett's Case was widely taken to have held that slavery was illegal in England. This judgement also laid down the principle that slavery contracted in other jurisdictions could not be enforced in England.[333]
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+
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+ Sons of Africa was a late 18th-century British group that campaigned to end slavery. Its members were Africans in London, freed slaves who included Ottobah Cugoano, Olaudah Equiano and other leading members of London's black community. It was closely connected to the Society for the Abolition of the Slave Trade, a non-denominational group founded in 1787, whose members included Thomas Clarkson. British Member of Parliament William Wilberforce led the anti-slavery movement in the United Kingdom, although the groundwork was an anti-slavery essay by Clarkson. Wilberforce was urged by his close friend, Prime Minister William Pitt the Younger, to make the issue his own and was also given support by reformed Evangelical John Newton. The Slave Trade Act was passed by the British Parliament on March 25, 1807, making the slave trade illegal throughout the British Empire,[334] Wilberforce also campaigned for abolition of slavery in the British Empire, which he lived to see in the Slavery Abolition Act 1833.
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+
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+ After the 1807 act abolishing the slave trade was passed, these campaigners switched to encouraging other countries to follow suit, notably France and the British colonies. Between 1808 and 1860, the British West Africa Squadron seized approximately 1,600 slave ships and freed 150,000 Africans who were aboard.[335] Action was also taken against African leaders who refused to agree to British treaties to outlaw the trade, for example against "the usurping King of Lagos", deposed in 1851. Anti-slavery treaties were signed with over 50 African rulers.[336]
308
+
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+ In 1839, the world's oldest international human rights organization, Anti-Slavery International, was formed in Britain by Joseph Sturge, which campaigned to outlaw slavery in other countries.[337] There were celebrations in 2007 to commemorate the 200th anniversary of the abolition of the slave trade in the United Kingdom through the work of the British Anti-Slavery Society.
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+
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+ In the 1860s, David Livingstone's reports of atrocities within the Arab slave trade in Africa stirred up the interest of the British public, reviving the flagging abolitionist movement. The Royal Navy throughout the 1870s attempted to suppress "this abominable Eastern trade", at Zanzibar in particular. In 1905, the French abolished indigenous slavery in most of French West Africa.[338]
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+
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+ On December 10, 1948, the United Nations General Assembly adopted the Universal Declaration of Human Rights, which declared freedom from slavery is an internationally recognized human right. Article 4 of the Universal Declaration of Human Rights states:
314
+
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+ No one shall be held in slavery or servitude; slavery and the slave trade shall be prohibited in all their forms.[339]
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+
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+ In 2014, for the first time in history, major leaders of many religions, Buddhist, Anglican, Catholic, Orthodox Christian, Hindu, Jewish, and Muslim met to sign a shared commitment against modern-day slavery; the declaration they signed calls for the elimination of slavery and human trafficking by 2020.[340] The signatories were: Pope Francis, Mātā Amṛtānandamayī, Bhikkhuni Thich Nu Chân Không (representing Zen Master Thích Nhất Hạnh), Datuk K Sri Dhammaratana, Chief High Priest of Malaysia, Rabbi Abraham Skorka, Rabbi David Rosen, Abbas Abdalla Abbas Soliman, Undersecretary of State of Al Azhar Alsharif (representing Mohamed Ahmed El-Tayeb, Grand Imam of Al-Azhar), Grand Ayatollah Mohammad Taqi al-Modarresi, Sheikh Naziyah Razzaq Jaafar, Special advisor of Grand Ayatollah (representing Grand Ayatollah Sheikh Basheer Hussain al Najafi), Sheikh Omar Abboud, Justin Welby, Archbishop of Canterbury, and Metropolitan Emmanuel of France (representing Ecumenical Patriarch Bartholomew.)[340]
318
+
319
+ Groups such as the American Anti-Slavery Group, Anti-Slavery International, Free the Slaves, the Anti-Slavery Society, and the Norwegian Anti-Slavery Society continue to campaign to eliminate slavery.
320
+
321
+ On May 21, 2001, the National Assembly of France passed the Taubira law, recognizing slavery as a crime against humanity. Apologies on behalf of African nations, for their role in trading their countrymen into slavery, remain an open issue since slavery was practiced in Africa even before the first Europeans arrived and the Atlantic slave trade was performed with a high degree of involvement of several African societies. The black slave market was supplied by well-established slave trade networks controlled by local African societies and individuals.[341]
322
+
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+ There is adequate evidence citing case after case of African control of segments of the trade. Several African nations such as the Calabar and other southern parts of Nigeria had economies depended solely on the trade. African peoples such as the Imbangala of Angola and the Nyamwezi of Tanzania would serve as middlemen or roving bands warring with other African nations to capture Africans for Europeans.[342]
324
+
325
+ Several historians have made important contributions to the global understanding of the African side of the Atlantic slave trade. By arguing that African merchants determined the assemblage of trade goods accepted in exchange for slaves, many historians argue for African agency and ultimately a shared responsibility for the slave trade.[343]
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+
327
+ In 1999, President Mathieu Kerekou of Benin issued a national apology for the central role Africans played in the Atlantic slave trade.[344] Luc Gnacadja, minister of environment and housing for Benin, later said: "The slave trade is a shame, and we do repent for it."[345] Researchers estimate that 3 million slaves were exported out of the Slave Coast bordering the Bight of Benin.[345] President Jerry Rawlings of Ghana also apologized for his country's involvement in the slave trade.[344]
328
+
329
+ The issue of an apology is linked to reparations for slavery and is still being pursued by entities across the world. For example, the Jamaican Reparations Movement approved its declaration and action plan. In 2007, British Prime Minister Tony Blair made a formal apology for Great Britain's involvement in slavery.[346]
330
+
331
+ On February 25, 2007, the Commonwealth of Virginia resolved to 'profoundly regret' and apologize for its role in the institution of slavery. Unique and the first of its kind in the U.S., the apology was unanimously passed in both Houses as Virginia approached the 400th anniversary of the founding of Jamestown.[347]
332
+
333
+ On August 24, 2007, Mayor Ken Livingstone of London apologized publicly for Britain's role in colonial slave trade. "You can look across there to see the institutions that still have the benefit of the wealth they created from slavery," he said, pointing towards the financial district. He claimed that London was still tainted by the horrors of slavery. Specifically, London outfitted, financed, and insured many of the ships, which helped fund the building of London's docks.[348] Officials in Liverpool, which was a large slave trading port, apologized in 1999.[349]
334
+
335
+ On July 30, 2008, the United States House of Representatives passed a resolution apologizing for American slavery and subsequent discriminatory laws.[350] In June 2009, the U.S. Senate passed a resolution apologizing to African-Americans for the "fundamental injustice, cruelty, brutality, and inhumanity of slavery".[351] The news was welcomed by President Barack Obama, the nation's first president of African descent.[352] Some of President Obama's ancestors may have been slave owners.[353]
336
+
337
+ In 2010, Libyan leader Muammar Gaddafi apologized for Arab involvement in the slave trade, saying: "I regret the behavior of the Arabs… They brought African children to North Africa, they made them slaves, they sold them like animals, and they took them as slaves and traded them in a shameful way."[354]
338
+
339
+ There have been movements to achieve reparations for those formerly held as slaves or for their descendants. Claims for reparations for being held in slavery are handled as a civil law matter in almost every country. This is often decried as a serious problem, since former slaves' relatives lack of money means they often have limited access to a potentially expensive and futile legal process. Mandatory systems of fines and reparations paid to an as yet undetermined group of claimants from fines, paid by unspecified parties, and collected by authorities have been proposed by advocates to alleviate this "civil court problem." Since in almost all cases there are no living ex-slaves or living ex-slave owners these movements have gained little traction. In nearly all cases the judicial system has ruled that the statute of limitations on these possible claims has long since expired.
340
+
341
+ The word slavery is often used as a pejorative to describe any activity in which one is coerced into performing. Some argue that military drafts and other forms of coerced government labour constitute "state-operated slavery."[355][356] Some libertarians and anarcho-capitalists view government taxation as a form of slavery.[357]
342
+
343
+ "Slavery" has been used by some anti-psychiatry proponents to define involuntary psychiatric patients, claiming there are no unbiased physical tests for mental illness and yet the psychiatric patient must follow the orders of the psychiatrist. They assert that instead of chains to control the slave, the psychiatrist uses drugs to control the mind.[358] Drapetomania was a psychiatric diagnosis for a slave who did not want to be a slave.[359][360]
344
+
345
+ Some proponents of animal rights have applied the term slavery to the condition of some or all human-owned animals, arguing that their status is comparable to that of human slaves.[361]
346
+
347
+ The labor market, as institutionalized under today's market economic systems, has been criticized by mainstream socialists and by anarcho-syndicalists, who utilise the term wage slavery as a pejorative or dysphemism for wage labour.[362][363][364][365][366][367] Socialists draw parallels between the trade of labour as a commodity and slavery. Cicero is also known to have suggested such parallels.[368]
348
+
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+ Film has been the most influential medium in the presentation of the history of slavery to the general public around the world.[369] The American film industry has had a complex relationship with slavery and until recent decades often avoided the topic. Films such as Birth of a Nation (1915)[370] and Gone with the Wind (1939) became controversial because they gave a favourable depiction. In 1940 The Santa Fe Trail gave a liberal but ambiguous interpretation of John Brown's attacks on slavery.[371] Song of the South gave a favorable outlook on slavery in the United States in 1946.
350
+
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+ The Civil Rights Movement in the 1950s made defiant slaves into heroes.[372] The question of slavery in American memory necessarily involves its depictions in feature films.[373]
352
+
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+ Most Hollywood films used American settings, although Spartacus (1960), dealt with an actual revolt in the Roman Empire known as the Third Servile War. The revolt failed, and all the rebels were executed, but their spirit lived on according to the film.[374] Spartacus stays surprisingly close to the historical record.[375]
354
+
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+ The Last Supper (La última cena in Spanish) was a 1976 film directed by Cuban Tomás Gutiérrez Alea about the teaching of Christianity to slaves in Cuba, and emphasizes the role of ritual and revolt. Burn! takes place on the imaginary Portuguese island of Queimada (where the locals speak Spanish) and it merges historical events that took place in Brazil, Cuba, Santo Domingo, Jamaica, and elsewhere.
356
+
357
+ Historians agree that films have largely shaped historical memories, but they debate issues of accuracy, plausibility, moralism, sensationalism, how facts are stretched in search of broader truths, and suitability for the classroom.[376][377] Berlin argues that critics complain if the treatment emphasizes historical brutality, or if it glosses over the harshness to highlight the emotional impact of slavery.[378]
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1
+
2
+
3
+ The AK-47, officially known as the Avtomat Kalashnikova (Russian: Автома́т Кала́шникова, tr. Avtomát Kaláshnikova, lit. 'Kalashnikov’s automatic device'; also known as the Kalashnikov and AK), is a gas-operated, 7.62×39mm assault rifle, developed in the Soviet Union by Mikhail Kalashnikov. It is the originating firearm of the Kalashnikov rifle (or "AK") family. 47 refers to the year it was finished.
4
+
5
+ Design work on the AK-47 began in 1945. In 1946, the AK-47 was presented for official military trials, and in 1948, the fixed-stock version was introduced into active service with selected units of the Soviet Army. An early development of the design was the AKS (S—Skladnoy or "folding"), which was equipped with an underfolding metal shoulder stock. In early 1949, the AK-47 was officially accepted by the Soviet Armed Forces[9] and used by the majority of the member states of the Warsaw Pact.
6
+
7
+ Even after seven decades, the model and its variants remain the most popular and widely used rifles in the world because of its reliability under harsh conditions, low production costs compared to contemporary Western weapons, availability in virtually every geographic region, and ease of use. The AK-47 has been manufactured in many countries and has seen service with armed forces as well as irregular forces and insurgencies worldwide, and was the basis for developing many other types of individual, crew-served and specialised firearms. As of 2004[update], "Of the estimated 500 million firearms worldwide, approximately 100 million belong to the Kalashnikov family, three-quarters of which are AK-47s".[4]
8
+
9
+ During World War II, the Sturmgewehr 44 rifle used by German forces made a deep impression on their Soviet counterparts.[10][11] The select-fire rifle was chambered for a new intermediate cartridge, the 7.92×33mm Kurz, and combined the firepower of a submachine gun with the range and accuracy of a rifle.[12][13] On 15 July 1943, an earlier model of the Sturmgewehr was demonstrated before the People's Commissariat of Arms of the USSR.[14] The Soviets were impressed with the weapon and immediately set about developing an intermediate caliber fully automatic rifle of their own,[10][11] to replace the PPSh-41 submachine guns and outdated Mosin–Nagant bolt-action rifles that armed most of the Soviet Army.[15]
10
+
11
+ The Soviets soon developed the 7.62×39mm M43 cartridge,[14] the semi-automatic SKS carbine and the RPD light machine gun.[16] Shortly after World War II, the Soviets developed the AK-47 rifle, which would quickly replace the SKS in Soviet service.[17][18] Introduced in 1959, the AKM is a lighter stamped steel version and the most ubiquitous variant of the entire AK series of firearms. In the 1960s, the Soviets introduced the RPK light machine gun, an AK type weapon with a stronger receiver, a longer heavy barrel, and a bipod, that would eventually replace the RPD light machine gun.[16]
12
+
13
+ Mikhail Kalashnikov began his career as a weapon designer in 1941, while recuperating from a shoulder wound which he received during the Battle of Bryansk.[5][19] Kalashnikov himself stated..."I was in the hospital, and a soldier in the bed beside me asked: 'Why do our soldiers have only one rifle for two or three of our men, when the Germans have automatics?' So I designed one. I was a soldier, and I created a machine gun for a soldier. It was called an Avtomat Kalashnikova, the automatic weapon of Kalashnikov—AK—and it carried the year of its first manufacture, 1947."[20]
14
+
15
+ The AK-47 is best described as a hybrid of previous rifle technology innovations. "Kalashnikov decided to design an automatic rifle combining the best features of the American M1 and the German StG 44."[21] Kalashnikov's team had access to these weapons and had no need to "reinvent the wheel". Kalashnikov himself observed: "A lot of Russian Army soldiers ask me how one can become a constructor, and how new weaponry is designed. These are very difficult questions. Each designer seems to have his own paths, his own successes and failures. But one thing is clear: before attempting to create something new, it is vital to have a good appreciation of everything that already exists in this field. I myself have had many experiences confirming this to be so."[19]
16
+
17
+ There are claims about Kalashnikov copying other designs, like Bulkin's TKB-415[22] or Simonov's AVS-31.[23]
18
+
19
+ Kalashnikov started work on a submachine gun design in 1942[24] and with a light machine gun in 1943.[25][26] "Early in 1944, Kalashnikov was given some 7.62×39mm M43 cartridges and informed that there were several designers working on weapons for this new Soviet small-arms cartridge. It was suggested to him that this new weapon might well lead to greater things, and he undertook work on the new rifle."[27] In 1944, he entered a design competition with this new 7.62×39mm, semi-automatic, gas-operated, long stroke piston, carbine, strongly influenced by the American M1 Garand.[28] "The rifle that Kalashnikov designed was in the same class as the familiar SKS-45 Simonov with fixed magazine and gas tube above the barrel."[27] However, this new Kalashnikov design lost out to a Simonov design.[29]
20
+
21
+ In 1946, a new design competition was initiated to develop a new rifle.[30] Kalashnikov submitted an entry. It was gas-operated rifle with a short-stroke gas piston above the barrel, a breech-block mechanism similar to his 1944 carbine, and a curved 30-round magazine.[31] Kalashnikov's rifles AK-1 (with a milled receiver) and AK-2 (with a stamped receiver) proved to be reliable weapons and were accepted to a second round of competition along with other designs.
22
+
23
+ These prototypes (also known as the AK-46) had a rotary bolt, a two-part receiver with separate trigger unit housing, dual controls (separate safety and fire selector switches) and a non-reciprocating charging handle located on the left side of the weapon.[31][32] This design had many similarities to the StG 44.[33] In late 1946, as the rifles were being tested, one of Kalashnikov's assistants, Aleksandr Zaitsev, suggested a major redesign to improve reliability. At first, Kalashnikov was reluctant, given that their rifle had already fared better than its competitors. Eventually, however, Zaitsev managed to persuade Kalashnikov.
24
+
25
+ In November 1947, the new prototypes (AK-47s) were completed. It used a long-stroke gas piston above the barrel. The upper and lower receivers were combined into a single receiver. The selector and safety were combined into a single control-lever/dust-cover on the right side of the rifle. And, the bolt-handle was simply attached to the bolt-carrier. This simplified the design and production of the rifle. The first army trial series began in early 1948.[34] The new rifle proved to be reliable under a wide range of conditions with convenient handling characteristics. In 1949, it was adopted by the Soviet Army as "7.62 mm Kalashnikov rifle (AK)".[9]
26
+
27
+ There were many difficulties during the initial phase of production. The first production models had stamped sheet metal receivers with a milled trunnion and butt stock insert, and a stamped body. Difficulties were encountered in welding the guide and ejector rails, causing high rejection rates.[35] Instead of halting production, a heavy[N 2] machined receiver was substituted for the sheet metal receiver. Even though production of these milled rifles started in 1951, they were officially referred to as AK-49, based on the date their development started, but they are much widely known in the collectors' and current commercial market as "Type 2 AK-47".[36][37] This was a more costly process, but the use of machined receivers accelerated production as tooling and labor for the earlier Mosin–Nagant rifle's machined receiver were easily adapted.[38] Partly because of these problems, the Soviets were not able to distribute large numbers of the new rifle to soldiers until 1956. During this time, production of the interim SKS rifle continued.[35]
28
+
29
+ Once the manufacturing difficulties of non-milled receivers had been overcome, a redesigned version designated the AKM (M for "modernized" or "upgraded"; in Russian: Автомат Калашникова Модернизированный [Avtomat Kalashnikova Modernizirovanniy]) was introduced in 1959.[36] This new model used a stamped sheet metal receiver and featured a slanted muzzle brake on the end of the barrel to compensate for muzzle rise under recoil. In addition, a hammer retarder was added to prevent the weapon from firing out of battery (without the bolt being fully closed), during rapid or fully automatic fire.[35] This is also sometimes referred to as a "cyclic rate reducer", or simply "rate reducer", as it also has the effect of reducing the number of rounds fired per minute during fully automatic fire. It was also roughly one-third lighter than the previous model.[36]
30
+
31
+ Both licensed and unlicensed production of the Kalashnikov weapons abroad were almost exclusively of the AKM variant, partially due to the much easier production of the stamped receiver. This model is the most commonly encountered, having been produced in much greater quantities. All rifles based on the Kalashnikov design are frequently referred to as AK-47s in the West, although this is only correct when applied to rifles based on the original three receiver types.[39] In most former Eastern Bloc countries, the weapon is known simply as the "Kalashnikov" or "AK". The differences between the milled and stamped receivers includes the use of rivets rather than welds on the stamped receiver, as well as the placement of a small dimple above the magazine well for stabilization of the magazine.
32
+
33
+ In 1974, the Soviets began replacing their AK-47 and AKM rifles with a newer design, the AK-74, which uses 5.45×39mm ammunition. This new rifle and cartridge had only started to be manufactured in Eastern European nations when the Soviet Union collapsed, drastically slowing production of the AK-74 and other weapons of the former Soviet bloc.
34
+
35
+ The AK-47 was designed to be a simple, reliable fully automatic rifle that could be manufactured quickly and cheaply, using mass production methods that were state of the art in the Soviet Union during the late 1940s.[40] The AK-47 uses a long stroke gas system that is generally associated with great reliability in adverse conditions.[28][41][42] The large gas piston, generous clearances between moving parts, and tapered cartridge case design allow the gun to endure large amounts of foreign matter and fouling without failing to cycle.
36
+
37
+ The AK fires the 7.62×39mm cartridge with a muzzle velocity of 715 m/s (2,350 ft/s).[8]
38
+ The cartridge weight is 16.3 g (0.6 oz), the projectile weight is 7.9 g (122 gr).[43] The original Soviet M43 bullets are 123 grain boat-tail bullets with a copper-plated steel jacket, a large steel core, and some lead between the core and the jacket. The AK has excellent penetration when shooting through heavy foliage, walls or a common vehicle's metal body and into an opponent attempting to use these things as cover. The 7.62×39mm M43 projectile does not generally fragment when striking an opponent and has an unusual tendency to remain intact even after making contact with bone. The 7.62×39mm round produces significant wounding in cases where the bullet tumbles (yaws) in tissue,[44] but produces relatively minor wounds in cases where the bullet exits before beginning to yaw.[45][46][47] In the absence of yaw, the M43 round can pencil through tissue with relatively little injury.[45][48]
39
+
40
+ Most, if not all, of the 7.62×39mm ammunition found today is of the upgraded M67 variety. This variety deleted the steel insert, shifting the center of gravity rearward, and allowing the projectile to destabilize (or yaw) at about 3.3 in (8.4 cm), nearly 6.7 in (17 cm) earlier in tissue than the M43 round.[49] This change also reduces penetration in ballistic gelatin to ~25 in (64 cm) for the newer M67 round versus ~29 in (74 cm) for the older M43 round.[49][50] However, the wounding potential of M67 is mostly limited to the small permanent wound channel the bullet itself makes, especially when the bullet yaws.[49]
41
+
42
+ To fire, the operator inserts a loaded magazine, pulls back and releases the charging handle, and then pulls the trigger. In semi-automatic, the firearm fires only once, requiring the trigger to be released and depressed again for the next shot. In fully automatic, the rifle continues to fire automatically cycling fresh rounds into the chamber until the magazine is exhausted or pressure is released from the trigger. After ignition of the cartridge primer and propellant, rapidly expanding propellant gases are diverted into the gas cylinder above the barrel through a vent near the muzzle. The build-up of gases inside the gas cylinder drives the long-stroke piston and bolt carrier rearward and a cam guide machined into the underside of the bolt carrier, along with an ejector spur on the bolt carrier rail guide, rotates the bolt approximately 35° and unlocks it from the barrel extension via a camming pin on the bolt. The moving assembly has about 5.5 mm (0.2 in) of free travel, which creates a delay between the initial recoil impulse of the piston and the bolt unlocking sequence, allowing gas pressures to drop to a safe level before the seal between the chamber and the bolt is broken. The AK-47 does not have a gas valve; excess gases are ventilated through a series of radial ports in the gas cylinder. The Kalashnikov operating system offers no primary extraction upon bolt rotation, but uses an extractor claw to eject the spent cartridge case.[51]
43
+
44
+ The rifle received a barrel with a chrome-lined bore and four right-hand grooves at a 240 mm (1 in 9.45 in) or 31.5 calibers rifling twist rate. The gas block contains a gas channel that is installed at a slanted angle in relation to the bore axis. The muzzle is threaded for the installation of various muzzle devices such as a muzzle brake or a blank-firing adaptor.
45
+
46
+ The gas block of the AK-47 features a cleaning rod capture or sling loop. Gas relief ports that alleviate gas pressure are placed horizontally in a row on the gas cylinder.
47
+
48
+ The fire selector is a large lever located on the right side of the rifle, it acts as a dust-cover and prevents the charging handle from being pulled fully to the rear when it is on safe.[52] It is operated by the shooter's right fore-fingers and has 3 settings: safe (up), full-auto (center), and semi-auto (down).[52] The reason for this is that under stress a soldier will push the selector lever down with considerable force bypassing the full-auto stage and setting the rifle to semi-auto.[52] To set the AK-47 to full-auto requires the deliberate action of centering the selector lever.[52] To operate the fire selector lever, right handed shooters have to briefly remove their right hand from the pistol grip, which is ergonomically sub-optimal. Some AK-type rifles also have a more traditional selector lever on the left side of the receiver just above the pistol grip.[52] This lever is operated by the shooter's right thumb and has three settings: safe (forward), full-auto (center), and semi-auto (backward).[52]
49
+
50
+ The AK-47 uses a notched rear tangent iron sight calibrated in 100 m (109 yd) increments from 100 to 800 m (109 to 875 yd).[53] The front sight is a post adjustable for elevation in the field. Horizontal adjustment requires a special drift tool and is done by the armory before issue or if the need arises by an armorer after issue. The sight line elements are approximately 48.5 mm (1.9 in) over the bore axis. The "point-blank range" battle zero setting "П" standing for постоянная (constant) on the 7.62×39mm AK-47 rear tangent sight element corresponds to a 300 m (328 yd) zero.[53][54] These settings mirror the Mosin–Nagant and SKS rifles, which the AK-47 replaced. For the AK-47 combined with service cartridges, the 300 m battle zero setting limits the apparent "bullet rise" within approximately −5 to +31 cm (−2.0 to 12.2 in) relative to the line of sight. Soldiers are instructed to fire at any target within this range by simply placing the sights on the center of mass (the belt buckle, according to Russian and former Soviet doctrine) of the enemy target. Any errors in range estimation are tactically irrelevant, as a well-aimed shot will hit the torso of the enemy soldier. Some AK-type rifles have a front sight with a flip-up luminous dot that is calibrated at 50 m (55 yd), for improved night fighting.[53]
51
+
52
+ The AK-47 was originally equipped with a buttstock, handguard and an upper heat guard made from solid wood. With the introduction of the Type 3 receiver the buttstock, lower handguard and upper heatguard were manufactured from birch plywood laminates.[38] Such engineered woods are stronger and resist warping better than the conventional one-piece patterns, do not require lengthy maturing, and are cheaper. The wooden furniture was finished with the Russian amber shellac finishing process.[citation needed] AKS and AKMS models featured a downward-folding metal butt-stock similar to that of the German MP40 submachine-gun, for use in the restricted space in the BMP infantry combat vehicle, as well as by paratroops. All 100 series AKs use plastic furniture with side-folding stocks.
53
+
54
+ The standard magazine capacity is 30 rounds. There are also 10, 20, and 40-round box magazines, as well as 75-round drum magazines.
55
+
56
+ The AK-47's standard 30-round magazines have a pronounced curve that allows them to smoothly feed ammunition into the chamber. Their heavy steel construction combined with "feed-lips" (the surfaces at the top of the magazine that control the angle at which the cartridge enters the chamber) machined from a single steel billet makes them highly resistant to damage. These magazines are so strong that "Soldiers have been known to use their mags as hammers, and even bottle openers".[55][56] This contributes to the AK-47 magazine being more reliable, but makes it heavier than U.S. and NATO magazines.
57
+
58
+ The early slab-sided steel AK-47 30-round detachable box magazines had 1 mm (0.039 in) sheet-metal bodies and weighed 0.43 kg (0.95 lb) empty.[42] The later steel AKM 30-round magazines had lighter sheet-metal bodies with prominent reinforcing ribs weighing 0.33 kg (0.73 lb) empty.[42][57] To further reduce weight, a lightweight magazine with an aluminum body with a prominent reinforcing waffle rib pattern weighing 0.19 kg (0.42 lb) empty was developed for the AKM that proved to be too fragile and the small issued amount of these magazines was quickly withdrawn from service. As a replacement steel-reinforced 30-round plastic 7.62×39mm box magazines were introduced. These rust-colored magazines weigh 0.24 kg (0.53 lb) empty and are often mistakenly identified as being made of Bakelite (a phenolic resin), but were actually fabricated from two-parts of AG-S4 molding compound (a glass-reinforced phenol-formaldehyde binder impregnated composite), assembled using an epoxy resin adhesive.[58][59][60] Noted for their durability, these magazines did however compromise the rifle's camouflage and lacked the small horizontal reinforcing ribs running down both sides of the magazine body near the front that were added on all later plastic magazine generations.[60] A second generation steel-reinforced dark-brown (color shades vary from maroon to plum to near black) 30-round 7.62×39mm magazine was introduced in the early 1980s, fabricated from ABS plastic. The third generation steel-reinforced 30-round 7.62×39mm magazine is similar to the second generation, but is darker colored and has a matte nonreflective surface finish. The current issue steel-reinforced matte true black nonreflective surface finished 7.62×39mm 30-round magazines, fabricated from ABS plastic weigh 0.25 kg (0.55 lb) empty.[8]
59
+
60
+ Early steel AK-47 magazines are 9.75 in (248 mm) long; the later ribbed steel AKM and newer plastic 7.62×39mm magazines are about 1 in (25 mm) shorter.[61][62]
61
+
62
+ The transition from steel to mainly plastic magazines yields a significant weight reduction and allows a soldier to carry more ammunition for the same weight.
63
+
64
+ All 7.62×39mm AK magazines are backwards compatible with older AK variants.
65
+
66
+ 10.12 kg (22.3 lb) is the maximum amount of ammo that the average soldier can comfortably carry. It also allows for best comparison of the three most common 7.62×39mm AK magazines.
67
+
68
+ Most Yugoslavian and some East German AK magazines were made with cartridge followers that hold the bolt open when empty; however, most AK magazine followers allow the bolt to close when the magazine is empty.
69
+
70
+ Accessories supplied with the rifle include a 387 mm (15.2 in) long 6H3 bayonet featuring a 200 mm (7.9 in) long spear point blade. The AK-47 bayonet is installed by slipping the 17.7 mm (0.70 in) diameter muzzle ring around the muzzle and latching the handle down on the bayonet lug under the front sight base.[63]
71
+
72
+ All current model AKM rifles can mount under-barrel 40 mm grenade launchers such as the GP-25 and its variants, which can fire up to 20 rounds per minute and have an effective range of up to 400 metres.[64] The main grenade is the VOG-25 (VOG-25M) fragmentation grenade which has a 6 m (9 m) (20 ft (30 ft)) lethality radius. The VOG-25P/VOG-25PM ("jumping") variant explodes 0.5–1 metre (1.6–3.3 ft) above the ground.[65]
73
+
74
+ The AK-47 can also mount a (rarely used) cup-type grenade launcher, the Kalashnikov grenade launcher that fires standard RGD-5 Soviet hand-grenades. The maximum effective range is approximately 150 meters.[66] This launcher can also be used to launch tear-gas and riot control grenades.
75
+
76
+ All current AKs (100 series) and some older models, have side rails for mounting a variety of scopes and sighting devices, such as the PSO-1 Optical Sniper Sight.[67] The side rails allow for the removal and remounting of optical accessories without interfering with the zeroing of the optic. However, the 100 series side folding stocks cannot be folded with the optics mounted.
77
+
78
+ The AK-47 and its variants have been and are made in dozens of countries, with "quality ranging from finely engineered weapons to pieces of questionable workmanship."[68] As a result, the AK-47 has a service/system life of approximately 6,000,[69] to 10,000,[70] to 15,000[71] rounds. The AK-47 was designed to be a cheap, simple, easy to manufacture rifle,[72] perfectly matching Soviet military doctrine that treats equipment and weapons as disposable items.[73] As units are often deployed without adequate logistical support and dependent on "battlefield cannibalization" for resupply, it is actually more cost-effective to replace rather than repair weapons.[73]
79
+
80
+ The AK-47 has small parts and springs that need to be replaced every few thousand rounds. However, "Every time it is disassembled beyond the field stripping stage, it will take some time for some parts to regain their fit, some parts may tend to shake loose and fall out when firing the weapon. Some parts of the AK-47 line are riveted together. Repairing these can be quite a hassle, since the end of the rivet has to be ground off and a new one set after the part is replaced."[53]
81
+
82
+ For the further developed AK models, see Kalashnikov rifles.
83
+
84
+ Manufacturing countries of AK-47 and its variants in alphabetical order.
85
+
86
+ A private company Kalashnikov Concern (formerly Izhmash) from Russia has repeatedly claimed that the majority of foreign manufacturers are producing AK-type rifles without proper licensing.[94][95]
87
+
88
+ The AK-47's accuracy has always been considered[by whom?] to be "good enough" to hit an adult male torso out to about 300 m (328 yd),[96][97] though even experts firing from prone or bench rest positions at this range were observed to have difficulty placing ten consecutive rounds on target.[98] Later designs did not significantly improve its accuracy.[98] An AK can fire a 10-shot group of 5.9 in (15 cm) at 100 m (109 yd),[99] and 17.5 in (44 cm) at 300 m (328 yd)[98] The newer stamped-steel receiver AKM models, while more rugged and less prone to metal fatigue, are actually less accurate than the forged/milled receivers of their predecessors: the milled AK-47s are capable of shooting 3 to 5 in (8 to 13 cm) groups at 100 yd (91 m), whereas the stamped AKMs are capable of shooting 4 to 6 in (10 to 15 cm) groups at 100 yd (91 m).[97]
89
+
90
+ The best shooters are able to hit a man-sized target at 800 m (875 yd) within five shots (firing from prone or bench rest position) or ten shots (standing).[100]
91
+
92
+ The single-shot hit-probability on the NATO E-type Silhouette Target (a human upper body half and head silhouette) of the AK-47 and the later developed AK-74, M16A1 and M16A2 rifles were measured by the US military under ideal proving ground conditions in the 1980s as follows:
93
+
94
+ The following table represents the Russian method for determining accuracy, which is far more complex than Western methods. In the West, one fires a group of shots into the target and then simply measures the overall diameter of the group. The Russians, on the other hand, fire a group of shots into the target. They then draw two circles on the target, one for the maximum vertical dispersion of hits and one for the maximum horizontal dispersion of hits. They then disregard the hits on the outer part of the target and only count half of the hits (50% or R50) on the inner part of the circles. This dramatically reduces the overall diameter of the groups. They then use both the vertical and horizontal measurements of the reduced groups to measure accuracy. This circular error probable method used by the Russians and other European militaries cannot be converted and is not comparable to US military methods for determining rifle accuracy. When the R50 results are doubled the hit probability increases to 93.7%.
95
+
96
+ The vertical and horizontal mean (R50) deviations with service ammunition at 800 m (875 yd) for AK platforms are.
97
+
98
+ Throughout the world, the AK and its variants are commonly used by governments, revolutionaries, terrorists, criminals, and civilians alike. In some countries, such as Somalia, Rwanda, Mozambique, Congo and Tanzania, the prices for Black Market AKs are between $30 and $125 per weapon and prices have fallen in the last few decades due to mass counterfeiting.[129] In Kenya, "an AK-47 fetches five head of cattle (about 10,000 Kenya shillings or 100 U.S. dollars) when offered for barter, but costs almost half that price when cash is paid".[130] There are places around the world where AK type weapons can be purchased on the black market "for as little as $6, or traded for a chicken or a sack of grain".[131][132][133]
99
+
100
+ The AK-47 has also spawned a cottage industry of sorts and has been copied and manufactured (one gun at a time) in small shops around the world (see Khyber Pass Copy).[134][135] The estimated numbers of AK-type weapons vary greatly. The Small Arms Survey suggest that "between 70 and 100 million of these weapons have been produced since 1947".[136] The World Bank estimates that out of the 500 million total firearms available worldwide, 100 million are of the Kalashnikov family, and 75 million are AK-47s.[4] Because AK-type weapons have been made in many countries, often illicitly, it is impossible to know how many really exist.[137]
101
+
102
+ The AK-47 has been used in the following conflicts:
103
+
104
+ — Larry Kahaner, author of AK-47: The Weapon That Changed the Face of War[148]
105
+
106
+ During the Cold War, the Soviet Union and the People's Republic of China, as well as United States and other NATO nations supplied arms and technical knowledge to numerous countries and rebel forces around the world. During this time the Western countries used relatively expensive automatic rifles, such as the FN FAL, the HK G3, the M14, and the M16. In contrast, the Russians and Chinese used the AK-47; its low production cost and ease of manufacture allow them to make AKs in vast numbers.
107
+
108
+ In the pro-communist states, the AK-47 became a symbol of the Third World revolution. They were utilized in the Cambodian Civil War and the Cambodian–Vietnamese War.[149] During the 1980s, the Soviet Union became the principal arms dealer to countries embargoed by Western nations, including Middle Eastern nations such as Iran,[citation needed] Libya, and Syria, which welcomed Soviet Union backing against Israel. After the fall of the Soviet Union, AK-47s were sold both openly[by whom?] and on the black market to any group with cash, including drug cartels and dictatorial states, and more recently they have been seen in the hands of Islamic groups such as Al-Qaeda, ISIL, and the Taliban in Afghanistan and Iraq, and FARC, Ejército de Liberación Nacional guerrillas in Colombia.[148]
109
+
110
+ In Russia, the Kalashnikov is a tremendous source of national pride.[150] "The family of the inventor of the world's most famous rifle, Mikhail Kalashnikov, has authorized German engineering company MMI to use the well-known Kalashnikov name on a variety of not-so-deadly goods."[151] In recent years, Kalashnikov Vodka has been marketed with souvenir bottles in the shape of the AK-47 Kalashnikov.[152][153] There are also Kalashnikov watches,[154] umbrellas,[155] and knives.[156][157]
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+ The Kalashnikov Museum (also called the AK-47 museum) opened on 4 November 2004 in Izhevsk, Udmurt Republic. This city is in the Ural Region of Russia. The museum chronicles the biography of General Kalashnikov and documents the invention of the AK-47. The museum complex of Kalashnikov's small arms, a series of halls, and multimedia exhibitions are devoted to the evolution of the AK-47 rifle and attracts 10,000 monthly visitors.[158] Nadezhda Vechtomova, the museum director, stated in an interview that the purpose of the museum is to honor the ingenuity of the inventor and the hard work of the employees and to "separate the weapon as a weapon of murder from the people who are producing it and to tell its history in our country". Google Earth view of the Kalashnikov Museum
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+ On 19 September 2017 a 9 metres (30 ft) monument of Kalashnikov was unveiled in central Moscow. A protester, later detained by police, attempted to unfurl a banner reading "a creator of weapons is a creator of death".[159]
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+ The proliferation of this weapon is reflected by more than just numbers. The AK-47 is included on the flag of Mozambique and its emblem, an acknowledgment that the country gained its independence in large part through the effective use of their AK-47s.[160] It is also found in the coats of arms of East Timor, Zimbabwe and the revolution era Burkina Faso, as well as in the flags of Hezbollah, Syrian Resistance, FARC-EP, the New People's Army, TKP/TIKKO and the International Revolutionary People's Guerrilla Forces.
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+ U.S. and Western Europe countries frequently associate the AK-47 with their enemies; both Cold War era and present-day. For example, Western works of fiction (movies, television, novels, video games) often portray criminals, gang members, insurgents, and terrorists using AK-47s as the weapon of choice. Conversely, throughout the developing world, the AK-47 can be positively attributed with revolutionaries against foreign occupation, imperialism, or colonialism. Numerous fictional depictions of the Soviet/Russian armed forces such as Call of Duty: Modern Warfare show them armed with 7.62×39mm AK variants (AK-47 or AKM) as their standard-issue rifles, a long-standing anachronism thanks to the AK-47's iconic status, despite the Soviets having actually replaced them with the 5.45×39mm AK-74 in the 1970s. Movies and video games often pass off licensed clones like the Norinco Type 56 rifle as the AK-47.[148]
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+ In Ireland the AK-47 is associated with The Troubles due to its extensive use by republican paramilitaries during this period.[161] In 2013 a decommissioned AK-47 was included in the A History of Ireland in 100 Objects collection.[162]
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+ The AK-47 made an appearance in U.S. popular culture as a recurring focus in the Nicolas Cage film Lord of War (2005). Numerous monologues in the movie focus on the weapon, and its effects on global conflict and the gun running market.[163]
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+ In Iraq and Afghanistan, Private military company contractors from the U.K. and other countries used the AK-47 and its variants along with western firearms such as the AR-15.[164]
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+ In 2006, the Colombian musician and peace activist César López devised the escopetarra, an AK converted into a guitar. One sold for US$17,000 in a fundraiser held to benefit the victims of anti-personnel mines, while another was exhibited at the United Nations' Conference on Disarmament.[165]
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+ In Mexico, the AK-47 is known as "Cuerno de Chivo" (literally "Goat's Horn") because of its curved magazine design. It is one of the weapons of choice of Mexican drug cartels. It is sometimes mentioned in Mexican folk music lyrics.[166]
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+ A map of current and former AK users
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+ An AK-47 Type 1 (top) and 2 (bottom) on display. The Type 1 features a stamped receiver while the Type 2 receiver is milled.
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+ A U.S. Army M.P inspects a Chinese AK-47 recovered in Vietnam, 1968
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+ AK-47s of the PAIGC-liberation movement, ready to be transported from Senegal to Guinea-Bissau, 1973
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+ A Soviet Spetsnaz (special operations) group prepares for a mission in Afghanistan, 1988
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+ During the Soviet–Afghan War in the 1980s, several sources simultaneously armed both sides of the Afghan conflict, filling the country with AK-47s and their derivatives.[167]
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+ The AK-47 in the Mozambican flag
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+ A plough or plow (US; both /plaʊ/) is a farm tool for loosening or turning the soil before sowing seed or planting.[1] Ploughs were traditionally drawn by oxen and horses, but in modern farms are drawn by tractors. A plough may have a wooden, iron or steel frame, with a blade attached to cut and loosen the soil. It has been fundamental to farming for most of history.[2] The earliest ploughs had no wheels, such a plough being known to the Romans as an aratrum. Celtic peoples first came to use wheeled ploughs in the Roman era.[3]
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+ The prime purpose of ploughing is to turn over the uppermost soil,[4] so bringing fresh nutrients to the surface,[5] while burying weeds and crop remains to decay. Trenches cut by the plough are called furrows. In modern use, a ploughed field is normally left to dry and then harrowed before planting. Ploughing and cultivating soil evens the content of the upper 12 to 25 centimetres (5 to 10 in) layer of soil, where most plant-feeder roots grow.
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+ Ploughs were initially powered by humans, but the use of farm animals was considerably more efficient. The earliest beasts used were oxen. Later horses and mules were used in many areas. With the industrial revolution came the possibility of steam engines to pull ploughs. These in turn were superseded by internal-combustion-powered tractors in the early 20th century.
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+ Use of the traditional plough has decreased in some areas threatened by soil damage and erosion. Used instead is shallower ploughing or other less-invasive conservation tillage.
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+ In older English, as in other Germanic languages, the plough was traditionally known by other names, e.g. Old English sulh, Old High German medela, geiza, huohilī(n), Old Norse arðr (Swedish årder), and Gothic hōha, all presumably referring to the ard (scratch plough). The term plough, as used today, was not common until 1700.
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+ The modern word comes from the Old Norse plógr, and is therefore Germanic, but it appears relatively late (it is not attested in Gothic), and is thought to be a loan from one of the north Italic languages. The German cognate is "Pflug", the Dutch "ploeg" and the Swedish "plog". In many Slavic languages and in Romanian the word is "plug". Words with the same root appeared with related meanings: in Raetic plaumorati "wheeled heavy plough" (Pliny, Nat. Hist. 18, 172), and in Latin plaustrum "farm cart", plōstrum, plōstellum "cart", and plōxenum, plōximum "cart box".[6][7] The word must have originally referred to the wheeled heavy plough, common in Roman north-western Europe by the 5th century AD.[8]
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+ Orel (2003)[9] tentatively attaches plough to a PIE stem *blōkó-, which gave Armenian peɫem "to dig" and Welsh bwlch "crack", though the word may not be of Indo-European origin.
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+ The diagram (right) shows the basic parts of the modern plough:
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+ Other parts not shown or labelled include the frog (or frame), runner, landside, shin, trashboard, and stilts (handles).
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+ On modern ploughs and some older ploughs, the mould board is separate from the share and runner, so these parts can be replaced without replacing the mould board. Abrasion eventually wears out all parts of a plough that come into contact with the soil.
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+ When agriculture was first developed, soil was turned using simple hand-held digging sticks and hoes.[4] These were used in highly fertile areas, such as the banks of the Nile, where the annual flood rejuvenates the soil, to create drills (furrows) in which to plant seeds. Digging sticks, hoes and mattocks were not invented in any one place, and hoe cultivation must have been common everywhere agriculture was practised. Hoe-farming is the traditional tillage method in tropical or sub-tropical regions, which are marked by stony soils, steep slope gradients, predominant root crops, and coarse grains grown at wide distances apart. While hoe-agriculture is best suited to these regions, it is used in some fashion everywhere. Instead of hoeing, some cultures use pigs to trample the soil and grub the earth.
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+ Some ancient hoes, like the Egyptian mr, were pointed and strong enough to clear rocky soil and make seed drills, which is why they are called hand-ards. However, domestication of oxen in Mesopotamia and the Indus valley civilization, perhaps as early as the 6th millennium BC, provided mankind with the draft power needed to develop the larger, animal-drawn true ard (or scratch plough). The earliest surviving evidence of ploughing, has been dated to 3500–3800 BCE, on a site in Bubeneč, Czech Republic.[11] A ploughed field, from c.2800 BCE, has also discovered at Kalibangan, Pakistan.[12] A terracotta model of the early ards was found at Banawali, Pakistan, giving insight into the form of the tool used.[13] The ard remained easy to replace if it became damaged and easy to replicate.[14]
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+ The earliest was the bow ard, which consists of a draft-pole (or beam) pierced by a thinner vertical pointed stick called the head (or body), with one end being the stilt (handle) and the other a share (cutting blade) dragged through the topsoil to cut a shallow furrow suitable for most cereal crops. The ard does not clear new land well, so hoes or mattocks had to be used to pull up grass and undergrowth, and a hand-held, coulter-like ristle could be made to cut deeper furrows ahead of the share. Because the ard left a strip of undisturbed earth between furrows, the fields were often cross-ploughed lengthwise and breadth-wise, which tended to form squarish Celtic fields.[15]:42 The ard is best suited to loamy or sandy soils that are naturally fertilised by annual flooding, as in the Nile Delta and Fertile Crescent, and to a lesser extent any other cereal-growing region with light or thin soil. By the late Iron Age, ards in Europe were commonly fitted with coulters.
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+ To grow crops regularly in less-fertile areas, it was once believed that the soil must be turned to bring nutrients to the surface. A major advance for this type of farming was the turn plough, also known as the mould-board plough (UK), moldboard plow (US), or frame-plough. A coulter (or skeith) could be added to cut vertically into the ground just ahead of the share (in front of the frog), a wedge-shaped cutting edge at the bottom front of the mould board with the landside of the frame supporting the under-share (below-ground component). The mould-board plough introduced in the 18th century was a major advance in technology.[4]
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+ The upper parts of the frame carry (from the front) the coupling for the motive power (horses), the coulter and the landside frame. Depending on the size of the implement, and the number of furrows it is designed to plough at one time, a fore-carriage with a wheel or wheels (known as a furrow wheel and support wheel) may be added to support the frame (wheeled plough). In the case of a single-furrow plough there is one wheel at the front and handles at the rear for the ploughman to steer and manœuvre it.
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+ When dragged through a field, the coulter cuts down into the soil and the share cuts horizontally from the previous furrow to the vertical cut. This releases a rectangular strip of sod to be lifted by the share and carried by the mould board up and over, so that the strip of sod (slice of the topsoil) that is being cut lifts and rolls over as the plough moves forward, dropping back upside down into the furrow and onto the turned soil from the previous run down the field. Each gap in the ground where the soil has been lifted and moved across (usually to the right) is called a furrow. The sod lifted from it rests at an angle of about 45 degrees in the adjacent furrow, up the back of the sod from the previous run.
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+ So a series of ploughings runs down a field leaves a row of sods partly in the furrows and partly on the ground lifted earlier. Visually, across the rows, there is the land on the left, a furrow (half the width of the removed strip of soil) and the removed strip almost upside-down lying on about half of the previous strip of inverted soil, and so on across the field. Each layer of soil and the gutter it came from forms a classic furrow.
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+ The mould-board plough greatly reduced the time needed to prepare a field and so allowed a farmer to work a larger area of land. In addition, the resulting pattern of low (under the mould board) and high (beside it) ridges in the soil forms water channels, allowing the soil to drain. In areas where snow build-up causes difficulties, this lets farmers plant the soil earlier, as the snow run-off drains away more quickly.
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+ There are five major parts of a mouldboard plough:
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+ Share, landside, mould board are bolted to the frog, which is an irregular piece of cast iron at the base of the plough body, to which the soil-wearing parts are bolted.
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+ The share is the edge that makes the horizontal cut to separate the furrow slice from the soil below. Conventional shares are shaped to penetrate soil efficiently; the tip is pointed downward to pull the share into the ground to a regular depth. The clearance, usually referred to as suction or down suction, varies with different makes and types of plough. Share configuration is related to soil type, particularly in the down suction or concavity of its lower surface. Generally three degrees of clearance or down suction are recognized: regular for light soil, deep for ordinary dry soil, and double-deep for clay and gravelly soils.
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+ As the share wears away, it becomes blunt and the plough will require more power to pull it through the soil. A plough body with a worn share will not have enough "suck" to ensure it delves the ground to its full working depth.
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+ In addition, the share has horizontal suction related to the amount its point is bent out of line with the land side. Down suction causes the plough to penetrate to proper depth when pulled forward, while horizontal suction causes the plough to create the desired width of furrow. The share is a plane part with a trapezoidal shape. It cuts the soil horizontally and lifts it. Common types are regular, winged-plane, bar-point, and share with mounted or welded point. The regular share conserves a good cut but is recommended on stone-free soils. The winged-plane share is used on heavy soil with a moderate amount of stones. The bar-point share can be used in extreme conditions (hard and stony soils). The share with a mounted point is somewhere between the last two types. Makers have designed shares of various shapes (trapesium, diamond, etc.) with bolted point and wings, often separately renewable. Sometimes the share-cutting edge is placed well in advance of the mould board to reduce the pulverizing action of the soil.
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+ The mould board is the part of the plough that receives the furrow slice from the share.[4] It is responsible for lifting and turning the furrow slice and sometimes for shattering it, depending on the type of mould board, ploughing depth and soil conditions. The intensity of this depends on the type of mould board. To suit different soil conditions and crop requirements, mould boards have been designed in different shapes, each producing its own furrow profile and surface finish, but basically they still conform to the original plough body classification. The various types have been traditionally classified as general purpose, digger, and semi-digger, as described below.
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+ The land side is the flat plate which presses against and transmits the lateral thrust of the plough bottom to the furrow wall. It helps to resist the side pressure exerted by the furrow slice on the mould board. It also helps to stabilize the plough while in operation. The rear bottom end of the landslide, which rubs against the furrow sole, is known as the heel. A heel iron is bolted to the end of the rear of the land side and helps to support the back of the plough. The land side and share are arranged to give a "lead" towards the unploughed land, so helping to sustain the correct furrow width. The land side is usually made of solid medium-carbon steel and is very short, except at the rear bottom of the plough. The heel or rear end of the rear land side may be subject to excessive wear if the rear wheel is out of adjustment, and so a chilled iron heel piece is frequently used. This is inexpensive and can be easily replaced. The land side is fastened to the frog by plough bolts.
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+ The frog (standard) is the central part of the plough bottom to which the other components of the bottom are attached. It is an irregular piece of metal, which may be made of cast iron for cast iron ploughs or welded steel for steel ploughs. The frog is the foundation of the plough bottom. It takes the shock resulting from hitting rocks, and therefore should be tough and strong. The frog is in turn fastened to the plough frame.
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+ A runner extending from behind the share to the rear of the plough controls the direction of the plough, because it is held against the bottom land-side corner of the new furrow being formed. The holding force is the weight of the sod, as it is raised and rotated, on the curved surface of the mould board. Because of this runner, the mould board plough is harder to turn around than the scratch plough, and its introduction brought about a change in the shape of fields – from mostly square fields into longer rectangular "strips" (hence the introduction of the furlong).
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+ An advance on the basic design was the iron ploughshare, a replaceable horizontal cutting surface mounted on the tip of the share. The earliest ploughs with a detachable and replaceable share date from around 1000 BC in the Ancient Near East,[16] and the earliest iron ploughshares from about 500 BC in China.[17] Early mould boards were wedges that sat inside the cut formed by the coulter, turning over the soil to the side. The ploughshare spread the cut horizontally below the surface, so that when the mould board lifted it, a wider area of soil was turned over. Mould boards are known in Britain from the late 6th century onwards.[18]
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+ The mould-board plough type is usually set by the method with which the plough is attached to the tractor and the way it is lifted and carried. The basic types are:
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+ When a plough hits a rock or other solid obstruction, serious damage may result unless the plough is equipped with some safety device. The damage may be bent or broken shares, bent standards, beams or braces.
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+ The three basic types of safety devices used on mould-board ploughs are a spring release device in the plough drawbar, a trip beam construction on each bottom, and an automatic reset design on each bottom.
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+ The spring release was used in the past almost universally on trailing-type ploughs with one to three or four bottoms. It is not practical on larger ploughs. When an obstruction is encountered, the spring release mechanism in the hitch permits the plough to uncouple from the tractor. When a hydraulic lift is used on the plough, the hydraulic hoses will also usually uncouple automatically when the plough uncouples. Most plough makers offer an automatic reset system for tough conditions or rocky soils. The re-set mechanism allows each body to move rearward and upward to pass without damage over obstacles such as rocks hidden below soil surface. A heavy leaf or coil-spring mechanism that holds the body in its working position under normal conditions resets the plough after the obstruction is passed.
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+ Another type of auto-reset mechanism uses an oil (hydraulic) and gas accumulator. Shock loads cause the oil to compress the gas. When the gas expands again, the leg returns to its working ploughing position after passing over the obstacle. The simplest mechanism is a breaking (shear) bolt that needs replacement. Shear bolts that break when a plough body hits an obstruction are a cheaper overload protection device. It is important to use the correct replacement bolt.
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+ Trip-beam ploughs are constructed with a hinge point in the beam. This is usually located some distance above the top of the plough bottom. The bottom is held in normal ploughing position by a spring-operated latch. When an obstruction is encountered, the entire bottom is released and hinges back and up to pass over the obstruction. It is necessary to back up the tractor and plough to reset the bottom. This construction is used to protect the individual bottoms. The automatic reset design has only recently been introduced on US ploughs, but has been used extensively on European and Australian ploughs. Here the beam is hinged at a point almost above the point of the share. The bottom is held in the normal position by a set of springs or a hydraulic cylinder on each bottom.
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+ When an obstruction is encountered, the plough bottom hinges back and up in such a way as to pass over the obstruction, without stopping the tractor and plough. The bottom automatically returns to normal ploughing position as soon as the obstruction is passed, without any interruption of forward motion. The automatic reset design permits higher field efficiencies since stopping for stones is practically eliminated. It also reduces costs for broken shares, beams and other parts. The fast resetting action helps produce a better job of ploughing, as large areas of unploughed land are not left, as they are when lifting a plough over a stone.
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+ Manual loy ploughing was a form used on small farms in Ireland where farmers could not afford more, or on hilly ground that precluded horses.[19] It was used up until the 1960s in poorer land.[20] It suited the moist Irish climate, as the trenches formed by turning in the sods provided drainage. It allowed potatoes to be grown in bogs (peat swamps) and on otherwise unfarmed mountain slopes.[21][22]
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+ In the basic mould-board plough, the depth of cut is adjusted by lifting against the runner in the furrow, which limited the weight of the plough to what a ploughman could easily lift. This limited the construction to a small amount of wood (although metal edges were possible). These ploughs were fairly fragile and unsuitable for the heavier soils of northern Europe. The introduction of wheels to replace the runner allowed the weight of the plough to increase, and in turn the use of a larger mould-board faced in metal. These heavy ploughs led to greater food production and eventually a marked population increase, beginning around AD 1000.[23]
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+ Before the Han Dynasty (202 BC – AD 220), Chinese ploughs were made almost wholly of wood except for the iron blade of the ploughshare. By the Han period the entire ploughshare was made of cast iron. These are the earliest known heavy, mould-board iron ploughs.[17][24]
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+ The Romans achieved a heavy-wheeled mould-board plough in the late 3rd and 4th century AD, for which archaeological evidence appears, for instance, in Roman Britain.[25] The first indisputable appearance after the Roman period is in a northern Italian document of 643.[15]:50 Old words connected with the heavy plough and its use appear in Slavic, suggesting possible early use in that region.[15]:49ff General adoption of the carruca heavy plough in Europe seems to have accompanied adoption of the three-field system in the later 8th and early 9th centuries, leading to improved agricultural productivity per unit of land in northern Europe.[15]:69–78 This was accompanied by larger fields, known variously as carucates, ploughlands, and plough gates.
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+ The basic plough with coulter, ploughshare and mould board remained in use for a millennium. Major changes in design spread widely in the Age of Enlightenment, when there was rapid progress in design. Joseph Foljambe in Rotherham, England, in 1730, used new shapes based on the Rotherham plough, which covered the mould board with iron.[26] Unlike the heavy plough, the Rotherham, or Rotherham swing plough consisted entirely of the coulter, mould board and handles. It was much lighter than earlier designs and became common in England. It may have been the first plough widely built in factories and commercially successful there.[27]
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+ In 1789 Robert Ransome, an iron founder in Ipswich, started casting ploughshares in a disused malting at St Margaret's Ditches. A broken mould in his foundry caused molten metal to come into contact with cold metal, making the metal surface extremely hard. This process, chilled casting, resulted in what Ransome advertised as "self-sharpening" ploughs. He received patents for his discovery.
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+ James Small further advanced the design. Using mathematical methods, he eventually arrived at a shape cast from a single piece of iron, an improvement on the Scots plough of James Anderson of Hermiston.[28] A single-piece cast-iron plough was also developed and patented by Charles Newbold in the United States. This was again improved on by Jethro Wood, a blacksmith of Scipio, New York, who made a three-part Scots plough that allowed a broken piece to be replaced. In 1837 John Deere introduced the first steel plough; it was so much stronger than iron designs that it could work soil in US areas previously thought unsuitable for farming.
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+ Improvements on this followed developments in metallurgy: steel coulters and shares with softer iron mould boards to prevent breakage, the chilled plough (an early example of surface-hardened steel),[29] and eventually mould boards with faces strong enough to dispense with the coulter.
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+ The first mould-board ploughs could only turn the soil over in one direction (conventionally to the right), as dictated by the shape of the mould board. So a field had to be ploughed in long strips, or lands. The plough was usually worked clockwise around each land, ploughing the long sides and being dragged across the short sides without ploughing. The length of the strip was limited by the distance oxen (later horses) could comfortably work without rest, and their width by the distance the plough could conveniently be dragged. These distances determined the traditional size of the strips: a furlong, (or "furrow's length", 220 yards (200 m)) by a chain (22 yards (20 m)) – an area of one acre (about 0.4 hectares); this is the origin of the acre. The one-sided action gradually moved soil from the sides to the centre line of the strip. If the strip was in the same place each year, the soil built up into a ridge, creating the ridge and furrow topography still seen in some ancient fields.
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+ The turn-wrest plough allows ploughing to be done to either side. The mould board is removable, turning to the right for one furrow, then being moved to the other side of the plough to turn to the left. (The coulter and ploughshare are fixed.) Thus adjacent furrows can be ploughed in opposite directions, allowing ploughing to proceed continuously along the field and so avoid the ridge–furrow topography.
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+ The reversible (or roll-over) plough has two mould-board ploughs mounted back to back, one turning right, the other left. While one works the land, the other is borne upside-down in the air. At the end of each row the paired ploughs are turned over so that the other can be used along the next furrow, again working the field in a consistent direction.
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+ These ploughs date back to the days of the steam engine and the horse. In almost universal use on farms, they have right and left-handed mould boards, enabling them to work up and down the same furrow. Reversible ploughs may either be mounted or semi-mounted and are heavier and more expensive than right-handed models, but have the great advantage of leaving a level surface that facilitates seedbed preparation and harvesting. Very little marking out is necessary before ploughing can start; idle running on the headland is minimal compared with conventional ploughs.
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+ Driving a tractor with furrow-side wheels in the furrow bottom provides the most efficient line of draught between tractor and plough. It is also easier to steer the tractor; driving with the front wheel against the furrow wall will keep the front furrow at the correct width. This is less satisfactory when using a tractor with wide front tyres. Although these make better use of the tractor power, the tyres may compact some of the last furrow slice turned on the previous run. The problem is overcome by using a furrow widener or longer mould board on the rear body. The latter moves the soil further towards the ploughed land, leaving more room for the tractor wheels on the next run.
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+ Driving with all four wheels on unploughed land is another solution to the problem of wide tyres. Semi-mounted ploughs can be hitched in a way that allows the tractor to run on unbroken land and pull the plough in correct alignment without any sideways movement (crabbing).
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+ Early steel ploughs were walking ploughs, directed by a ploughman holding handles on either side of the plough. Steel ploughs were so much easier to draw through the soil that constant adjustment of the blade to deal with roots or clods was no longer necessary, as the plough could easily cut through them. So not long after that the first riding ploughs appeared, whose wheels kept the plough at an adjustable level above the ground, while the ploughman sat on a seat instead of walking. Direction was now controlled mostly through the draught team, with levers allowing fine adjustments. This led quickly to riding ploughs with multiple mould boards, which dramatically increased ploughing performance.
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+ A single draught horse can normally pull a single-furrow plough in clean light soil, but in heavier soils two horses are needed, one walking on the land and one in the furrow. Ploughs with two or more furrows call for more than two horses, and usually one or more have to walk on the ploughed sod, which is hard going for them and means they tread newly ploughed land down. It is usual to rest such horses every half-hour for about ten minutes.
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+ Heavy volcanic loam soils such as are found in New Zealand require the use of four heavy draught horses to pull a double-furrow plough. Where paddocks are more square than oblong, it is more economical to have horses four wide in harness than two-by-two ahead, so that one horse is always on the ploughed land (the sod). The limits of strength and endurance in horses made greater than two-furrow ploughs uneconomic to use on a farm.[citation needed]
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+ Amish farmers tend to use a team of about seven horses or mules when spring ploughing. As Amish farmers often cooperate on ploughing, teams are sometimes changed at noon. Using this method, about 10 acres (4.0 ha) can be ploughed per day in light soils and about 2 acres (0.81 ha) in heavy soils.[citation needed]
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+
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+ John Deere, an Illinois blacksmith, noted that ploughing many sticky, non-sandy soils might benefit from modifications in the design of the mould board and the metals used. A polished needle would enter leather and fabric with greater ease and a polished pitchfork also require less effort. Looking for a polished, slicker surface for a plough, he experimented with portions of saw blades, and by 1837 was making polished, cast steel ploughs. The energy required was lessened, which enabled the use of larger ploughs and more effective use of horse power.
110
+
111
+ The advent of the mobile steam engine allowed steam power to be applied to ploughing from about 1850. In Europe, soil conditions were often too soft to support the weight of a traction engine. Instead, counterbalanced, wheeled ploughs, known as balance ploughs, were drawn by cables across the fields by pairs of ploughing engines on opposite field edges, or by a single engine drawing directly towards it at one end and drawing away from it via a pulley at the other. The balance plough had two sets of facing ploughs arranged so that with one was in the ground, the other was lifted in the air. When pulled in one direction, the trailing ploughs were lowered onto the ground by the tension on the cable. When the plough reached the edge of the field, the other engine pulled the opposite cable, and the plough tilted (balanced), putting the other set of shares into the ground, and the plough worked back across the field.
112
+
113
+ One set of ploughs was right-handed and the other left-handed, allowing continuous ploughing along the field, as with the turn-wrest and reversible ploughs. The man credited with inventing the ploughing engine and associated balance plough in the mid-19th century was John Fowler, an English agricultural engineer and inventor.[30] One notable producer of steam-powered ploughs was J.Kemna of Eastern Prussia, who became the "leading steam plow company on the European continent and penetrated the monopoly of English companies on the world market"[31] at the beginning of the 20th century.
114
+
115
+ In America the firm soil of the Plains allowed direct pulling with steam tractors, such as the big Case, Reeves or Sawyer-Massey breaking engines. Gang ploughs of up to 14 bottoms were used. Often these were used in regiments of engines, so that in a single field there might be ten steam tractors each drawing a plough. In this way hundreds of acres could be turned over in a day. Only steam engines had the power to draw the big units. When internal combustion engines appeared, they lacked the comparable strength and ruggedness. Only by reducing the number of shares could the work be completed.
116
+
117
+ The stump-jump plough, an Australian invention of the 1870s, is designed to break up new farming land that contains tree stumps and rocks expensive to remove. It uses a moveable weight to hold the ploughshare in position. When a tree stump or rock is encountered, the ploughshare is thrown up clear of the obstacle, to avoid breaking its harness or linkage. Ploughing can continue when the weight is returned to the earth.
118
+
119
+ A simpler, later system uses a concave disc (or pair of them) set at a wide angle to the direction of progress, using a concave shape to hold the disc into the soil – unless something hard strikes the circumference of the disc, causing it to roll up and over the obstruction. As this is dragged forward, the sharp edge of the disc cuts the soil, and the concave surface of the rotating disc lifts and throws the soil to the side. It does not work so well as a mould-board plough (but this is not seen as a drawback, because it helps to fight wind erosion), but it does lift and break up the soil (see disc harrow).
120
+
121
+ Modern ploughs are usually multiply reversible, mounted on a tractor with a three-point linkage.[32] These commonly have from two and to as many as seven mould boards – and semi-mounted ploughs (whose lifting is assisted by a wheel about halfway along their length) can have as many as 18. The tractor's hydraulics are used to lift and reverse the implement and to adjust furrow width and depth. The ploughman still has to set the draughting linkage from the tractor, so that the plough keeps the proper angle in the soil. This angle and depth can be controlled automatically by modern tractors. As a complement to the rear plough a two or three mould-board plough can be mounted on the front of the tractor if it is equipped with front three-point linkage.
122
+
123
+ The chisel plough is a common tool for deep tillage (prepared land) with limited soil disruption. Its main function is to loosen and aerate the soils, while leaving crop residue on top. This plough can be used to reduce the effects of soil compaction and to help break up ploughpan and hardpan. Unlike many other ploughs, the chisel will not invert or turn the soil. This feature has made it a useful addition to no-till and low-till farming practices that attempt to maximise the erosion-preventing benefits of keeping organic matter and farming residues present on the soil surface throughout the year. Thus the chisel plough is considered by some[who?] to be more sustainable than other types of plough, such as the mould-board plough.
124
+
125
+ Chisel ploughs are becoming more popular as a primary tillage tool in row-crop farming areas. Basically the chisel plough is a heavy-duty field cultivator intended to operate at depths from 15 cm [6 in] to as much as 46 cm [18 in]. However some models may run much deeper. Each individual plough or shank is typically set from nine inches (229 mm) to twelve inches (305 mm) apart. Such a plough can meet significant soil drag, so that a tractor of sufficient power and traction is required. When planning to plough with a chisel plough, it is important to note that 10–20 horsepower (7.5 to 15 kW) per shank will be required, depending on depth.[citation needed]
126
+
127
+ Pull-type chisel ploughs are made in working widths from about 2.5 m (8 ft) up to 13.7 m (45 ft). They are tractor mounted, and working depth is hydraulically controlled. Those more than about 4 m (13 ft) wide may be equipped with folding wings to reduce transport width. Wider machines may have the wings supported by individual wheels and hinge joints to allow flexing of the machine over uneven ground. The wider models usually have a wheel each side to control working depth. Three-point hitch-mounted units are made in widths from about 1.5 m to 9 m (5–30 ft).
128
+
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+ Cultivators are often similar in form to chisel ploughs, but their goals are different. Cultivator teeth work near the surface, usually for weed control, whereas chisel plough shanks work deep under the surface. So cultivation takes much less power per shank than does chisel ploughing.
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+
131
+ A ridging plough is used for crops such as potatoes or scallions grown buried in ridges of soil, using a technique called ridging or hilling. A ridging plough has two back-to-back mould boards cutting a deep furrow on each pass with high ridges either side. The same plough may be used to split the ridges to harvest the crop.
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+
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+ This variety of ridge plough is notable for having a blade pointing towards the operator. It is used solely by human effort rather than with animal or machine assistance and pulled backwards by the operator, requiring great physical effort. It is particularly used for second breaking of ground and for potato planting. It is found in Shetland, some western crofts, and more rarely Central Scotland, typically on holdings too small or poor to merit the use of animals.
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+
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+ The mole plough allows under-drainage to be installed without trenches, or breaks up the deep impermeable soil layers that impede it. It is a deep plough with a torpedo or wedge-shaped tip and a narrow blade connecting it to the body. When dragged over ground, it leaves a channel deep under it that acts as a drain. Modern mole ploughs may also bury a flexible perforated plastic drain pipe as they go, making a more permanent drain – or may be used to lay pipes for water supply or other purposes. Similar machines, so-called pipe-and-cable-laying ploughs, are even used under the sea for laying cables or for preparing the earth for side-scan sonar in a process used in oil exploration.[citation needed]
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+
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+ A simple check can be made to find if the subsoil is in the right condition for mole ploughing. Compact a tennis ball-sized sample from moling depth by hand, then push a pencil through. If the hole stays intact without splitting the ball, the soil is in ideal condition for the mole plough.
138
+
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+ Heavy land requires draining to reduce its water content to a level efficient for plant growth. Heavy soils usually have a system of permanent drains, using perforated plastic or clay pipes that discharge into a ditch. Mole ploughs The small tunnels (mole drains) that mole ploughs form lie at a depth of up to 950 mm (3 in) at an angle to the pipe drains. Water from the mole drains seeps into the pipes and runs along them into a ditch.
140
+
141
+ Mole ploughs are usually trailed and pulled by a crawler tractor, but lighter models for use on the three-point linkage of powerful four-wheel drive tractors are also made. A mole plough has a strong frame that slides along the ground when the machine is at work. A heavy leg, similar to a sub-soiler leg, is attached to the frame and a circular section with a larger diameter expander on a flexible link is bolted to the leg. The bullet-shaped share forms a tunnel in the soil about 75 mm diameter and the expander presses the soil outwards to form a long-lasting drainage channel.
142
+
143
+ The para-plough, or paraplow, loosens compacted soil layers 3 to 4 dm (12 to 16 inches) deep while maintaining high surface residue levels.[33]It is primary tillage implement for deep ploughing without inversion.
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+
145
+ The spade plough is designed to cut the soil and turn it on its side, minimising damage to earthworms, soil microorganism and fungi. This increases the sustainability and long-term fertility of the soil.
146
+
147
+ Using a bar with square shares mounted perpendicularly and a pivot point to change the bar's angle, the switch plough allows ploughing in either direction. It is best in previously-worked soils, as the ploughshares are designed more to turn the soil over than for deep tillage. At the headland, the operator pivots the bar (and so the ploughshares) to turn the soil to the opposite side of the direction of travel. Switch ploughs are usually lighter than roll-over ploughs, requiring less horsepower to operate.
148
+
149
+ Mould-board ploughing in cold and temperate climates, down to 20 cm, aerates the soil by loosening it. It incorporates crop residues, solid manures, limestone and commercial fertilisers along oxygen, so reducing nitrogen losses by denitrification, accelerating mineralisation and raising short-term nitrogen availability for turning organic matter into humus. It erases wheel tracks and ruts from harvesting equipment. It controls many perennial weeds and delays the growth of others until spring. It accelerates spring soil warming and water evaporation due to lower residues on the soil surface. It facilitates seeding with a lighter seed, controls many crop enemies (slugs, crane flies, seedcorn maggots-bean seed flies, borers), and raises the number of "soil-eating" earthworms (endogic), but deters vertical-dwelling earthworms (anecic).
150
+
151
+ Ploughing leaves little crop residue on the surface that might otherwise reduce both wind and water erosion. Over-ploughing can lead to the formation of hardpan. Typically, farmers break that up with a subsoiler, which acts as a long, sharp knife slicing through the hardened layer of soil deep below the surface. Soil erosion due to improper land and plough utilisation is possible. Contour ploughing mitigates soil erosion by ploughing across a slope, along elevation lines. Alternatives to ploughing, such as a no till method, have the potential to build soil levels and humus. These may be suitable for smaller, intensively cultivated plots and for farming on poor, shallow or degraded soils that ploughing would further degrade.
152
+
153
+ Back side of a 100 Mark banknote issued 1908
154
+
155
+ 1975 Italian Lira coin
156
+
157
+ Robert Burns statue, Schenley Park, Pittsburgh
158
+
159
+ The Gefion Fountain in Copenhagen
160
+
161
+ Henry Herbert La Thangue, The Last Furrow, 1895
162
+
163
+ Ploughing in the Nivernais by Rosa Bonheur (1849)
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+
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+ Plough-usage was revolutionized with the advent of steam-locomotives (as seen in this German 1890's watercolor)
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1
+
2
+
3
+ Hunting is the practice of seeking, pursuing and capturing or killing wild animals.[10] Hunting wildlife or feral animals is most commonly done by humans for meat, recreation, to remove predators that can be dangerous to humans or domestic animals, to remove pests that destroy crops or kill livestock, or for trade. Many non-human species also hunt - see predation.
4
+
5
+ Regulations distinguish lawful hunting from poaching, which involves the illegal killing, trapping or capture of the hunted species. The species that are hunted are referred to as game or prey and are usually mammals and birds. Economists classify hunting as part of primary production - alongside forestry, agriculture and fishing.
6
+
7
+ Hunting by humans arose in Homo erectus or earlier, in the order of millions of years ago. Hunting has become deeply embedded in human culture.
8
+
9
+ Hunting can be a means of pest control. Hunting advocates state that hunting can be a necessary component[11] of modern wildlife management, for example, to help maintain a population of healthy animals within an environment's ecological carrying capacity when natural checks such as predators are absent or very rare.[12][13] However, excessive hunting has also heavily contributed to the endangerment, extirpation and extinction of many animals.[14][15]
10
+
11
+ The pursuit, capture and release, or capture for food of fish is called fishing, which is not commonly categorised as a form of hunting. It is also not considered hunting to pursue animals without intent to kill them, as in wildlife photography, birdwatching, or scientific-research activities which involve tranquilizing or tagging of animals or birds. The practice of foraging or gathering materials from plants and mushrooms is also considered[by whom?] separate from hunting.
12
+
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+ Skillful tracking and acquisition of an elusive target has caused the word hunt to be used in the vernacular as a metaphor, as in treasure hunting, "bargain hunting", and even "hunting down" corruption and waste.
14
+
15
+ Some animal rights activists regard hunting as cruel, unnecessary, and unethical.[16][17]
16
+
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+ The word hunt serves as both a noun ("to be on a hunt") and a verb. The noun has been dated to the early 12th century, "act of chasing game," from the verb hunt. Old English had huntung, huntoþ. The meaning of "a body of persons associated for the purpose of hunting with a pack of hounds" is first recorded in the 1570s. Meaning "the act of searching for someone or something" is from about 1600.
18
+
19
+ The verb, Old English huntian "to chase game" (transitive and intransitive), perhaps developed from hunta "hunter," is related to hentan "to seize," from Proto-Germanic huntojan (the source also of Gothic hinþan "to seize, capture," Old High German hunda "booty"), which is of uncertain origin. The general sense of "search diligently" (for anything) is first recorded c. 1200.[18]
20
+
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+
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+
23
+ Hunting has a long history. It pre-dates the emergence of Homo sapiens (anatomically modern humans) and may even predate genus Homo.
24
+
25
+ The oldest undisputed evidence for hunting dates to the Early Pleistocene, consistent with the emergence and early dispersal of Homo erectus, about 1.7 million years ago (Acheulean).[19]
26
+ While it is undisputed that Homo erectus were hunters, the importance of this for the emergence of Homo erectus from its australopithecine ancestors, including the production of stone tools and eventually the control of fire, is emphasised in the so-called "hunting hypothesis" and de-emphasised in scenarios that stress omnivory and social interaction.
27
+
28
+ There is no direct evidence for hunting predating Homo erectus, in either Homo habilis or in Australopithecus.
29
+ The early hominid ancestors of humans were probably frugivores or omnivores, with a partially carnivore diet from scavenging rather than hunting.
30
+ Evidence for australopithecine meat consumption was presented in the 1990s.[20]
31
+ It has nevertheless often been assumed that at least occasional hunting behavior may have been present well before the emergence of Homo.
32
+ This can be argued on the basis of comparison with chimpanzees, the closest extant relatives of humans, who also engage in hunting, indicating that the behavioral trait may have been present in the Chimpanzee–human last common ancestor as early as 5 million years ago. The common chimpanzee (Pan troglodytes) regularly engages in troop predation behaviour where bands of beta males are led by an alpha male. Bonobos (Pan paniscus) have also been observed to occasionally engage in group hunting,[21] although more rarely than Pan troglodytes, mainly subsisting on a frugivorous diet.[22]
33
+ Indirect evidence for Oldowan era hunting, by early Homo or late Australopithecus, has been presented in a 2009 study based on
34
+ an Oldowan site in southwestern Kenya.[23]
35
+
36
+ Louis Binford (1986) criticised the idea that early hominids and early humans were hunters. On the basis of the analysis of the skeletal remains of the consumed animals, he concluded that hominids and early humans were mostly scavengers, not hunters,[24]
37
+ Blumenschine (1986) proposed the idea of confrontational scavenging, which involves challenging and scaring off other predators after they have made a kill, which he suggests could have been the leading method of obtaining protein-rich meat by early humans.[25]
38
+
39
+ Stone spearheads dated as early as 500,000 years ago were found in South Africa.[26] Wood does not preserve well, however, and Craig Stanford, a primatologist and professor of anthropology at the University of Southern California, has suggested that the discovery of spear use by chimpanzees probably means that early humans used wooden spears as well, perhaps, five million years ago.[27]
40
+ The earliest dated find of surviving wooden hunting spears dates to the very end of the Lower Paleolithic, just before 300,000 years ago. The Schöningen spears, found in 1976 in Germany, are associated with Homo heidelbergensis.[28]
41
+
42
+ The hunting hypothesis sees the emergence of behavioral modernity in the Middle Paleolithic as directly related to hunting, including mating behaviour, the establishment of language, culture, and religion, mythology and animal sacrifice.
43
+
44
+ Evidence exists that hunting may have been one of the multiple environmental factors leading to the Holocene extinction of megafauna and their replacement by smaller herbivores.[29]
45
+ North American megafauna extinction was coincidental with the Younger Dryas impact event, possibly making hunting a less critical factor in prehistoric species loss than had been previously thought.[30]
46
+ However, in other locations such as Australia, humans are thought to have played a very significant role in the extinction of the Australian megafauna that was widespread prior to human occupation.[31][32]
47
+
48
+ Hunting was a crucial component of hunter-gatherer societies before the domestication of livestock and the dawn of agriculture, beginning about 11,000 years ago in some parts of the world. In addition to the spear, hunting weapons developed during the Upper Paleolithic include the atlatl (a spear-thrower; before 30,000 years ago) and the bow (18,000 years ago). By the Mesolithic, hunting strategies had diversified with the development of these more far-reaching weapons and the domestication of the dog about 15,000 years ago. Evidence puts the earliest known mammoth hunting in Asia with spears to approximately 16,200 years ago.[33]
49
+
50
+ Many species of animals have been hunted throughout history. It has been suggested that in North America and Eurasia, caribou and wild reindeer "may well be the species of single greatest importance in the entire anthropological literature on hunting"[34] (see also Reindeer Age), although the varying importance of different species depended on the geographic location.
51
+
52
+ Mesolithic hunter-gathering lifestyles remained prevalent in some parts of the Americas, Sub-Saharan Africa, and Siberia, as well as all of Australia, until the European Age of Discovery. They still persist in some tribal societies, albeit in rapid decline. Peoples that preserved Paleolithic hunting-gathering until the recent past include some indigenous peoples of the Amazonas (Aché), some Central and Southern African (San people), some peoples of New Guinea (Fayu), the Mlabri of Thailand and Laos, the Vedda people of Sri Lanka, and a handful of uncontacted peoples. In Africa, one of the last remaining hunter-gatherer tribes are the Hadza of Tanzania.[35]
53
+
54
+ Even as animal domestication became relatively widespread and after the development of agriculture, hunting was usually a significant contributor to the human food supply.
55
+ The supplementary meat and materials from hunting included protein, bone for implements, sinew for cordage, fur, feathers, rawhide and leather used in clothing.
56
+
57
+ Hunting is still vital in marginal climates, especially those unsuited for pastoral uses or agriculture.[36] For example, Inuit people in the Arctic trap and hunt animals for clothing and use the skins of sea mammals to make kayaks, clothing, and footwear.
58
+
59
+ On ancient reliefs, especially from Mesopotamia, kings are often depicted as hunters of big game such as lions and are often portrayed hunting from a war chariot. The cultural and psychological importance of hunting in ancient societies is represented by deities such as the horned god Cernunnos and lunar goddesses of classical antiquity, the Greek Artemis or Roman Diana. Taboos are often related to hunting, and mythological association of prey species with a divinity could be reflected in hunting restrictions such as a reserve surrounding a temple. Euripides' tale of Artemis and Actaeon, for example, may be seen as a caution against disrespect of prey or impudent boasting.
60
+
61
+ With the domestication of the dog, birds of prey, and the ferret, various forms of animal-aided hunting developed, including venery (scent hound hunting, such as fox hunting), coursing (sight hound hunting), falconry, and ferreting. While these are all associated with medieval hunting, over time, various dog breeds were selected for very precise tasks during the hunt, reflected in such names as pointer and setter.
62
+
63
+ Even as agriculture and animal husbandry became more prevalent, hunting often remained as a part of human culture where the environment and social conditions allowed. Hunter-gatherer societies persisted, even when increasingly confined to marginal areas. And within agricultural systems, hunting served to kill animals that prey upon domestic and wild animals or to attempt to extirpate animals seen by humans as competition for resources such as water or forage.
64
+
65
+ When hunting moved from a subsistence activity to a social one, two trends emerged:
66
+
67
+ The meaning of the word game in Middle English evolved to include an animal which is hunted. As game became more of a luxury than a necessity, the stylised pursuit of it also became a luxury. Dangerous hunting, such as for lions or wild boars, often done on horseback or from a chariot, had a function similar to tournaments and manly sports. Hunting ranked as an honourable, somewhat competitive pastime to help the aristocracy practice skills of war in times of peace.[37]
68
+
69
+ In most parts of medieval Europe, the upper class obtained the sole rights to hunt in certain areas of a feudal territory. Game in these areas was used as a source of food and furs, often provided via professional huntsmen, but it was also expected to provide a form of recreation for the aristocracy. The importance of this proprietary view of game can be seen in the Robin Hood legends, in which one of the primary charges against the outlaws is that they "hunt the King's deer". In contrast, settlers in Anglophone colonies gloried democratically in hunting for all.[38]
70
+
71
+ In Medieval Europe, hunting was considered by Johannes Scotus Eriugena to be part of the set of seven mechanical arts.[39]
72
+
73
+ Although various other animals have been used to aid the hunter, such as ferrets, the dog has assumed many very important uses to the hunter.
74
+ The domestication of the dog has led to a symbiotic relationship in which the dog's independence from humans is deferred. Though dogs can survive independently of humans, and in many cases do, as with feral dogs, where hunger is not a primary factor, the species tends to defer to human control in exchange for habitation, food and support.[40]
75
+
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+ Dogs today are used to find, chase, retrieve, and sometimes to kill the game. Hunting dogs allow humans to pursue and kill prey that would otherwise be very difficult or dangerous to hunt. Different breeds of dogs are used for different types of hunting. Waterfowl are commonly hunted using retrieving dogs such as the Labrador Retriever, the Golden Retriever, the Chesapeake Bay Retriever, the Brittany Spaniel, and other similar breeds. Game birds are flushed out using flushing spaniels such as the English Springer Spaniel, the various Cocker Spaniels and similar breeds.
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+
78
+ The hunting of wild mammals in England and Wales with dogs was banned under the Hunting Act 2004. The wild mammals include fox, hare, deer and mink. Hunting with dogs is permissible, however, where it has been carried out in accordance with one of the exceptions in the Act.[41]
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+
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+ Many prehistoric deities are depicted as predators or prey of humans, often in a zoomorphic form, perhaps alluding to the importance of hunting for most Palaeolithic cultures.
81
+
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+ In many pagan religions, specific rituals are conducted before or after a hunt; the rituals done may vary according to the species hunted or the season the hunt is taking place.[citation needed] Often a hunting ground, or the hunt for one or more species, was reserved or prohibited in the context of a temple cult.[citation needed]
83
+
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+ Hindu scriptures describe hunting as an acceptable occupation, as well as a sport of the kingly. Even figures considered divine are described to have engaged in hunting. One of the names of the god Shiva is Mrigavyadha, which translates as "the deer hunter" (mriga means deer; vyadha means hunter). The word Mriga, in many Indian languages including Malayalam, not only stands for deer, but for all animals and animal instincts (Mriga Thrishna). Shiva, as Mrigavyadha, is the one who destroys the animal instincts in human beings. In the epic Ramayana, Dasharatha, the father of Rama, is said to have the ability to hunt in the dark. During one of his hunting expeditions, he accidentally killed Shravana, mistaking him for game. During Rama's exile in the forest, Ravana kidnapped his wife, Sita, from their hut, while Rama was asked by Sita to capture a golden deer, and his brother Lakshman went after him. According to the Mahabharat, Pandu, the father of the Pandavas, accidentally killed the sage Kindama and his wife with an arrow, mistaking them for a deer. Krishna is said to have died after being accidentally wounded by an arrow of a hunter.
85
+
86
+ Jainism teaches followers to have tremendous respect for all of life. Prohibitions for hunting and meat eating are the fundamental conditions for being a Jain.
87
+
88
+ Buddhism's first precept is the respect for all sentient life. The general approach by all Buddhists is to avoid killing any living animals. Buddha explained the issue by saying "all fear death; comparing others with oneself, one should neither kill nor cause to kill."
89
+
90
+ In Sikhism, only meat obtained from hunting, or slaughtered with the Jhatka is permitted. The Sikh gurus, especially Guru Hargobind and Guru Gobind Singh were ardent hunters. Many old Sikh Rehatnamas like Prem Sumarag, recommend hunting wild boar and deer. However, among modern Sikhs, the practise of hunting has died down; some even saying that all meat is forbidden.
91
+
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+ From early Christian times, hunting has been forbidden to Roman Catholic Church clerics. Thus the Corpus Juris Canonici (C. ii, X, De cleric. venat.) says, "We forbid to all servants of God hunting and expeditions through the woods with hounds; and we also forbid them to keep hawks or falcons." The Fourth Council of the Lateran, held under Pope Innocent III, decreed (canon xv): "We interdict hunting or hawking to all clerics." The decree of the Council of Trent is worded more mildly: "Let clerics abstain from illicit hunting and hawking" (Sess. XXIV, De reform., c. xii), which seems to imply that not all hunting is illicit, and canonists generally make a distinction declaring noisy (clamorosa) hunting unlawful, but not quiet (quieta) hunting.
93
+
94
+ Ferraris (s.v. "Clericus", art. 6) gives it as the general sense of canonists that hunting is allowed to clerics if it be indulged in rarely and for sufficient cause, as necessity, utility or "honest" recreation, and with that moderation which is becoming to the ecclesiastical state. Ziegler, however (De episc., l. IV, c. xix), thinks that the interpretation of the canonists is not in accordance with the letter or spirit of the laws of the church.
95
+
96
+ Nevertheless, although a distinction between lawful and unlawful hunting is undoubtedly permissible, it is certain that a bishop can absolutely prohibit all hunting to the clerics of his diocese, as was done by synods at Milan, Avignon, Liège, Cologne, and elsewhere. Benedict XIV (De synodo diœces., l. II, c. x) declared that such synodal decrees are not too severe, as an absolute prohibition of hunting is more conformable to the ecclesiastical law. In practice, therefore, the synodal statutes of various localities must be consulted to discover whether they allow quiet hunting or prohibit it altogether.
97
+
98
+ It is important to note that most Christians do not observe kosher dietary laws hence most Christians have no religious restrictions on eating the animals hunted. This is in accord with what is found in the Acts of the Apostles 15:28–29, and 1 Timothy 4:4.
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+
100
+ In Jewish law hunting is not forbidden although there is an aversion to it. The great 18th-century authority Rabbi Yechezkel Landau after a study concluded although "hunting would not be considered cruelty to animals insofar as the animal is generally killed quickly and not tortured... There is an unseemly element in it, namely cruelty." The other issue is that hunting can be dangerous and Judaism places an extreme emphasis on the value of human life.[42][43]
101
+
102
+ Islamic Sharia Law permits hunting of lawful animals and birds if they cannot be easily caught and slaughtered.[44]
103
+
104
+ New Zealand has a strong hunting culture.[45] When humans arrived, the only mammals present on the islands making up New Zealand were bats, although seals and other marine mammals were present along the coasts. However, when humans arrived they brought other species with them. Polynesian voyagers introduced kuri (dogs), kiore (Polynesian rats), as well as a range of plant species. European explorers further added to New Zealand's biota, particularly pigs which were introduced by either Captain Cook or the French explorer De Surville in the 1700s.[46][47] During the nineteenth century, as European colonisation took place, acclimatisation societies were established. The societies introduced a large number of species with no use other than as prey for hunting.[48] Species that adapted well to the New Zealand terrain include deer, pigs, goats, hare, tahr and chamois. With wilderness areas, suitable forage, and no natural predators, their populations exploded. Government agencies view the animals as pests due to their effects on the natural environment and on agricultural production, but hunters view them as a resource.
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+
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+ During the feudal and colonial times in British India, hunting was regarded as a regal sport in the numerous princely states, as many maharajas and nawabs, as well as British officers, maintained a whole corps of shikaris (big-game hunters), who were native professional hunters. They would be headed by a master of the hunt, who might be styled mir-shikar. Often, they recruited the normally low-ranking local tribes because of their traditional knowledge of the environment and hunting techniques. Big game, such as Bengal tigers, might be hunted from the back of an elephant.
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+
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+ Regional social norms are generally antagonistic to hunting, while a few sects, such as the Bishnoi, lay special emphasis on the conservation of particular species, such as the antelope. India's Wildlife Protection Act of 1972 bans the killing of all wild animals. However, the Chief Wildlife Warden may, if satisfied that any wild animal from a specified list has become dangerous to human life, or is so disabled or diseased as to be beyond recovery, permit any person to hunt such an animal. In this case, the body of any wild animal killed or wounded becomes government property.[49]
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+
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+ A safari, from a Swahili word meaning "a long journey", especially in Africa, is defined as an overland journey. Safari as a distinctive way of hunting was popularized by the US author Ernest Hemingway and President Theodore Roosevelt.[50] A safari may consist of a several-days – or even weeks-long journey, with camping in the bush or jungle, while pursuing big game. Nowadays, it is often used to describe tours through African national parks to watch or hunt wildlife.
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+
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+ Hunters are usually tourists, accompanied by licensed and highly regulated professional hunters, local guides, skinners, and porters in more difficult terrains. A special safari type is the solo-safari, where all the license acquiring, stalking, preparation, and outfitting is done by the hunter himself.
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+
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+ Unarmed fox hunting on horseback with hounds is the type of hunting most closely associated with the United Kingdom; in fact, "hunting" without qualification implies fox hunting. What in other countries is called "hunting" is called "shooting" (birds) or "stalking" (deer) in Britain. Originally a form of vermin control to protect livestock, fox hunting became a popular social activity for newly wealthy upper classes in Victorian times and a traditional rural activity for riders and foot followers alike. Similar to fox hunting in many ways is the chasing of hares with hounds. Pairs of Sight hounds (or long-dogs), such as greyhounds, may be used to pursue a hare in coursing, where the greyhounds are marked as to their skill in coursing the hare (but are not intended to actually catch it), or the hare may be pursued with scent hounds such as beagles or harriers. Other sorts of foxhounds may also be used for hunting stags (deer) or mink. Deer stalking with rifles is carried out on foot without hounds, using stealth.
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+
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+ These forms of hunting have been controversial in the UK. Animal welfare supporters believe that hunting causes unnecessary suffering to foxes, horses, and hounds. Proponents argue that it is culturally and perhaps economically important. Using dogs to chase wild mammals was made illegal in February 2005 by the Hunting Act 2004; there were a number of exemptions (under which the activity may not be illegal) in the act for hunting with hounds, but no exemptions at all for hare-coursing.
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+
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+ Game birds, especially pheasants, are shot with shotguns for sport in the UK; the British Association for Shooting and Conservation says that over a million people per year participate in shooting, including game shooting, clay pigeon shooting, and target shooting.[52]
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+ Shooting as practised in Britain, as opposed to traditional hunting, requires little questing for game—around thirty-five million birds are released onto shooting estates every year, some having been factory farmed. Shoots can be elaborate affairs with guns placed in assigned positions and assistants to help load shotguns. When in position, "beaters" move through the areas of cover, swinging sticks or flags to drive the game out. Such events are often called "drives". The open season for grouse in the UK begins on 12 August, the so-called Glorious Twelfth. The definition of game in the United Kingdom is governed by the Game Act 1831.
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+ A similar tradition exists in Spain.
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+
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+ North American hunting pre-dates the United States by thousands of years and was an important part of many pre-Columbian Native American cultures. Native Americans retain some hunting rights and are exempt from some laws as part of Indian treaties and otherwise under federal law—examples include eagle feather laws and exemptions in the Marine Mammal Protection Act. This is considered particularly important in Alaskan native communities.
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+
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+ Hunting is primarily regulated by state law; additional regulations are imposed through United States environmental law in the case of migratory birds and endangered species. Regulations vary widely from state to state and govern the areas, time periods, techniques and methods by which specific game animals may be hunted. Some states make a distinction between protected species and unprotected species (often vermin or varmints for which there are no hunting regulations). Hunters of protected species require a hunting license in all states, for which completion of a hunting safety course is sometimes a prerequisite.
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+
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+ Typically, game animals are divided into several categories for regulatory purposes. Typical categories, along with example species, are as follows:
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+
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+ Hunting big game typically requires a "tag" for each animal harvested. Tags must be purchased in addition to the hunting license, and the number of tags issued to an individual is typically limited. In cases where there are more prospective hunters than the quota for that species, tags are usually assigned by lottery. Tags may be further restricted to a specific area, or wildlife management unit. Hunting migratory waterfowl requires a duck stamp from the Fish and Wildlife Service in addition to the appropriate state hunting license.
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+
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+ Harvest of animals other than big game is typically restricted by a bag limit and a possession limit. A bag limit is the maximum number of a specific animal species that an individual can harvest in a single day. A possession limit is the maximum number of a specific animal species that can be in an individual's possession at any time.
132
+
133
+ Gun usage in hunting is typically regulated by game category, area within the state, and time period. Regulations for big-game hunting often specify a minimum caliber or muzzle energy for firearms. The use of rifles is often banned for safety reasons in areas with high population densities or limited topographic relief. Regulations may also limit or ban the use of lead in ammunition because of environmental concerns. Specific seasons for bow hunting or muzzle-loading black-powder guns are often established to limit competition with hunters using more effective weapons.
134
+
135
+ Hunting in the United States is not associated with any particular class or culture; a 2006 poll showed seventy-eight percent of Americans supported legal hunting,[53] although relatively few Americans actually hunt. At the beginning of the 21st century, just six percent of Americans hunted. Southerners in states along the eastern seaboard hunted at a rate of five percent, slightly below the national average, and while hunting was more common in other parts of the South at nine percent, these rates did not surpass those of the Plains states, where twelve percent of Midwesterners hunted. Hunting in other areas of the country fell below the national average.[54] Overall, in the 1996–2006 period, the number of hunters over the age of sixteen declined by ten percent, a drop attributable to a number of factors including habitat loss and changes in recreation habits.[55]
136
+
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+ Regulation of hunting within the United States dates from the 19th century. Some modern hunters see themselves as conservationists and sportsmen in the mode of Theodore Roosevelt and the Boone and Crockett Club. Local hunting clubs and national organizations provide hunter education and help protect the future of the sport by buying land for future hunting use. Some groups represent a specific hunting interest, such as Ducks Unlimited, Pheasants Forever, or the Delta Waterfowl Foundation. Many hunting groups also participate in lobbying the federal government and state government.
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+
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+ Each year, nearly $200 million in hunters' federal excise taxes are distributed to state agencies to support wildlife management programs, the purchase of lands open to hunters, and hunter education and safety classes. Since 1934, the sale of Federal Duck Stamps, a required purchase for migratory waterfowl hunters over sixteen years old, has raised over $700 million to help purchase more than 5,200,000 acres (8,100 sq mi; 21,000 km2) of habitat for the National Wildlife Refuge System lands that support waterfowl and many other wildlife species and are often open to hunting. States also collect money from hunting licenses to assist with management of game animals, as designated by law. A key task of federal and state park rangers and game wardens is to enforce laws and regulations related to hunting, including species protection, hunting seasons, and hunting bans.
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+
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+ Varmint hunting is an American phrase for the selective killing of non-game animals seen as pests. While not always an efficient form of pest control, varmint hunting achieves selective control of pests while providing recreation and is much less regulated. Varmint species are often responsible for detrimental effects on crops, livestock, landscaping, infrastructure, and pets. Some animals, such as wild rabbits or squirrels, may be utilised for fur or meat, but often no use is made of the carcass. Which species are varmints depends on the circumstance and area. Common varmints may include various rodents, coyotes, crows, foxes, feral cats, and feral hogs. Some animals once considered varmints are now protected, such as wolves. In the US state of Louisiana, a non-native rodent, the coypu, has become so destructive to the local ecosystem that the state has initiated a bounty program to help control the population.
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+
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+ The principles of the fair chase[56] have been a part of the American hunting tradition for over one hundred years. The role of the hunter-conservationist, popularised by Theodore Roosevelt, and perpetuated by Roosevelt's formation of the Boone and Crockett Club, has been central to the development of the modern fair chase tradition. Beyond Fair Chase: The Ethic and Tradition of Hunting, a book by Jim Posewitz, describes fair chase:
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+ "Fundamental to ethical hunting is the idea of fair chase. This concept addresses the balance between the hunter and the hunted. It is a balance that allows hunters to occasionally succeed while animals generally avoid being taken."[57]
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+
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+ When Internet hunting was introduced in 2005, allowing people to hunt over the Internet using remotely controlled guns, the practice was widely criticised by hunters as violating the principles of fair chase. As a representative of the National Rifle Association (NRA) explained, "The NRA has always maintained that fair chase, being in the field with your firearm or bow, is an important element of hunting tradition. Sitting at your desk in front of your computer, clicking at a mouse, has nothing to do with hunting."[58]
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+
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+ One hunting club declares that a fair chase shall not involve the taking of animals under the following conditions:
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+
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+ Indian blackbuck, nilgai, axis deer, fallow deer, zebras, barasingha and many other exotics can now be found on hunting ranches in Texas, where they were introduced for sport hunting. These hunters can be found paying in excess of $10,000 dollars to take trophy animals on these controlled ranches.
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+
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+ The Russian imperial hunts evolved from hunting traditions of early Russian rulers—Grand Princes and Tsars—under the influence of hunting customs of European royal courts. The imperial hunts were organised mainly in Peterhof, Tsarskoye Selo, and Gatchina.
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+
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+ Hunting in Australia has evolved around the hunting and eradication of various animals considered to be pests. All native animals are protected by law, and can only be killed under a special permit. Hunted introduced species include deer, pigs, goats, foxes, and rabbits.
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+
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+ The numbers of licensed hunters in Japan, including those using snares and guns, is generally decreasing, while their average age is increasing. As of 2010[update], there were approximately 190,000 registered hunters, approximately 65% of whom were sixty years old or older.[60]
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+
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+ There is a very active tradition of hunting of small to medium-sized wild game in Trinidad and Tobago. Hunting is carried out with firearms, and aided by the use of hounds, with the illegal use of trap guns and snare nets. With approximately 12,000 sport hunters applying for hunting permits in recent years (in a very small country of about the size of the state of Delaware at about 5128 square kilometers and 1.3 million inhabitants), there is some concern that the practice might not be sustainable. In addition there are at present no bag limits and the open season is comparatively very long (5 months – October to February inclusive). As such hunting pressure from legal hunters is very high. Added to that, there is a thriving and very lucrative black market for poached wild game (sold and enthusiastically purchased as expensive luxury delicacies) and the numbers of commercial poachers in operation is unknown but presumed to be fairly high. As a result, the populations of the five major mammalian game species (red-rumped agouti, lowland paca, nine-banded armadillo, collared peccary, and red brocket deer) are thought to be quite low (although scientifically conducted population studies are only just recently being conducted as of 2013[update]). It appears that the red brocket deer population has been extirpated on Tobago as a result of over-hunting. Various herons, ducks, doves, the green iguana, the gold tegu, the spectacled caiman and the common opossum are also commonly hunted and poached. There is also some poaching of 'fully protected species', including red howler monkeys and capuchin monkeys, southern tamanduas, Brazilian porcupines, yellow-footed tortoises, Trinidad piping guans and even one of the national birds, the scarlet ibis. Legal hunters pay very small fees to obtain hunting licences and undergo no official basic conservation biology or hunting-ethics training. There is presumed to be relatively very little subsistence hunting in the country (with most hunting for either sport or commercial profit). The local wildlife management authority is under-staffed and under-funded, and as such very little in the way of enforcement is done to uphold existing wildlife management laws, with hunting occurring both in and out of season, and even in wildlife sanctuaries. There is some indication that the government is beginning to take the issue of wildlife management more seriously, with well drafted legislation being brought before Parliament in 2015. It remains to be seen if the drafted legislation will be fully adopted and financially supported by the current and future governments, and if the general populace will move towards a greater awareness of the importance of wildlife conservation and change the culture of wanton consumption to one of sustainable management.
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+
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+ Hunting is claimed to give resource managers an important tool[61][62] in managing populations that might exceed the carrying capacity of their habitat and threaten the well-being of other species, or, in some instances, damage human health or safety.[citation needed][63]
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+
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+ In some cases, hunting actually can increase the population of predators such as coyotes by removing territorial bounds that would otherwise be established, resulting in excess neighbouring migrations into an area, thus artificially increasing the population.[64] Hunting advocates[who?] assert that hunting reduces intraspecific competition for food and shelter, reducing mortality among the remaining animals. Some environmentalists assert[who?] that (re)introducing predators would achieve the same end with greater efficiency and less negative effect, such as introducing significant amounts of free lead into the environment and food chain.
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+
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+ In the United States, wildlife managers are frequently part of hunting regulatory and licensing bodies, where they help to set rules on the number, manner and conditions in which game may be hunted.
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+
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+ Management agencies sometimes rely on hunting to control specific animal populations, as has been the case with deer in North America. These hunts may sometimes be carried out by professional shooters, although others may include amateur hunters. Many US city and local governments hire professional and amateur hunters each year to reduce populations of animals such as deer that are becoming hazardous in a restricted area, such as neighbourhood parks and metropolitan open spaces.
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+
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+ A large part of managing populations involves managing the number and, sometimes, the size or age of animals harvested so as to ensure the sustainability of the population. Tools that are frequently used to control harvest are bag limits and season closures, although gear restrictions such as archery-only seasons are becoming increasingly popular in an effort to reduce hunter success rates in countries that rely on bag limits per hunter instead of per area.[citation needed]
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+
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+ Illegal hunting and harvesting of wild species contrary to local and international conservation and wildlife management laws is called poaching. Game preservation is one of the tactics used to prevent poaching. Violations of hunting laws and regulations involving poaching are normally punishable by law.[65] Punishment can include confiscation of equipment, fines or a prison sentence.
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+
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+ The right to hunt − sometimes in combination with the right to fish − is protected implicitly, as a consequence of the right of ownership,[66] or explicitly, as a right on its own,[67][68] in a number of jurisdictions. For instance, as of 2019, a total of 22 U.S. states explicitly recognize a subjective right to hunt in their constitutions.[68][69]
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+
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+ Bag limits are provisions under the law that control how many animals of a given species or group of species can be killed, although there are often species for which bag limits do not apply. There are also jurisdictions where bag limits are not applied at all or are not applied under certain circumstances. The phrase bag limits comes from the custom among hunters of small game to carry successful kills in a small basket, similar to a fishing creel.
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+
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+ Where bag limits are used, there can be daily or seasonal bag limits; for example, ducks can often be harvested at a rate of six per hunter per day.[70] Big game, like moose, most often have a seasonal bag limit of one animal per hunter.[citation needed] Bag limits may also regulate the size, sex, or age of animal that a hunter can kill. In many cases, bag limits are designed to allocate harvest among the hunting population more equitably rather than to protect animal populations, as protecting the population would necessitate regional density-dependent maximum bags.
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+
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+ A closed season is a time during which hunting an animal of a given species is contrary to law. Typically, closed seasons are designed to protect a species when they are most vulnerable or to protect them during their breeding season.[71] By extension, the period that is not the closed season is known as the open season.
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+
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+ Historical, subsistence, and sport hunting techniques can differ radically, with modern hunting regulations often addressing issues of where, when, and how hunts are conducted. Techniques may vary depending on government regulations, a hunter's personal ethics, local custom, hunting equipment, and the animal being hunted. Often a hunter will use a combination of more than one technique. Laws may forbid sport hunters from using some methods used primarily in poaching and wildlife management.
182
+
183
+ (millions)
184
+
185
+ the total population (%)
186
+
187
+ hunters/inhabitants
188
+
189
+
190
+
191
+ Trophy hunting is the selective seeking of wild game. It may also include the controversial hunting of captive or semi-captive animals expressly bred and raised under controlled or semi-controlled conditions so as to attain trophy characteristics; this is sometimes known as canned hunts.[82]
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+
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+ In the 19th century, southern and central European sport hunters often pursued game only for a trophy, usually the head or pelt of an animal, which was then displayed as a sign of prowess. The rest of the animal was typically discarded. Some cultures, however, disapprove of such waste. In Nordic countries, hunting for trophies was—and still is—frowned upon. Hunting in North America in the 19th century was done primarily as a way to supplement food supplies, although it is now undertaken mainly for sport.[citation needed] The safari method of hunting was a development of sport hunting that saw elaborate travel in Africa, India and other places in pursuit of trophies. In modern times, trophy hunting persists and is a significant industry in some areas.[citation needed]
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+
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+ According to the U.S. Fish and Wildlife Service, hunting "provides an economic incentive" for ranchers to continue to breed those species, and that hunting "reduces the threat of the species' extinction."[83][84]
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+
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+ A scientific study in the journal, Biological Conservation, states that trophy hunting is of "major importance to conservation in Africa by creating economic incentives for conservation over vast areas, including areas which may be unsuitable for alternative wildlife-based land uses such as photographic ecotourism."[85] However, another study states that less than 3% of a trophy hunters' expenditures reach the local level, meaning that the economic incentive and benefit is "minimal, particularly when we consider the vast areas of land that hunting concessions occupy."[86]
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+
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+ Financial incentives from trophy hunting effectively more than double the land area that is used for wildlife conservation, relative to what would be conserved relying on national parks alone according to Biological Conservation,[85] although local communities usually derive no more than 18 cents per hectare from trophy hunting.[86]
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+
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+ Trophy hunting has been considered essential for providing economic incentives to conserve large carnivores according to research studies in Conservation Biology,[87] Journal of Sustainable Tourism,[88] Wildlife Conservation by Sustainable Use,[89] and Animal Conservation.[87][90] Studies by the Centre for Responsible Tourism[91] and the IUCN state that ecotourism, which includes more than hunting, is a superior economic incentive, generating twice the revenue per acre and 39 times more permanent employment.[92] At the crosssection of trophy hunting, ecotourism and conservation is green hunting, a trophy hunting alternative where hunters pay to dart animals that need to be tranquilized for conservation projects.[93]
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+
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+ The U.S. House Committee on Natural Resources in 2016 concluded that trophy hunting may be contributing to the extinction of certain animals.[94] Conservationist groups such as IFAW assert that trophy hunting is a key factor in the "silent extinction" of giraffes.[95]
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+
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+ According to a national survey that the U.S. Fish and Wildlife Service conducts every five years, fewer people are hunting, even as population rises. National Public Radio reported, a graph shows 2016 statistics, that only about 5 percent of Americans, 16 years old and older, actually hunt, which is half of what it was 50 years ago. The decline in popularity of hunting is expected to accelerate over the next decade, which threatens how US will pay for conservation.
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+ [96]
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+
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+ Trophy hunting is most often criticised when it involves rare or endangered animals.[97] Opponents may also see trophy hunting as an issue of morality[98] or animal cruelty, criticising the killing of living creatures for recreation. Victorian era dramatist W. S. Gilbert remarked, "Deer-stalking would be a very fine sport if only the deer had guns."[99]
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+ There is also debate about the extent to which trophy hunting benefits the local economy. Hunters argue that fees paid contribute to the local economy and provide value to animals that would otherwise be seen as competition for grazing, livestock, and crops.[100] This analysis is disputed by many conservationist organizations and other opponents of trophy hunting.[101][102] It is argued that the animals are worth more to the community for ecotourism than hunting.[103][104]
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+
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+ A variety of industries benefit from hunting and support hunting on economic grounds. In Tanzania, it is estimated that a safari hunter spends fifty to one hundred times that of the average ecotourist. While the average photo tourist may seek luxury accommodation, the average safari hunter generally stays in tented camps. Safari hunters are also more likely to use remote areas, uninviting to the typical ecotourist. Advocates argue that these hunters allow for anti-poaching activities and revenue for local communities.[citation needed]
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+
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+ In the United Kingdom, the game hunting of birds as an industry is said to be extremely important to the rural economy. The Cobham Report of 1997 suggested it to be worth around £700 million, and hunting and shooting lobby groups claimed it to be worth over a billion pounds less than ten years later.[citation needed]
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+
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+ Hunting also has a significant financial impact in the United States, with many companies specialising in hunting equipment or speciality tourism. Many different technologies have been created to assist hunters, even including iPhone applications. Today's hunters come from a broad range of economic, social, and cultural backgrounds. In 2001, over thirteen million hunters averaged eighteen days hunting, and spent over $20.5 billion on their sport.[105] In the US, proceeds from hunting licenses contribute to state game management programs, including preservation of wildlife habitat.
217
+
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+ Hunting contributes to a portion of caloric intake of people and may have positive impacts on greenhouse gas emissions by avoidance of utilization of meat raised under industrial methods. [106]
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+
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+ Lead bullets that miss their target or remain in an unretrieved carcass could become a toxicant in the environment but lead in ammunition because of its metallic form has a lower solubility and higher resistance to corrosion than other forms of lead making it hardly available to biological systems.[107] Waterfowl or other birds may ingest the lead and poison themselves with the neurotoxicant, but studies have demonstrated that effects of lead in ammunition are negligible on animal population size and growth.[108][109] Since 1991, US federal law forbids lead shot in waterfowl hunts, and 30 states have some type of restriction.[110]
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+
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+ In December 2014, a federal appeals court denied a lawsuit by environmental groups that the EPA must use the Toxic Substances Control Act to regulate lead in shells and cartridges. The groups sought EPA to regulate "spent lead", yet the court found EPA could not regulate spent lead without also regulating cartridges and shells.[111]
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+ Hunters have been driving forces throughout history in the movement to ensure the preservation of wildlife habitats and wildlife for further hunting.[112] However, excessive hunting and poachers have also contributed heavily to the endangerment, extirpation and extinction of many animals, such as the quagga, the great auk, Steller's sea cow, the thylacine, the bluebuck, the Arabian oryx, the Caspian and Javan tigers, the markhor, the Sumatran rhinoceros, the bison, the North American cougar, the Altai argali sheep, the Asian elephant and many more, primarily for commercial sale or sport. All these animals have been hunted to endangerment or extinction.[124] Poaching currently threatens bird and mammalian populations around the world.[125][126][127]
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+
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+ In 1937, American hunters successfully lobbied the US Congress to pass the Pittman-Robertson Wildlife Restoration Act, which placed an eleven percent tax on all hunting equipment. This self-imposed tax now generates over $700 million each year and is used exclusively to establish, restore and protect wildlife habitats.[128] The act is named for Nevada Senator Key Pittman and Virginia Congressman Absalom Willis Robertson.
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+
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+ On 16 March 1934, President Franklin D. Roosevelt signed the Migratory Bird Hunting Stamp Act, which requires an annual stamp purchase by all hunters over the age of sixteen. The stamps are created on behalf of the program by the US Postal Service and depict wildlife artwork chosen through an annual contest. They play an important role in habitat conservation because ninety-eight percent of all funds generated by their sale go directly toward the purchase or lease of wetland habitat for protection in the National Wildlife Refuge System.[129] In addition to waterfowl, it is estimated that one third of the nation's endangered species seek food and shelter in areas protected using Duck Stamp funds.[citation needed]
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+
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+ Since 1934, the sale of Federal Duck Stamps has generated $670 million, and helped to purchase or lease 5,200,000 acres (8,100 sq mi; 21,000 km2) of habitat. The stamps serve as a license to hunt migratory birds, an entrance pass for all National Wildlife Refuge areas, and are also considered collectors items often purchased for aesthetic reasons outside of the hunting and birding communities. Although non-hunters buy a significant number of Duck Stamps, eighty-seven percent of their sales are contributed by hunters, which is logical, as hunters are required to purchase them. Distribution of funds is managed by the Migratory Bird Conservation Commission (MBCC).[130]
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+
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+ The Arabian oryx, a species of large antelope, once inhabited much of the desert areas of the Middle East.[118] However, the species' striking appearance made it (along with the closely related scimitar-horned oryx and addax) a popular quarry for sport hunters, especially foreign executives of oil companies working in the region.[citation needed] The use of automobiles and high-powered rifles destroyed their only advantage: speed, and they became extinct in the wild exclusively due to sport hunting in 1972. The scimitar-horned oryx followed suit, while the addax became critically endangered.[131] However, the Arabian oryx has now made a comeback and been upgraded from "extinct in the wild" to "vulnerable" due to conservation efforts like captive breeding[132]
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+
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+ The markhor is an endangered species of wild goat which inhabits the mountains of Central Asia and Pakistan. The colonization of these regions by Britain gave British sport hunters access to the species, and they were hunted heavily, almost to the point of extinction. Only their willingness to breed in captivity and the inhospitability of their mountainous habitat prevented this. Despite these factors, the markhor is still endangered.[133]
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+
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+ The American bison is a large bovid which inhabited much of western North America prior to the 1800s, living on the prairies in large herds. However, the vast herds of bison attracted market hunters, who killed dozens of bison for their hides only, leaving the rest to rot. Thousands of these hunters quickly eliminated the bison herds, bringing the population from several million in the early 1800s to a few hundred by the 1880s. Conservation efforts have allowed the population to increase, but the bison remains near-threatened due to lack of habitat.[134]
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+
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+ The Journal of International Wildlife Law and Policy cites that the legalization of white rhinoceros hunting in South Africa motivated private landowners to reintroduce the species onto their lands. As a result, the country saw an increase in white rhinos from fewer than one hundred individuals to more than 11,000, even while a limited number were killed as trophies.[135]
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+
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+ However, the illegal hunting of rhinoceros for their horns is highly damaging to the population and is currently growing globally,[136] with 1004 being killed in South Africa alone according to the most recent estimate.[137]
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+
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+ According to Richard Conniff, Namibia is home to 1,750 of the roughly 5,000 black rhinos surviving in the wild because it allows trophy hunting of various species. Namibia's mountain zebra population has increased to 27,000 from 1,000 in 1982. Elephants, which "are gunned down elsewhere for their ivory", have gone to 20,000 from 15,000 in 1995. Lions, which were on the brink of extinction "from Senegal to Kenya", are increasing in Namibia.[138]
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+
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+ In contrast, Botswana has recently been forced to ban trophy hunting following a precipitous wildlife decline.[139] The numbers of antelope plummeted across Botswana, with a resultant decline in predator numbers, while elephant numbers remained stable and hippopotamus numbers rose. According to the government of Botswana, trophy hunting is at least partly to blame for this, but many other factors, such as poaching, drought and habitat loss are also to blame.[140] Uganda recently did the same, arguing that "the share of benefits of sport hunting were lopsided and unlikely to deter poaching or improve [Uganda's] capacity to manage the wildlife reserves."[141]
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+
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+ A study issued by the Wildlife Society concluded that hunting and trapping are cost effective tools that reduce wildlife damage by reducing a population below the capacity of the environment to carry it and changing the behaviors of animals to stop them from causing damage. The study furthermore states that the cessation of hunting could cause wildlife to be severely harmed, rural property values to fall, and the incentive of landowners to maintain natural habitats to diminish.[142]
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+ Although deforestation and forest degradation have long been considered the most significant threats to tropical biodiversity, across Southeast Asia (Northeast India, Indochina, Sundaland, Philippines) substantial areas of natural habitat have few wild animals (>1 kg), bar a few hunting‐tolerant species.[143][144][145]
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+ It has been argued by animal rights activists that killing animals for sport is unethical, cruel, and unnecessary.[16] They note the suffering and cruelty inflicted on animals hunted for sport: "Many animals endure prolonged, painful deaths when they are injured but not killed by hunters [...] Hunting disrupts migration and hibernation patterns and destroys families."[16] Animal rights activists also comment that hunting is not needed to maintain an ecological balance, and that "nature takes care of its own".[16] They say that hunting can be combated on public lands by "spread[ing] deer repellent or human hair (from barber shops) near hunting areas".[16] Animal rights activists also argue that hunting is speciesist:[17]
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+
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+ Whether hunters try to justify their killing by citing human deaths caused by wild animals, by making conservationist claims, by claiming that it’s acceptable to hunt as long as the animals' bodies are eaten, or simply because of the pleasure it brings them, the fact remains that hunting is morally unacceptable if we consider the interests of nonhuman animals. Hunted animals endure fear and pain, and then are deprived of their lives. Understanding the injustices of speciesism and the interests of nonhuman animals makes it clear that human pleasure cannot justify nonhuman animals' pain.[17]
253
+
254
+ Hunting of deer and ibex, Minoan larnax, prepalatial period
255
+
256
+ Hunting in the papyrus thicket, mural from a tomb in Thebes, Egypt, before 1350 BC
257
+
258
+ The Stag hunt mosaic, c. 300 BC, Pella, Greece
259
+
260
+ Man hunting a boar, Roman mosaic, 4th century AD
261
+
262
+ Illustration from the falconry book De arte venandi cum avibus written by Emperor Frederick II, c. 1245
263
+
264
+ Giovanni di Francesco (?),La caccia, c. 1455, tempera on wood, detail
265
+
266
+ Paolo Uccello, Caccia notturna (The Hunt in the Forest), c. 1475
267
+
268
+ Vittore Carpaccio, Caccia in laguna (Hunt in the Lagoon), c. 1490
269
+
270
+ Piero di Cosimo, A Hunting Scene, 1508
271
+
272
+ Lucas Cranach the Elder, A Stag Hunt with the Elector Friedrich the Wise, 1529
273
+
274
+ Peter Paul Rubens, Hippopotamus and Crocodile Hunt, c. 1615
275
+
276
+ Peter Paul Rubens, Tiger and Lion Hunt, 1618
277
+
278
+ Peter Paul Rubens, A Forest at Dawn with a Deer Hunt, c. 1635
279
+
280
+ Charles André van Loo, Halte de chasse (Halt During the Hunt), 1737
281
+
282
+ Francisco Goya, The Quail Shoot, 1775
283
+
284
+ Gustave Courbet, Biche morte (Dead hind), 1857
285
+
286
+ Gustave Courbet, The Hunt Breakfast, 1858
287
+
288
+ Eugène Delacroix, Chasse au lion (Lion Hunt), 1858
289
+
290
+ Gustave Courbet, Après la chasse (After the Hunt), 1859
291
+
292
+ Edouard Manet, Portrait de M. Pertuiset, le chasseur de lions (Mister Pertuiset, The Lion Hunter), 1881
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1
+
2
+
3
+ Hunting is the practice of seeking, pursuing and capturing or killing wild animals.[10] Hunting wildlife or feral animals is most commonly done by humans for meat, recreation, to remove predators that can be dangerous to humans or domestic animals, to remove pests that destroy crops or kill livestock, or for trade. Many non-human species also hunt - see predation.
4
+
5
+ Regulations distinguish lawful hunting from poaching, which involves the illegal killing, trapping or capture of the hunted species. The species that are hunted are referred to as game or prey and are usually mammals and birds. Economists classify hunting as part of primary production - alongside forestry, agriculture and fishing.
6
+
7
+ Hunting by humans arose in Homo erectus or earlier, in the order of millions of years ago. Hunting has become deeply embedded in human culture.
8
+
9
+ Hunting can be a means of pest control. Hunting advocates state that hunting can be a necessary component[11] of modern wildlife management, for example, to help maintain a population of healthy animals within an environment's ecological carrying capacity when natural checks such as predators are absent or very rare.[12][13] However, excessive hunting has also heavily contributed to the endangerment, extirpation and extinction of many animals.[14][15]
10
+
11
+ The pursuit, capture and release, or capture for food of fish is called fishing, which is not commonly categorised as a form of hunting. It is also not considered hunting to pursue animals without intent to kill them, as in wildlife photography, birdwatching, or scientific-research activities which involve tranquilizing or tagging of animals or birds. The practice of foraging or gathering materials from plants and mushrooms is also considered[by whom?] separate from hunting.
12
+
13
+ Skillful tracking and acquisition of an elusive target has caused the word hunt to be used in the vernacular as a metaphor, as in treasure hunting, "bargain hunting", and even "hunting down" corruption and waste.
14
+
15
+ Some animal rights activists regard hunting as cruel, unnecessary, and unethical.[16][17]
16
+
17
+ The word hunt serves as both a noun ("to be on a hunt") and a verb. The noun has been dated to the early 12th century, "act of chasing game," from the verb hunt. Old English had huntung, huntoþ. The meaning of "a body of persons associated for the purpose of hunting with a pack of hounds" is first recorded in the 1570s. Meaning "the act of searching for someone or something" is from about 1600.
18
+
19
+ The verb, Old English huntian "to chase game" (transitive and intransitive), perhaps developed from hunta "hunter," is related to hentan "to seize," from Proto-Germanic huntojan (the source also of Gothic hinþan "to seize, capture," Old High German hunda "booty"), which is of uncertain origin. The general sense of "search diligently" (for anything) is first recorded c. 1200.[18]
20
+
21
+
22
+
23
+ Hunting has a long history. It pre-dates the emergence of Homo sapiens (anatomically modern humans) and may even predate genus Homo.
24
+
25
+ The oldest undisputed evidence for hunting dates to the Early Pleistocene, consistent with the emergence and early dispersal of Homo erectus, about 1.7 million years ago (Acheulean).[19]
26
+ While it is undisputed that Homo erectus were hunters, the importance of this for the emergence of Homo erectus from its australopithecine ancestors, including the production of stone tools and eventually the control of fire, is emphasised in the so-called "hunting hypothesis" and de-emphasised in scenarios that stress omnivory and social interaction.
27
+
28
+ There is no direct evidence for hunting predating Homo erectus, in either Homo habilis or in Australopithecus.
29
+ The early hominid ancestors of humans were probably frugivores or omnivores, with a partially carnivore diet from scavenging rather than hunting.
30
+ Evidence for australopithecine meat consumption was presented in the 1990s.[20]
31
+ It has nevertheless often been assumed that at least occasional hunting behavior may have been present well before the emergence of Homo.
32
+ This can be argued on the basis of comparison with chimpanzees, the closest extant relatives of humans, who also engage in hunting, indicating that the behavioral trait may have been present in the Chimpanzee–human last common ancestor as early as 5 million years ago. The common chimpanzee (Pan troglodytes) regularly engages in troop predation behaviour where bands of beta males are led by an alpha male. Bonobos (Pan paniscus) have also been observed to occasionally engage in group hunting,[21] although more rarely than Pan troglodytes, mainly subsisting on a frugivorous diet.[22]
33
+ Indirect evidence for Oldowan era hunting, by early Homo or late Australopithecus, has been presented in a 2009 study based on
34
+ an Oldowan site in southwestern Kenya.[23]
35
+
36
+ Louis Binford (1986) criticised the idea that early hominids and early humans were hunters. On the basis of the analysis of the skeletal remains of the consumed animals, he concluded that hominids and early humans were mostly scavengers, not hunters,[24]
37
+ Blumenschine (1986) proposed the idea of confrontational scavenging, which involves challenging and scaring off other predators after they have made a kill, which he suggests could have been the leading method of obtaining protein-rich meat by early humans.[25]
38
+
39
+ Stone spearheads dated as early as 500,000 years ago were found in South Africa.[26] Wood does not preserve well, however, and Craig Stanford, a primatologist and professor of anthropology at the University of Southern California, has suggested that the discovery of spear use by chimpanzees probably means that early humans used wooden spears as well, perhaps, five million years ago.[27]
40
+ The earliest dated find of surviving wooden hunting spears dates to the very end of the Lower Paleolithic, just before 300,000 years ago. The Schöningen spears, found in 1976 in Germany, are associated with Homo heidelbergensis.[28]
41
+
42
+ The hunting hypothesis sees the emergence of behavioral modernity in the Middle Paleolithic as directly related to hunting, including mating behaviour, the establishment of language, culture, and religion, mythology and animal sacrifice.
43
+
44
+ Evidence exists that hunting may have been one of the multiple environmental factors leading to the Holocene extinction of megafauna and their replacement by smaller herbivores.[29]
45
+ North American megafauna extinction was coincidental with the Younger Dryas impact event, possibly making hunting a less critical factor in prehistoric species loss than had been previously thought.[30]
46
+ However, in other locations such as Australia, humans are thought to have played a very significant role in the extinction of the Australian megafauna that was widespread prior to human occupation.[31][32]
47
+
48
+ Hunting was a crucial component of hunter-gatherer societies before the domestication of livestock and the dawn of agriculture, beginning about 11,000 years ago in some parts of the world. In addition to the spear, hunting weapons developed during the Upper Paleolithic include the atlatl (a spear-thrower; before 30,000 years ago) and the bow (18,000 years ago). By the Mesolithic, hunting strategies had diversified with the development of these more far-reaching weapons and the domestication of the dog about 15,000 years ago. Evidence puts the earliest known mammoth hunting in Asia with spears to approximately 16,200 years ago.[33]
49
+
50
+ Many species of animals have been hunted throughout history. It has been suggested that in North America and Eurasia, caribou and wild reindeer "may well be the species of single greatest importance in the entire anthropological literature on hunting"[34] (see also Reindeer Age), although the varying importance of different species depended on the geographic location.
51
+
52
+ Mesolithic hunter-gathering lifestyles remained prevalent in some parts of the Americas, Sub-Saharan Africa, and Siberia, as well as all of Australia, until the European Age of Discovery. They still persist in some tribal societies, albeit in rapid decline. Peoples that preserved Paleolithic hunting-gathering until the recent past include some indigenous peoples of the Amazonas (Aché), some Central and Southern African (San people), some peoples of New Guinea (Fayu), the Mlabri of Thailand and Laos, the Vedda people of Sri Lanka, and a handful of uncontacted peoples. In Africa, one of the last remaining hunter-gatherer tribes are the Hadza of Tanzania.[35]
53
+
54
+ Even as animal domestication became relatively widespread and after the development of agriculture, hunting was usually a significant contributor to the human food supply.
55
+ The supplementary meat and materials from hunting included protein, bone for implements, sinew for cordage, fur, feathers, rawhide and leather used in clothing.
56
+
57
+ Hunting is still vital in marginal climates, especially those unsuited for pastoral uses or agriculture.[36] For example, Inuit people in the Arctic trap and hunt animals for clothing and use the skins of sea mammals to make kayaks, clothing, and footwear.
58
+
59
+ On ancient reliefs, especially from Mesopotamia, kings are often depicted as hunters of big game such as lions and are often portrayed hunting from a war chariot. The cultural and psychological importance of hunting in ancient societies is represented by deities such as the horned god Cernunnos and lunar goddesses of classical antiquity, the Greek Artemis or Roman Diana. Taboos are often related to hunting, and mythological association of prey species with a divinity could be reflected in hunting restrictions such as a reserve surrounding a temple. Euripides' tale of Artemis and Actaeon, for example, may be seen as a caution against disrespect of prey or impudent boasting.
60
+
61
+ With the domestication of the dog, birds of prey, and the ferret, various forms of animal-aided hunting developed, including venery (scent hound hunting, such as fox hunting), coursing (sight hound hunting), falconry, and ferreting. While these are all associated with medieval hunting, over time, various dog breeds were selected for very precise tasks during the hunt, reflected in such names as pointer and setter.
62
+
63
+ Even as agriculture and animal husbandry became more prevalent, hunting often remained as a part of human culture where the environment and social conditions allowed. Hunter-gatherer societies persisted, even when increasingly confined to marginal areas. And within agricultural systems, hunting served to kill animals that prey upon domestic and wild animals or to attempt to extirpate animals seen by humans as competition for resources such as water or forage.
64
+
65
+ When hunting moved from a subsistence activity to a social one, two trends emerged:
66
+
67
+ The meaning of the word game in Middle English evolved to include an animal which is hunted. As game became more of a luxury than a necessity, the stylised pursuit of it also became a luxury. Dangerous hunting, such as for lions or wild boars, often done on horseback or from a chariot, had a function similar to tournaments and manly sports. Hunting ranked as an honourable, somewhat competitive pastime to help the aristocracy practice skills of war in times of peace.[37]
68
+
69
+ In most parts of medieval Europe, the upper class obtained the sole rights to hunt in certain areas of a feudal territory. Game in these areas was used as a source of food and furs, often provided via professional huntsmen, but it was also expected to provide a form of recreation for the aristocracy. The importance of this proprietary view of game can be seen in the Robin Hood legends, in which one of the primary charges against the outlaws is that they "hunt the King's deer". In contrast, settlers in Anglophone colonies gloried democratically in hunting for all.[38]
70
+
71
+ In Medieval Europe, hunting was considered by Johannes Scotus Eriugena to be part of the set of seven mechanical arts.[39]
72
+
73
+ Although various other animals have been used to aid the hunter, such as ferrets, the dog has assumed many very important uses to the hunter.
74
+ The domestication of the dog has led to a symbiotic relationship in which the dog's independence from humans is deferred. Though dogs can survive independently of humans, and in many cases do, as with feral dogs, where hunger is not a primary factor, the species tends to defer to human control in exchange for habitation, food and support.[40]
75
+
76
+ Dogs today are used to find, chase, retrieve, and sometimes to kill the game. Hunting dogs allow humans to pursue and kill prey that would otherwise be very difficult or dangerous to hunt. Different breeds of dogs are used for different types of hunting. Waterfowl are commonly hunted using retrieving dogs such as the Labrador Retriever, the Golden Retriever, the Chesapeake Bay Retriever, the Brittany Spaniel, and other similar breeds. Game birds are flushed out using flushing spaniels such as the English Springer Spaniel, the various Cocker Spaniels and similar breeds.
77
+
78
+ The hunting of wild mammals in England and Wales with dogs was banned under the Hunting Act 2004. The wild mammals include fox, hare, deer and mink. Hunting with dogs is permissible, however, where it has been carried out in accordance with one of the exceptions in the Act.[41]
79
+
80
+ Many prehistoric deities are depicted as predators or prey of humans, often in a zoomorphic form, perhaps alluding to the importance of hunting for most Palaeolithic cultures.
81
+
82
+ In many pagan religions, specific rituals are conducted before or after a hunt; the rituals done may vary according to the species hunted or the season the hunt is taking place.[citation needed] Often a hunting ground, or the hunt for one or more species, was reserved or prohibited in the context of a temple cult.[citation needed]
83
+
84
+ Hindu scriptures describe hunting as an acceptable occupation, as well as a sport of the kingly. Even figures considered divine are described to have engaged in hunting. One of the names of the god Shiva is Mrigavyadha, which translates as "the deer hunter" (mriga means deer; vyadha means hunter). The word Mriga, in many Indian languages including Malayalam, not only stands for deer, but for all animals and animal instincts (Mriga Thrishna). Shiva, as Mrigavyadha, is the one who destroys the animal instincts in human beings. In the epic Ramayana, Dasharatha, the father of Rama, is said to have the ability to hunt in the dark. During one of his hunting expeditions, he accidentally killed Shravana, mistaking him for game. During Rama's exile in the forest, Ravana kidnapped his wife, Sita, from their hut, while Rama was asked by Sita to capture a golden deer, and his brother Lakshman went after him. According to the Mahabharat, Pandu, the father of the Pandavas, accidentally killed the sage Kindama and his wife with an arrow, mistaking them for a deer. Krishna is said to have died after being accidentally wounded by an arrow of a hunter.
85
+
86
+ Jainism teaches followers to have tremendous respect for all of life. Prohibitions for hunting and meat eating are the fundamental conditions for being a Jain.
87
+
88
+ Buddhism's first precept is the respect for all sentient life. The general approach by all Buddhists is to avoid killing any living animals. Buddha explained the issue by saying "all fear death; comparing others with oneself, one should neither kill nor cause to kill."
89
+
90
+ In Sikhism, only meat obtained from hunting, or slaughtered with the Jhatka is permitted. The Sikh gurus, especially Guru Hargobind and Guru Gobind Singh were ardent hunters. Many old Sikh Rehatnamas like Prem Sumarag, recommend hunting wild boar and deer. However, among modern Sikhs, the practise of hunting has died down; some even saying that all meat is forbidden.
91
+
92
+ From early Christian times, hunting has been forbidden to Roman Catholic Church clerics. Thus the Corpus Juris Canonici (C. ii, X, De cleric. venat.) says, "We forbid to all servants of God hunting and expeditions through the woods with hounds; and we also forbid them to keep hawks or falcons." The Fourth Council of the Lateran, held under Pope Innocent III, decreed (canon xv): "We interdict hunting or hawking to all clerics." The decree of the Council of Trent is worded more mildly: "Let clerics abstain from illicit hunting and hawking" (Sess. XXIV, De reform., c. xii), which seems to imply that not all hunting is illicit, and canonists generally make a distinction declaring noisy (clamorosa) hunting unlawful, but not quiet (quieta) hunting.
93
+
94
+ Ferraris (s.v. "Clericus", art. 6) gives it as the general sense of canonists that hunting is allowed to clerics if it be indulged in rarely and for sufficient cause, as necessity, utility or "honest" recreation, and with that moderation which is becoming to the ecclesiastical state. Ziegler, however (De episc., l. IV, c. xix), thinks that the interpretation of the canonists is not in accordance with the letter or spirit of the laws of the church.
95
+
96
+ Nevertheless, although a distinction between lawful and unlawful hunting is undoubtedly permissible, it is certain that a bishop can absolutely prohibit all hunting to the clerics of his diocese, as was done by synods at Milan, Avignon, Liège, Cologne, and elsewhere. Benedict XIV (De synodo diœces., l. II, c. x) declared that such synodal decrees are not too severe, as an absolute prohibition of hunting is more conformable to the ecclesiastical law. In practice, therefore, the synodal statutes of various localities must be consulted to discover whether they allow quiet hunting or prohibit it altogether.
97
+
98
+ It is important to note that most Christians do not observe kosher dietary laws hence most Christians have no religious restrictions on eating the animals hunted. This is in accord with what is found in the Acts of the Apostles 15:28–29, and 1 Timothy 4:4.
99
+
100
+ In Jewish law hunting is not forbidden although there is an aversion to it. The great 18th-century authority Rabbi Yechezkel Landau after a study concluded although "hunting would not be considered cruelty to animals insofar as the animal is generally killed quickly and not tortured... There is an unseemly element in it, namely cruelty." The other issue is that hunting can be dangerous and Judaism places an extreme emphasis on the value of human life.[42][43]
101
+
102
+ Islamic Sharia Law permits hunting of lawful animals and birds if they cannot be easily caught and slaughtered.[44]
103
+
104
+ New Zealand has a strong hunting culture.[45] When humans arrived, the only mammals present on the islands making up New Zealand were bats, although seals and other marine mammals were present along the coasts. However, when humans arrived they brought other species with them. Polynesian voyagers introduced kuri (dogs), kiore (Polynesian rats), as well as a range of plant species. European explorers further added to New Zealand's biota, particularly pigs which were introduced by either Captain Cook or the French explorer De Surville in the 1700s.[46][47] During the nineteenth century, as European colonisation took place, acclimatisation societies were established. The societies introduced a large number of species with no use other than as prey for hunting.[48] Species that adapted well to the New Zealand terrain include deer, pigs, goats, hare, tahr and chamois. With wilderness areas, suitable forage, and no natural predators, their populations exploded. Government agencies view the animals as pests due to their effects on the natural environment and on agricultural production, but hunters view them as a resource.
105
+
106
+ During the feudal and colonial times in British India, hunting was regarded as a regal sport in the numerous princely states, as many maharajas and nawabs, as well as British officers, maintained a whole corps of shikaris (big-game hunters), who were native professional hunters. They would be headed by a master of the hunt, who might be styled mir-shikar. Often, they recruited the normally low-ranking local tribes because of their traditional knowledge of the environment and hunting techniques. Big game, such as Bengal tigers, might be hunted from the back of an elephant.
107
+
108
+ Regional social norms are generally antagonistic to hunting, while a few sects, such as the Bishnoi, lay special emphasis on the conservation of particular species, such as the antelope. India's Wildlife Protection Act of 1972 bans the killing of all wild animals. However, the Chief Wildlife Warden may, if satisfied that any wild animal from a specified list has become dangerous to human life, or is so disabled or diseased as to be beyond recovery, permit any person to hunt such an animal. In this case, the body of any wild animal killed or wounded becomes government property.[49]
109
+
110
+ A safari, from a Swahili word meaning "a long journey", especially in Africa, is defined as an overland journey. Safari as a distinctive way of hunting was popularized by the US author Ernest Hemingway and President Theodore Roosevelt.[50] A safari may consist of a several-days – or even weeks-long journey, with camping in the bush or jungle, while pursuing big game. Nowadays, it is often used to describe tours through African national parks to watch or hunt wildlife.
111
+
112
+ Hunters are usually tourists, accompanied by licensed and highly regulated professional hunters, local guides, skinners, and porters in more difficult terrains. A special safari type is the solo-safari, where all the license acquiring, stalking, preparation, and outfitting is done by the hunter himself.
113
+
114
+ Unarmed fox hunting on horseback with hounds is the type of hunting most closely associated with the United Kingdom; in fact, "hunting" without qualification implies fox hunting. What in other countries is called "hunting" is called "shooting" (birds) or "stalking" (deer) in Britain. Originally a form of vermin control to protect livestock, fox hunting became a popular social activity for newly wealthy upper classes in Victorian times and a traditional rural activity for riders and foot followers alike. Similar to fox hunting in many ways is the chasing of hares with hounds. Pairs of Sight hounds (or long-dogs), such as greyhounds, may be used to pursue a hare in coursing, where the greyhounds are marked as to their skill in coursing the hare (but are not intended to actually catch it), or the hare may be pursued with scent hounds such as beagles or harriers. Other sorts of foxhounds may also be used for hunting stags (deer) or mink. Deer stalking with rifles is carried out on foot without hounds, using stealth.
115
+
116
+ These forms of hunting have been controversial in the UK. Animal welfare supporters believe that hunting causes unnecessary suffering to foxes, horses, and hounds. Proponents argue that it is culturally and perhaps economically important. Using dogs to chase wild mammals was made illegal in February 2005 by the Hunting Act 2004; there were a number of exemptions (under which the activity may not be illegal) in the act for hunting with hounds, but no exemptions at all for hare-coursing.
117
+
118
+ Game birds, especially pheasants, are shot with shotguns for sport in the UK; the British Association for Shooting and Conservation says that over a million people per year participate in shooting, including game shooting, clay pigeon shooting, and target shooting.[52]
119
+ Shooting as practised in Britain, as opposed to traditional hunting, requires little questing for game—around thirty-five million birds are released onto shooting estates every year, some having been factory farmed. Shoots can be elaborate affairs with guns placed in assigned positions and assistants to help load shotguns. When in position, "beaters" move through the areas of cover, swinging sticks or flags to drive the game out. Such events are often called "drives". The open season for grouse in the UK begins on 12 August, the so-called Glorious Twelfth. The definition of game in the United Kingdom is governed by the Game Act 1831.
120
+
121
+ A similar tradition exists in Spain.
122
+
123
+ North American hunting pre-dates the United States by thousands of years and was an important part of many pre-Columbian Native American cultures. Native Americans retain some hunting rights and are exempt from some laws as part of Indian treaties and otherwise under federal law—examples include eagle feather laws and exemptions in the Marine Mammal Protection Act. This is considered particularly important in Alaskan native communities.
124
+
125
+ Hunting is primarily regulated by state law; additional regulations are imposed through United States environmental law in the case of migratory birds and endangered species. Regulations vary widely from state to state and govern the areas, time periods, techniques and methods by which specific game animals may be hunted. Some states make a distinction between protected species and unprotected species (often vermin or varmints for which there are no hunting regulations). Hunters of protected species require a hunting license in all states, for which completion of a hunting safety course is sometimes a prerequisite.
126
+
127
+ Typically, game animals are divided into several categories for regulatory purposes. Typical categories, along with example species, are as follows:
128
+
129
+ Hunting big game typically requires a "tag" for each animal harvested. Tags must be purchased in addition to the hunting license, and the number of tags issued to an individual is typically limited. In cases where there are more prospective hunters than the quota for that species, tags are usually assigned by lottery. Tags may be further restricted to a specific area, or wildlife management unit. Hunting migratory waterfowl requires a duck stamp from the Fish and Wildlife Service in addition to the appropriate state hunting license.
130
+
131
+ Harvest of animals other than big game is typically restricted by a bag limit and a possession limit. A bag limit is the maximum number of a specific animal species that an individual can harvest in a single day. A possession limit is the maximum number of a specific animal species that can be in an individual's possession at any time.
132
+
133
+ Gun usage in hunting is typically regulated by game category, area within the state, and time period. Regulations for big-game hunting often specify a minimum caliber or muzzle energy for firearms. The use of rifles is often banned for safety reasons in areas with high population densities or limited topographic relief. Regulations may also limit or ban the use of lead in ammunition because of environmental concerns. Specific seasons for bow hunting or muzzle-loading black-powder guns are often established to limit competition with hunters using more effective weapons.
134
+
135
+ Hunting in the United States is not associated with any particular class or culture; a 2006 poll showed seventy-eight percent of Americans supported legal hunting,[53] although relatively few Americans actually hunt. At the beginning of the 21st century, just six percent of Americans hunted. Southerners in states along the eastern seaboard hunted at a rate of five percent, slightly below the national average, and while hunting was more common in other parts of the South at nine percent, these rates did not surpass those of the Plains states, where twelve percent of Midwesterners hunted. Hunting in other areas of the country fell below the national average.[54] Overall, in the 1996–2006 period, the number of hunters over the age of sixteen declined by ten percent, a drop attributable to a number of factors including habitat loss and changes in recreation habits.[55]
136
+
137
+ Regulation of hunting within the United States dates from the 19th century. Some modern hunters see themselves as conservationists and sportsmen in the mode of Theodore Roosevelt and the Boone and Crockett Club. Local hunting clubs and national organizations provide hunter education and help protect the future of the sport by buying land for future hunting use. Some groups represent a specific hunting interest, such as Ducks Unlimited, Pheasants Forever, or the Delta Waterfowl Foundation. Many hunting groups also participate in lobbying the federal government and state government.
138
+
139
+ Each year, nearly $200 million in hunters' federal excise taxes are distributed to state agencies to support wildlife management programs, the purchase of lands open to hunters, and hunter education and safety classes. Since 1934, the sale of Federal Duck Stamps, a required purchase for migratory waterfowl hunters over sixteen years old, has raised over $700 million to help purchase more than 5,200,000 acres (8,100 sq mi; 21,000 km2) of habitat for the National Wildlife Refuge System lands that support waterfowl and many other wildlife species and are often open to hunting. States also collect money from hunting licenses to assist with management of game animals, as designated by law. A key task of federal and state park rangers and game wardens is to enforce laws and regulations related to hunting, including species protection, hunting seasons, and hunting bans.
140
+
141
+ Varmint hunting is an American phrase for the selective killing of non-game animals seen as pests. While not always an efficient form of pest control, varmint hunting achieves selective control of pests while providing recreation and is much less regulated. Varmint species are often responsible for detrimental effects on crops, livestock, landscaping, infrastructure, and pets. Some animals, such as wild rabbits or squirrels, may be utilised for fur or meat, but often no use is made of the carcass. Which species are varmints depends on the circumstance and area. Common varmints may include various rodents, coyotes, crows, foxes, feral cats, and feral hogs. Some animals once considered varmints are now protected, such as wolves. In the US state of Louisiana, a non-native rodent, the coypu, has become so destructive to the local ecosystem that the state has initiated a bounty program to help control the population.
142
+
143
+ The principles of the fair chase[56] have been a part of the American hunting tradition for over one hundred years. The role of the hunter-conservationist, popularised by Theodore Roosevelt, and perpetuated by Roosevelt's formation of the Boone and Crockett Club, has been central to the development of the modern fair chase tradition. Beyond Fair Chase: The Ethic and Tradition of Hunting, a book by Jim Posewitz, describes fair chase:
144
+
145
+ "Fundamental to ethical hunting is the idea of fair chase. This concept addresses the balance between the hunter and the hunted. It is a balance that allows hunters to occasionally succeed while animals generally avoid being taken."[57]
146
+
147
+ When Internet hunting was introduced in 2005, allowing people to hunt over the Internet using remotely controlled guns, the practice was widely criticised by hunters as violating the principles of fair chase. As a representative of the National Rifle Association (NRA) explained, "The NRA has always maintained that fair chase, being in the field with your firearm or bow, is an important element of hunting tradition. Sitting at your desk in front of your computer, clicking at a mouse, has nothing to do with hunting."[58]
148
+
149
+ One hunting club declares that a fair chase shall not involve the taking of animals under the following conditions:
150
+
151
+ Indian blackbuck, nilgai, axis deer, fallow deer, zebras, barasingha and many other exotics can now be found on hunting ranches in Texas, where they were introduced for sport hunting. These hunters can be found paying in excess of $10,000 dollars to take trophy animals on these controlled ranches.
152
+
153
+ The Russian imperial hunts evolved from hunting traditions of early Russian rulers—Grand Princes and Tsars—under the influence of hunting customs of European royal courts. The imperial hunts were organised mainly in Peterhof, Tsarskoye Selo, and Gatchina.
154
+
155
+ Hunting in Australia has evolved around the hunting and eradication of various animals considered to be pests. All native animals are protected by law, and can only be killed under a special permit. Hunted introduced species include deer, pigs, goats, foxes, and rabbits.
156
+
157
+ The numbers of licensed hunters in Japan, including those using snares and guns, is generally decreasing, while their average age is increasing. As of 2010[update], there were approximately 190,000 registered hunters, approximately 65% of whom were sixty years old or older.[60]
158
+
159
+ There is a very active tradition of hunting of small to medium-sized wild game in Trinidad and Tobago. Hunting is carried out with firearms, and aided by the use of hounds, with the illegal use of trap guns and snare nets. With approximately 12,000 sport hunters applying for hunting permits in recent years (in a very small country of about the size of the state of Delaware at about 5128 square kilometers and 1.3 million inhabitants), there is some concern that the practice might not be sustainable. In addition there are at present no bag limits and the open season is comparatively very long (5 months – October to February inclusive). As such hunting pressure from legal hunters is very high. Added to that, there is a thriving and very lucrative black market for poached wild game (sold and enthusiastically purchased as expensive luxury delicacies) and the numbers of commercial poachers in operation is unknown but presumed to be fairly high. As a result, the populations of the five major mammalian game species (red-rumped agouti, lowland paca, nine-banded armadillo, collared peccary, and red brocket deer) are thought to be quite low (although scientifically conducted population studies are only just recently being conducted as of 2013[update]). It appears that the red brocket deer population has been extirpated on Tobago as a result of over-hunting. Various herons, ducks, doves, the green iguana, the gold tegu, the spectacled caiman and the common opossum are also commonly hunted and poached. There is also some poaching of 'fully protected species', including red howler monkeys and capuchin monkeys, southern tamanduas, Brazilian porcupines, yellow-footed tortoises, Trinidad piping guans and even one of the national birds, the scarlet ibis. Legal hunters pay very small fees to obtain hunting licences and undergo no official basic conservation biology or hunting-ethics training. There is presumed to be relatively very little subsistence hunting in the country (with most hunting for either sport or commercial profit). The local wildlife management authority is under-staffed and under-funded, and as such very little in the way of enforcement is done to uphold existing wildlife management laws, with hunting occurring both in and out of season, and even in wildlife sanctuaries. There is some indication that the government is beginning to take the issue of wildlife management more seriously, with well drafted legislation being brought before Parliament in 2015. It remains to be seen if the drafted legislation will be fully adopted and financially supported by the current and future governments, and if the general populace will move towards a greater awareness of the importance of wildlife conservation and change the culture of wanton consumption to one of sustainable management.
160
+
161
+ Hunting is claimed to give resource managers an important tool[61][62] in managing populations that might exceed the carrying capacity of their habitat and threaten the well-being of other species, or, in some instances, damage human health or safety.[citation needed][63]
162
+
163
+ In some cases, hunting actually can increase the population of predators such as coyotes by removing territorial bounds that would otherwise be established, resulting in excess neighbouring migrations into an area, thus artificially increasing the population.[64] Hunting advocates[who?] assert that hunting reduces intraspecific competition for food and shelter, reducing mortality among the remaining animals. Some environmentalists assert[who?] that (re)introducing predators would achieve the same end with greater efficiency and less negative effect, such as introducing significant amounts of free lead into the environment and food chain.
164
+
165
+ In the United States, wildlife managers are frequently part of hunting regulatory and licensing bodies, where they help to set rules on the number, manner and conditions in which game may be hunted.
166
+
167
+ Management agencies sometimes rely on hunting to control specific animal populations, as has been the case with deer in North America. These hunts may sometimes be carried out by professional shooters, although others may include amateur hunters. Many US city and local governments hire professional and amateur hunters each year to reduce populations of animals such as deer that are becoming hazardous in a restricted area, such as neighbourhood parks and metropolitan open spaces.
168
+
169
+ A large part of managing populations involves managing the number and, sometimes, the size or age of animals harvested so as to ensure the sustainability of the population. Tools that are frequently used to control harvest are bag limits and season closures, although gear restrictions such as archery-only seasons are becoming increasingly popular in an effort to reduce hunter success rates in countries that rely on bag limits per hunter instead of per area.[citation needed]
170
+
171
+ Illegal hunting and harvesting of wild species contrary to local and international conservation and wildlife management laws is called poaching. Game preservation is one of the tactics used to prevent poaching. Violations of hunting laws and regulations involving poaching are normally punishable by law.[65] Punishment can include confiscation of equipment, fines or a prison sentence.
172
+
173
+ The right to hunt − sometimes in combination with the right to fish − is protected implicitly, as a consequence of the right of ownership,[66] or explicitly, as a right on its own,[67][68] in a number of jurisdictions. For instance, as of 2019, a total of 22 U.S. states explicitly recognize a subjective right to hunt in their constitutions.[68][69]
174
+
175
+ Bag limits are provisions under the law that control how many animals of a given species or group of species can be killed, although there are often species for which bag limits do not apply. There are also jurisdictions where bag limits are not applied at all or are not applied under certain circumstances. The phrase bag limits comes from the custom among hunters of small game to carry successful kills in a small basket, similar to a fishing creel.
176
+
177
+ Where bag limits are used, there can be daily or seasonal bag limits; for example, ducks can often be harvested at a rate of six per hunter per day.[70] Big game, like moose, most often have a seasonal bag limit of one animal per hunter.[citation needed] Bag limits may also regulate the size, sex, or age of animal that a hunter can kill. In many cases, bag limits are designed to allocate harvest among the hunting population more equitably rather than to protect animal populations, as protecting the population would necessitate regional density-dependent maximum bags.
178
+
179
+ A closed season is a time during which hunting an animal of a given species is contrary to law. Typically, closed seasons are designed to protect a species when they are most vulnerable or to protect them during their breeding season.[71] By extension, the period that is not the closed season is known as the open season.
180
+
181
+ Historical, subsistence, and sport hunting techniques can differ radically, with modern hunting regulations often addressing issues of where, when, and how hunts are conducted. Techniques may vary depending on government regulations, a hunter's personal ethics, local custom, hunting equipment, and the animal being hunted. Often a hunter will use a combination of more than one technique. Laws may forbid sport hunters from using some methods used primarily in poaching and wildlife management.
182
+
183
+ (millions)
184
+
185
+ the total population (%)
186
+
187
+ hunters/inhabitants
188
+
189
+
190
+
191
+ Trophy hunting is the selective seeking of wild game. It may also include the controversial hunting of captive or semi-captive animals expressly bred and raised under controlled or semi-controlled conditions so as to attain trophy characteristics; this is sometimes known as canned hunts.[82]
192
+
193
+ In the 19th century, southern and central European sport hunters often pursued game only for a trophy, usually the head or pelt of an animal, which was then displayed as a sign of prowess. The rest of the animal was typically discarded. Some cultures, however, disapprove of such waste. In Nordic countries, hunting for trophies was—and still is—frowned upon. Hunting in North America in the 19th century was done primarily as a way to supplement food supplies, although it is now undertaken mainly for sport.[citation needed] The safari method of hunting was a development of sport hunting that saw elaborate travel in Africa, India and other places in pursuit of trophies. In modern times, trophy hunting persists and is a significant industry in some areas.[citation needed]
194
+
195
+ According to the U.S. Fish and Wildlife Service, hunting "provides an economic incentive" for ranchers to continue to breed those species, and that hunting "reduces the threat of the species' extinction."[83][84]
196
+
197
+ A scientific study in the journal, Biological Conservation, states that trophy hunting is of "major importance to conservation in Africa by creating economic incentives for conservation over vast areas, including areas which may be unsuitable for alternative wildlife-based land uses such as photographic ecotourism."[85] However, another study states that less than 3% of a trophy hunters' expenditures reach the local level, meaning that the economic incentive and benefit is "minimal, particularly when we consider the vast areas of land that hunting concessions occupy."[86]
198
+
199
+ Financial incentives from trophy hunting effectively more than double the land area that is used for wildlife conservation, relative to what would be conserved relying on national parks alone according to Biological Conservation,[85] although local communities usually derive no more than 18 cents per hectare from trophy hunting.[86]
200
+
201
+ Trophy hunting has been considered essential for providing economic incentives to conserve large carnivores according to research studies in Conservation Biology,[87] Journal of Sustainable Tourism,[88] Wildlife Conservation by Sustainable Use,[89] and Animal Conservation.[87][90] Studies by the Centre for Responsible Tourism[91] and the IUCN state that ecotourism, which includes more than hunting, is a superior economic incentive, generating twice the revenue per acre and 39 times more permanent employment.[92] At the crosssection of trophy hunting, ecotourism and conservation is green hunting, a trophy hunting alternative where hunters pay to dart animals that need to be tranquilized for conservation projects.[93]
202
+
203
+ The U.S. House Committee on Natural Resources in 2016 concluded that trophy hunting may be contributing to the extinction of certain animals.[94] Conservationist groups such as IFAW assert that trophy hunting is a key factor in the "silent extinction" of giraffes.[95]
204
+
205
+ According to a national survey that the U.S. Fish and Wildlife Service conducts every five years, fewer people are hunting, even as population rises. National Public Radio reported, a graph shows 2016 statistics, that only about 5 percent of Americans, 16 years old and older, actually hunt, which is half of what it was 50 years ago. The decline in popularity of hunting is expected to accelerate over the next decade, which threatens how US will pay for conservation.
206
+ [96]
207
+
208
+ Trophy hunting is most often criticised when it involves rare or endangered animals.[97] Opponents may also see trophy hunting as an issue of morality[98] or animal cruelty, criticising the killing of living creatures for recreation. Victorian era dramatist W. S. Gilbert remarked, "Deer-stalking would be a very fine sport if only the deer had guns."[99]
209
+
210
+ There is also debate about the extent to which trophy hunting benefits the local economy. Hunters argue that fees paid contribute to the local economy and provide value to animals that would otherwise be seen as competition for grazing, livestock, and crops.[100] This analysis is disputed by many conservationist organizations and other opponents of trophy hunting.[101][102] It is argued that the animals are worth more to the community for ecotourism than hunting.[103][104]
211
+
212
+ A variety of industries benefit from hunting and support hunting on economic grounds. In Tanzania, it is estimated that a safari hunter spends fifty to one hundred times that of the average ecotourist. While the average photo tourist may seek luxury accommodation, the average safari hunter generally stays in tented camps. Safari hunters are also more likely to use remote areas, uninviting to the typical ecotourist. Advocates argue that these hunters allow for anti-poaching activities and revenue for local communities.[citation needed]
213
+
214
+ In the United Kingdom, the game hunting of birds as an industry is said to be extremely important to the rural economy. The Cobham Report of 1997 suggested it to be worth around £700 million, and hunting and shooting lobby groups claimed it to be worth over a billion pounds less than ten years later.[citation needed]
215
+
216
+ Hunting also has a significant financial impact in the United States, with many companies specialising in hunting equipment or speciality tourism. Many different technologies have been created to assist hunters, even including iPhone applications. Today's hunters come from a broad range of economic, social, and cultural backgrounds. In 2001, over thirteen million hunters averaged eighteen days hunting, and spent over $20.5 billion on their sport.[105] In the US, proceeds from hunting licenses contribute to state game management programs, including preservation of wildlife habitat.
217
+
218
+ Hunting contributes to a portion of caloric intake of people and may have positive impacts on greenhouse gas emissions by avoidance of utilization of meat raised under industrial methods. [106]
219
+
220
+ Lead bullets that miss their target or remain in an unretrieved carcass could become a toxicant in the environment but lead in ammunition because of its metallic form has a lower solubility and higher resistance to corrosion than other forms of lead making it hardly available to biological systems.[107] Waterfowl or other birds may ingest the lead and poison themselves with the neurotoxicant, but studies have demonstrated that effects of lead in ammunition are negligible on animal population size and growth.[108][109] Since 1991, US federal law forbids lead shot in waterfowl hunts, and 30 states have some type of restriction.[110]
221
+
222
+ In December 2014, a federal appeals court denied a lawsuit by environmental groups that the EPA must use the Toxic Substances Control Act to regulate lead in shells and cartridges. The groups sought EPA to regulate "spent lead", yet the court found EPA could not regulate spent lead without also regulating cartridges and shells.[111]
223
+
224
+ Hunters have been driving forces throughout history in the movement to ensure the preservation of wildlife habitats and wildlife for further hunting.[112] However, excessive hunting and poachers have also contributed heavily to the endangerment, extirpation and extinction of many animals, such as the quagga, the great auk, Steller's sea cow, the thylacine, the bluebuck, the Arabian oryx, the Caspian and Javan tigers, the markhor, the Sumatran rhinoceros, the bison, the North American cougar, the Altai argali sheep, the Asian elephant and many more, primarily for commercial sale or sport. All these animals have been hunted to endangerment or extinction.[124] Poaching currently threatens bird and mammalian populations around the world.[125][126][127]
225
+
226
+ In 1937, American hunters successfully lobbied the US Congress to pass the Pittman-Robertson Wildlife Restoration Act, which placed an eleven percent tax on all hunting equipment. This self-imposed tax now generates over $700 million each year and is used exclusively to establish, restore and protect wildlife habitats.[128] The act is named for Nevada Senator Key Pittman and Virginia Congressman Absalom Willis Robertson.
227
+
228
+ On 16 March 1934, President Franklin D. Roosevelt signed the Migratory Bird Hunting Stamp Act, which requires an annual stamp purchase by all hunters over the age of sixteen. The stamps are created on behalf of the program by the US Postal Service and depict wildlife artwork chosen through an annual contest. They play an important role in habitat conservation because ninety-eight percent of all funds generated by their sale go directly toward the purchase or lease of wetland habitat for protection in the National Wildlife Refuge System.[129] In addition to waterfowl, it is estimated that one third of the nation's endangered species seek food and shelter in areas protected using Duck Stamp funds.[citation needed]
229
+
230
+ Since 1934, the sale of Federal Duck Stamps has generated $670 million, and helped to purchase or lease 5,200,000 acres (8,100 sq mi; 21,000 km2) of habitat. The stamps serve as a license to hunt migratory birds, an entrance pass for all National Wildlife Refuge areas, and are also considered collectors items often purchased for aesthetic reasons outside of the hunting and birding communities. Although non-hunters buy a significant number of Duck Stamps, eighty-seven percent of their sales are contributed by hunters, which is logical, as hunters are required to purchase them. Distribution of funds is managed by the Migratory Bird Conservation Commission (MBCC).[130]
231
+
232
+ The Arabian oryx, a species of large antelope, once inhabited much of the desert areas of the Middle East.[118] However, the species' striking appearance made it (along with the closely related scimitar-horned oryx and addax) a popular quarry for sport hunters, especially foreign executives of oil companies working in the region.[citation needed] The use of automobiles and high-powered rifles destroyed their only advantage: speed, and they became extinct in the wild exclusively due to sport hunting in 1972. The scimitar-horned oryx followed suit, while the addax became critically endangered.[131] However, the Arabian oryx has now made a comeback and been upgraded from "extinct in the wild" to "vulnerable" due to conservation efforts like captive breeding[132]
233
+
234
+ The markhor is an endangered species of wild goat which inhabits the mountains of Central Asia and Pakistan. The colonization of these regions by Britain gave British sport hunters access to the species, and they were hunted heavily, almost to the point of extinction. Only their willingness to breed in captivity and the inhospitability of their mountainous habitat prevented this. Despite these factors, the markhor is still endangered.[133]
235
+
236
+ The American bison is a large bovid which inhabited much of western North America prior to the 1800s, living on the prairies in large herds. However, the vast herds of bison attracted market hunters, who killed dozens of bison for their hides only, leaving the rest to rot. Thousands of these hunters quickly eliminated the bison herds, bringing the population from several million in the early 1800s to a few hundred by the 1880s. Conservation efforts have allowed the population to increase, but the bison remains near-threatened due to lack of habitat.[134]
237
+
238
+ The Journal of International Wildlife Law and Policy cites that the legalization of white rhinoceros hunting in South Africa motivated private landowners to reintroduce the species onto their lands. As a result, the country saw an increase in white rhinos from fewer than one hundred individuals to more than 11,000, even while a limited number were killed as trophies.[135]
239
+
240
+ However, the illegal hunting of rhinoceros for their horns is highly damaging to the population and is currently growing globally,[136] with 1004 being killed in South Africa alone according to the most recent estimate.[137]
241
+
242
+ According to Richard Conniff, Namibia is home to 1,750 of the roughly 5,000 black rhinos surviving in the wild because it allows trophy hunting of various species. Namibia's mountain zebra population has increased to 27,000 from 1,000 in 1982. Elephants, which "are gunned down elsewhere for their ivory", have gone to 20,000 from 15,000 in 1995. Lions, which were on the brink of extinction "from Senegal to Kenya", are increasing in Namibia.[138]
243
+
244
+ In contrast, Botswana has recently been forced to ban trophy hunting following a precipitous wildlife decline.[139] The numbers of antelope plummeted across Botswana, with a resultant decline in predator numbers, while elephant numbers remained stable and hippopotamus numbers rose. According to the government of Botswana, trophy hunting is at least partly to blame for this, but many other factors, such as poaching, drought and habitat loss are also to blame.[140] Uganda recently did the same, arguing that "the share of benefits of sport hunting were lopsided and unlikely to deter poaching or improve [Uganda's] capacity to manage the wildlife reserves."[141]
245
+
246
+ A study issued by the Wildlife Society concluded that hunting and trapping are cost effective tools that reduce wildlife damage by reducing a population below the capacity of the environment to carry it and changing the behaviors of animals to stop them from causing damage. The study furthermore states that the cessation of hunting could cause wildlife to be severely harmed, rural property values to fall, and the incentive of landowners to maintain natural habitats to diminish.[142]
247
+
248
+ Although deforestation and forest degradation have long been considered the most significant threats to tropical biodiversity, across Southeast Asia (Northeast India, Indochina, Sundaland, Philippines) substantial areas of natural habitat have few wild animals (>1 kg), bar a few hunting‐tolerant species.[143][144][145]
249
+
250
+ It has been argued by animal rights activists that killing animals for sport is unethical, cruel, and unnecessary.[16] They note the suffering and cruelty inflicted on animals hunted for sport: "Many animals endure prolonged, painful deaths when they are injured but not killed by hunters [...] Hunting disrupts migration and hibernation patterns and destroys families."[16] Animal rights activists also comment that hunting is not needed to maintain an ecological balance, and that "nature takes care of its own".[16] They say that hunting can be combated on public lands by "spread[ing] deer repellent or human hair (from barber shops) near hunting areas".[16] Animal rights activists also argue that hunting is speciesist:[17]
251
+
252
+ Whether hunters try to justify their killing by citing human deaths caused by wild animals, by making conservationist claims, by claiming that it’s acceptable to hunt as long as the animals' bodies are eaten, or simply because of the pleasure it brings them, the fact remains that hunting is morally unacceptable if we consider the interests of nonhuman animals. Hunted animals endure fear and pain, and then are deprived of their lives. Understanding the injustices of speciesism and the interests of nonhuman animals makes it clear that human pleasure cannot justify nonhuman animals' pain.[17]
253
+
254
+ Hunting of deer and ibex, Minoan larnax, prepalatial period
255
+
256
+ Hunting in the papyrus thicket, mural from a tomb in Thebes, Egypt, before 1350 BC
257
+
258
+ The Stag hunt mosaic, c. 300 BC, Pella, Greece
259
+
260
+ Man hunting a boar, Roman mosaic, 4th century AD
261
+
262
+ Illustration from the falconry book De arte venandi cum avibus written by Emperor Frederick II, c. 1245
263
+
264
+ Giovanni di Francesco (?),La caccia, c. 1455, tempera on wood, detail
265
+
266
+ Paolo Uccello, Caccia notturna (The Hunt in the Forest), c. 1475
267
+
268
+ Vittore Carpaccio, Caccia in laguna (Hunt in the Lagoon), c. 1490
269
+
270
+ Piero di Cosimo, A Hunting Scene, 1508
271
+
272
+ Lucas Cranach the Elder, A Stag Hunt with the Elector Friedrich the Wise, 1529
273
+
274
+ Peter Paul Rubens, Hippopotamus and Crocodile Hunt, c. 1615
275
+
276
+ Peter Paul Rubens, Tiger and Lion Hunt, 1618
277
+
278
+ Peter Paul Rubens, A Forest at Dawn with a Deer Hunt, c. 1635
279
+
280
+ Charles André van Loo, Halte de chasse (Halt During the Hunt), 1737
281
+
282
+ Francisco Goya, The Quail Shoot, 1775
283
+
284
+ Gustave Courbet, Biche morte (Dead hind), 1857
285
+
286
+ Gustave Courbet, The Hunt Breakfast, 1858
287
+
288
+ Eugène Delacroix, Chasse au lion (Lion Hunt), 1858
289
+
290
+ Gustave Courbet, Après la chasse (After the Hunt), 1859
291
+
292
+ Edouard Manet, Portrait de M. Pertuiset, le chasseur de lions (Mister Pertuiset, The Lion Hunter), 1881
en/1003.html.txt ADDED
@@ -0,0 +1,292 @@
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
1
+
2
+
3
+ Hunting is the practice of seeking, pursuing and capturing or killing wild animals.[10] Hunting wildlife or feral animals is most commonly done by humans for meat, recreation, to remove predators that can be dangerous to humans or domestic animals, to remove pests that destroy crops or kill livestock, or for trade. Many non-human species also hunt - see predation.
4
+
5
+ Regulations distinguish lawful hunting from poaching, which involves the illegal killing, trapping or capture of the hunted species. The species that are hunted are referred to as game or prey and are usually mammals and birds. Economists classify hunting as part of primary production - alongside forestry, agriculture and fishing.
6
+
7
+ Hunting by humans arose in Homo erectus or earlier, in the order of millions of years ago. Hunting has become deeply embedded in human culture.
8
+
9
+ Hunting can be a means of pest control. Hunting advocates state that hunting can be a necessary component[11] of modern wildlife management, for example, to help maintain a population of healthy animals within an environment's ecological carrying capacity when natural checks such as predators are absent or very rare.[12][13] However, excessive hunting has also heavily contributed to the endangerment, extirpation and extinction of many animals.[14][15]
10
+
11
+ The pursuit, capture and release, or capture for food of fish is called fishing, which is not commonly categorised as a form of hunting. It is also not considered hunting to pursue animals without intent to kill them, as in wildlife photography, birdwatching, or scientific-research activities which involve tranquilizing or tagging of animals or birds. The practice of foraging or gathering materials from plants and mushrooms is also considered[by whom?] separate from hunting.
12
+
13
+ Skillful tracking and acquisition of an elusive target has caused the word hunt to be used in the vernacular as a metaphor, as in treasure hunting, "bargain hunting", and even "hunting down" corruption and waste.
14
+
15
+ Some animal rights activists regard hunting as cruel, unnecessary, and unethical.[16][17]
16
+
17
+ The word hunt serves as both a noun ("to be on a hunt") and a verb. The noun has been dated to the early 12th century, "act of chasing game," from the verb hunt. Old English had huntung, huntoþ. The meaning of "a body of persons associated for the purpose of hunting with a pack of hounds" is first recorded in the 1570s. Meaning "the act of searching for someone or something" is from about 1600.
18
+
19
+ The verb, Old English huntian "to chase game" (transitive and intransitive), perhaps developed from hunta "hunter," is related to hentan "to seize," from Proto-Germanic huntojan (the source also of Gothic hinþan "to seize, capture," Old High German hunda "booty"), which is of uncertain origin. The general sense of "search diligently" (for anything) is first recorded c. 1200.[18]
20
+
21
+
22
+
23
+ Hunting has a long history. It pre-dates the emergence of Homo sapiens (anatomically modern humans) and may even predate genus Homo.
24
+
25
+ The oldest undisputed evidence for hunting dates to the Early Pleistocene, consistent with the emergence and early dispersal of Homo erectus, about 1.7 million years ago (Acheulean).[19]
26
+ While it is undisputed that Homo erectus were hunters, the importance of this for the emergence of Homo erectus from its australopithecine ancestors, including the production of stone tools and eventually the control of fire, is emphasised in the so-called "hunting hypothesis" and de-emphasised in scenarios that stress omnivory and social interaction.
27
+
28
+ There is no direct evidence for hunting predating Homo erectus, in either Homo habilis or in Australopithecus.
29
+ The early hominid ancestors of humans were probably frugivores or omnivores, with a partially carnivore diet from scavenging rather than hunting.
30
+ Evidence for australopithecine meat consumption was presented in the 1990s.[20]
31
+ It has nevertheless often been assumed that at least occasional hunting behavior may have been present well before the emergence of Homo.
32
+ This can be argued on the basis of comparison with chimpanzees, the closest extant relatives of humans, who also engage in hunting, indicating that the behavioral trait may have been present in the Chimpanzee–human last common ancestor as early as 5 million years ago. The common chimpanzee (Pan troglodytes) regularly engages in troop predation behaviour where bands of beta males are led by an alpha male. Bonobos (Pan paniscus) have also been observed to occasionally engage in group hunting,[21] although more rarely than Pan troglodytes, mainly subsisting on a frugivorous diet.[22]
33
+ Indirect evidence for Oldowan era hunting, by early Homo or late Australopithecus, has been presented in a 2009 study based on
34
+ an Oldowan site in southwestern Kenya.[23]
35
+
36
+ Louis Binford (1986) criticised the idea that early hominids and early humans were hunters. On the basis of the analysis of the skeletal remains of the consumed animals, he concluded that hominids and early humans were mostly scavengers, not hunters,[24]
37
+ Blumenschine (1986) proposed the idea of confrontational scavenging, which involves challenging and scaring off other predators after they have made a kill, which he suggests could have been the leading method of obtaining protein-rich meat by early humans.[25]
38
+
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+ Stone spearheads dated as early as 500,000 years ago were found in South Africa.[26] Wood does not preserve well, however, and Craig Stanford, a primatologist and professor of anthropology at the University of Southern California, has suggested that the discovery of spear use by chimpanzees probably means that early humans used wooden spears as well, perhaps, five million years ago.[27]
40
+ The earliest dated find of surviving wooden hunting spears dates to the very end of the Lower Paleolithic, just before 300,000 years ago. The Schöningen spears, found in 1976 in Germany, are associated with Homo heidelbergensis.[28]
41
+
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+ The hunting hypothesis sees the emergence of behavioral modernity in the Middle Paleolithic as directly related to hunting, including mating behaviour, the establishment of language, culture, and religion, mythology and animal sacrifice.
43
+
44
+ Evidence exists that hunting may have been one of the multiple environmental factors leading to the Holocene extinction of megafauna and their replacement by smaller herbivores.[29]
45
+ North American megafauna extinction was coincidental with the Younger Dryas impact event, possibly making hunting a less critical factor in prehistoric species loss than had been previously thought.[30]
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+ However, in other locations such as Australia, humans are thought to have played a very significant role in the extinction of the Australian megafauna that was widespread prior to human occupation.[31][32]
47
+
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+ Hunting was a crucial component of hunter-gatherer societies before the domestication of livestock and the dawn of agriculture, beginning about 11,000 years ago in some parts of the world. In addition to the spear, hunting weapons developed during the Upper Paleolithic include the atlatl (a spear-thrower; before 30,000 years ago) and the bow (18,000 years ago). By the Mesolithic, hunting strategies had diversified with the development of these more far-reaching weapons and the domestication of the dog about 15,000 years ago. Evidence puts the earliest known mammoth hunting in Asia with spears to approximately 16,200 years ago.[33]
49
+
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+ Many species of animals have been hunted throughout history. It has been suggested that in North America and Eurasia, caribou and wild reindeer "may well be the species of single greatest importance in the entire anthropological literature on hunting"[34] (see also Reindeer Age), although the varying importance of different species depended on the geographic location.
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+
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+ Mesolithic hunter-gathering lifestyles remained prevalent in some parts of the Americas, Sub-Saharan Africa, and Siberia, as well as all of Australia, until the European Age of Discovery. They still persist in some tribal societies, albeit in rapid decline. Peoples that preserved Paleolithic hunting-gathering until the recent past include some indigenous peoples of the Amazonas (Aché), some Central and Southern African (San people), some peoples of New Guinea (Fayu), the Mlabri of Thailand and Laos, the Vedda people of Sri Lanka, and a handful of uncontacted peoples. In Africa, one of the last remaining hunter-gatherer tribes are the Hadza of Tanzania.[35]
53
+
54
+ Even as animal domestication became relatively widespread and after the development of agriculture, hunting was usually a significant contributor to the human food supply.
55
+ The supplementary meat and materials from hunting included protein, bone for implements, sinew for cordage, fur, feathers, rawhide and leather used in clothing.
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+
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+ Hunting is still vital in marginal climates, especially those unsuited for pastoral uses or agriculture.[36] For example, Inuit people in the Arctic trap and hunt animals for clothing and use the skins of sea mammals to make kayaks, clothing, and footwear.
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+
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+ On ancient reliefs, especially from Mesopotamia, kings are often depicted as hunters of big game such as lions and are often portrayed hunting from a war chariot. The cultural and psychological importance of hunting in ancient societies is represented by deities such as the horned god Cernunnos and lunar goddesses of classical antiquity, the Greek Artemis or Roman Diana. Taboos are often related to hunting, and mythological association of prey species with a divinity could be reflected in hunting restrictions such as a reserve surrounding a temple. Euripides' tale of Artemis and Actaeon, for example, may be seen as a caution against disrespect of prey or impudent boasting.
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+
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+ With the domestication of the dog, birds of prey, and the ferret, various forms of animal-aided hunting developed, including venery (scent hound hunting, such as fox hunting), coursing (sight hound hunting), falconry, and ferreting. While these are all associated with medieval hunting, over time, various dog breeds were selected for very precise tasks during the hunt, reflected in such names as pointer and setter.
62
+
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+ Even as agriculture and animal husbandry became more prevalent, hunting often remained as a part of human culture where the environment and social conditions allowed. Hunter-gatherer societies persisted, even when increasingly confined to marginal areas. And within agricultural systems, hunting served to kill animals that prey upon domestic and wild animals or to attempt to extirpate animals seen by humans as competition for resources such as water or forage.
64
+
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+ When hunting moved from a subsistence activity to a social one, two trends emerged:
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+
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+ The meaning of the word game in Middle English evolved to include an animal which is hunted. As game became more of a luxury than a necessity, the stylised pursuit of it also became a luxury. Dangerous hunting, such as for lions or wild boars, often done on horseback or from a chariot, had a function similar to tournaments and manly sports. Hunting ranked as an honourable, somewhat competitive pastime to help the aristocracy practice skills of war in times of peace.[37]
68
+
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+ In most parts of medieval Europe, the upper class obtained the sole rights to hunt in certain areas of a feudal territory. Game in these areas was used as a source of food and furs, often provided via professional huntsmen, but it was also expected to provide a form of recreation for the aristocracy. The importance of this proprietary view of game can be seen in the Robin Hood legends, in which one of the primary charges against the outlaws is that they "hunt the King's deer". In contrast, settlers in Anglophone colonies gloried democratically in hunting for all.[38]
70
+
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+ In Medieval Europe, hunting was considered by Johannes Scotus Eriugena to be part of the set of seven mechanical arts.[39]
72
+
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+ Although various other animals have been used to aid the hunter, such as ferrets, the dog has assumed many very important uses to the hunter.
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+ The domestication of the dog has led to a symbiotic relationship in which the dog's independence from humans is deferred. Though dogs can survive independently of humans, and in many cases do, as with feral dogs, where hunger is not a primary factor, the species tends to defer to human control in exchange for habitation, food and support.[40]
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+ Dogs today are used to find, chase, retrieve, and sometimes to kill the game. Hunting dogs allow humans to pursue and kill prey that would otherwise be very difficult or dangerous to hunt. Different breeds of dogs are used for different types of hunting. Waterfowl are commonly hunted using retrieving dogs such as the Labrador Retriever, the Golden Retriever, the Chesapeake Bay Retriever, the Brittany Spaniel, and other similar breeds. Game birds are flushed out using flushing spaniels such as the English Springer Spaniel, the various Cocker Spaniels and similar breeds.
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+
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+ The hunting of wild mammals in England and Wales with dogs was banned under the Hunting Act 2004. The wild mammals include fox, hare, deer and mink. Hunting with dogs is permissible, however, where it has been carried out in accordance with one of the exceptions in the Act.[41]
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+ Many prehistoric deities are depicted as predators or prey of humans, often in a zoomorphic form, perhaps alluding to the importance of hunting for most Palaeolithic cultures.
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+ In many pagan religions, specific rituals are conducted before or after a hunt; the rituals done may vary according to the species hunted or the season the hunt is taking place.[citation needed] Often a hunting ground, or the hunt for one or more species, was reserved or prohibited in the context of a temple cult.[citation needed]
83
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+ Hindu scriptures describe hunting as an acceptable occupation, as well as a sport of the kingly. Even figures considered divine are described to have engaged in hunting. One of the names of the god Shiva is Mrigavyadha, which translates as "the deer hunter" (mriga means deer; vyadha means hunter). The word Mriga, in many Indian languages including Malayalam, not only stands for deer, but for all animals and animal instincts (Mriga Thrishna). Shiva, as Mrigavyadha, is the one who destroys the animal instincts in human beings. In the epic Ramayana, Dasharatha, the father of Rama, is said to have the ability to hunt in the dark. During one of his hunting expeditions, he accidentally killed Shravana, mistaking him for game. During Rama's exile in the forest, Ravana kidnapped his wife, Sita, from their hut, while Rama was asked by Sita to capture a golden deer, and his brother Lakshman went after him. According to the Mahabharat, Pandu, the father of the Pandavas, accidentally killed the sage Kindama and his wife with an arrow, mistaking them for a deer. Krishna is said to have died after being accidentally wounded by an arrow of a hunter.
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+ Jainism teaches followers to have tremendous respect for all of life. Prohibitions for hunting and meat eating are the fundamental conditions for being a Jain.
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+ Buddhism's first precept is the respect for all sentient life. The general approach by all Buddhists is to avoid killing any living animals. Buddha explained the issue by saying "all fear death; comparing others with oneself, one should neither kill nor cause to kill."
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+
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+ In Sikhism, only meat obtained from hunting, or slaughtered with the Jhatka is permitted. The Sikh gurus, especially Guru Hargobind and Guru Gobind Singh were ardent hunters. Many old Sikh Rehatnamas like Prem Sumarag, recommend hunting wild boar and deer. However, among modern Sikhs, the practise of hunting has died down; some even saying that all meat is forbidden.
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+ From early Christian times, hunting has been forbidden to Roman Catholic Church clerics. Thus the Corpus Juris Canonici (C. ii, X, De cleric. venat.) says, "We forbid to all servants of God hunting and expeditions through the woods with hounds; and we also forbid them to keep hawks or falcons." The Fourth Council of the Lateran, held under Pope Innocent III, decreed (canon xv): "We interdict hunting or hawking to all clerics." The decree of the Council of Trent is worded more mildly: "Let clerics abstain from illicit hunting and hawking" (Sess. XXIV, De reform., c. xii), which seems to imply that not all hunting is illicit, and canonists generally make a distinction declaring noisy (clamorosa) hunting unlawful, but not quiet (quieta) hunting.
93
+
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+ Ferraris (s.v. "Clericus", art. 6) gives it as the general sense of canonists that hunting is allowed to clerics if it be indulged in rarely and for sufficient cause, as necessity, utility or "honest" recreation, and with that moderation which is becoming to the ecclesiastical state. Ziegler, however (De episc., l. IV, c. xix), thinks that the interpretation of the canonists is not in accordance with the letter or spirit of the laws of the church.
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+
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+ Nevertheless, although a distinction between lawful and unlawful hunting is undoubtedly permissible, it is certain that a bishop can absolutely prohibit all hunting to the clerics of his diocese, as was done by synods at Milan, Avignon, Liège, Cologne, and elsewhere. Benedict XIV (De synodo diœces., l. II, c. x) declared that such synodal decrees are not too severe, as an absolute prohibition of hunting is more conformable to the ecclesiastical law. In practice, therefore, the synodal statutes of various localities must be consulted to discover whether they allow quiet hunting or prohibit it altogether.
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+
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+ It is important to note that most Christians do not observe kosher dietary laws hence most Christians have no religious restrictions on eating the animals hunted. This is in accord with what is found in the Acts of the Apostles 15:28–29, and 1 Timothy 4:4.
99
+
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+ In Jewish law hunting is not forbidden although there is an aversion to it. The great 18th-century authority Rabbi Yechezkel Landau after a study concluded although "hunting would not be considered cruelty to animals insofar as the animal is generally killed quickly and not tortured... There is an unseemly element in it, namely cruelty." The other issue is that hunting can be dangerous and Judaism places an extreme emphasis on the value of human life.[42][43]
101
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+ Islamic Sharia Law permits hunting of lawful animals and birds if they cannot be easily caught and slaughtered.[44]
103
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+ New Zealand has a strong hunting culture.[45] When humans arrived, the only mammals present on the islands making up New Zealand were bats, although seals and other marine mammals were present along the coasts. However, when humans arrived they brought other species with them. Polynesian voyagers introduced kuri (dogs), kiore (Polynesian rats), as well as a range of plant species. European explorers further added to New Zealand's biota, particularly pigs which were introduced by either Captain Cook or the French explorer De Surville in the 1700s.[46][47] During the nineteenth century, as European colonisation took place, acclimatisation societies were established. The societies introduced a large number of species with no use other than as prey for hunting.[48] Species that adapted well to the New Zealand terrain include deer, pigs, goats, hare, tahr and chamois. With wilderness areas, suitable forage, and no natural predators, their populations exploded. Government agencies view the animals as pests due to their effects on the natural environment and on agricultural production, but hunters view them as a resource.
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+ During the feudal and colonial times in British India, hunting was regarded as a regal sport in the numerous princely states, as many maharajas and nawabs, as well as British officers, maintained a whole corps of shikaris (big-game hunters), who were native professional hunters. They would be headed by a master of the hunt, who might be styled mir-shikar. Often, they recruited the normally low-ranking local tribes because of their traditional knowledge of the environment and hunting techniques. Big game, such as Bengal tigers, might be hunted from the back of an elephant.
107
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108
+ Regional social norms are generally antagonistic to hunting, while a few sects, such as the Bishnoi, lay special emphasis on the conservation of particular species, such as the antelope. India's Wildlife Protection Act of 1972 bans the killing of all wild animals. However, the Chief Wildlife Warden may, if satisfied that any wild animal from a specified list has become dangerous to human life, or is so disabled or diseased as to be beyond recovery, permit any person to hunt such an animal. In this case, the body of any wild animal killed or wounded becomes government property.[49]
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+ A safari, from a Swahili word meaning "a long journey", especially in Africa, is defined as an overland journey. Safari as a distinctive way of hunting was popularized by the US author Ernest Hemingway and President Theodore Roosevelt.[50] A safari may consist of a several-days – or even weeks-long journey, with camping in the bush or jungle, while pursuing big game. Nowadays, it is often used to describe tours through African national parks to watch or hunt wildlife.
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+ Hunters are usually tourists, accompanied by licensed and highly regulated professional hunters, local guides, skinners, and porters in more difficult terrains. A special safari type is the solo-safari, where all the license acquiring, stalking, preparation, and outfitting is done by the hunter himself.
113
+
114
+ Unarmed fox hunting on horseback with hounds is the type of hunting most closely associated with the United Kingdom; in fact, "hunting" without qualification implies fox hunting. What in other countries is called "hunting" is called "shooting" (birds) or "stalking" (deer) in Britain. Originally a form of vermin control to protect livestock, fox hunting became a popular social activity for newly wealthy upper classes in Victorian times and a traditional rural activity for riders and foot followers alike. Similar to fox hunting in many ways is the chasing of hares with hounds. Pairs of Sight hounds (or long-dogs), such as greyhounds, may be used to pursue a hare in coursing, where the greyhounds are marked as to their skill in coursing the hare (but are not intended to actually catch it), or the hare may be pursued with scent hounds such as beagles or harriers. Other sorts of foxhounds may also be used for hunting stags (deer) or mink. Deer stalking with rifles is carried out on foot without hounds, using stealth.
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+ These forms of hunting have been controversial in the UK. Animal welfare supporters believe that hunting causes unnecessary suffering to foxes, horses, and hounds. Proponents argue that it is culturally and perhaps economically important. Using dogs to chase wild mammals was made illegal in February 2005 by the Hunting Act 2004; there were a number of exemptions (under which the activity may not be illegal) in the act for hunting with hounds, but no exemptions at all for hare-coursing.
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118
+ Game birds, especially pheasants, are shot with shotguns for sport in the UK; the British Association for Shooting and Conservation says that over a million people per year participate in shooting, including game shooting, clay pigeon shooting, and target shooting.[52]
119
+ Shooting as practised in Britain, as opposed to traditional hunting, requires little questing for game—around thirty-five million birds are released onto shooting estates every year, some having been factory farmed. Shoots can be elaborate affairs with guns placed in assigned positions and assistants to help load shotguns. When in position, "beaters" move through the areas of cover, swinging sticks or flags to drive the game out. Such events are often called "drives". The open season for grouse in the UK begins on 12 August, the so-called Glorious Twelfth. The definition of game in the United Kingdom is governed by the Game Act 1831.
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+ A similar tradition exists in Spain.
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+ North American hunting pre-dates the United States by thousands of years and was an important part of many pre-Columbian Native American cultures. Native Americans retain some hunting rights and are exempt from some laws as part of Indian treaties and otherwise under federal law—examples include eagle feather laws and exemptions in the Marine Mammal Protection Act. This is considered particularly important in Alaskan native communities.
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+ Hunting is primarily regulated by state law; additional regulations are imposed through United States environmental law in the case of migratory birds and endangered species. Regulations vary widely from state to state and govern the areas, time periods, techniques and methods by which specific game animals may be hunted. Some states make a distinction between protected species and unprotected species (often vermin or varmints for which there are no hunting regulations). Hunters of protected species require a hunting license in all states, for which completion of a hunting safety course is sometimes a prerequisite.
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+ Typically, game animals are divided into several categories for regulatory purposes. Typical categories, along with example species, are as follows:
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+ Hunting big game typically requires a "tag" for each animal harvested. Tags must be purchased in addition to the hunting license, and the number of tags issued to an individual is typically limited. In cases where there are more prospective hunters than the quota for that species, tags are usually assigned by lottery. Tags may be further restricted to a specific area, or wildlife management unit. Hunting migratory waterfowl requires a duck stamp from the Fish and Wildlife Service in addition to the appropriate state hunting license.
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131
+ Harvest of animals other than big game is typically restricted by a bag limit and a possession limit. A bag limit is the maximum number of a specific animal species that an individual can harvest in a single day. A possession limit is the maximum number of a specific animal species that can be in an individual's possession at any time.
132
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+ Gun usage in hunting is typically regulated by game category, area within the state, and time period. Regulations for big-game hunting often specify a minimum caliber or muzzle energy for firearms. The use of rifles is often banned for safety reasons in areas with high population densities or limited topographic relief. Regulations may also limit or ban the use of lead in ammunition because of environmental concerns. Specific seasons for bow hunting or muzzle-loading black-powder guns are often established to limit competition with hunters using more effective weapons.
134
+
135
+ Hunting in the United States is not associated with any particular class or culture; a 2006 poll showed seventy-eight percent of Americans supported legal hunting,[53] although relatively few Americans actually hunt. At the beginning of the 21st century, just six percent of Americans hunted. Southerners in states along the eastern seaboard hunted at a rate of five percent, slightly below the national average, and while hunting was more common in other parts of the South at nine percent, these rates did not surpass those of the Plains states, where twelve percent of Midwesterners hunted. Hunting in other areas of the country fell below the national average.[54] Overall, in the 1996–2006 period, the number of hunters over the age of sixteen declined by ten percent, a drop attributable to a number of factors including habitat loss and changes in recreation habits.[55]
136
+
137
+ Regulation of hunting within the United States dates from the 19th century. Some modern hunters see themselves as conservationists and sportsmen in the mode of Theodore Roosevelt and the Boone and Crockett Club. Local hunting clubs and national organizations provide hunter education and help protect the future of the sport by buying land for future hunting use. Some groups represent a specific hunting interest, such as Ducks Unlimited, Pheasants Forever, or the Delta Waterfowl Foundation. Many hunting groups also participate in lobbying the federal government and state government.
138
+
139
+ Each year, nearly $200 million in hunters' federal excise taxes are distributed to state agencies to support wildlife management programs, the purchase of lands open to hunters, and hunter education and safety classes. Since 1934, the sale of Federal Duck Stamps, a required purchase for migratory waterfowl hunters over sixteen years old, has raised over $700 million to help purchase more than 5,200,000 acres (8,100 sq mi; 21,000 km2) of habitat for the National Wildlife Refuge System lands that support waterfowl and many other wildlife species and are often open to hunting. States also collect money from hunting licenses to assist with management of game animals, as designated by law. A key task of federal and state park rangers and game wardens is to enforce laws and regulations related to hunting, including species protection, hunting seasons, and hunting bans.
140
+
141
+ Varmint hunting is an American phrase for the selective killing of non-game animals seen as pests. While not always an efficient form of pest control, varmint hunting achieves selective control of pests while providing recreation and is much less regulated. Varmint species are often responsible for detrimental effects on crops, livestock, landscaping, infrastructure, and pets. Some animals, such as wild rabbits or squirrels, may be utilised for fur or meat, but often no use is made of the carcass. Which species are varmints depends on the circumstance and area. Common varmints may include various rodents, coyotes, crows, foxes, feral cats, and feral hogs. Some animals once considered varmints are now protected, such as wolves. In the US state of Louisiana, a non-native rodent, the coypu, has become so destructive to the local ecosystem that the state has initiated a bounty program to help control the population.
142
+
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+ The principles of the fair chase[56] have been a part of the American hunting tradition for over one hundred years. The role of the hunter-conservationist, popularised by Theodore Roosevelt, and perpetuated by Roosevelt's formation of the Boone and Crockett Club, has been central to the development of the modern fair chase tradition. Beyond Fair Chase: The Ethic and Tradition of Hunting, a book by Jim Posewitz, describes fair chase:
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+ "Fundamental to ethical hunting is the idea of fair chase. This concept addresses the balance between the hunter and the hunted. It is a balance that allows hunters to occasionally succeed while animals generally avoid being taken."[57]
146
+
147
+ When Internet hunting was introduced in 2005, allowing people to hunt over the Internet using remotely controlled guns, the practice was widely criticised by hunters as violating the principles of fair chase. As a representative of the National Rifle Association (NRA) explained, "The NRA has always maintained that fair chase, being in the field with your firearm or bow, is an important element of hunting tradition. Sitting at your desk in front of your computer, clicking at a mouse, has nothing to do with hunting."[58]
148
+
149
+ One hunting club declares that a fair chase shall not involve the taking of animals under the following conditions:
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+
151
+ Indian blackbuck, nilgai, axis deer, fallow deer, zebras, barasingha and many other exotics can now be found on hunting ranches in Texas, where they were introduced for sport hunting. These hunters can be found paying in excess of $10,000 dollars to take trophy animals on these controlled ranches.
152
+
153
+ The Russian imperial hunts evolved from hunting traditions of early Russian rulers—Grand Princes and Tsars—under the influence of hunting customs of European royal courts. The imperial hunts were organised mainly in Peterhof, Tsarskoye Selo, and Gatchina.
154
+
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+ Hunting in Australia has evolved around the hunting and eradication of various animals considered to be pests. All native animals are protected by law, and can only be killed under a special permit. Hunted introduced species include deer, pigs, goats, foxes, and rabbits.
156
+
157
+ The numbers of licensed hunters in Japan, including those using snares and guns, is generally decreasing, while their average age is increasing. As of 2010[update], there were approximately 190,000 registered hunters, approximately 65% of whom were sixty years old or older.[60]
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+
159
+ There is a very active tradition of hunting of small to medium-sized wild game in Trinidad and Tobago. Hunting is carried out with firearms, and aided by the use of hounds, with the illegal use of trap guns and snare nets. With approximately 12,000 sport hunters applying for hunting permits in recent years (in a very small country of about the size of the state of Delaware at about 5128 square kilometers and 1.3 million inhabitants), there is some concern that the practice might not be sustainable. In addition there are at present no bag limits and the open season is comparatively very long (5 months – October to February inclusive). As such hunting pressure from legal hunters is very high. Added to that, there is a thriving and very lucrative black market for poached wild game (sold and enthusiastically purchased as expensive luxury delicacies) and the numbers of commercial poachers in operation is unknown but presumed to be fairly high. As a result, the populations of the five major mammalian game species (red-rumped agouti, lowland paca, nine-banded armadillo, collared peccary, and red brocket deer) are thought to be quite low (although scientifically conducted population studies are only just recently being conducted as of 2013[update]). It appears that the red brocket deer population has been extirpated on Tobago as a result of over-hunting. Various herons, ducks, doves, the green iguana, the gold tegu, the spectacled caiman and the common opossum are also commonly hunted and poached. There is also some poaching of 'fully protected species', including red howler monkeys and capuchin monkeys, southern tamanduas, Brazilian porcupines, yellow-footed tortoises, Trinidad piping guans and even one of the national birds, the scarlet ibis. Legal hunters pay very small fees to obtain hunting licences and undergo no official basic conservation biology or hunting-ethics training. There is presumed to be relatively very little subsistence hunting in the country (with most hunting for either sport or commercial profit). The local wildlife management authority is under-staffed and under-funded, and as such very little in the way of enforcement is done to uphold existing wildlife management laws, with hunting occurring both in and out of season, and even in wildlife sanctuaries. There is some indication that the government is beginning to take the issue of wildlife management more seriously, with well drafted legislation being brought before Parliament in 2015. It remains to be seen if the drafted legislation will be fully adopted and financially supported by the current and future governments, and if the general populace will move towards a greater awareness of the importance of wildlife conservation and change the culture of wanton consumption to one of sustainable management.
160
+
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+ Hunting is claimed to give resource managers an important tool[61][62] in managing populations that might exceed the carrying capacity of their habitat and threaten the well-being of other species, or, in some instances, damage human health or safety.[citation needed][63]
162
+
163
+ In some cases, hunting actually can increase the population of predators such as coyotes by removing territorial bounds that would otherwise be established, resulting in excess neighbouring migrations into an area, thus artificially increasing the population.[64] Hunting advocates[who?] assert that hunting reduces intraspecific competition for food and shelter, reducing mortality among the remaining animals. Some environmentalists assert[who?] that (re)introducing predators would achieve the same end with greater efficiency and less negative effect, such as introducing significant amounts of free lead into the environment and food chain.
164
+
165
+ In the United States, wildlife managers are frequently part of hunting regulatory and licensing bodies, where they help to set rules on the number, manner and conditions in which game may be hunted.
166
+
167
+ Management agencies sometimes rely on hunting to control specific animal populations, as has been the case with deer in North America. These hunts may sometimes be carried out by professional shooters, although others may include amateur hunters. Many US city and local governments hire professional and amateur hunters each year to reduce populations of animals such as deer that are becoming hazardous in a restricted area, such as neighbourhood parks and metropolitan open spaces.
168
+
169
+ A large part of managing populations involves managing the number and, sometimes, the size or age of animals harvested so as to ensure the sustainability of the population. Tools that are frequently used to control harvest are bag limits and season closures, although gear restrictions such as archery-only seasons are becoming increasingly popular in an effort to reduce hunter success rates in countries that rely on bag limits per hunter instead of per area.[citation needed]
170
+
171
+ Illegal hunting and harvesting of wild species contrary to local and international conservation and wildlife management laws is called poaching. Game preservation is one of the tactics used to prevent poaching. Violations of hunting laws and regulations involving poaching are normally punishable by law.[65] Punishment can include confiscation of equipment, fines or a prison sentence.
172
+
173
+ The right to hunt − sometimes in combination with the right to fish − is protected implicitly, as a consequence of the right of ownership,[66] or explicitly, as a right on its own,[67][68] in a number of jurisdictions. For instance, as of 2019, a total of 22 U.S. states explicitly recognize a subjective right to hunt in their constitutions.[68][69]
174
+
175
+ Bag limits are provisions under the law that control how many animals of a given species or group of species can be killed, although there are often species for which bag limits do not apply. There are also jurisdictions where bag limits are not applied at all or are not applied under certain circumstances. The phrase bag limits comes from the custom among hunters of small game to carry successful kills in a small basket, similar to a fishing creel.
176
+
177
+ Where bag limits are used, there can be daily or seasonal bag limits; for example, ducks can often be harvested at a rate of six per hunter per day.[70] Big game, like moose, most often have a seasonal bag limit of one animal per hunter.[citation needed] Bag limits may also regulate the size, sex, or age of animal that a hunter can kill. In many cases, bag limits are designed to allocate harvest among the hunting population more equitably rather than to protect animal populations, as protecting the population would necessitate regional density-dependent maximum bags.
178
+
179
+ A closed season is a time during which hunting an animal of a given species is contrary to law. Typically, closed seasons are designed to protect a species when they are most vulnerable or to protect them during their breeding season.[71] By extension, the period that is not the closed season is known as the open season.
180
+
181
+ Historical, subsistence, and sport hunting techniques can differ radically, with modern hunting regulations often addressing issues of where, when, and how hunts are conducted. Techniques may vary depending on government regulations, a hunter's personal ethics, local custom, hunting equipment, and the animal being hunted. Often a hunter will use a combination of more than one technique. Laws may forbid sport hunters from using some methods used primarily in poaching and wildlife management.
182
+
183
+ (millions)
184
+
185
+ the total population (%)
186
+
187
+ hunters/inhabitants
188
+
189
+
190
+
191
+ Trophy hunting is the selective seeking of wild game. It may also include the controversial hunting of captive or semi-captive animals expressly bred and raised under controlled or semi-controlled conditions so as to attain trophy characteristics; this is sometimes known as canned hunts.[82]
192
+
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+ In the 19th century, southern and central European sport hunters often pursued game only for a trophy, usually the head or pelt of an animal, which was then displayed as a sign of prowess. The rest of the animal was typically discarded. Some cultures, however, disapprove of such waste. In Nordic countries, hunting for trophies was—and still is—frowned upon. Hunting in North America in the 19th century was done primarily as a way to supplement food supplies, although it is now undertaken mainly for sport.[citation needed] The safari method of hunting was a development of sport hunting that saw elaborate travel in Africa, India and other places in pursuit of trophies. In modern times, trophy hunting persists and is a significant industry in some areas.[citation needed]
194
+
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+ According to the U.S. Fish and Wildlife Service, hunting "provides an economic incentive" for ranchers to continue to breed those species, and that hunting "reduces the threat of the species' extinction."[83][84]
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+
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+ A scientific study in the journal, Biological Conservation, states that trophy hunting is of "major importance to conservation in Africa by creating economic incentives for conservation over vast areas, including areas which may be unsuitable for alternative wildlife-based land uses such as photographic ecotourism."[85] However, another study states that less than 3% of a trophy hunters' expenditures reach the local level, meaning that the economic incentive and benefit is "minimal, particularly when we consider the vast areas of land that hunting concessions occupy."[86]
198
+
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+ Financial incentives from trophy hunting effectively more than double the land area that is used for wildlife conservation, relative to what would be conserved relying on national parks alone according to Biological Conservation,[85] although local communities usually derive no more than 18 cents per hectare from trophy hunting.[86]
200
+
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+ Trophy hunting has been considered essential for providing economic incentives to conserve large carnivores according to research studies in Conservation Biology,[87] Journal of Sustainable Tourism,[88] Wildlife Conservation by Sustainable Use,[89] and Animal Conservation.[87][90] Studies by the Centre for Responsible Tourism[91] and the IUCN state that ecotourism, which includes more than hunting, is a superior economic incentive, generating twice the revenue per acre and 39 times more permanent employment.[92] At the crosssection of trophy hunting, ecotourism and conservation is green hunting, a trophy hunting alternative where hunters pay to dart animals that need to be tranquilized for conservation projects.[93]
202
+
203
+ The U.S. House Committee on Natural Resources in 2016 concluded that trophy hunting may be contributing to the extinction of certain animals.[94] Conservationist groups such as IFAW assert that trophy hunting is a key factor in the "silent extinction" of giraffes.[95]
204
+
205
+ According to a national survey that the U.S. Fish and Wildlife Service conducts every five years, fewer people are hunting, even as population rises. National Public Radio reported, a graph shows 2016 statistics, that only about 5 percent of Americans, 16 years old and older, actually hunt, which is half of what it was 50 years ago. The decline in popularity of hunting is expected to accelerate over the next decade, which threatens how US will pay for conservation.
206
+ [96]
207
+
208
+ Trophy hunting is most often criticised when it involves rare or endangered animals.[97] Opponents may also see trophy hunting as an issue of morality[98] or animal cruelty, criticising the killing of living creatures for recreation. Victorian era dramatist W. S. Gilbert remarked, "Deer-stalking would be a very fine sport if only the deer had guns."[99]
209
+
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+ There is also debate about the extent to which trophy hunting benefits the local economy. Hunters argue that fees paid contribute to the local economy and provide value to animals that would otherwise be seen as competition for grazing, livestock, and crops.[100] This analysis is disputed by many conservationist organizations and other opponents of trophy hunting.[101][102] It is argued that the animals are worth more to the community for ecotourism than hunting.[103][104]
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+
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+ A variety of industries benefit from hunting and support hunting on economic grounds. In Tanzania, it is estimated that a safari hunter spends fifty to one hundred times that of the average ecotourist. While the average photo tourist may seek luxury accommodation, the average safari hunter generally stays in tented camps. Safari hunters are also more likely to use remote areas, uninviting to the typical ecotourist. Advocates argue that these hunters allow for anti-poaching activities and revenue for local communities.[citation needed]
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+
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+ In the United Kingdom, the game hunting of birds as an industry is said to be extremely important to the rural economy. The Cobham Report of 1997 suggested it to be worth around £700 million, and hunting and shooting lobby groups claimed it to be worth over a billion pounds less than ten years later.[citation needed]
215
+
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+ Hunting also has a significant financial impact in the United States, with many companies specialising in hunting equipment or speciality tourism. Many different technologies have been created to assist hunters, even including iPhone applications. Today's hunters come from a broad range of economic, social, and cultural backgrounds. In 2001, over thirteen million hunters averaged eighteen days hunting, and spent over $20.5 billion on their sport.[105] In the US, proceeds from hunting licenses contribute to state game management programs, including preservation of wildlife habitat.
217
+
218
+ Hunting contributes to a portion of caloric intake of people and may have positive impacts on greenhouse gas emissions by avoidance of utilization of meat raised under industrial methods. [106]
219
+
220
+ Lead bullets that miss their target or remain in an unretrieved carcass could become a toxicant in the environment but lead in ammunition because of its metallic form has a lower solubility and higher resistance to corrosion than other forms of lead making it hardly available to biological systems.[107] Waterfowl or other birds may ingest the lead and poison themselves with the neurotoxicant, but studies have demonstrated that effects of lead in ammunition are negligible on animal population size and growth.[108][109] Since 1991, US federal law forbids lead shot in waterfowl hunts, and 30 states have some type of restriction.[110]
221
+
222
+ In December 2014, a federal appeals court denied a lawsuit by environmental groups that the EPA must use the Toxic Substances Control Act to regulate lead in shells and cartridges. The groups sought EPA to regulate "spent lead", yet the court found EPA could not regulate spent lead without also regulating cartridges and shells.[111]
223
+
224
+ Hunters have been driving forces throughout history in the movement to ensure the preservation of wildlife habitats and wildlife for further hunting.[112] However, excessive hunting and poachers have also contributed heavily to the endangerment, extirpation and extinction of many animals, such as the quagga, the great auk, Steller's sea cow, the thylacine, the bluebuck, the Arabian oryx, the Caspian and Javan tigers, the markhor, the Sumatran rhinoceros, the bison, the North American cougar, the Altai argali sheep, the Asian elephant and many more, primarily for commercial sale or sport. All these animals have been hunted to endangerment or extinction.[124] Poaching currently threatens bird and mammalian populations around the world.[125][126][127]
225
+
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+ In 1937, American hunters successfully lobbied the US Congress to pass the Pittman-Robertson Wildlife Restoration Act, which placed an eleven percent tax on all hunting equipment. This self-imposed tax now generates over $700 million each year and is used exclusively to establish, restore and protect wildlife habitats.[128] The act is named for Nevada Senator Key Pittman and Virginia Congressman Absalom Willis Robertson.
227
+
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+ On 16 March 1934, President Franklin D. Roosevelt signed the Migratory Bird Hunting Stamp Act, which requires an annual stamp purchase by all hunters over the age of sixteen. The stamps are created on behalf of the program by the US Postal Service and depict wildlife artwork chosen through an annual contest. They play an important role in habitat conservation because ninety-eight percent of all funds generated by their sale go directly toward the purchase or lease of wetland habitat for protection in the National Wildlife Refuge System.[129] In addition to waterfowl, it is estimated that one third of the nation's endangered species seek food and shelter in areas protected using Duck Stamp funds.[citation needed]
229
+
230
+ Since 1934, the sale of Federal Duck Stamps has generated $670 million, and helped to purchase or lease 5,200,000 acres (8,100 sq mi; 21,000 km2) of habitat. The stamps serve as a license to hunt migratory birds, an entrance pass for all National Wildlife Refuge areas, and are also considered collectors items often purchased for aesthetic reasons outside of the hunting and birding communities. Although non-hunters buy a significant number of Duck Stamps, eighty-seven percent of their sales are contributed by hunters, which is logical, as hunters are required to purchase them. Distribution of funds is managed by the Migratory Bird Conservation Commission (MBCC).[130]
231
+
232
+ The Arabian oryx, a species of large antelope, once inhabited much of the desert areas of the Middle East.[118] However, the species' striking appearance made it (along with the closely related scimitar-horned oryx and addax) a popular quarry for sport hunters, especially foreign executives of oil companies working in the region.[citation needed] The use of automobiles and high-powered rifles destroyed their only advantage: speed, and they became extinct in the wild exclusively due to sport hunting in 1972. The scimitar-horned oryx followed suit, while the addax became critically endangered.[131] However, the Arabian oryx has now made a comeback and been upgraded from "extinct in the wild" to "vulnerable" due to conservation efforts like captive breeding[132]
233
+
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+ The markhor is an endangered species of wild goat which inhabits the mountains of Central Asia and Pakistan. The colonization of these regions by Britain gave British sport hunters access to the species, and they were hunted heavily, almost to the point of extinction. Only their willingness to breed in captivity and the inhospitability of their mountainous habitat prevented this. Despite these factors, the markhor is still endangered.[133]
235
+
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+ The American bison is a large bovid which inhabited much of western North America prior to the 1800s, living on the prairies in large herds. However, the vast herds of bison attracted market hunters, who killed dozens of bison for their hides only, leaving the rest to rot. Thousands of these hunters quickly eliminated the bison herds, bringing the population from several million in the early 1800s to a few hundred by the 1880s. Conservation efforts have allowed the population to increase, but the bison remains near-threatened due to lack of habitat.[134]
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+
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+ The Journal of International Wildlife Law and Policy cites that the legalization of white rhinoceros hunting in South Africa motivated private landowners to reintroduce the species onto their lands. As a result, the country saw an increase in white rhinos from fewer than one hundred individuals to more than 11,000, even while a limited number were killed as trophies.[135]
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+ However, the illegal hunting of rhinoceros for their horns is highly damaging to the population and is currently growing globally,[136] with 1004 being killed in South Africa alone according to the most recent estimate.[137]
241
+
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+ According to Richard Conniff, Namibia is home to 1,750 of the roughly 5,000 black rhinos surviving in the wild because it allows trophy hunting of various species. Namibia's mountain zebra population has increased to 27,000 from 1,000 in 1982. Elephants, which "are gunned down elsewhere for their ivory", have gone to 20,000 from 15,000 in 1995. Lions, which were on the brink of extinction "from Senegal to Kenya", are increasing in Namibia.[138]
243
+
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+ In contrast, Botswana has recently been forced to ban trophy hunting following a precipitous wildlife decline.[139] The numbers of antelope plummeted across Botswana, with a resultant decline in predator numbers, while elephant numbers remained stable and hippopotamus numbers rose. According to the government of Botswana, trophy hunting is at least partly to blame for this, but many other factors, such as poaching, drought and habitat loss are also to blame.[140] Uganda recently did the same, arguing that "the share of benefits of sport hunting were lopsided and unlikely to deter poaching or improve [Uganda's] capacity to manage the wildlife reserves."[141]
245
+
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+ A study issued by the Wildlife Society concluded that hunting and trapping are cost effective tools that reduce wildlife damage by reducing a population below the capacity of the environment to carry it and changing the behaviors of animals to stop them from causing damage. The study furthermore states that the cessation of hunting could cause wildlife to be severely harmed, rural property values to fall, and the incentive of landowners to maintain natural habitats to diminish.[142]
247
+
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+ Although deforestation and forest degradation have long been considered the most significant threats to tropical biodiversity, across Southeast Asia (Northeast India, Indochina, Sundaland, Philippines) substantial areas of natural habitat have few wild animals (>1 kg), bar a few hunting‐tolerant species.[143][144][145]
249
+
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+ It has been argued by animal rights activists that killing animals for sport is unethical, cruel, and unnecessary.[16] They note the suffering and cruelty inflicted on animals hunted for sport: "Many animals endure prolonged, painful deaths when they are injured but not killed by hunters [...] Hunting disrupts migration and hibernation patterns and destroys families."[16] Animal rights activists also comment that hunting is not needed to maintain an ecological balance, and that "nature takes care of its own".[16] They say that hunting can be combated on public lands by "spread[ing] deer repellent or human hair (from barber shops) near hunting areas".[16] Animal rights activists also argue that hunting is speciesist:[17]
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+
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+ Whether hunters try to justify their killing by citing human deaths caused by wild animals, by making conservationist claims, by claiming that it’s acceptable to hunt as long as the animals' bodies are eaten, or simply because of the pleasure it brings them, the fact remains that hunting is morally unacceptable if we consider the interests of nonhuman animals. Hunted animals endure fear and pain, and then are deprived of their lives. Understanding the injustices of speciesism and the interests of nonhuman animals makes it clear that human pleasure cannot justify nonhuman animals' pain.[17]
253
+
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+ Hunting of deer and ibex, Minoan larnax, prepalatial period
255
+
256
+ Hunting in the papyrus thicket, mural from a tomb in Thebes, Egypt, before 1350 BC
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+
258
+ The Stag hunt mosaic, c. 300 BC, Pella, Greece
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+
260
+ Man hunting a boar, Roman mosaic, 4th century AD
261
+
262
+ Illustration from the falconry book De arte venandi cum avibus written by Emperor Frederick II, c. 1245
263
+
264
+ Giovanni di Francesco (?),La caccia, c. 1455, tempera on wood, detail
265
+
266
+ Paolo Uccello, Caccia notturna (The Hunt in the Forest), c. 1475
267
+
268
+ Vittore Carpaccio, Caccia in laguna (Hunt in the Lagoon), c. 1490
269
+
270
+ Piero di Cosimo, A Hunting Scene, 1508
271
+
272
+ Lucas Cranach the Elder, A Stag Hunt with the Elector Friedrich the Wise, 1529
273
+
274
+ Peter Paul Rubens, Hippopotamus and Crocodile Hunt, c. 1615
275
+
276
+ Peter Paul Rubens, Tiger and Lion Hunt, 1618
277
+
278
+ Peter Paul Rubens, A Forest at Dawn with a Deer Hunt, c. 1635
279
+
280
+ Charles André van Loo, Halte de chasse (Halt During the Hunt), 1737
281
+
282
+ Francisco Goya, The Quail Shoot, 1775
283
+
284
+ Gustave Courbet, Biche morte (Dead hind), 1857
285
+
286
+ Gustave Courbet, The Hunt Breakfast, 1858
287
+
288
+ Eugène Delacroix, Chasse au lion (Lion Hunt), 1858
289
+
290
+ Gustave Courbet, Après la chasse (After the Hunt), 1859
291
+
292
+ Edouard Manet, Portrait de M. Pertuiset, le chasseur de lions (Mister Pertuiset, The Lion Hunter), 1881
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1
+
2
+
3
+ Hunting is the practice of seeking, pursuing and capturing or killing wild animals.[10] Hunting wildlife or feral animals is most commonly done by humans for meat, recreation, to remove predators that can be dangerous to humans or domestic animals, to remove pests that destroy crops or kill livestock, or for trade. Many non-human species also hunt - see predation.
4
+
5
+ Regulations distinguish lawful hunting from poaching, which involves the illegal killing, trapping or capture of the hunted species. The species that are hunted are referred to as game or prey and are usually mammals and birds. Economists classify hunting as part of primary production - alongside forestry, agriculture and fishing.
6
+
7
+ Hunting by humans arose in Homo erectus or earlier, in the order of millions of years ago. Hunting has become deeply embedded in human culture.
8
+
9
+ Hunting can be a means of pest control. Hunting advocates state that hunting can be a necessary component[11] of modern wildlife management, for example, to help maintain a population of healthy animals within an environment's ecological carrying capacity when natural checks such as predators are absent or very rare.[12][13] However, excessive hunting has also heavily contributed to the endangerment, extirpation and extinction of many animals.[14][15]
10
+
11
+ The pursuit, capture and release, or capture for food of fish is called fishing, which is not commonly categorised as a form of hunting. It is also not considered hunting to pursue animals without intent to kill them, as in wildlife photography, birdwatching, or scientific-research activities which involve tranquilizing or tagging of animals or birds. The practice of foraging or gathering materials from plants and mushrooms is also considered[by whom?] separate from hunting.
12
+
13
+ Skillful tracking and acquisition of an elusive target has caused the word hunt to be used in the vernacular as a metaphor, as in treasure hunting, "bargain hunting", and even "hunting down" corruption and waste.
14
+
15
+ Some animal rights activists regard hunting as cruel, unnecessary, and unethical.[16][17]
16
+
17
+ The word hunt serves as both a noun ("to be on a hunt") and a verb. The noun has been dated to the early 12th century, "act of chasing game," from the verb hunt. Old English had huntung, huntoþ. The meaning of "a body of persons associated for the purpose of hunting with a pack of hounds" is first recorded in the 1570s. Meaning "the act of searching for someone or something" is from about 1600.
18
+
19
+ The verb, Old English huntian "to chase game" (transitive and intransitive), perhaps developed from hunta "hunter," is related to hentan "to seize," from Proto-Germanic huntojan (the source also of Gothic hinþan "to seize, capture," Old High German hunda "booty"), which is of uncertain origin. The general sense of "search diligently" (for anything) is first recorded c. 1200.[18]
20
+
21
+
22
+
23
+ Hunting has a long history. It pre-dates the emergence of Homo sapiens (anatomically modern humans) and may even predate genus Homo.
24
+
25
+ The oldest undisputed evidence for hunting dates to the Early Pleistocene, consistent with the emergence and early dispersal of Homo erectus, about 1.7 million years ago (Acheulean).[19]
26
+ While it is undisputed that Homo erectus were hunters, the importance of this for the emergence of Homo erectus from its australopithecine ancestors, including the production of stone tools and eventually the control of fire, is emphasised in the so-called "hunting hypothesis" and de-emphasised in scenarios that stress omnivory and social interaction.
27
+
28
+ There is no direct evidence for hunting predating Homo erectus, in either Homo habilis or in Australopithecus.
29
+ The early hominid ancestors of humans were probably frugivores or omnivores, with a partially carnivore diet from scavenging rather than hunting.
30
+ Evidence for australopithecine meat consumption was presented in the 1990s.[20]
31
+ It has nevertheless often been assumed that at least occasional hunting behavior may have been present well before the emergence of Homo.
32
+ This can be argued on the basis of comparison with chimpanzees, the closest extant relatives of humans, who also engage in hunting, indicating that the behavioral trait may have been present in the Chimpanzee–human last common ancestor as early as 5 million years ago. The common chimpanzee (Pan troglodytes) regularly engages in troop predation behaviour where bands of beta males are led by an alpha male. Bonobos (Pan paniscus) have also been observed to occasionally engage in group hunting,[21] although more rarely than Pan troglodytes, mainly subsisting on a frugivorous diet.[22]
33
+ Indirect evidence for Oldowan era hunting, by early Homo or late Australopithecus, has been presented in a 2009 study based on
34
+ an Oldowan site in southwestern Kenya.[23]
35
+
36
+ Louis Binford (1986) criticised the idea that early hominids and early humans were hunters. On the basis of the analysis of the skeletal remains of the consumed animals, he concluded that hominids and early humans were mostly scavengers, not hunters,[24]
37
+ Blumenschine (1986) proposed the idea of confrontational scavenging, which involves challenging and scaring off other predators after they have made a kill, which he suggests could have been the leading method of obtaining protein-rich meat by early humans.[25]
38
+
39
+ Stone spearheads dated as early as 500,000 years ago were found in South Africa.[26] Wood does not preserve well, however, and Craig Stanford, a primatologist and professor of anthropology at the University of Southern California, has suggested that the discovery of spear use by chimpanzees probably means that early humans used wooden spears as well, perhaps, five million years ago.[27]
40
+ The earliest dated find of surviving wooden hunting spears dates to the very end of the Lower Paleolithic, just before 300,000 years ago. The Schöningen spears, found in 1976 in Germany, are associated with Homo heidelbergensis.[28]
41
+
42
+ The hunting hypothesis sees the emergence of behavioral modernity in the Middle Paleolithic as directly related to hunting, including mating behaviour, the establishment of language, culture, and religion, mythology and animal sacrifice.
43
+
44
+ Evidence exists that hunting may have been one of the multiple environmental factors leading to the Holocene extinction of megafauna and their replacement by smaller herbivores.[29]
45
+ North American megafauna extinction was coincidental with the Younger Dryas impact event, possibly making hunting a less critical factor in prehistoric species loss than had been previously thought.[30]
46
+ However, in other locations such as Australia, humans are thought to have played a very significant role in the extinction of the Australian megafauna that was widespread prior to human occupation.[31][32]
47
+
48
+ Hunting was a crucial component of hunter-gatherer societies before the domestication of livestock and the dawn of agriculture, beginning about 11,000 years ago in some parts of the world. In addition to the spear, hunting weapons developed during the Upper Paleolithic include the atlatl (a spear-thrower; before 30,000 years ago) and the bow (18,000 years ago). By the Mesolithic, hunting strategies had diversified with the development of these more far-reaching weapons and the domestication of the dog about 15,000 years ago. Evidence puts the earliest known mammoth hunting in Asia with spears to approximately 16,200 years ago.[33]
49
+
50
+ Many species of animals have been hunted throughout history. It has been suggested that in North America and Eurasia, caribou and wild reindeer "may well be the species of single greatest importance in the entire anthropological literature on hunting"[34] (see also Reindeer Age), although the varying importance of different species depended on the geographic location.
51
+
52
+ Mesolithic hunter-gathering lifestyles remained prevalent in some parts of the Americas, Sub-Saharan Africa, and Siberia, as well as all of Australia, until the European Age of Discovery. They still persist in some tribal societies, albeit in rapid decline. Peoples that preserved Paleolithic hunting-gathering until the recent past include some indigenous peoples of the Amazonas (Aché), some Central and Southern African (San people), some peoples of New Guinea (Fayu), the Mlabri of Thailand and Laos, the Vedda people of Sri Lanka, and a handful of uncontacted peoples. In Africa, one of the last remaining hunter-gatherer tribes are the Hadza of Tanzania.[35]
53
+
54
+ Even as animal domestication became relatively widespread and after the development of agriculture, hunting was usually a significant contributor to the human food supply.
55
+ The supplementary meat and materials from hunting included protein, bone for implements, sinew for cordage, fur, feathers, rawhide and leather used in clothing.
56
+
57
+ Hunting is still vital in marginal climates, especially those unsuited for pastoral uses or agriculture.[36] For example, Inuit people in the Arctic trap and hunt animals for clothing and use the skins of sea mammals to make kayaks, clothing, and footwear.
58
+
59
+ On ancient reliefs, especially from Mesopotamia, kings are often depicted as hunters of big game such as lions and are often portrayed hunting from a war chariot. The cultural and psychological importance of hunting in ancient societies is represented by deities such as the horned god Cernunnos and lunar goddesses of classical antiquity, the Greek Artemis or Roman Diana. Taboos are often related to hunting, and mythological association of prey species with a divinity could be reflected in hunting restrictions such as a reserve surrounding a temple. Euripides' tale of Artemis and Actaeon, for example, may be seen as a caution against disrespect of prey or impudent boasting.
60
+
61
+ With the domestication of the dog, birds of prey, and the ferret, various forms of animal-aided hunting developed, including venery (scent hound hunting, such as fox hunting), coursing (sight hound hunting), falconry, and ferreting. While these are all associated with medieval hunting, over time, various dog breeds were selected for very precise tasks during the hunt, reflected in such names as pointer and setter.
62
+
63
+ Even as agriculture and animal husbandry became more prevalent, hunting often remained as a part of human culture where the environment and social conditions allowed. Hunter-gatherer societies persisted, even when increasingly confined to marginal areas. And within agricultural systems, hunting served to kill animals that prey upon domestic and wild animals or to attempt to extirpate animals seen by humans as competition for resources such as water or forage.
64
+
65
+ When hunting moved from a subsistence activity to a social one, two trends emerged:
66
+
67
+ The meaning of the word game in Middle English evolved to include an animal which is hunted. As game became more of a luxury than a necessity, the stylised pursuit of it also became a luxury. Dangerous hunting, such as for lions or wild boars, often done on horseback or from a chariot, had a function similar to tournaments and manly sports. Hunting ranked as an honourable, somewhat competitive pastime to help the aristocracy practice skills of war in times of peace.[37]
68
+
69
+ In most parts of medieval Europe, the upper class obtained the sole rights to hunt in certain areas of a feudal territory. Game in these areas was used as a source of food and furs, often provided via professional huntsmen, but it was also expected to provide a form of recreation for the aristocracy. The importance of this proprietary view of game can be seen in the Robin Hood legends, in which one of the primary charges against the outlaws is that they "hunt the King's deer". In contrast, settlers in Anglophone colonies gloried democratically in hunting for all.[38]
70
+
71
+ In Medieval Europe, hunting was considered by Johannes Scotus Eriugena to be part of the set of seven mechanical arts.[39]
72
+
73
+ Although various other animals have been used to aid the hunter, such as ferrets, the dog has assumed many very important uses to the hunter.
74
+ The domestication of the dog has led to a symbiotic relationship in which the dog's independence from humans is deferred. Though dogs can survive independently of humans, and in many cases do, as with feral dogs, where hunger is not a primary factor, the species tends to defer to human control in exchange for habitation, food and support.[40]
75
+
76
+ Dogs today are used to find, chase, retrieve, and sometimes to kill the game. Hunting dogs allow humans to pursue and kill prey that would otherwise be very difficult or dangerous to hunt. Different breeds of dogs are used for different types of hunting. Waterfowl are commonly hunted using retrieving dogs such as the Labrador Retriever, the Golden Retriever, the Chesapeake Bay Retriever, the Brittany Spaniel, and other similar breeds. Game birds are flushed out using flushing spaniels such as the English Springer Spaniel, the various Cocker Spaniels and similar breeds.
77
+
78
+ The hunting of wild mammals in England and Wales with dogs was banned under the Hunting Act 2004. The wild mammals include fox, hare, deer and mink. Hunting with dogs is permissible, however, where it has been carried out in accordance with one of the exceptions in the Act.[41]
79
+
80
+ Many prehistoric deities are depicted as predators or prey of humans, often in a zoomorphic form, perhaps alluding to the importance of hunting for most Palaeolithic cultures.
81
+
82
+ In many pagan religions, specific rituals are conducted before or after a hunt; the rituals done may vary according to the species hunted or the season the hunt is taking place.[citation needed] Often a hunting ground, or the hunt for one or more species, was reserved or prohibited in the context of a temple cult.[citation needed]
83
+
84
+ Hindu scriptures describe hunting as an acceptable occupation, as well as a sport of the kingly. Even figures considered divine are described to have engaged in hunting. One of the names of the god Shiva is Mrigavyadha, which translates as "the deer hunter" (mriga means deer; vyadha means hunter). The word Mriga, in many Indian languages including Malayalam, not only stands for deer, but for all animals and animal instincts (Mriga Thrishna). Shiva, as Mrigavyadha, is the one who destroys the animal instincts in human beings. In the epic Ramayana, Dasharatha, the father of Rama, is said to have the ability to hunt in the dark. During one of his hunting expeditions, he accidentally killed Shravana, mistaking him for game. During Rama's exile in the forest, Ravana kidnapped his wife, Sita, from their hut, while Rama was asked by Sita to capture a golden deer, and his brother Lakshman went after him. According to the Mahabharat, Pandu, the father of the Pandavas, accidentally killed the sage Kindama and his wife with an arrow, mistaking them for a deer. Krishna is said to have died after being accidentally wounded by an arrow of a hunter.
85
+
86
+ Jainism teaches followers to have tremendous respect for all of life. Prohibitions for hunting and meat eating are the fundamental conditions for being a Jain.
87
+
88
+ Buddhism's first precept is the respect for all sentient life. The general approach by all Buddhists is to avoid killing any living animals. Buddha explained the issue by saying "all fear death; comparing others with oneself, one should neither kill nor cause to kill."
89
+
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+ In Sikhism, only meat obtained from hunting, or slaughtered with the Jhatka is permitted. The Sikh gurus, especially Guru Hargobind and Guru Gobind Singh were ardent hunters. Many old Sikh Rehatnamas like Prem Sumarag, recommend hunting wild boar and deer. However, among modern Sikhs, the practise of hunting has died down; some even saying that all meat is forbidden.
91
+
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+ From early Christian times, hunting has been forbidden to Roman Catholic Church clerics. Thus the Corpus Juris Canonici (C. ii, X, De cleric. venat.) says, "We forbid to all servants of God hunting and expeditions through the woods with hounds; and we also forbid them to keep hawks or falcons." The Fourth Council of the Lateran, held under Pope Innocent III, decreed (canon xv): "We interdict hunting or hawking to all clerics." The decree of the Council of Trent is worded more mildly: "Let clerics abstain from illicit hunting and hawking" (Sess. XXIV, De reform., c. xii), which seems to imply that not all hunting is illicit, and canonists generally make a distinction declaring noisy (clamorosa) hunting unlawful, but not quiet (quieta) hunting.
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+
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+ Ferraris (s.v. "Clericus", art. 6) gives it as the general sense of canonists that hunting is allowed to clerics if it be indulged in rarely and for sufficient cause, as necessity, utility or "honest" recreation, and with that moderation which is becoming to the ecclesiastical state. Ziegler, however (De episc., l. IV, c. xix), thinks that the interpretation of the canonists is not in accordance with the letter or spirit of the laws of the church.
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+
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+ Nevertheless, although a distinction between lawful and unlawful hunting is undoubtedly permissible, it is certain that a bishop can absolutely prohibit all hunting to the clerics of his diocese, as was done by synods at Milan, Avignon, Liège, Cologne, and elsewhere. Benedict XIV (De synodo diœces., l. II, c. x) declared that such synodal decrees are not too severe, as an absolute prohibition of hunting is more conformable to the ecclesiastical law. In practice, therefore, the synodal statutes of various localities must be consulted to discover whether they allow quiet hunting or prohibit it altogether.
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+
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+ It is important to note that most Christians do not observe kosher dietary laws hence most Christians have no religious restrictions on eating the animals hunted. This is in accord with what is found in the Acts of the Apostles 15:28–29, and 1 Timothy 4:4.
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+
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+ In Jewish law hunting is not forbidden although there is an aversion to it. The great 18th-century authority Rabbi Yechezkel Landau after a study concluded although "hunting would not be considered cruelty to animals insofar as the animal is generally killed quickly and not tortured... There is an unseemly element in it, namely cruelty." The other issue is that hunting can be dangerous and Judaism places an extreme emphasis on the value of human life.[42][43]
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+ Islamic Sharia Law permits hunting of lawful animals and birds if they cannot be easily caught and slaughtered.[44]
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+ New Zealand has a strong hunting culture.[45] When humans arrived, the only mammals present on the islands making up New Zealand were bats, although seals and other marine mammals were present along the coasts. However, when humans arrived they brought other species with them. Polynesian voyagers introduced kuri (dogs), kiore (Polynesian rats), as well as a range of plant species. European explorers further added to New Zealand's biota, particularly pigs which were introduced by either Captain Cook or the French explorer De Surville in the 1700s.[46][47] During the nineteenth century, as European colonisation took place, acclimatisation societies were established. The societies introduced a large number of species with no use other than as prey for hunting.[48] Species that adapted well to the New Zealand terrain include deer, pigs, goats, hare, tahr and chamois. With wilderness areas, suitable forage, and no natural predators, their populations exploded. Government agencies view the animals as pests due to their effects on the natural environment and on agricultural production, but hunters view them as a resource.
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+
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+ During the feudal and colonial times in British India, hunting was regarded as a regal sport in the numerous princely states, as many maharajas and nawabs, as well as British officers, maintained a whole corps of shikaris (big-game hunters), who were native professional hunters. They would be headed by a master of the hunt, who might be styled mir-shikar. Often, they recruited the normally low-ranking local tribes because of their traditional knowledge of the environment and hunting techniques. Big game, such as Bengal tigers, might be hunted from the back of an elephant.
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+
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+ Regional social norms are generally antagonistic to hunting, while a few sects, such as the Bishnoi, lay special emphasis on the conservation of particular species, such as the antelope. India's Wildlife Protection Act of 1972 bans the killing of all wild animals. However, the Chief Wildlife Warden may, if satisfied that any wild animal from a specified list has become dangerous to human life, or is so disabled or diseased as to be beyond recovery, permit any person to hunt such an animal. In this case, the body of any wild animal killed or wounded becomes government property.[49]
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+
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+ A safari, from a Swahili word meaning "a long journey", especially in Africa, is defined as an overland journey. Safari as a distinctive way of hunting was popularized by the US author Ernest Hemingway and President Theodore Roosevelt.[50] A safari may consist of a several-days – or even weeks-long journey, with camping in the bush or jungle, while pursuing big game. Nowadays, it is often used to describe tours through African national parks to watch or hunt wildlife.
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+
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+ Hunters are usually tourists, accompanied by licensed and highly regulated professional hunters, local guides, skinners, and porters in more difficult terrains. A special safari type is the solo-safari, where all the license acquiring, stalking, preparation, and outfitting is done by the hunter himself.
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+
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+ Unarmed fox hunting on horseback with hounds is the type of hunting most closely associated with the United Kingdom; in fact, "hunting" without qualification implies fox hunting. What in other countries is called "hunting" is called "shooting" (birds) or "stalking" (deer) in Britain. Originally a form of vermin control to protect livestock, fox hunting became a popular social activity for newly wealthy upper classes in Victorian times and a traditional rural activity for riders and foot followers alike. Similar to fox hunting in many ways is the chasing of hares with hounds. Pairs of Sight hounds (or long-dogs), such as greyhounds, may be used to pursue a hare in coursing, where the greyhounds are marked as to their skill in coursing the hare (but are not intended to actually catch it), or the hare may be pursued with scent hounds such as beagles or harriers. Other sorts of foxhounds may also be used for hunting stags (deer) or mink. Deer stalking with rifles is carried out on foot without hounds, using stealth.
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+
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+ These forms of hunting have been controversial in the UK. Animal welfare supporters believe that hunting causes unnecessary suffering to foxes, horses, and hounds. Proponents argue that it is culturally and perhaps economically important. Using dogs to chase wild mammals was made illegal in February 2005 by the Hunting Act 2004; there were a number of exemptions (under which the activity may not be illegal) in the act for hunting with hounds, but no exemptions at all for hare-coursing.
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+
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+ Game birds, especially pheasants, are shot with shotguns for sport in the UK; the British Association for Shooting and Conservation says that over a million people per year participate in shooting, including game shooting, clay pigeon shooting, and target shooting.[52]
119
+ Shooting as practised in Britain, as opposed to traditional hunting, requires little questing for game—around thirty-five million birds are released onto shooting estates every year, some having been factory farmed. Shoots can be elaborate affairs with guns placed in assigned positions and assistants to help load shotguns. When in position, "beaters" move through the areas of cover, swinging sticks or flags to drive the game out. Such events are often called "drives". The open season for grouse in the UK begins on 12 August, the so-called Glorious Twelfth. The definition of game in the United Kingdom is governed by the Game Act 1831.
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+ A similar tradition exists in Spain.
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+
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+ North American hunting pre-dates the United States by thousands of years and was an important part of many pre-Columbian Native American cultures. Native Americans retain some hunting rights and are exempt from some laws as part of Indian treaties and otherwise under federal law—examples include eagle feather laws and exemptions in the Marine Mammal Protection Act. This is considered particularly important in Alaskan native communities.
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+
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+ Hunting is primarily regulated by state law; additional regulations are imposed through United States environmental law in the case of migratory birds and endangered species. Regulations vary widely from state to state and govern the areas, time periods, techniques and methods by which specific game animals may be hunted. Some states make a distinction between protected species and unprotected species (often vermin or varmints for which there are no hunting regulations). Hunters of protected species require a hunting license in all states, for which completion of a hunting safety course is sometimes a prerequisite.
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+
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+ Typically, game animals are divided into several categories for regulatory purposes. Typical categories, along with example species, are as follows:
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+
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+ Hunting big game typically requires a "tag" for each animal harvested. Tags must be purchased in addition to the hunting license, and the number of tags issued to an individual is typically limited. In cases where there are more prospective hunters than the quota for that species, tags are usually assigned by lottery. Tags may be further restricted to a specific area, or wildlife management unit. Hunting migratory waterfowl requires a duck stamp from the Fish and Wildlife Service in addition to the appropriate state hunting license.
130
+
131
+ Harvest of animals other than big game is typically restricted by a bag limit and a possession limit. A bag limit is the maximum number of a specific animal species that an individual can harvest in a single day. A possession limit is the maximum number of a specific animal species that can be in an individual's possession at any time.
132
+
133
+ Gun usage in hunting is typically regulated by game category, area within the state, and time period. Regulations for big-game hunting often specify a minimum caliber or muzzle energy for firearms. The use of rifles is often banned for safety reasons in areas with high population densities or limited topographic relief. Regulations may also limit or ban the use of lead in ammunition because of environmental concerns. Specific seasons for bow hunting or muzzle-loading black-powder guns are often established to limit competition with hunters using more effective weapons.
134
+
135
+ Hunting in the United States is not associated with any particular class or culture; a 2006 poll showed seventy-eight percent of Americans supported legal hunting,[53] although relatively few Americans actually hunt. At the beginning of the 21st century, just six percent of Americans hunted. Southerners in states along the eastern seaboard hunted at a rate of five percent, slightly below the national average, and while hunting was more common in other parts of the South at nine percent, these rates did not surpass those of the Plains states, where twelve percent of Midwesterners hunted. Hunting in other areas of the country fell below the national average.[54] Overall, in the 1996–2006 period, the number of hunters over the age of sixteen declined by ten percent, a drop attributable to a number of factors including habitat loss and changes in recreation habits.[55]
136
+
137
+ Regulation of hunting within the United States dates from the 19th century. Some modern hunters see themselves as conservationists and sportsmen in the mode of Theodore Roosevelt and the Boone and Crockett Club. Local hunting clubs and national organizations provide hunter education and help protect the future of the sport by buying land for future hunting use. Some groups represent a specific hunting interest, such as Ducks Unlimited, Pheasants Forever, or the Delta Waterfowl Foundation. Many hunting groups also participate in lobbying the federal government and state government.
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+
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+ Each year, nearly $200 million in hunters' federal excise taxes are distributed to state agencies to support wildlife management programs, the purchase of lands open to hunters, and hunter education and safety classes. Since 1934, the sale of Federal Duck Stamps, a required purchase for migratory waterfowl hunters over sixteen years old, has raised over $700 million to help purchase more than 5,200,000 acres (8,100 sq mi; 21,000 km2) of habitat for the National Wildlife Refuge System lands that support waterfowl and many other wildlife species and are often open to hunting. States also collect money from hunting licenses to assist with management of game animals, as designated by law. A key task of federal and state park rangers and game wardens is to enforce laws and regulations related to hunting, including species protection, hunting seasons, and hunting bans.
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+
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+ Varmint hunting is an American phrase for the selective killing of non-game animals seen as pests. While not always an efficient form of pest control, varmint hunting achieves selective control of pests while providing recreation and is much less regulated. Varmint species are often responsible for detrimental effects on crops, livestock, landscaping, infrastructure, and pets. Some animals, such as wild rabbits or squirrels, may be utilised for fur or meat, but often no use is made of the carcass. Which species are varmints depends on the circumstance and area. Common varmints may include various rodents, coyotes, crows, foxes, feral cats, and feral hogs. Some animals once considered varmints are now protected, such as wolves. In the US state of Louisiana, a non-native rodent, the coypu, has become so destructive to the local ecosystem that the state has initiated a bounty program to help control the population.
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+
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+ The principles of the fair chase[56] have been a part of the American hunting tradition for over one hundred years. The role of the hunter-conservationist, popularised by Theodore Roosevelt, and perpetuated by Roosevelt's formation of the Boone and Crockett Club, has been central to the development of the modern fair chase tradition. Beyond Fair Chase: The Ethic and Tradition of Hunting, a book by Jim Posewitz, describes fair chase:
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+ "Fundamental to ethical hunting is the idea of fair chase. This concept addresses the balance between the hunter and the hunted. It is a balance that allows hunters to occasionally succeed while animals generally avoid being taken."[57]
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+
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+ When Internet hunting was introduced in 2005, allowing people to hunt over the Internet using remotely controlled guns, the practice was widely criticised by hunters as violating the principles of fair chase. As a representative of the National Rifle Association (NRA) explained, "The NRA has always maintained that fair chase, being in the field with your firearm or bow, is an important element of hunting tradition. Sitting at your desk in front of your computer, clicking at a mouse, has nothing to do with hunting."[58]
148
+
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+ One hunting club declares that a fair chase shall not involve the taking of animals under the following conditions:
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+
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+ Indian blackbuck, nilgai, axis deer, fallow deer, zebras, barasingha and many other exotics can now be found on hunting ranches in Texas, where they were introduced for sport hunting. These hunters can be found paying in excess of $10,000 dollars to take trophy animals on these controlled ranches.
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+
153
+ The Russian imperial hunts evolved from hunting traditions of early Russian rulers—Grand Princes and Tsars—under the influence of hunting customs of European royal courts. The imperial hunts were organised mainly in Peterhof, Tsarskoye Selo, and Gatchina.
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+
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+ Hunting in Australia has evolved around the hunting and eradication of various animals considered to be pests. All native animals are protected by law, and can only be killed under a special permit. Hunted introduced species include deer, pigs, goats, foxes, and rabbits.
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+
157
+ The numbers of licensed hunters in Japan, including those using snares and guns, is generally decreasing, while their average age is increasing. As of 2010[update], there were approximately 190,000 registered hunters, approximately 65% of whom were sixty years old or older.[60]
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+
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+ There is a very active tradition of hunting of small to medium-sized wild game in Trinidad and Tobago. Hunting is carried out with firearms, and aided by the use of hounds, with the illegal use of trap guns and snare nets. With approximately 12,000 sport hunters applying for hunting permits in recent years (in a very small country of about the size of the state of Delaware at about 5128 square kilometers and 1.3 million inhabitants), there is some concern that the practice might not be sustainable. In addition there are at present no bag limits and the open season is comparatively very long (5 months – October to February inclusive). As such hunting pressure from legal hunters is very high. Added to that, there is a thriving and very lucrative black market for poached wild game (sold and enthusiastically purchased as expensive luxury delicacies) and the numbers of commercial poachers in operation is unknown but presumed to be fairly high. As a result, the populations of the five major mammalian game species (red-rumped agouti, lowland paca, nine-banded armadillo, collared peccary, and red brocket deer) are thought to be quite low (although scientifically conducted population studies are only just recently being conducted as of 2013[update]). It appears that the red brocket deer population has been extirpated on Tobago as a result of over-hunting. Various herons, ducks, doves, the green iguana, the gold tegu, the spectacled caiman and the common opossum are also commonly hunted and poached. There is also some poaching of 'fully protected species', including red howler monkeys and capuchin monkeys, southern tamanduas, Brazilian porcupines, yellow-footed tortoises, Trinidad piping guans and even one of the national birds, the scarlet ibis. Legal hunters pay very small fees to obtain hunting licences and undergo no official basic conservation biology or hunting-ethics training. There is presumed to be relatively very little subsistence hunting in the country (with most hunting for either sport or commercial profit). The local wildlife management authority is under-staffed and under-funded, and as such very little in the way of enforcement is done to uphold existing wildlife management laws, with hunting occurring both in and out of season, and even in wildlife sanctuaries. There is some indication that the government is beginning to take the issue of wildlife management more seriously, with well drafted legislation being brought before Parliament in 2015. It remains to be seen if the drafted legislation will be fully adopted and financially supported by the current and future governments, and if the general populace will move towards a greater awareness of the importance of wildlife conservation and change the culture of wanton consumption to one of sustainable management.
160
+
161
+ Hunting is claimed to give resource managers an important tool[61][62] in managing populations that might exceed the carrying capacity of their habitat and threaten the well-being of other species, or, in some instances, damage human health or safety.[citation needed][63]
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+
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+ In some cases, hunting actually can increase the population of predators such as coyotes by removing territorial bounds that would otherwise be established, resulting in excess neighbouring migrations into an area, thus artificially increasing the population.[64] Hunting advocates[who?] assert that hunting reduces intraspecific competition for food and shelter, reducing mortality among the remaining animals. Some environmentalists assert[who?] that (re)introducing predators would achieve the same end with greater efficiency and less negative effect, such as introducing significant amounts of free lead into the environment and food chain.
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+
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+ In the United States, wildlife managers are frequently part of hunting regulatory and licensing bodies, where they help to set rules on the number, manner and conditions in which game may be hunted.
166
+
167
+ Management agencies sometimes rely on hunting to control specific animal populations, as has been the case with deer in North America. These hunts may sometimes be carried out by professional shooters, although others may include amateur hunters. Many US city and local governments hire professional and amateur hunters each year to reduce populations of animals such as deer that are becoming hazardous in a restricted area, such as neighbourhood parks and metropolitan open spaces.
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+
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+ A large part of managing populations involves managing the number and, sometimes, the size or age of animals harvested so as to ensure the sustainability of the population. Tools that are frequently used to control harvest are bag limits and season closures, although gear restrictions such as archery-only seasons are becoming increasingly popular in an effort to reduce hunter success rates in countries that rely on bag limits per hunter instead of per area.[citation needed]
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+
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+ Illegal hunting and harvesting of wild species contrary to local and international conservation and wildlife management laws is called poaching. Game preservation is one of the tactics used to prevent poaching. Violations of hunting laws and regulations involving poaching are normally punishable by law.[65] Punishment can include confiscation of equipment, fines or a prison sentence.
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+
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+ The right to hunt − sometimes in combination with the right to fish − is protected implicitly, as a consequence of the right of ownership,[66] or explicitly, as a right on its own,[67][68] in a number of jurisdictions. For instance, as of 2019, a total of 22 U.S. states explicitly recognize a subjective right to hunt in their constitutions.[68][69]
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+
175
+ Bag limits are provisions under the law that control how many animals of a given species or group of species can be killed, although there are often species for which bag limits do not apply. There are also jurisdictions where bag limits are not applied at all or are not applied under certain circumstances. The phrase bag limits comes from the custom among hunters of small game to carry successful kills in a small basket, similar to a fishing creel.
176
+
177
+ Where bag limits are used, there can be daily or seasonal bag limits; for example, ducks can often be harvested at a rate of six per hunter per day.[70] Big game, like moose, most often have a seasonal bag limit of one animal per hunter.[citation needed] Bag limits may also regulate the size, sex, or age of animal that a hunter can kill. In many cases, bag limits are designed to allocate harvest among the hunting population more equitably rather than to protect animal populations, as protecting the population would necessitate regional density-dependent maximum bags.
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+
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+ A closed season is a time during which hunting an animal of a given species is contrary to law. Typically, closed seasons are designed to protect a species when they are most vulnerable or to protect them during their breeding season.[71] By extension, the period that is not the closed season is known as the open season.
180
+
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+ Historical, subsistence, and sport hunting techniques can differ radically, with modern hunting regulations often addressing issues of where, when, and how hunts are conducted. Techniques may vary depending on government regulations, a hunter's personal ethics, local custom, hunting equipment, and the animal being hunted. Often a hunter will use a combination of more than one technique. Laws may forbid sport hunters from using some methods used primarily in poaching and wildlife management.
182
+
183
+ (millions)
184
+
185
+ the total population (%)
186
+
187
+ hunters/inhabitants
188
+
189
+
190
+
191
+ Trophy hunting is the selective seeking of wild game. It may also include the controversial hunting of captive or semi-captive animals expressly bred and raised under controlled or semi-controlled conditions so as to attain trophy characteristics; this is sometimes known as canned hunts.[82]
192
+
193
+ In the 19th century, southern and central European sport hunters often pursued game only for a trophy, usually the head or pelt of an animal, which was then displayed as a sign of prowess. The rest of the animal was typically discarded. Some cultures, however, disapprove of such waste. In Nordic countries, hunting for trophies was—and still is—frowned upon. Hunting in North America in the 19th century was done primarily as a way to supplement food supplies, although it is now undertaken mainly for sport.[citation needed] The safari method of hunting was a development of sport hunting that saw elaborate travel in Africa, India and other places in pursuit of trophies. In modern times, trophy hunting persists and is a significant industry in some areas.[citation needed]
194
+
195
+ According to the U.S. Fish and Wildlife Service, hunting "provides an economic incentive" for ranchers to continue to breed those species, and that hunting "reduces the threat of the species' extinction."[83][84]
196
+
197
+ A scientific study in the journal, Biological Conservation, states that trophy hunting is of "major importance to conservation in Africa by creating economic incentives for conservation over vast areas, including areas which may be unsuitable for alternative wildlife-based land uses such as photographic ecotourism."[85] However, another study states that less than 3% of a trophy hunters' expenditures reach the local level, meaning that the economic incentive and benefit is "minimal, particularly when we consider the vast areas of land that hunting concessions occupy."[86]
198
+
199
+ Financial incentives from trophy hunting effectively more than double the land area that is used for wildlife conservation, relative to what would be conserved relying on national parks alone according to Biological Conservation,[85] although local communities usually derive no more than 18 cents per hectare from trophy hunting.[86]
200
+
201
+ Trophy hunting has been considered essential for providing economic incentives to conserve large carnivores according to research studies in Conservation Biology,[87] Journal of Sustainable Tourism,[88] Wildlife Conservation by Sustainable Use,[89] and Animal Conservation.[87][90] Studies by the Centre for Responsible Tourism[91] and the IUCN state that ecotourism, which includes more than hunting, is a superior economic incentive, generating twice the revenue per acre and 39 times more permanent employment.[92] At the crosssection of trophy hunting, ecotourism and conservation is green hunting, a trophy hunting alternative where hunters pay to dart animals that need to be tranquilized for conservation projects.[93]
202
+
203
+ The U.S. House Committee on Natural Resources in 2016 concluded that trophy hunting may be contributing to the extinction of certain animals.[94] Conservationist groups such as IFAW assert that trophy hunting is a key factor in the "silent extinction" of giraffes.[95]
204
+
205
+ According to a national survey that the U.S. Fish and Wildlife Service conducts every five years, fewer people are hunting, even as population rises. National Public Radio reported, a graph shows 2016 statistics, that only about 5 percent of Americans, 16 years old and older, actually hunt, which is half of what it was 50 years ago. The decline in popularity of hunting is expected to accelerate over the next decade, which threatens how US will pay for conservation.
206
+ [96]
207
+
208
+ Trophy hunting is most often criticised when it involves rare or endangered animals.[97] Opponents may also see trophy hunting as an issue of morality[98] or animal cruelty, criticising the killing of living creatures for recreation. Victorian era dramatist W. S. Gilbert remarked, "Deer-stalking would be a very fine sport if only the deer had guns."[99]
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+
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+ There is also debate about the extent to which trophy hunting benefits the local economy. Hunters argue that fees paid contribute to the local economy and provide value to animals that would otherwise be seen as competition for grazing, livestock, and crops.[100] This analysis is disputed by many conservationist organizations and other opponents of trophy hunting.[101][102] It is argued that the animals are worth more to the community for ecotourism than hunting.[103][104]
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+
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+ A variety of industries benefit from hunting and support hunting on economic grounds. In Tanzania, it is estimated that a safari hunter spends fifty to one hundred times that of the average ecotourist. While the average photo tourist may seek luxury accommodation, the average safari hunter generally stays in tented camps. Safari hunters are also more likely to use remote areas, uninviting to the typical ecotourist. Advocates argue that these hunters allow for anti-poaching activities and revenue for local communities.[citation needed]
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+
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+ In the United Kingdom, the game hunting of birds as an industry is said to be extremely important to the rural economy. The Cobham Report of 1997 suggested it to be worth around £700 million, and hunting and shooting lobby groups claimed it to be worth over a billion pounds less than ten years later.[citation needed]
215
+
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+ Hunting also has a significant financial impact in the United States, with many companies specialising in hunting equipment or speciality tourism. Many different technologies have been created to assist hunters, even including iPhone applications. Today's hunters come from a broad range of economic, social, and cultural backgrounds. In 2001, over thirteen million hunters averaged eighteen days hunting, and spent over $20.5 billion on their sport.[105] In the US, proceeds from hunting licenses contribute to state game management programs, including preservation of wildlife habitat.
217
+
218
+ Hunting contributes to a portion of caloric intake of people and may have positive impacts on greenhouse gas emissions by avoidance of utilization of meat raised under industrial methods. [106]
219
+
220
+ Lead bullets that miss their target or remain in an unretrieved carcass could become a toxicant in the environment but lead in ammunition because of its metallic form has a lower solubility and higher resistance to corrosion than other forms of lead making it hardly available to biological systems.[107] Waterfowl or other birds may ingest the lead and poison themselves with the neurotoxicant, but studies have demonstrated that effects of lead in ammunition are negligible on animal population size and growth.[108][109] Since 1991, US federal law forbids lead shot in waterfowl hunts, and 30 states have some type of restriction.[110]
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+
222
+ In December 2014, a federal appeals court denied a lawsuit by environmental groups that the EPA must use the Toxic Substances Control Act to regulate lead in shells and cartridges. The groups sought EPA to regulate "spent lead", yet the court found EPA could not regulate spent lead without also regulating cartridges and shells.[111]
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+
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+ Hunters have been driving forces throughout history in the movement to ensure the preservation of wildlife habitats and wildlife for further hunting.[112] However, excessive hunting and poachers have also contributed heavily to the endangerment, extirpation and extinction of many animals, such as the quagga, the great auk, Steller's sea cow, the thylacine, the bluebuck, the Arabian oryx, the Caspian and Javan tigers, the markhor, the Sumatran rhinoceros, the bison, the North American cougar, the Altai argali sheep, the Asian elephant and many more, primarily for commercial sale or sport. All these animals have been hunted to endangerment or extinction.[124] Poaching currently threatens bird and mammalian populations around the world.[125][126][127]
225
+
226
+ In 1937, American hunters successfully lobbied the US Congress to pass the Pittman-Robertson Wildlife Restoration Act, which placed an eleven percent tax on all hunting equipment. This self-imposed tax now generates over $700 million each year and is used exclusively to establish, restore and protect wildlife habitats.[128] The act is named for Nevada Senator Key Pittman and Virginia Congressman Absalom Willis Robertson.
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+
228
+ On 16 March 1934, President Franklin D. Roosevelt signed the Migratory Bird Hunting Stamp Act, which requires an annual stamp purchase by all hunters over the age of sixteen. The stamps are created on behalf of the program by the US Postal Service and depict wildlife artwork chosen through an annual contest. They play an important role in habitat conservation because ninety-eight percent of all funds generated by their sale go directly toward the purchase or lease of wetland habitat for protection in the National Wildlife Refuge System.[129] In addition to waterfowl, it is estimated that one third of the nation's endangered species seek food and shelter in areas protected using Duck Stamp funds.[citation needed]
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+
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+ Since 1934, the sale of Federal Duck Stamps has generated $670 million, and helped to purchase or lease 5,200,000 acres (8,100 sq mi; 21,000 km2) of habitat. The stamps serve as a license to hunt migratory birds, an entrance pass for all National Wildlife Refuge areas, and are also considered collectors items often purchased for aesthetic reasons outside of the hunting and birding communities. Although non-hunters buy a significant number of Duck Stamps, eighty-seven percent of their sales are contributed by hunters, which is logical, as hunters are required to purchase them. Distribution of funds is managed by the Migratory Bird Conservation Commission (MBCC).[130]
231
+
232
+ The Arabian oryx, a species of large antelope, once inhabited much of the desert areas of the Middle East.[118] However, the species' striking appearance made it (along with the closely related scimitar-horned oryx and addax) a popular quarry for sport hunters, especially foreign executives of oil companies working in the region.[citation needed] The use of automobiles and high-powered rifles destroyed their only advantage: speed, and they became extinct in the wild exclusively due to sport hunting in 1972. The scimitar-horned oryx followed suit, while the addax became critically endangered.[131] However, the Arabian oryx has now made a comeback and been upgraded from "extinct in the wild" to "vulnerable" due to conservation efforts like captive breeding[132]
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+
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+ The markhor is an endangered species of wild goat which inhabits the mountains of Central Asia and Pakistan. The colonization of these regions by Britain gave British sport hunters access to the species, and they were hunted heavily, almost to the point of extinction. Only their willingness to breed in captivity and the inhospitability of their mountainous habitat prevented this. Despite these factors, the markhor is still endangered.[133]
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+
236
+ The American bison is a large bovid which inhabited much of western North America prior to the 1800s, living on the prairies in large herds. However, the vast herds of bison attracted market hunters, who killed dozens of bison for their hides only, leaving the rest to rot. Thousands of these hunters quickly eliminated the bison herds, bringing the population from several million in the early 1800s to a few hundred by the 1880s. Conservation efforts have allowed the population to increase, but the bison remains near-threatened due to lack of habitat.[134]
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+ The Journal of International Wildlife Law and Policy cites that the legalization of white rhinoceros hunting in South Africa motivated private landowners to reintroduce the species onto their lands. As a result, the country saw an increase in white rhinos from fewer than one hundred individuals to more than 11,000, even while a limited number were killed as trophies.[135]
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+ However, the illegal hunting of rhinoceros for their horns is highly damaging to the population and is currently growing globally,[136] with 1004 being killed in South Africa alone according to the most recent estimate.[137]
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+ According to Richard Conniff, Namibia is home to 1,750 of the roughly 5,000 black rhinos surviving in the wild because it allows trophy hunting of various species. Namibia's mountain zebra population has increased to 27,000 from 1,000 in 1982. Elephants, which "are gunned down elsewhere for their ivory", have gone to 20,000 from 15,000 in 1995. Lions, which were on the brink of extinction "from Senegal to Kenya", are increasing in Namibia.[138]
243
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+ In contrast, Botswana has recently been forced to ban trophy hunting following a precipitous wildlife decline.[139] The numbers of antelope plummeted across Botswana, with a resultant decline in predator numbers, while elephant numbers remained stable and hippopotamus numbers rose. According to the government of Botswana, trophy hunting is at least partly to blame for this, but many other factors, such as poaching, drought and habitat loss are also to blame.[140] Uganda recently did the same, arguing that "the share of benefits of sport hunting were lopsided and unlikely to deter poaching or improve [Uganda's] capacity to manage the wildlife reserves."[141]
245
+
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+ A study issued by the Wildlife Society concluded that hunting and trapping are cost effective tools that reduce wildlife damage by reducing a population below the capacity of the environment to carry it and changing the behaviors of animals to stop them from causing damage. The study furthermore states that the cessation of hunting could cause wildlife to be severely harmed, rural property values to fall, and the incentive of landowners to maintain natural habitats to diminish.[142]
247
+
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+ Although deforestation and forest degradation have long been considered the most significant threats to tropical biodiversity, across Southeast Asia (Northeast India, Indochina, Sundaland, Philippines) substantial areas of natural habitat have few wild animals (>1 kg), bar a few hunting‐tolerant species.[143][144][145]
249
+
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+ It has been argued by animal rights activists that killing animals for sport is unethical, cruel, and unnecessary.[16] They note the suffering and cruelty inflicted on animals hunted for sport: "Many animals endure prolonged, painful deaths when they are injured but not killed by hunters [...] Hunting disrupts migration and hibernation patterns and destroys families."[16] Animal rights activists also comment that hunting is not needed to maintain an ecological balance, and that "nature takes care of its own".[16] They say that hunting can be combated on public lands by "spread[ing] deer repellent or human hair (from barber shops) near hunting areas".[16] Animal rights activists also argue that hunting is speciesist:[17]
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+ Whether hunters try to justify their killing by citing human deaths caused by wild animals, by making conservationist claims, by claiming that it’s acceptable to hunt as long as the animals' bodies are eaten, or simply because of the pleasure it brings them, the fact remains that hunting is morally unacceptable if we consider the interests of nonhuman animals. Hunted animals endure fear and pain, and then are deprived of their lives. Understanding the injustices of speciesism and the interests of nonhuman animals makes it clear that human pleasure cannot justify nonhuman animals' pain.[17]
253
+
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+ Hunting of deer and ibex, Minoan larnax, prepalatial period
255
+
256
+ Hunting in the papyrus thicket, mural from a tomb in Thebes, Egypt, before 1350 BC
257
+
258
+ The Stag hunt mosaic, c. 300 BC, Pella, Greece
259
+
260
+ Man hunting a boar, Roman mosaic, 4th century AD
261
+
262
+ Illustration from the falconry book De arte venandi cum avibus written by Emperor Frederick II, c. 1245
263
+
264
+ Giovanni di Francesco (?),La caccia, c. 1455, tempera on wood, detail
265
+
266
+ Paolo Uccello, Caccia notturna (The Hunt in the Forest), c. 1475
267
+
268
+ Vittore Carpaccio, Caccia in laguna (Hunt in the Lagoon), c. 1490
269
+
270
+ Piero di Cosimo, A Hunting Scene, 1508
271
+
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+ Lucas Cranach the Elder, A Stag Hunt with the Elector Friedrich the Wise, 1529
273
+
274
+ Peter Paul Rubens, Hippopotamus and Crocodile Hunt, c. 1615
275
+
276
+ Peter Paul Rubens, Tiger and Lion Hunt, 1618
277
+
278
+ Peter Paul Rubens, A Forest at Dawn with a Deer Hunt, c. 1635
279
+
280
+ Charles André van Loo, Halte de chasse (Halt During the Hunt), 1737
281
+
282
+ Francisco Goya, The Quail Shoot, 1775
283
+
284
+ Gustave Courbet, Biche morte (Dead hind), 1857
285
+
286
+ Gustave Courbet, The Hunt Breakfast, 1858
287
+
288
+ Eugène Delacroix, Chasse au lion (Lion Hunt), 1858
289
+
290
+ Gustave Courbet, Après la chasse (After the Hunt), 1859
291
+
292
+ Edouard Manet, Portrait de M. Pertuiset, le chasseur de lions (Mister Pertuiset, The Lion Hunter), 1881
en/1005.html.txt ADDED
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1
+
2
+
3
+
4
+
5
+ The cat (Felis catus) is a domestic species of small carnivorous mammal.[1][2] It is the only domesticated species in the family Felidae and is often referred to as the domestic cat to distinguish it from the wild members of the family.[4] A cat can either be a house cat, a farm cat or a feral cat; the latter ranges freely and avoids human contact.[5] Domestic cats are valued by humans for companionship and their ability to hunt rodents. About 60 cat breeds are recognized by various cat registries.[6]
6
+
7
+ The cat is similar in anatomy to the other felid species: it has a strong flexible body, quick reflexes, sharp teeth and retractable claws adapted to killing small prey. Its night vision and sense of smell are well developed. Cat communication includes vocalizations like meowing, purring, trilling, hissing, growling and grunting as well as cat-specific body language. It is a solitary hunter but a social species. It can hear sounds too faint or too high in frequency for human ears, such as those made by mice and other small mammals. It is a predator that is most active at dawn and dusk.[7] It secretes and perceives pheromones.[8]
8
+
9
+ Female domestic cats can have kittens from spring to late autumn, with litter sizes often ranging from two to five kittens.[9] Domestic cats are bred and shown at events as registered pedigreed cats, a hobby known as cat fancy. Failure to control breeding of pet cats by spaying and neutering, as well as abandonment of pets, resulted in large numbers of feral cats worldwide, contributing to the extinction of entire bird, mammal, and reptile species, and evoking population control.[10]
10
+
11
+ Cats were first domesticated in the Near East around 7500 BC.[11] It was long thought that cat domestication was initiated in Ancient Egypt, as since around 3100 BC veneration was given to cats in ancient Egypt.[12][13]
12
+
13
+ As of 2017[update], the domestic cat was the second-most popular pet in the United States by number of pets owned, after freshwater fish,[14] with 95 million cats owned.[15][16] In the United Kingdom, around 7.3 million cats lived in more than 4.8 million households as of 2019[update].[17]
14
+
15
+ The origin of the English word 'cat', Old English catt, is thought to be the Late Latin word cattus, which was first used at the beginning of the 6th century.[18] It was suggested that the word 'cattus' is derived from an Egyptian precursor of Coptic ϣⲁⲩ šau, "tomcat", or its feminine form suffixed with -t.[19]
16
+ The Late Latin word is also thought to be derived from Afro-Asiatic languages.[20] The Nubian word kaddîska "wildcat" and Nobiin kadīs are possible sources or cognates.[21] The Nubian word may be a loan from Arabic قَطّ‎ qaṭṭ ~ قِطّ qiṭṭ. It is "equally likely that the forms might derive from an ancient Germanic word, imported into Latin and thence to Greek and to Syriac and Arabic".[22] The word may be derived from Germanic and Northern European languages, and ultimately be borrowed from Uralic, cf. Northern Sami gáđfi, "female stoat", and Hungarian hölgy, "stoat"; from Proto-Uralic *käďwä, "female (of a furred animal)".[23]
17
+
18
+ The English puss, extended as pussy and pussycat, is attested from the 16th century and may have been introduced from Dutch poes or from Low German puuskatte, related to Swedish kattepus, or Norwegian pus, pusekatt. Similar forms exist in Lithuanian puižė and Irish puisín or puiscín. The etymology of this word is unknown, but it may have simply arisen from a sound used to attract a cat.[24][25]
19
+
20
+ A male cat is called a tom or tomcat[26] (or a gib,[27] if neutered) An unspayed female is called a queen,[28] especially in a cat-breeding context. A juvenile cat is referred to as a kitten. In Early Modern English, the word kitten was interchangeable with the now-obsolete word catling.[29] A group of cats can be referred to as a clowder or a glaring.[30]
21
+
22
+ The scientific name Felis catus was proposed by Carl Linnaeus in 1758 for a domestic cat.[1][2]
23
+ Felis catus domesticus was proposed by Johann Christian Polycarp Erxleben in 1777.[3]
24
+ Felis daemon proposed by Konstantin Alekseevich Satunin in 1904 was a black cat from the Transcaucasus, later identified as a domestic cat.[31][32]
25
+
26
+ In 2003, the International Commission on Zoological Nomenclature ruled that the domestic cat is a distinct species, namely Felis catus.[33][34]
27
+ In 2007, it was considered a subspecies of the European wildcat, F. silvestris catus, following results of phylogenetic research.[35][36] In 2017, the IUCN Cat Classification Taskforce followed the recommendation of the ICZN in regarding the domestic cat as a distinct species, Felis catus.[37]
28
+
29
+ The domestic cat is a member of the Felidae, a family that had a common ancestor about 10–15 million years ago.[38]
30
+ The genus Felis diverged from the Felidae around 6–7 million years ago.[39]
31
+ Results of phylogenetic research confirm that the wild Felis species evolved through sympatric or parapatric speciation, whereas the domestic cat evolved through artificial selection.[40] The domesticated cat and its closest wild ancestor are both diploid organisms that possess 38 chromosomes[41] and roughly 20,000 genes.[42]
32
+ The leopard cat (Prionailurus bengalensis) was tamed independently in China around 5500 BCE. This line of partially domesticated cats leaves no trace in the domestic cat populations of today.[43]
33
+
34
+ The earliest known indication for the taming of an African wildcat (F. lybica) was excavated close by a human Neolithic grave in Shillourokambos, southern Cyprus, dating to about 9,200 to 9,500 years before present. Since there is no evidence of native mammalian fauna on Cyprus, the inhabitants of this Neolithic village most likely brought the cat and other wild mammals to the island from the Middle Eastern mainland.[44] Scientists therefore assume that African wildcats were attracted to early human settlements in the Fertile Crescent by rodents, in particular the house mouse (Mus musculus), and were tamed by Neolithic farmers. This commensal relationship between early farmers and tamed cats lasted thousands of years. As agricultural practices spread, so did tame and domesticated cats.[11][6] Wildcats of Egypt contributed to the maternal gene pool of the domestic cat at a later time.[45]
35
+ The earliest known evidence for the occurrence of the domestic cat in Greece dates to around 1200 BCE. Greek, Phoenician, Carthaginian and Etruscan traders introduced domestic cats to southern Europe.[46]
36
+ During the Roman Empire they were introduced to Corsica and Sardinia before the beginning of the 1st millennium.[47]
37
+ By the 5th century BCE, they were familiar animals around settlements in Magna Graecia and Etruria.[48]
38
+ By the end of the Roman Empire in the 5th century, the Egyptian domestic cat lineage had arrived in a Baltic Sea port in northern Germany.[45]
39
+
40
+ During domestication, cats have undergone only minor changes in anatomy and behavior, and they are still capable of surviving in the wild. Several natural behaviors and characteristics of wildcats may have pre-adapted them for domestication as pets. These traits include their small size, social nature, obvious body language, love of play and relatively high intelligence. Captive Leopardus cats may also display affectionate behavior toward humans, but were not domesticated.[49] House cats often mate with feral cats,[50] producing hybrids such as the Kellas cat in Scotland.[51] Hybridisation between domestic and other Felinae species is also possible.[52]
41
+
42
+ Development of cat breeds started in the mid 19th century.[53]
43
+ An analysis of the domestic cat genome revealed that the ancestral wildcat genome was significantly altered in the process of domestication, as specific mutations were selected to develop cat breeds.[54] Most breeds are founded on random-bred domestic cats. Genetic diversity of these breeds varies between regions, and is lowest in purebred populations, which show more than 20 deleterious genetic disorders.[55]
44
+
45
+ The domestic cat has a smaller skull and shorter bones than the European wildcat.[56]
46
+ It averages about 46 cm (18 in) in head-to-body length and 23–25 cm (9–10 in) in height, with about 30 cm (12 in) long tails. Males are larger than females.[57]
47
+ Adult domestic cats typically weigh between 4 and 5 kg (9 and 11 lb).[40]
48
+
49
+ Cats have seven cervical vertebrae (as do most mammals); 13 thoracic vertebrae (humans have 12); seven lumbar vertebrae (humans have five); three sacral vertebrae (as do most mammals, but humans have five); and a variable number of caudal vertebrae in the tail (humans have only vestigial caudal vertebrae, fused into an internal coccyx).[58]:11 The extra lumbar and thoracic vertebrae account for the cat's spinal mobility and flexibility. Attached to the spine are 13 ribs, the shoulder, and the pelvis.[58]:16 Unlike human arms, cat forelimbs are attached to the shoulder by free-floating clavicle bones which allow them to pass their body through any space into which they can fit their head.[59]
50
+
51
+ The cat skull is unusual among mammals in having very large eye sockets and a powerful specialized jaw.[60]:35 Within the jaw, cats have teeth adapted for killing prey and tearing meat. When it overpowers its prey, a cat delivers a lethal neck bite with its two long canine teeth, inserting them between two of the prey's vertebrae and severing its spinal cord, causing irreversible paralysis and death.[61] Compared to other felines, domestic cats have narrowly spaced canine teeth relative to the size of their jaw, which is an adaptation to their preferred prey of small rodents, which have small vertebrae.[61] The premolar and first molar together compose the carnassial pair on each side of the mouth, which efficiently shears meat into small pieces, like a pair of scissors. These are vital in feeding, since cats' small molars cannot chew food effectively, and cats are largely incapable of mastication.[60]:37 Although cats tend to have better teeth than most humans, with decay generally less likely because of a thicker protective layer of enamel, a less damaging saliva, less retention of food particles between teeth, and a diet mostly devoid of sugar, they are nonetheless subject to occasional tooth loss and infection.[62]
52
+
53
+ The cat is digitigrade. It walks on the toes, with the bones of the feet making up the lower part of the visible leg.[63] Unlike most mammals, it uses a "pacing" gait and moves both legs on one side of the body before the legs on the other side. It registers directly by placing each hind paw close to the track of the corresponding fore paw, minimizing noise and visible tracks. This also provides sure footing for hind paws when navigating rough terrain. As it speeds up walking to trotting, its gait changes to a "diagonal" gait: The diagonally opposite hind and fore legs move simultaneously.[64]
54
+
55
+ Cats have protractable and retractable claws.[65] In their normal, relaxed position, the claws are sheathed with the skin and fur around the paw's toe pads. This keeps the claws sharp by preventing wear from contact with the ground and allows the silent stalking of prey. The claws on the fore feet are typically sharper than those on the hind feet.[66] Cats can voluntarily extend their claws on one or more paws. They may extend their claws in hunting or self-defense, climbing, kneading, or for extra traction on soft surfaces. Cats shed the outside layer of their claw sheaths when scratching rough surfaces.[67]
56
+
57
+ Most cats have five claws on their front paws, and four on their rear paws. The dewclaw is proximal to the other claws. More proximally is a protrusion which appears to be a sixth "finger". This special feature of the front paws, on the inside of the wrists has no function in normal walking, but is thought to be an antiskidding device used while jumping. Some cat breeds are prone to having extra digits (“polydactyly”).[68] Polydactylous cats occur along North America's northeast coast and in Great Britain.[69]
58
+
59
+ Cats have excellent night vision and can see at only one-sixth the light level required for human vision.[60]:43 This is partly the result of cat eyes having a tapetum lucidum, which reflects any light that passes through the retina back into the eye, thereby increasing the eye's sensitivity to dim light.[70] Large pupils are an adaptation to dim light. The domestic cat has slit pupils, which allow it to focus bright light without chromatic aberration.[71] At low light, a cat's pupils expand to cover most of the exposed surface of its eyes.[72] However, the domestic cat has rather poor color vision and only two types of cone cells, optimized for sensitivity to blue and yellowish green; its ability to distinguish between red and green is limited.[73] A response to middle wavelengths from a system other than the rod cells might be due to a third type of cone. However, this appears to be an adaptation to low light levels rather than representing true trichromatic vision.[74]
60
+
61
+ The domestic cat's hearing is most acute in the range of 500 Hz to 32 kHz.[75] It can detect an extremely broad range of frequencies ranging from 55 Hz to 79,000 Hz. It can hear a range of 10.5 octaves, while humans and dogs can hear ranges of about 9 octaves.[76][77]
62
+ Its hearing sensitivity is enhanced by its large movable outer ears, the pinnae, which amplify sounds and help detect the location of a noise. It can detect ultrasound, which enables it to detect ultrasonic calls made by rodent prey.[78][79]
63
+
64
+ Cats have an acute sense of smell, due in part to their well-developed olfactory bulb and a large surface of olfactory mucosa, about 5.8 square centimetres (29⁄32 square inch) in area, which is about twice that of humans.[80] Cats and many other animals have a Jacobson's organ in their mouths that is used in the behavioral process of flehmening. It allows them to sense certain aromas in a way that humans cannot. Cats are sensitive to pheromones such as 3-mercapto-3-methylbutan-1-ol,[81] which they use to communicate through urine spraying and marking with scent glands.[82] Many cats also respond strongly to plants that contain nepetalactone, especially catnip, as they can detect that substance at less than one part per billion.[83] About 70–80% of cats are affected by nepetalactone.[84] This response is also produced by other plants, such as silver vine (Actinidia polygama) and the herb valerian; it may be caused by the smell of these plants mimicking a pheromone and stimulating cats' social or sexual behaviors.[85]
65
+
66
+ Cats have relatively few taste buds compared to humans (470 or so versus more than 9,000 on the human tongue).[86] Domestic and wild cats share a taste receptor gene mutation that keeps their sweet taste buds from binding to sugary molecules, leaving them with no ability to taste sweetness.[87] Their taste buds instead respond to acids, amino acids like protein, and bitter tastes.[88] Cats also have a distinct temperature preference for their food, preferring food with a temperature around 38 °C (100 °F) which is similar to that of a fresh kill and routinely rejecting food presented cold or refrigerated (which would signal to the cat that the "prey" item is long dead and therefore possibly toxic or decomposing).[86]
67
+
68
+ To aid with navigation and sensation, cats have dozens of movable whiskers (vibrissae) over their body, especially their faces. These provide information on the width of gaps and on the location of objects in the dark, both by touching objects directly and by sensing air currents; they also trigger protective blink reflexes to protect the eyes from damage.[60]:47
69
+
70
+ Most breeds of cat have a noted fondness for sitting in high places, or perching. A higher place may serve as a concealed site from which to hunt; domestic cats strike prey by pouncing from a perch such as a tree branch. Another possible explanation is that height gives the cat a better observation point, allowing it to survey its territory. A cat falling from heights of up to 3 meters can right itself and land on its paws.[89]
71
+ During a fall from a high place, a cat reflexively twists its body and rights itself to land on its feet using its acute sense of balance and flexibility. This reflex is known as the cat righting reflex.[90]
72
+ An individual cat always rights itself in the same way during a fall, provided it has sufficient time to do so. The height required for this to occur is around 90 cm (2 ft 11 in).[91]
73
+ Several explanations have been proposed for this phenomenon since the late 19th century:
74
+
75
+ Outdoor cats are active both day and night, although they tend to be slightly more active at night.[95] Domestic cats spend the majority of their time in the vicinity of their homes, but can range many hundreds of meters from this central point. They establish territories that vary considerably in size, in one study ranging from 7 to 28 hectares (17–69 acres).[96] The timing of cats' activity is quite flexible and varied, which means house cats may be more active in the morning and evening, as a response to greater human activity at these times.[97]
76
+
77
+ Cats conserve energy by sleeping more than most animals, especially as they grow older. The daily duration of sleep varies, usually between 12 and 16 hours, with 13 and 14 being the average. Some cats can sleep as much as 20 hours. The term "cat nap" for a short rest refers to the cat's tendency to fall asleep (lightly) for a brief period. While asleep, cats experience short periods of rapid eye movement sleep often accompanied by muscle twitches, which suggests they are dreaming.[98]
78
+
79
+ The social behavior of the domestic cat ranges from widely dispersed individuals to feral cat colonies that gather around a food source, based on groups of co-operating females.[99][100] Within such groups, one cat is usually dominant over the others.[101] Each cat in a colony holds a distinct territory, with sexually active males having the largest territories, which are about 10 times larger than those of female cats and may overlap with several females' territories. These territories are marked by urine spraying, by rubbing objects at head height with secretions from facial glands, and by defecation.[82] Between these territories are neutral areas where cats watch and greet one another without territorial conflicts. Outside these neutral areas, territory holders usually chase away stranger cats, at first by staring, hissing, and growling and, if that does not work, by short but noisy and violent attacks. Despite some cats cohabiting in colonies, they do not have a social survival strategy, or a pack mentality and always hunt alone.[102]
80
+
81
+ However, some pet cats are poorly socialized. In particular, older cats show aggressiveness towards newly arrived kittens, which include biting and scratching; this type of behavior is known as feline asocial aggression.[103]
82
+
83
+ Life in proximity to humans and other domestic animals has led to a symbiotic social adaptation in cats, and cats may express great affection toward humans or other animals. Ethologically, the human keeper of a cat functions as a sort of surrogate for the cat's mother.[104] Adult cats live their lives in a kind of extended kittenhood, a form of behavioral neoteny. Their high-pitched sounds may mimic the cries of a hungry human infant, making them particularly difficult for humans to ignore.[105]
84
+
85
+ Domestic cats' scent rubbing behavior towards humans or other cats is thought to be a feline means for social bonding.[106]
86
+
87
+ Domestic cats use many vocalizations for communication, including purring, trilling, hissing, growling/snarling, grunting, and several different forms of meowing.[7] Their body language, including position of ears and tail, relaxation of the whole body, and kneading of the paws, are all indicators of mood. The tail and ears are particularly important social signal mechanisms in cats. A raised tail indicates a friendly greeting, and flattened ears indicates hostility. Tail-raising also indicates the cat's position in the group's social hierarchy, with dominant individuals raising their tails less often than subordinate ones.[107] Feral cats are generally silent.[108]:208 Nose-to-nose touching is also a common greeting and may be followed by social grooming, which is solicited by one of the cats raising and tilting its head.[100]
88
+
89
+ Purring may have developed as an evolutionary advantage as a signalling mechanism of reassurance between mother cats and nursing kittens. Post-nursing cats often purr as a sign of contentment: when being petted, becoming relaxed,[109][110] or eating. The mechanism by which cats purr is elusive. The cat has no unique anatomical feature that is clearly responsible for the sound.[111]
90
+
91
+ Cats are known for spending considerable amounts of time licking their coats to keep them clean.[112] The cat's tongue has backwards-facing spines about 500 μm long, which are called papillae. These contain keratin which makes them rigid[113] so the papillae act like a hairbrush. Some cats, particularly longhaired cats, occasionally regurgitate hairballs of fur that have collected in their stomachs from grooming. These clumps of fur are usually sausage-shaped and about 2–3 cm (3⁄4–1 1⁄4 in) long. Hairballs can be prevented with remedies that ease elimination of the hair through the gut, as well as regular grooming of the coat with a comb or stiff brush.[112]
92
+
93
+ Among domestic cats, males are more likely to fight than females.[114] Among feral cats, the most common reason for cat fighting is competition between two males to mate with a female. In such cases, most fights are won by the heavier male.[115] Another common reason for fighting in domestic cats is the difficulty of establishing territories within a small home.[114] Female cats also fight over territory or to defend their kittens. Neutering will decrease or eliminate this behavior in many cases, suggesting that the behavior is linked to sex hormones.[116]
94
+
95
+ When cats become aggressive, they try to make themselves appear larger and more threatening by raising their fur, arching their backs, turning sideways and hissing or spitting.[117] Often, the ears are pointed down and back to avoid damage to the inner ear and potentially listen for any changes behind them while focused forward. They may also vocalize loudly and bare their teeth in an effort to further intimidate their opponent. Fights usually consist of grappling and delivering powerful slaps to the face and body with the forepaws as well as bites. Cats also throw themselves to the ground in a defensive posture to rake their opponent's belly with their powerful hind legs.[118]
96
+
97
+ Serious damage is rare, as the fights are usually short in duration, with the loser running away with little more than a few scratches to the face and ears. However, fights for mating rights are typically more severe and injuries may include deep puncture wounds and lacerations. Normally, serious injuries from fighting are limited to infections of scratches and bites, though these can occasionally kill cats if untreated. In addition, bites are probably the main route of transmission of feline immunodeficiency virus.[119] Sexually active males are usually involved in many fights during their lives, and often have decidedly battered faces with obvious scars and cuts to their ears and nose.[120]
98
+
99
+ The shape and structure of cats' cheeks is insufficient to suck. They lap with the tongue to draw liquid upwards into their mouths. Lapping at a rate of four times a second, the cat touches the smooth tip of its tongue to the surface of the water, and quickly retracts it like a corkscrew, drawing water upwards.[121][122]
100
+
101
+ Feral cats and free-fed house cats consume several small meals in a day. The frequency and size of meals varies between individuals. They select food based on its temperature, smell and texture; they dislike chilled foods and respond most strongly to moist foods rich in amino acids, which are similar to meat. Cats reject novel flavors (a response termed neophobia) and learn quickly to avoid foods that have tasted unpleasant in the past.[102][123] They also avoid sweet food and milk. Most adult cats are lactose intolerant; the sugar in milk is not easily digested and may cause soft stools or diarrhea.[124] Some also develop odd eating habits and like to eat or chew on things like wool, plastic, cables, paper, string, aluminum foil, or even coal. This condition, pica, can threaten their health, depending on the amount and toxicity of the items eaten.[125]
102
+
103
+ Cats hunt small prey, primarily birds and rodents,[126] and are often used as a form of pest control.[127][128] Cats use two hunting strategies, either stalking prey actively, or waiting in ambush until an animal comes close enough to be captured.[129] The strategy used depends on the prey species in the area, with cats waiting in ambush outside burrows, but tending to actively stalk birds.[130]:153 Domestic cats are a major predator of wildlife in the United States, killing an estimated 1.4 to 3.7 billion birds and 6.9 to 20.7 billion mammals annually.[131]
104
+ Certain species appear more susceptible than others; for example, 30% of house sparrow mortality is linked to the domestic cat.[132] In the recovery of ringed robins (Erithacus rubecula) and dunnocks (Prunella modularis), 31% of deaths were a result of cat predation.[133] In parts of North America, the presence of larger carnivores such as coyotes which prey on cats and other small predators reduces the effect of predation by cats and other small predators such as opossums and raccoons on bird numbers and variety.[134]
105
+
106
+ Perhaps the best-known element of cats' hunting behavior, which is commonly misunderstood and often appalls cat owners because it looks like torture, is that cats often appear to "play" with prey by releasing it after capture. This cat and mouse behavior is due to an instinctive imperative to ensure that the prey is weak enough to be killed without endangering the cat.[135]
107
+ Another poorly understood element of cat hunting behavior is the presentation of prey to human guardians. One explanation is that cats adopt humans into their social group and share excess kill with others in the group according to the dominance hierarchy, in which humans are reacted to as if they are at, or near, the top.[136] Another explanation is that they attempt to teach their guardians to hunt or to help their human as if feeding "an elderly cat, or an inept kitten".[137] This hypothesis is inconsistent with the fact that male cats also bring home prey, despite males having negligible involvement in raising kittens.[130]:153
108
+
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+ On islands, birds can contribute as much as 60% of a cat's diet.[138] In nearly all cases, however, the cat cannot be identified as the sole cause for reducing the numbers of island birds, and in some instances, eradication of cats has caused a "mesopredator release" effect;[139] where the suppression of top carnivores creates an abundance of smaller predators that cause a severe decline in their shared prey. Domestic cats are, however, known to be a contributing factor to the decline of many species, a factor that has ultimately led, in some cases, to extinction. The South Island piopio, Chatham rail,[133] and the New Zealand merganser[140] are a few from a long list, with the most extreme case being the flightless Lyall's wren, which was driven to extinction only a few years after its discovery.[141][142]
110
+ One feral cat in New Zealand killed 102 New Zealand lesser short-tailed bats in seven days.[143] In the US, feral and free-ranging domestic cats kill an estimated 6.3 – 22.3 billion mammals annually.[131]
111
+
112
+ In Australia, the impact of cats on mammal populations is even greater than the impact of habitat loss.[144] More than one million reptiles are killed by feral cats each day, representing 258 species.[145] Cats have contributed to the extinction of the Navassa curly-tailed lizard and Chioninia coctei.[146]
113
+
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+ Domestic cats, especially young kittens, are known for their love of play. This behavior mimics hunting and is important in helping kittens learn to stalk, capture, and kill prey.[147] Cats also engage in play fighting, with each other and with humans. This behavior may be a way for cats to practice the skills needed for real combat, and might also reduce any fear they associate with launching attacks on other animals.[148]
115
+
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+ Cats also tend to play with toys more when they are hungry.[149] Owing to the close similarity between play and hunting, cats prefer to play with objects that resemble prey, such as small furry toys that move rapidly, but rapidly lose interest. They become habituated to a toy they have played with before.[150] String is often used as a toy, but if it is eaten, it can become caught at the base of the cat's tongue and then move into the intestines, a medical emergency which can cause serious illness, even death.[151] Owing to the risks posed by cats eating string, it is sometimes replaced with a laser pointer's dot, which cats may chase.[152]
117
+
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+ Female cats called queens are polyestrous with several estrus cycles during a year, lasting usually 21 days. They are usually ready to mate between early February and August.[153]
119
+
120
+ Several males, called tomcats, are attracted to a female in heat. They fight over her, and the victor wins the right to mate. At first, the female rejects the male, but eventually, the female allows the male to mate. The female utters a loud yowl as the male pulls out of her because a male cat's penis has a band of about 120–150 backward-pointing penile spines, which are about 1 mm (1⁄32 in) long; upon withdrawal of the penis, the spines rake the walls of the female's vagina, which acts to induce ovulation. This act also occurs to clear the vagina of other sperm in the context of a second (or more) mating, thus giving the later males a larger chance of conception.[154]
121
+
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+ After mating, the female cleans her vulva thoroughly. If a male attempts to mate with her at this point, the female attacks him. After about 20 to 30 minutes, once the female is finished grooming, the cycle will repeat.[155]
123
+ Because ovulation is not always triggered by a single mating, females may not be impregnated by the first male with which they mate.[156] Furthermore, cats are superfecund; that is, a female may mate with more than one male when she is in heat, with the result that different kittens in a litter may have different fathers.[155]
124
+
125
+ The morula forms 124 hours after conception. At 148 hours, early blastocysts form. At 10–12 days, implantation occurs.[157]
126
+ The gestation of queens lasts between 64 and 67 days, with an average of 65 days.[153][158]
127
+ Data on the reproductive capacity of more than 2,300 free-ranging queens were collected during a study between May 1998 and October 2000. They had one to six kittens per litter, with an average of three kittens. They produced a mean of 1.4 litters per year, but a maximum of three litters in a year. Of 169 kittens, 127 died before they were six months old due to a trauma caused in most cases by dog attacks and road accidents.[9]
128
+ The first litter is usually smaller than subsequent litters. Kittens are weaned between six and seven weeks of age. Queens normally reach sexual maturity at 5–10 months, and males at 5–7 months. This varies depending on breed.[155] Kittens reach puberty at the age of 9–10 months.[153]
129
+
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+ Cats are ready to go to new homes at about 12 weeks of age, when they are ready to leave their mother.[159] They can be surgically sterilized (spayed or castrated) as early as seven weeks to limit unwanted reproduction.[160] This surgery also prevents undesirable sex-related behavior, such as aggression, territory marking (spraying urine) in males and yowling (calling) in females. Traditionally, this surgery was performed at around six to nine months of age, but it is increasingly being performed before puberty, at about three to six months.[161] In the United States, about 80% of household cats are neutered.[162]
131
+
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+ The average lifespan of pet cats has risen in recent decades. In the early 1980s, it was about seven years,[163]:33[164] rising to 9.4 years in 1995[163]:33 and 15.1 years in 2018.[165] Some cats have been reported as surviving into their 30s,[166] with the oldest known cat, Creme Puff, dying at a verified age of 38.[167]
133
+
134
+ Spaying or neutering increases life expectancy: one study found neutered male cats live twice as long as intact males, while spayed female cats live 62% longer than intact females.[163]:35 Having a cat neutered confers health benefits, because castrated males cannot develop testicular cancer, spayed females cannot develop uterine or ovarian cancer, and both have a reduced risk of mammary cancer.[168]
135
+
136
+ Despite widespread concern about the welfare of free-roaming cats, the lifespans of neutered feral cats in managed colonies compare favorably with those of pet cats.[169]:45[170]:1358[171][172][173][174]
137
+
138
+ About two hundred fifty heritable genetic disorders have been identified in cats, many similar to human inborn errors of metabolism.[175] The high level of similarity among the metabolism of mammals allows many of these feline diseases to be diagnosed using genetic tests that were originally developed for use in humans, as well as the use of cats as animal models in the study of the human diseases.[176][177]
139
+ Diseases affecting domestic cats include acute infections, parasitic infestations, injuries, and chronic diseases such as kidney disease, thyroid disease, and arthritis. Vaccinations are available for many infectious diseases, as are treatments to eliminate parasites such as worms and fleas.[178]
140
+
141
+ The domestic cat is a cosmopolitan species and occurs across much of the world.[55] It is adaptable and now present on all continents except Antarctica, and on 118 of the 131 main groups of islands—even on isolated islands such as the Kerguelen Islands.[179][180]
142
+ Due to its ability to thrive in almost any terrestrial habitat, it is among the world's most invasive species.[181]
143
+ As it is little altered from the wildcat, it can readily interbreed with the wildcat. This hybridization poses a danger to the genetic distinctiveness of some wildcat populations, particularly in Scotland and Hungary and possibly also the Iberian Peninsula.[52] It lives on small islands with no human inhabitants.[182]
144
+ Feral cats can live in forests, grasslands, tundra, coastal areas, agricultural land, scrublands, urban areas, and wetlands.[183]
145
+
146
+ Feral cats are domestic cats that were born in or have reverted to a wild state. They are unfamiliar with and wary of humans and roam freely in urban and rural areas.[10] The numbers of feral cats is not known, but estimates of the United States feral population range from twenty-five to sixty million.[10] Feral cats may live alone, but most are found in large colonies, which occupy a specific territory and are usually associated with a source of food.[184] Famous feral cat colonies are found in Rome around the Colosseum and Forum Romanum, with cats at some of these sites being fed and given medical attention by volunteers.[185]
147
+
148
+ Public attitudes towards feral cats vary widely, ranging from seeing them as free-ranging pets, to regarding them as vermin.[186] One common approach to reducing the feral cat population is termed "trap-neuter-return", where the cats are trapped, neutered, immunized against diseases such as rabies and the feline panleukopenia and leukemia viruses, and then released.[187] Before releasing them back into their feral colonies, the attending veterinarian often nips the tip off one ear to mark it as neutered and inoculated, since these cats may be trapped again. Volunteers continue to feed and give care to these cats throughout their lives. Given this support, their lifespans are increased, and behavior and nuisance problems caused by competition for food are reduced.[184]
149
+
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+ Some feral cats can be successfully socialised and 're-tamed' for adoption; young cats, especially kittens[188] and cats that have had prior experience and contact with humans are the most receptive to these efforts.
151
+
152
+ Cats are common pets throughout the world, and their worldwide population exceeds 500 million as of 2007.[189] Cats have been used for millennia to control rodents, notably around grain stores and aboard ships, and both uses extend to the present day.[190][191]
153
+
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+ As well as being kept as pets, cats are also used in the international fur[192] and leather industries for making coats, hats, blankets, and stuffed toys;[193] and shoes, gloves, and musical instruments respectively[194] (about 24 cats are needed to make a cat-fur coat).[195] This use has been outlawed in the United States, Australia, and the European Union in 2007.[196] Cat pelts have been used for superstitious purposes as part of the practise of witchcraft,[197] and are still made into blankets in Switzerland as folk remedies believed to help rheumatism.[198] In the Western intellectual tradition, the idea of cats as everyday objects have served to illustrate problems of quantum mechanics in the Schrödinger's cat thought experiment.
155
+
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+ A few attempts to build a cat census have been made over the years, both through associations or national and international organizations (such as the Canadian Federation of Humane Societies's one[199]) and over the Internet,[200][201] but such a task does not seem simple to achieve. General estimates for the global population of domestic cats range widely from anywhere between 200 million to 600 million.[202][203][204][205][206]
157
+ Walter Chandoha made his career photographing cats after his 1949 images of Loco, an especially charming stray taken in, were published around the world. He is reported to have photographed 90,000 cats during his career and maintained an archive of 225,000 images that he drew from for publications during his lifetime.[207]
158
+
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+ A cat show is a judged event in which the owners of cats compete to win titles in various cat-registering organizations by entering their cats to be judged after a breed standard.[208][209] Both pedigreed and non-purebred companion ("moggy") cats are admissible, although the rules differ from organization to organization. Competing cats are compared to the applicable breed standard,[210] and assessed for temperament and apparent health; the owners of those judged to be most ideal awarded a prize. Moggies are judged based on their temperament and healthy appearance. Some events also include activity judging, such as trained navigation of obstacle course. Often, at the end of the year, all of the points accrued at various shows are added up and more national and regional titles are awarded to champion cats.
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+ Cats can be infected or infested with viruses, bacteria, fungus, protozoans, arthropods or worms that can transmit diseases to humans.[211] In some cases, the cat exhibits no symptoms of the disease,[212] However, the same disease can then become evident in a human. The likelihood that a person will become diseased depends on the age and immune status of the person. Humans who have cats living in their home or in close association are more likely to become infected, however, those who do not keep cats as pets might also acquire infections from cat feces and parasites exiting the cat's body.[211][213] Some of the infections of most concern include salmonella, cat-scratch disease and toxoplasmosis.[212]
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+
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+ In ancient Egypt, cats were worshipped, and the goddess Bastet often depicted in cat form, sometimes taking on the war-like aspect of a lioness. The Greek historian Herodotus reported that killing a cat was forbidden, and when a household cat died, the entire family mourned and shaved their eyebrows. Families took their dead cats to the sacred city of Bubastis, where they were embalmed and buried in sacred repositories. Herodotus expressed astonishment at the domestic cats in Egypt, because he had only ever seen wildcats.[214]
164
+ Ancient Greeks and Romans kept weasels as pets, which were seen as the ideal rodent-killers. The earliest unmistakable evidence of the Greeks having domestic cats comes from two coins from Magna Graecia dating to the mid-fifth century BC showing Iokastos and Phalanthos, the legendary founders of Rhegion and Taras respectively, playing with their pet cats. The usual ancient Greek word for 'cat' was ailouros, meaning 'thing with the waving tail'. Cats are rarely mentioned in ancient Greek literature. Aristotle remarked in his History of Animals that "female cats are naturally lecherous." The Greeks later syncretized their own goddess Artemis with the Egyptian goddess Bastet, adopting Bastet's associations with cats and ascribing them to Artemis. In Ovid's Metamorphoses, when the deities flee to Egypt and take animal forms, the goddess Diana turns into a cat.[215][216] Cats eventually displaced ferrets as the pest control of choice because they were more pleasant to have around the house and were more enthusiastic hunters of mice. During the Middle Ages, many of Artemis's associations with cats were grafted onto the Virgin Mary. Cats are often shown in icons of Annunciation and of the Holy Family and, according to Italian folklore, on the same night that Mary gave birth to Jesus, a cat in Bethlehem gave birth to a kitten.[217] Domestic cats were spread throughout much of the rest of the world during the Age of Discovery, as ships' cats were carried on sailing ships to control shipboard rodents and as good-luck charms.[46]
165
+
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+ Several ancient religions believed cats are exalted souls, companions or guides for humans, that are all-knowing but mute so they cannot influence decisions made by humans. In Japan, the maneki neko cat is a symbol of good fortune.[218] In Norse mythology, Freyja, the goddess of love, beauty, and fertility, is depicted as riding a chariot drawn by cats.[219] In Jewish legend, the first cat was living in the house of the first man Adam as a pet that got rid of mice. The cat was once partnering with the first dog before the latter broke an oath they had made which resulted in enmity between the descendants of these two animals. It is also written that neither cats nor foxes are represented in the water, while every other animal has an incarnation species in the water.[220] Although no species are sacred in Islam, cats are revered by Muslims. Some Western writers have stated Muhammad had a favorite cat, Muezza.[221] He is reported to have loved cats so much, "he would do without his cloak rather than disturb one that was sleeping on it".[222] The story has no origin in early Muslim writers, and seems to confuse a story of a later Sufi saint, Ahmed ar-Rifa'i, centuries after Muhammad.[223] One of the companions of Muhammad was known as Abu Hurayrah ("father of the kitten"), in reference to his documented affection to cats.[224]
167
+
168
+ Many cultures have negative superstitions about cats. An example would be the belief that a black cat "crossing one's path" leads to bad luck, or that cats are witches' familiars used to augment a witch's powers and skills. The killing of cats in Medieval Ypres, Belgium, is commemorated in the innocuous present-day Kattenstoet (cat parade).[225] In medieval France, cats would be burnt alive as a form of entertainment. According to Norman Davies, the assembled people "shrieked with laughter as the animals, howling with pain, were singed, roasted, and finally carbonized".[226]
169
+
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+ "It was the custom to burn a basket, barrel, or sack full of live cats, which was hung from a tall mast in the midst of the bonfire; sometimes a fox was burned. The people collected the embers and ashes of the fire and took them home, believing that they brought good luck. The French kings often witnessed these spectacles and even lit the bonfire with their own hands. In 1648 Louis XIV, crowned with a wreath of roses and carrying a bunch of roses in his hand, kindled the fire, danced at it and partook of the banquet afterwards in the town hall. But this was the last occasion when a monarch presided at the midsummer bonfire in Paris. At Metz midsummer fires were lighted with great pomp on the esplanade, and a dozen cats, enclosed in wicker cages, were burned alive in them, to the amusement of the people. Similarly at Gap, in the department of the Hautes-Alpes, cats used to be roasted over the midsummer bonfire."[227]
171
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+ According to a myth in many cultures, cats have multiple lives. In many countries, they are believed to have nine lives, but in Italy, Germany, Greece, Brazil and some Spanish-speaking regions, they are said to have seven lives,[228][229] while in Turkish and Arabic traditions, the number of lives is six.[230] The myth is attributed to the natural suppleness and swiftness cats exhibit to escape life-threatening situations. Also lending credence to this myth is the fact that falling cats often land on their feet, using an instinctive righting reflex to twist their bodies around. Nonetheless, cats can still be injured or killed by a high fall.[231]
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1
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+ The cat (Felis catus) is a domestic species of small carnivorous mammal.[1][2] It is the only domesticated species in the family Felidae and is often referred to as the domestic cat to distinguish it from the wild members of the family.[4] A cat can either be a house cat, a farm cat or a feral cat; the latter ranges freely and avoids human contact.[5] Domestic cats are valued by humans for companionship and their ability to hunt rodents. About 60 cat breeds are recognized by various cat registries.[6]
6
+
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+ The cat is similar in anatomy to the other felid species: it has a strong flexible body, quick reflexes, sharp teeth and retractable claws adapted to killing small prey. Its night vision and sense of smell are well developed. Cat communication includes vocalizations like meowing, purring, trilling, hissing, growling and grunting as well as cat-specific body language. It is a solitary hunter but a social species. It can hear sounds too faint or too high in frequency for human ears, such as those made by mice and other small mammals. It is a predator that is most active at dawn and dusk.[7] It secretes and perceives pheromones.[8]
8
+
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+ Female domestic cats can have kittens from spring to late autumn, with litter sizes often ranging from two to five kittens.[9] Domestic cats are bred and shown at events as registered pedigreed cats, a hobby known as cat fancy. Failure to control breeding of pet cats by spaying and neutering, as well as abandonment of pets, resulted in large numbers of feral cats worldwide, contributing to the extinction of entire bird, mammal, and reptile species, and evoking population control.[10]
10
+
11
+ Cats were first domesticated in the Near East around 7500 BC.[11] It was long thought that cat domestication was initiated in Ancient Egypt, as since around 3100 BC veneration was given to cats in ancient Egypt.[12][13]
12
+
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+ As of 2017[update], the domestic cat was the second-most popular pet in the United States by number of pets owned, after freshwater fish,[14] with 95 million cats owned.[15][16] In the United Kingdom, around 7.3 million cats lived in more than 4.8 million households as of 2019[update].[17]
14
+
15
+ The origin of the English word 'cat', Old English catt, is thought to be the Late Latin word cattus, which was first used at the beginning of the 6th century.[18] It was suggested that the word 'cattus' is derived from an Egyptian precursor of Coptic ϣⲁⲩ šau, "tomcat", or its feminine form suffixed with -t.[19]
16
+ The Late Latin word is also thought to be derived from Afro-Asiatic languages.[20] The Nubian word kaddîska "wildcat" and Nobiin kadīs are possible sources or cognates.[21] The Nubian word may be a loan from Arabic قَطّ‎ qaṭṭ ~ قِطّ qiṭṭ. It is "equally likely that the forms might derive from an ancient Germanic word, imported into Latin and thence to Greek and to Syriac and Arabic".[22] The word may be derived from Germanic and Northern European languages, and ultimately be borrowed from Uralic, cf. Northern Sami gáđfi, "female stoat", and Hungarian hölgy, "stoat"; from Proto-Uralic *käďwä, "female (of a furred animal)".[23]
17
+
18
+ The English puss, extended as pussy and pussycat, is attested from the 16th century and may have been introduced from Dutch poes or from Low German puuskatte, related to Swedish kattepus, or Norwegian pus, pusekatt. Similar forms exist in Lithuanian puižė and Irish puisín or puiscín. The etymology of this word is unknown, but it may have simply arisen from a sound used to attract a cat.[24][25]
19
+
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+ A male cat is called a tom or tomcat[26] (or a gib,[27] if neutered) An unspayed female is called a queen,[28] especially in a cat-breeding context. A juvenile cat is referred to as a kitten. In Early Modern English, the word kitten was interchangeable with the now-obsolete word catling.[29] A group of cats can be referred to as a clowder or a glaring.[30]
21
+
22
+ The scientific name Felis catus was proposed by Carl Linnaeus in 1758 for a domestic cat.[1][2]
23
+ Felis catus domesticus was proposed by Johann Christian Polycarp Erxleben in 1777.[3]
24
+ Felis daemon proposed by Konstantin Alekseevich Satunin in 1904 was a black cat from the Transcaucasus, later identified as a domestic cat.[31][32]
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+
26
+ In 2003, the International Commission on Zoological Nomenclature ruled that the domestic cat is a distinct species, namely Felis catus.[33][34]
27
+ In 2007, it was considered a subspecies of the European wildcat, F. silvestris catus, following results of phylogenetic research.[35][36] In 2017, the IUCN Cat Classification Taskforce followed the recommendation of the ICZN in regarding the domestic cat as a distinct species, Felis catus.[37]
28
+
29
+ The domestic cat is a member of the Felidae, a family that had a common ancestor about 10–15 million years ago.[38]
30
+ The genus Felis diverged from the Felidae around 6–7 million years ago.[39]
31
+ Results of phylogenetic research confirm that the wild Felis species evolved through sympatric or parapatric speciation, whereas the domestic cat evolved through artificial selection.[40] The domesticated cat and its closest wild ancestor are both diploid organisms that possess 38 chromosomes[41] and roughly 20,000 genes.[42]
32
+ The leopard cat (Prionailurus bengalensis) was tamed independently in China around 5500 BCE. This line of partially domesticated cats leaves no trace in the domestic cat populations of today.[43]
33
+
34
+ The earliest known indication for the taming of an African wildcat (F. lybica) was excavated close by a human Neolithic grave in Shillourokambos, southern Cyprus, dating to about 9,200 to 9,500 years before present. Since there is no evidence of native mammalian fauna on Cyprus, the inhabitants of this Neolithic village most likely brought the cat and other wild mammals to the island from the Middle Eastern mainland.[44] Scientists therefore assume that African wildcats were attracted to early human settlements in the Fertile Crescent by rodents, in particular the house mouse (Mus musculus), and were tamed by Neolithic farmers. This commensal relationship between early farmers and tamed cats lasted thousands of years. As agricultural practices spread, so did tame and domesticated cats.[11][6] Wildcats of Egypt contributed to the maternal gene pool of the domestic cat at a later time.[45]
35
+ The earliest known evidence for the occurrence of the domestic cat in Greece dates to around 1200 BCE. Greek, Phoenician, Carthaginian and Etruscan traders introduced domestic cats to southern Europe.[46]
36
+ During the Roman Empire they were introduced to Corsica and Sardinia before the beginning of the 1st millennium.[47]
37
+ By the 5th century BCE, they were familiar animals around settlements in Magna Graecia and Etruria.[48]
38
+ By the end of the Roman Empire in the 5th century, the Egyptian domestic cat lineage had arrived in a Baltic Sea port in northern Germany.[45]
39
+
40
+ During domestication, cats have undergone only minor changes in anatomy and behavior, and they are still capable of surviving in the wild. Several natural behaviors and characteristics of wildcats may have pre-adapted them for domestication as pets. These traits include their small size, social nature, obvious body language, love of play and relatively high intelligence. Captive Leopardus cats may also display affectionate behavior toward humans, but were not domesticated.[49] House cats often mate with feral cats,[50] producing hybrids such as the Kellas cat in Scotland.[51] Hybridisation between domestic and other Felinae species is also possible.[52]
41
+
42
+ Development of cat breeds started in the mid 19th century.[53]
43
+ An analysis of the domestic cat genome revealed that the ancestral wildcat genome was significantly altered in the process of domestication, as specific mutations were selected to develop cat breeds.[54] Most breeds are founded on random-bred domestic cats. Genetic diversity of these breeds varies between regions, and is lowest in purebred populations, which show more than 20 deleterious genetic disorders.[55]
44
+
45
+ The domestic cat has a smaller skull and shorter bones than the European wildcat.[56]
46
+ It averages about 46 cm (18 in) in head-to-body length and 23–25 cm (9–10 in) in height, with about 30 cm (12 in) long tails. Males are larger than females.[57]
47
+ Adult domestic cats typically weigh between 4 and 5 kg (9 and 11 lb).[40]
48
+
49
+ Cats have seven cervical vertebrae (as do most mammals); 13 thoracic vertebrae (humans have 12); seven lumbar vertebrae (humans have five); three sacral vertebrae (as do most mammals, but humans have five); and a variable number of caudal vertebrae in the tail (humans have only vestigial caudal vertebrae, fused into an internal coccyx).[58]:11 The extra lumbar and thoracic vertebrae account for the cat's spinal mobility and flexibility. Attached to the spine are 13 ribs, the shoulder, and the pelvis.[58]:16 Unlike human arms, cat forelimbs are attached to the shoulder by free-floating clavicle bones which allow them to pass their body through any space into which they can fit their head.[59]
50
+
51
+ The cat skull is unusual among mammals in having very large eye sockets and a powerful specialized jaw.[60]:35 Within the jaw, cats have teeth adapted for killing prey and tearing meat. When it overpowers its prey, a cat delivers a lethal neck bite with its two long canine teeth, inserting them between two of the prey's vertebrae and severing its spinal cord, causing irreversible paralysis and death.[61] Compared to other felines, domestic cats have narrowly spaced canine teeth relative to the size of their jaw, which is an adaptation to their preferred prey of small rodents, which have small vertebrae.[61] The premolar and first molar together compose the carnassial pair on each side of the mouth, which efficiently shears meat into small pieces, like a pair of scissors. These are vital in feeding, since cats' small molars cannot chew food effectively, and cats are largely incapable of mastication.[60]:37 Although cats tend to have better teeth than most humans, with decay generally less likely because of a thicker protective layer of enamel, a less damaging saliva, less retention of food particles between teeth, and a diet mostly devoid of sugar, they are nonetheless subject to occasional tooth loss and infection.[62]
52
+
53
+ The cat is digitigrade. It walks on the toes, with the bones of the feet making up the lower part of the visible leg.[63] Unlike most mammals, it uses a "pacing" gait and moves both legs on one side of the body before the legs on the other side. It registers directly by placing each hind paw close to the track of the corresponding fore paw, minimizing noise and visible tracks. This also provides sure footing for hind paws when navigating rough terrain. As it speeds up walking to trotting, its gait changes to a "diagonal" gait: The diagonally opposite hind and fore legs move simultaneously.[64]
54
+
55
+ Cats have protractable and retractable claws.[65] In their normal, relaxed position, the claws are sheathed with the skin and fur around the paw's toe pads. This keeps the claws sharp by preventing wear from contact with the ground and allows the silent stalking of prey. The claws on the fore feet are typically sharper than those on the hind feet.[66] Cats can voluntarily extend their claws on one or more paws. They may extend their claws in hunting or self-defense, climbing, kneading, or for extra traction on soft surfaces. Cats shed the outside layer of their claw sheaths when scratching rough surfaces.[67]
56
+
57
+ Most cats have five claws on their front paws, and four on their rear paws. The dewclaw is proximal to the other claws. More proximally is a protrusion which appears to be a sixth "finger". This special feature of the front paws, on the inside of the wrists has no function in normal walking, but is thought to be an antiskidding device used while jumping. Some cat breeds are prone to having extra digits (“polydactyly”).[68] Polydactylous cats occur along North America's northeast coast and in Great Britain.[69]
58
+
59
+ Cats have excellent night vision and can see at only one-sixth the light level required for human vision.[60]:43 This is partly the result of cat eyes having a tapetum lucidum, which reflects any light that passes through the retina back into the eye, thereby increasing the eye's sensitivity to dim light.[70] Large pupils are an adaptation to dim light. The domestic cat has slit pupils, which allow it to focus bright light without chromatic aberration.[71] At low light, a cat's pupils expand to cover most of the exposed surface of its eyes.[72] However, the domestic cat has rather poor color vision and only two types of cone cells, optimized for sensitivity to blue and yellowish green; its ability to distinguish between red and green is limited.[73] A response to middle wavelengths from a system other than the rod cells might be due to a third type of cone. However, this appears to be an adaptation to low light levels rather than representing true trichromatic vision.[74]
60
+
61
+ The domestic cat's hearing is most acute in the range of 500 Hz to 32 kHz.[75] It can detect an extremely broad range of frequencies ranging from 55 Hz to 79,000 Hz. It can hear a range of 10.5 octaves, while humans and dogs can hear ranges of about 9 octaves.[76][77]
62
+ Its hearing sensitivity is enhanced by its large movable outer ears, the pinnae, which amplify sounds and help detect the location of a noise. It can detect ultrasound, which enables it to detect ultrasonic calls made by rodent prey.[78][79]
63
+
64
+ Cats have an acute sense of smell, due in part to their well-developed olfactory bulb and a large surface of olfactory mucosa, about 5.8 square centimetres (29⁄32 square inch) in area, which is about twice that of humans.[80] Cats and many other animals have a Jacobson's organ in their mouths that is used in the behavioral process of flehmening. It allows them to sense certain aromas in a way that humans cannot. Cats are sensitive to pheromones such as 3-mercapto-3-methylbutan-1-ol,[81] which they use to communicate through urine spraying and marking with scent glands.[82] Many cats also respond strongly to plants that contain nepetalactone, especially catnip, as they can detect that substance at less than one part per billion.[83] About 70–80% of cats are affected by nepetalactone.[84] This response is also produced by other plants, such as silver vine (Actinidia polygama) and the herb valerian; it may be caused by the smell of these plants mimicking a pheromone and stimulating cats' social or sexual behaviors.[85]
65
+
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+ Cats have relatively few taste buds compared to humans (470 or so versus more than 9,000 on the human tongue).[86] Domestic and wild cats share a taste receptor gene mutation that keeps their sweet taste buds from binding to sugary molecules, leaving them with no ability to taste sweetness.[87] Their taste buds instead respond to acids, amino acids like protein, and bitter tastes.[88] Cats also have a distinct temperature preference for their food, preferring food with a temperature around 38 °C (100 °F) which is similar to that of a fresh kill and routinely rejecting food presented cold or refrigerated (which would signal to the cat that the "prey" item is long dead and therefore possibly toxic or decomposing).[86]
67
+
68
+ To aid with navigation and sensation, cats have dozens of movable whiskers (vibrissae) over their body, especially their faces. These provide information on the width of gaps and on the location of objects in the dark, both by touching objects directly and by sensing air currents; they also trigger protective blink reflexes to protect the eyes from damage.[60]:47
69
+
70
+ Most breeds of cat have a noted fondness for sitting in high places, or perching. A higher place may serve as a concealed site from which to hunt; domestic cats strike prey by pouncing from a perch such as a tree branch. Another possible explanation is that height gives the cat a better observation point, allowing it to survey its territory. A cat falling from heights of up to 3 meters can right itself and land on its paws.[89]
71
+ During a fall from a high place, a cat reflexively twists its body and rights itself to land on its feet using its acute sense of balance and flexibility. This reflex is known as the cat righting reflex.[90]
72
+ An individual cat always rights itself in the same way during a fall, provided it has sufficient time to do so. The height required for this to occur is around 90 cm (2 ft 11 in).[91]
73
+ Several explanations have been proposed for this phenomenon since the late 19th century:
74
+
75
+ Outdoor cats are active both day and night, although they tend to be slightly more active at night.[95] Domestic cats spend the majority of their time in the vicinity of their homes, but can range many hundreds of meters from this central point. They establish territories that vary considerably in size, in one study ranging from 7 to 28 hectares (17–69 acres).[96] The timing of cats' activity is quite flexible and varied, which means house cats may be more active in the morning and evening, as a response to greater human activity at these times.[97]
76
+
77
+ Cats conserve energy by sleeping more than most animals, especially as they grow older. The daily duration of sleep varies, usually between 12 and 16 hours, with 13 and 14 being the average. Some cats can sleep as much as 20 hours. The term "cat nap" for a short rest refers to the cat's tendency to fall asleep (lightly) for a brief period. While asleep, cats experience short periods of rapid eye movement sleep often accompanied by muscle twitches, which suggests they are dreaming.[98]
78
+
79
+ The social behavior of the domestic cat ranges from widely dispersed individuals to feral cat colonies that gather around a food source, based on groups of co-operating females.[99][100] Within such groups, one cat is usually dominant over the others.[101] Each cat in a colony holds a distinct territory, with sexually active males having the largest territories, which are about 10 times larger than those of female cats and may overlap with several females' territories. These territories are marked by urine spraying, by rubbing objects at head height with secretions from facial glands, and by defecation.[82] Between these territories are neutral areas where cats watch and greet one another without territorial conflicts. Outside these neutral areas, territory holders usually chase away stranger cats, at first by staring, hissing, and growling and, if that does not work, by short but noisy and violent attacks. Despite some cats cohabiting in colonies, they do not have a social survival strategy, or a pack mentality and always hunt alone.[102]
80
+
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+ However, some pet cats are poorly socialized. In particular, older cats show aggressiveness towards newly arrived kittens, which include biting and scratching; this type of behavior is known as feline asocial aggression.[103]
82
+
83
+ Life in proximity to humans and other domestic animals has led to a symbiotic social adaptation in cats, and cats may express great affection toward humans or other animals. Ethologically, the human keeper of a cat functions as a sort of surrogate for the cat's mother.[104] Adult cats live their lives in a kind of extended kittenhood, a form of behavioral neoteny. Their high-pitched sounds may mimic the cries of a hungry human infant, making them particularly difficult for humans to ignore.[105]
84
+
85
+ Domestic cats' scent rubbing behavior towards humans or other cats is thought to be a feline means for social bonding.[106]
86
+
87
+ Domestic cats use many vocalizations for communication, including purring, trilling, hissing, growling/snarling, grunting, and several different forms of meowing.[7] Their body language, including position of ears and tail, relaxation of the whole body, and kneading of the paws, are all indicators of mood. The tail and ears are particularly important social signal mechanisms in cats. A raised tail indicates a friendly greeting, and flattened ears indicates hostility. Tail-raising also indicates the cat's position in the group's social hierarchy, with dominant individuals raising their tails less often than subordinate ones.[107] Feral cats are generally silent.[108]:208 Nose-to-nose touching is also a common greeting and may be followed by social grooming, which is solicited by one of the cats raising and tilting its head.[100]
88
+
89
+ Purring may have developed as an evolutionary advantage as a signalling mechanism of reassurance between mother cats and nursing kittens. Post-nursing cats often purr as a sign of contentment: when being petted, becoming relaxed,[109][110] or eating. The mechanism by which cats purr is elusive. The cat has no unique anatomical feature that is clearly responsible for the sound.[111]
90
+
91
+ Cats are known for spending considerable amounts of time licking their coats to keep them clean.[112] The cat's tongue has backwards-facing spines about 500 μm long, which are called papillae. These contain keratin which makes them rigid[113] so the papillae act like a hairbrush. Some cats, particularly longhaired cats, occasionally regurgitate hairballs of fur that have collected in their stomachs from grooming. These clumps of fur are usually sausage-shaped and about 2–3 cm (3⁄4–1 1⁄4 in) long. Hairballs can be prevented with remedies that ease elimination of the hair through the gut, as well as regular grooming of the coat with a comb or stiff brush.[112]
92
+
93
+ Among domestic cats, males are more likely to fight than females.[114] Among feral cats, the most common reason for cat fighting is competition between two males to mate with a female. In such cases, most fights are won by the heavier male.[115] Another common reason for fighting in domestic cats is the difficulty of establishing territories within a small home.[114] Female cats also fight over territory or to defend their kittens. Neutering will decrease or eliminate this behavior in many cases, suggesting that the behavior is linked to sex hormones.[116]
94
+
95
+ When cats become aggressive, they try to make themselves appear larger and more threatening by raising their fur, arching their backs, turning sideways and hissing or spitting.[117] Often, the ears are pointed down and back to avoid damage to the inner ear and potentially listen for any changes behind them while focused forward. They may also vocalize loudly and bare their teeth in an effort to further intimidate their opponent. Fights usually consist of grappling and delivering powerful slaps to the face and body with the forepaws as well as bites. Cats also throw themselves to the ground in a defensive posture to rake their opponent's belly with their powerful hind legs.[118]
96
+
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+ Serious damage is rare, as the fights are usually short in duration, with the loser running away with little more than a few scratches to the face and ears. However, fights for mating rights are typically more severe and injuries may include deep puncture wounds and lacerations. Normally, serious injuries from fighting are limited to infections of scratches and bites, though these can occasionally kill cats if untreated. In addition, bites are probably the main route of transmission of feline immunodeficiency virus.[119] Sexually active males are usually involved in many fights during their lives, and often have decidedly battered faces with obvious scars and cuts to their ears and nose.[120]
98
+
99
+ The shape and structure of cats' cheeks is insufficient to suck. They lap with the tongue to draw liquid upwards into their mouths. Lapping at a rate of four times a second, the cat touches the smooth tip of its tongue to the surface of the water, and quickly retracts it like a corkscrew, drawing water upwards.[121][122]
100
+
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+ Feral cats and free-fed house cats consume several small meals in a day. The frequency and size of meals varies between individuals. They select food based on its temperature, smell and texture; they dislike chilled foods and respond most strongly to moist foods rich in amino acids, which are similar to meat. Cats reject novel flavors (a response termed neophobia) and learn quickly to avoid foods that have tasted unpleasant in the past.[102][123] They also avoid sweet food and milk. Most adult cats are lactose intolerant; the sugar in milk is not easily digested and may cause soft stools or diarrhea.[124] Some also develop odd eating habits and like to eat or chew on things like wool, plastic, cables, paper, string, aluminum foil, or even coal. This condition, pica, can threaten their health, depending on the amount and toxicity of the items eaten.[125]
102
+
103
+ Cats hunt small prey, primarily birds and rodents,[126] and are often used as a form of pest control.[127][128] Cats use two hunting strategies, either stalking prey actively, or waiting in ambush until an animal comes close enough to be captured.[129] The strategy used depends on the prey species in the area, with cats waiting in ambush outside burrows, but tending to actively stalk birds.[130]:153 Domestic cats are a major predator of wildlife in the United States, killing an estimated 1.4 to 3.7 billion birds and 6.9 to 20.7 billion mammals annually.[131]
104
+ Certain species appear more susceptible than others; for example, 30% of house sparrow mortality is linked to the domestic cat.[132] In the recovery of ringed robins (Erithacus rubecula) and dunnocks (Prunella modularis), 31% of deaths were a result of cat predation.[133] In parts of North America, the presence of larger carnivores such as coyotes which prey on cats and other small predators reduces the effect of predation by cats and other small predators such as opossums and raccoons on bird numbers and variety.[134]
105
+
106
+ Perhaps the best-known element of cats' hunting behavior, which is commonly misunderstood and often appalls cat owners because it looks like torture, is that cats often appear to "play" with prey by releasing it after capture. This cat and mouse behavior is due to an instinctive imperative to ensure that the prey is weak enough to be killed without endangering the cat.[135]
107
+ Another poorly understood element of cat hunting behavior is the presentation of prey to human guardians. One explanation is that cats adopt humans into their social group and share excess kill with others in the group according to the dominance hierarchy, in which humans are reacted to as if they are at, or near, the top.[136] Another explanation is that they attempt to teach their guardians to hunt or to help their human as if feeding "an elderly cat, or an inept kitten".[137] This hypothesis is inconsistent with the fact that male cats also bring home prey, despite males having negligible involvement in raising kittens.[130]:153
108
+
109
+ On islands, birds can contribute as much as 60% of a cat's diet.[138] In nearly all cases, however, the cat cannot be identified as the sole cause for reducing the numbers of island birds, and in some instances, eradication of cats has caused a "mesopredator release" effect;[139] where the suppression of top carnivores creates an abundance of smaller predators that cause a severe decline in their shared prey. Domestic cats are, however, known to be a contributing factor to the decline of many species, a factor that has ultimately led, in some cases, to extinction. The South Island piopio, Chatham rail,[133] and the New Zealand merganser[140] are a few from a long list, with the most extreme case being the flightless Lyall's wren, which was driven to extinction only a few years after its discovery.[141][142]
110
+ One feral cat in New Zealand killed 102 New Zealand lesser short-tailed bats in seven days.[143] In the US, feral and free-ranging domestic cats kill an estimated 6.3 – 22.3 billion mammals annually.[131]
111
+
112
+ In Australia, the impact of cats on mammal populations is even greater than the impact of habitat loss.[144] More than one million reptiles are killed by feral cats each day, representing 258 species.[145] Cats have contributed to the extinction of the Navassa curly-tailed lizard and Chioninia coctei.[146]
113
+
114
+ Domestic cats, especially young kittens, are known for their love of play. This behavior mimics hunting and is important in helping kittens learn to stalk, capture, and kill prey.[147] Cats also engage in play fighting, with each other and with humans. This behavior may be a way for cats to practice the skills needed for real combat, and might also reduce any fear they associate with launching attacks on other animals.[148]
115
+
116
+ Cats also tend to play with toys more when they are hungry.[149] Owing to the close similarity between play and hunting, cats prefer to play with objects that resemble prey, such as small furry toys that move rapidly, but rapidly lose interest. They become habituated to a toy they have played with before.[150] String is often used as a toy, but if it is eaten, it can become caught at the base of the cat's tongue and then move into the intestines, a medical emergency which can cause serious illness, even death.[151] Owing to the risks posed by cats eating string, it is sometimes replaced with a laser pointer's dot, which cats may chase.[152]
117
+
118
+ Female cats called queens are polyestrous with several estrus cycles during a year, lasting usually 21 days. They are usually ready to mate between early February and August.[153]
119
+
120
+ Several males, called tomcats, are attracted to a female in heat. They fight over her, and the victor wins the right to mate. At first, the female rejects the male, but eventually, the female allows the male to mate. The female utters a loud yowl as the male pulls out of her because a male cat's penis has a band of about 120–150 backward-pointing penile spines, which are about 1 mm (1⁄32 in) long; upon withdrawal of the penis, the spines rake the walls of the female's vagina, which acts to induce ovulation. This act also occurs to clear the vagina of other sperm in the context of a second (or more) mating, thus giving the later males a larger chance of conception.[154]
121
+
122
+ After mating, the female cleans her vulva thoroughly. If a male attempts to mate with her at this point, the female attacks him. After about 20 to 30 minutes, once the female is finished grooming, the cycle will repeat.[155]
123
+ Because ovulation is not always triggered by a single mating, females may not be impregnated by the first male with which they mate.[156] Furthermore, cats are superfecund; that is, a female may mate with more than one male when she is in heat, with the result that different kittens in a litter may have different fathers.[155]
124
+
125
+ The morula forms 124 hours after conception. At 148 hours, early blastocysts form. At 10–12 days, implantation occurs.[157]
126
+ The gestation of queens lasts between 64 and 67 days, with an average of 65 days.[153][158]
127
+ Data on the reproductive capacity of more than 2,300 free-ranging queens were collected during a study between May 1998 and October 2000. They had one to six kittens per litter, with an average of three kittens. They produced a mean of 1.4 litters per year, but a maximum of three litters in a year. Of 169 kittens, 127 died before they were six months old due to a trauma caused in most cases by dog attacks and road accidents.[9]
128
+ The first litter is usually smaller than subsequent litters. Kittens are weaned between six and seven weeks of age. Queens normally reach sexual maturity at 5–10 months, and males at 5–7 months. This varies depending on breed.[155] Kittens reach puberty at the age of 9–10 months.[153]
129
+
130
+ Cats are ready to go to new homes at about 12 weeks of age, when they are ready to leave their mother.[159] They can be surgically sterilized (spayed or castrated) as early as seven weeks to limit unwanted reproduction.[160] This surgery also prevents undesirable sex-related behavior, such as aggression, territory marking (spraying urine) in males and yowling (calling) in females. Traditionally, this surgery was performed at around six to nine months of age, but it is increasingly being performed before puberty, at about three to six months.[161] In the United States, about 80% of household cats are neutered.[162]
131
+
132
+ The average lifespan of pet cats has risen in recent decades. In the early 1980s, it was about seven years,[163]:33[164] rising to 9.4 years in 1995[163]:33 and 15.1 years in 2018.[165] Some cats have been reported as surviving into their 30s,[166] with the oldest known cat, Creme Puff, dying at a verified age of 38.[167]
133
+
134
+ Spaying or neutering increases life expectancy: one study found neutered male cats live twice as long as intact males, while spayed female cats live 62% longer than intact females.[163]:35 Having a cat neutered confers health benefits, because castrated males cannot develop testicular cancer, spayed females cannot develop uterine or ovarian cancer, and both have a reduced risk of mammary cancer.[168]
135
+
136
+ Despite widespread concern about the welfare of free-roaming cats, the lifespans of neutered feral cats in managed colonies compare favorably with those of pet cats.[169]:45[170]:1358[171][172][173][174]
137
+
138
+ About two hundred fifty heritable genetic disorders have been identified in cats, many similar to human inborn errors of metabolism.[175] The high level of similarity among the metabolism of mammals allows many of these feline diseases to be diagnosed using genetic tests that were originally developed for use in humans, as well as the use of cats as animal models in the study of the human diseases.[176][177]
139
+ Diseases affecting domestic cats include acute infections, parasitic infestations, injuries, and chronic diseases such as kidney disease, thyroid disease, and arthritis. Vaccinations are available for many infectious diseases, as are treatments to eliminate parasites such as worms and fleas.[178]
140
+
141
+ The domestic cat is a cosmopolitan species and occurs across much of the world.[55] It is adaptable and now present on all continents except Antarctica, and on 118 of the 131 main groups of islands—even on isolated islands such as the Kerguelen Islands.[179][180]
142
+ Due to its ability to thrive in almost any terrestrial habitat, it is among the world's most invasive species.[181]
143
+ As it is little altered from the wildcat, it can readily interbreed with the wildcat. This hybridization poses a danger to the genetic distinctiveness of some wildcat populations, particularly in Scotland and Hungary and possibly also the Iberian Peninsula.[52] It lives on small islands with no human inhabitants.[182]
144
+ Feral cats can live in forests, grasslands, tundra, coastal areas, agricultural land, scrublands, urban areas, and wetlands.[183]
145
+
146
+ Feral cats are domestic cats that were born in or have reverted to a wild state. They are unfamiliar with and wary of humans and roam freely in urban and rural areas.[10] The numbers of feral cats is not known, but estimates of the United States feral population range from twenty-five to sixty million.[10] Feral cats may live alone, but most are found in large colonies, which occupy a specific territory and are usually associated with a source of food.[184] Famous feral cat colonies are found in Rome around the Colosseum and Forum Romanum, with cats at some of these sites being fed and given medical attention by volunteers.[185]
147
+
148
+ Public attitudes towards feral cats vary widely, ranging from seeing them as free-ranging pets, to regarding them as vermin.[186] One common approach to reducing the feral cat population is termed "trap-neuter-return", where the cats are trapped, neutered, immunized against diseases such as rabies and the feline panleukopenia and leukemia viruses, and then released.[187] Before releasing them back into their feral colonies, the attending veterinarian often nips the tip off one ear to mark it as neutered and inoculated, since these cats may be trapped again. Volunteers continue to feed and give care to these cats throughout their lives. Given this support, their lifespans are increased, and behavior and nuisance problems caused by competition for food are reduced.[184]
149
+
150
+ Some feral cats can be successfully socialised and 're-tamed' for adoption; young cats, especially kittens[188] and cats that have had prior experience and contact with humans are the most receptive to these efforts.
151
+
152
+ Cats are common pets throughout the world, and their worldwide population exceeds 500 million as of 2007.[189] Cats have been used for millennia to control rodents, notably around grain stores and aboard ships, and both uses extend to the present day.[190][191]
153
+
154
+ As well as being kept as pets, cats are also used in the international fur[192] and leather industries for making coats, hats, blankets, and stuffed toys;[193] and shoes, gloves, and musical instruments respectively[194] (about 24 cats are needed to make a cat-fur coat).[195] This use has been outlawed in the United States, Australia, and the European Union in 2007.[196] Cat pelts have been used for superstitious purposes as part of the practise of witchcraft,[197] and are still made into blankets in Switzerland as folk remedies believed to help rheumatism.[198] In the Western intellectual tradition, the idea of cats as everyday objects have served to illustrate problems of quantum mechanics in the Schrödinger's cat thought experiment.
155
+
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+ A few attempts to build a cat census have been made over the years, both through associations or national and international organizations (such as the Canadian Federation of Humane Societies's one[199]) and over the Internet,[200][201] but such a task does not seem simple to achieve. General estimates for the global population of domestic cats range widely from anywhere between 200 million to 600 million.[202][203][204][205][206]
157
+ Walter Chandoha made his career photographing cats after his 1949 images of Loco, an especially charming stray taken in, were published around the world. He is reported to have photographed 90,000 cats during his career and maintained an archive of 225,000 images that he drew from for publications during his lifetime.[207]
158
+
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+ A cat show is a judged event in which the owners of cats compete to win titles in various cat-registering organizations by entering their cats to be judged after a breed standard.[208][209] Both pedigreed and non-purebred companion ("moggy") cats are admissible, although the rules differ from organization to organization. Competing cats are compared to the applicable breed standard,[210] and assessed for temperament and apparent health; the owners of those judged to be most ideal awarded a prize. Moggies are judged based on their temperament and healthy appearance. Some events also include activity judging, such as trained navigation of obstacle course. Often, at the end of the year, all of the points accrued at various shows are added up and more national and regional titles are awarded to champion cats.
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+ Cats can be infected or infested with viruses, bacteria, fungus, protozoans, arthropods or worms that can transmit diseases to humans.[211] In some cases, the cat exhibits no symptoms of the disease,[212] However, the same disease can then become evident in a human. The likelihood that a person will become diseased depends on the age and immune status of the person. Humans who have cats living in their home or in close association are more likely to become infected, however, those who do not keep cats as pets might also acquire infections from cat feces and parasites exiting the cat's body.[211][213] Some of the infections of most concern include salmonella, cat-scratch disease and toxoplasmosis.[212]
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+
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+ In ancient Egypt, cats were worshipped, and the goddess Bastet often depicted in cat form, sometimes taking on the war-like aspect of a lioness. The Greek historian Herodotus reported that killing a cat was forbidden, and when a household cat died, the entire family mourned and shaved their eyebrows. Families took their dead cats to the sacred city of Bubastis, where they were embalmed and buried in sacred repositories. Herodotus expressed astonishment at the domestic cats in Egypt, because he had only ever seen wildcats.[214]
164
+ Ancient Greeks and Romans kept weasels as pets, which were seen as the ideal rodent-killers. The earliest unmistakable evidence of the Greeks having domestic cats comes from two coins from Magna Graecia dating to the mid-fifth century BC showing Iokastos and Phalanthos, the legendary founders of Rhegion and Taras respectively, playing with their pet cats. The usual ancient Greek word for 'cat' was ailouros, meaning 'thing with the waving tail'. Cats are rarely mentioned in ancient Greek literature. Aristotle remarked in his History of Animals that "female cats are naturally lecherous." The Greeks later syncretized their own goddess Artemis with the Egyptian goddess Bastet, adopting Bastet's associations with cats and ascribing them to Artemis. In Ovid's Metamorphoses, when the deities flee to Egypt and take animal forms, the goddess Diana turns into a cat.[215][216] Cats eventually displaced ferrets as the pest control of choice because they were more pleasant to have around the house and were more enthusiastic hunters of mice. During the Middle Ages, many of Artemis's associations with cats were grafted onto the Virgin Mary. Cats are often shown in icons of Annunciation and of the Holy Family and, according to Italian folklore, on the same night that Mary gave birth to Jesus, a cat in Bethlehem gave birth to a kitten.[217] Domestic cats were spread throughout much of the rest of the world during the Age of Discovery, as ships' cats were carried on sailing ships to control shipboard rodents and as good-luck charms.[46]
165
+
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+ Several ancient religions believed cats are exalted souls, companions or guides for humans, that are all-knowing but mute so they cannot influence decisions made by humans. In Japan, the maneki neko cat is a symbol of good fortune.[218] In Norse mythology, Freyja, the goddess of love, beauty, and fertility, is depicted as riding a chariot drawn by cats.[219] In Jewish legend, the first cat was living in the house of the first man Adam as a pet that got rid of mice. The cat was once partnering with the first dog before the latter broke an oath they had made which resulted in enmity between the descendants of these two animals. It is also written that neither cats nor foxes are represented in the water, while every other animal has an incarnation species in the water.[220] Although no species are sacred in Islam, cats are revered by Muslims. Some Western writers have stated Muhammad had a favorite cat, Muezza.[221] He is reported to have loved cats so much, "he would do without his cloak rather than disturb one that was sleeping on it".[222] The story has no origin in early Muslim writers, and seems to confuse a story of a later Sufi saint, Ahmed ar-Rifa'i, centuries after Muhammad.[223] One of the companions of Muhammad was known as Abu Hurayrah ("father of the kitten"), in reference to his documented affection to cats.[224]
167
+
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+ Many cultures have negative superstitions about cats. An example would be the belief that a black cat "crossing one's path" leads to bad luck, or that cats are witches' familiars used to augment a witch's powers and skills. The killing of cats in Medieval Ypres, Belgium, is commemorated in the innocuous present-day Kattenstoet (cat parade).[225] In medieval France, cats would be burnt alive as a form of entertainment. According to Norman Davies, the assembled people "shrieked with laughter as the animals, howling with pain, were singed, roasted, and finally carbonized".[226]
169
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+ "It was the custom to burn a basket, barrel, or sack full of live cats, which was hung from a tall mast in the midst of the bonfire; sometimes a fox was burned. The people collected the embers and ashes of the fire and took them home, believing that they brought good luck. The French kings often witnessed these spectacles and even lit the bonfire with their own hands. In 1648 Louis XIV, crowned with a wreath of roses and carrying a bunch of roses in his hand, kindled the fire, danced at it and partook of the banquet afterwards in the town hall. But this was the last occasion when a monarch presided at the midsummer bonfire in Paris. At Metz midsummer fires were lighted with great pomp on the esplanade, and a dozen cats, enclosed in wicker cages, were burned alive in them, to the amusement of the people. Similarly at Gap, in the department of the Hautes-Alpes, cats used to be roasted over the midsummer bonfire."[227]
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+ According to a myth in many cultures, cats have multiple lives. In many countries, they are believed to have nine lives, but in Italy, Germany, Greece, Brazil and some Spanish-speaking regions, they are said to have seven lives,[228][229] while in Turkish and Arabic traditions, the number of lives is six.[230] The myth is attributed to the natural suppleness and swiftness cats exhibit to escape life-threatening situations. Also lending credence to this myth is the fact that falling cats often land on their feet, using an instinctive righting reflex to twist their bodies around. Nonetheless, cats can still be injured or killed by a high fall.[231]
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+ The Fairmont Le Château Frontenac, formerly and commonly referred to as the Château Frontenac, is a historic hotel in Quebec City, Quebec, Canada. The hotel is situated in Old Quebec, within the historic district's Upper Town. The Château Frontenac was designed by Bruce Price, and was built by the Canadian Pacific Railway company. The hotel is presently managed by Fairmont Hotels and Resorts.
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+ Opened in 1893, the Châteauesque-styled building has 18 floors; its 79.9-metre (262-foot) height is augmented by the 54 m (177 ft) elevation it sits at.[5] It is one of the first completed grand railway hotels, and was designated a National Historic Site of Canada in 1981.[6] The hotel was expanded on three occasions, with the last major expansion taking place in 1993.
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+
5
+ The Château Frontenac is situated on 1, rue des Carrières, at the eastern edge of Old Quebec's Upper Town, built on the promontory of Quebec, a raised mass of land that projects into the Saint Lawrence River. The hotel property is bounded by rue Saint Louis to the north, and rue Mont Carmel to the south. Terrasse Dufferin is a terrace that wraps around the hotel from the northeast to the southeast, overlooking the Saint Lawrence River. Two public roads run through the hotel, rue du Trésor, and rue des Carrières. The hotel building was designated as a National Historic Site of Canada, known as the Château Frontenac National Historic Site of Canada.[7] The area was designated as a National Historic Site in January 1981.[6]
6
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+ Located near the edge of the promontory of Quebec, the Château Frontenac is situated near several major historic attractions within the historic district of Old Quebec's Upper Town. To the northeast of the hotel lies the Ursulines Monastery of Quebec, a 17th-century monastery founded by a missionary group of Ursuline nuns, and another National Historic Site of Canada. To the south of the hotel lies the Plains of Abraham, a historic area within The Battlefields Park, and the site of the Battle of the Plains of Abraham. Another major attraction south of the hotel is the Citadelle of Quebec, situated at the atop Cap Diamant, an elevated point of the promontory. The Citadelle serves as an active military installation for the Canadian Armed Forces, as well as a secondary official residence for the Canadian monarch and the Governor General of Canada. East of the hotel lies the Terrasse Dufferin, and Old Quebec's Lower Town directly below it.
8
+
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+ The Château Frontenac was not the first hotel built on the site. The first hotel was built during the 1780s, and was known as the Château Haldimand, named after the Governor of Quebec who ordered the hotel's construction. That hotel was later demolished to make way for the present hotel.
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+ The Château Frontenac is one of Canada's grand railway hotels built by the Canadian Pacific Railway. The Châteauesque architectural style used throughout the hotel would later serve as a template for other Canadian grand railway hotels erected in the late-19th to early-20th century.[6] The central fortress-like tower design is derived from medieval chateaus found throughout France's Loire Valley.[6] Châteauesque elements include the hotel's asymmetrical profile, with steeply pitched roofs, massive circular and polygonal towers and turrets, ornate gables and dormers, and tall chimneys. The exterior base of the hotel is largely made of grey stone ashlar, with steel framing running up the building, Glenboig brick cladding. Materials that make up the interior of the building includes mahogany panelling, marble staircases, carved stone, wrought iron, and glass roundels.[6] However, as opposed the other Châteauesque-styled buildings found in France, the Château Frontenac did not utilize elements of Italianate architecture, instead placing a greater emphasis on Gothic elements.[8] The hotel also draws certain elements from Victorian style of architecture, with rich polychromatic surfaces throughout its exterior.[6]
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+ Built in 1892–93, the Château Frontenac was originally designed by architect Bruce Price. Price's plan called for a horseshoe-shaped hotel, made up of four wings of unequal length, connected at obtuse angles.[8] Public rooms made up the majority of the first two floors of Price's designs.[8] The original proposal called for a square structure, however the completion of the Terrasse Dufferin led to the development for a more picturesque building.[9] Since its completion, the hotel has undergone several major expansions and renovations led by several different architects and architectural firms. William Sutherland Maxwell led two major expansions to the hotel, one in 1908–09, and another in 1920–24 (co-led with his brother, Edward Maxwell). Renovations in the 1990s was led by the Arcop, an architectural firm based in Montreal.[6] The hotel was again expanded in 1993, with the addition of a new wing.[10]
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+ Access to the hotel's main entrance is marked by several porte-cochère with large dormers and a cupola. The porte-cochère leads guests into the hotel's centre courtyard, as well as the entrance to the hotel's main lobby.[8] The building stands 80-metre-tall (260 ft), containing 18 floors primarily made up of guest rooms and other hotel amenities. After the addition of the tallest tower in 1924, the hotel became the tallest building in Quebec City. It remained the city's tallest building until 1930, when Édifice Price was completed just northeast of the hotel. Although several buildings in Quebec City are taller, the hotel continues to hold a prominent position in the city's skyline, as it is perched atop a tall cape overlooking the Saint Lawrence River.
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+ The Château Frontenac includes 611 guest rooms and suites spread throughout the hotel building.[11] Eight executive suites were renovated into specialty "themed rooms". Most of the suites are themed to the heads of state and government that have visited the hotel, such as the Trudeau-Trudeau Suite, named after two Canadian Prime Ministers, Pierre Elliott Trudeau, and Justin Trudeau.[12] The Churchill Suite and Roosevelt Suite are two suites named after attendees of the First and Second Quebec Conferences, British Prime Minister Winston Churchill and American President Franklin D. Roosevelt, respectively.[12] Other suites themed in honour of world leaders include the Charles de Gaulle, named after the former President of France, and the Elizabeth II, named for the Queen of Canada.[12]
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+ Aside from world leaders, the hotel also offers suites themed to Alfred Hitchcock, a director who filmed much of I Confess at the hotel, and William Cornelius Van Horne, the second President of the Canadian Pacific Railway, and Celine Dion. The Celine Dion Heritage Suite utilizes an Art Deco style throughout the suite, decorated with images from Dion's family photographer.[13]
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+ A number of rooms at the Château Frontenac are also occupied by restaurants and other food-based services. As of 2018, three restaurants operate within the hotel: 1608 Wine and Cheese Bar, Bistro Le Sam, and Champlain.[11] As a part of Fairmont Hotels and Resorts' larger "Bee Sustainable" program, the Château Frontenac hosts four queen honey bees in hives on the hotel's rooftop garden. The honey is harvested three times a year and is used by the hotel's restaurants. The hotel has nearly 70,000 honey bees producing 295 kilograms (650 lb) of honey per year. The hotel's rooftop apiary also operates a pollinator hotel.[12][14]
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+ In the 1870s, a restoration project began in Quebec under the British governor general of Canada aimed at restoring the capital to its former 17th century look. One of the contributors to this project was Lord Dufferin, who supervised the construction of the old city wall and many public buildings that followed the theme of old, medieval, European Quebec. Dufferin also made a plan to reconstruct the Chateau Saint-Louis which was located on the cape where the Chateau Frontenac currently stands and served as the home of the French governors from 1620 to 1834.[15] Dufferin's plan did not take off until the City Council and the Board of Trade adopted the idea and planned to instead construct a grand hotel on the site to attract upper-class tourism to the area, but after failing to finance its construction, businessmen from Toronto and Montreal with connections to the Canadian Pacific Railway took control of the project.[15]
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+ The Château Frontenac was completed in 1893, and was designed by American architect Bruce Price and overseen by William Van Horne, the Canadian Pacific Railway's general manager and a key developer of the Canadian railway hotel system.[15][16] The hotel was a part of a series of Chateauesque-styled hotels built for the Canadian Pacific Railway company during the late 19th and early 20th centuries.[9] The last of the Canadian Pacific Railway's Chateauesque hotels was completed in 1908, leaving the rival company Grand Trunk Railway to continue the trend.[17] The hotel was expanded in 1924 to designs by William Sutherland Maxwell. The 1924 expansion saw the addition of the hotel's central tower.[6] The hotel was named after Louis de Buade, Count of Frontenac, who was the Governor General of New France from 1672 to 1682, and again from 1689 to 1698.[12]
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+ The World War II Allies' met during the First and Second Quebec Conference (in 1943 and 1944 respectively). During these conferences, officials including American President Franklin Delano Roosevelt, British Prime Minister Winston Churchill, and Canadian Prime Minister William Lyon Mackenzie King, discussed strategy for World War II.[12]
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+ In 1953, this hotel was used as the filming location for the final scene in Alfred Hitchcock's film I Confess, featuring Montgomery Clift and Anne Baxter.[13]
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+ In 1993, the hotel saw another expansion, with the addition of the new wing that included a pool, fitness centre, and outdoor terrace.[10] On June 14, 1993, Canada Post issued 'Le Château Frontenac, Québec' designed by Kosta Tsetsekas, based on illustrations by Heather Price. The $C0.43 stamp features an image of the hotel building, and is perforated 13.5 and printed by Ashton-Potter Limited.[18]
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+ In 2001, the hotel was sold to Legacy REIT, which is partially owned by Fairmont, for $185 million.[19] The hotel was renamed the Fairmont Le Château Frontenac in November 2001, shortly after Canadian Pacific Hotels reformed itself as Fairmont Hotels and Resorts, taking the name of an American company it acquired in 2001.[20]
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+ In 2011, the hotel was sold to Ivanhoé Cambridge.[21] Shortly after acquiring the hotel, Ivanhoé Cambridge announced an investment of $9 million for the restoration of the building's masonry work, and to replacement of the building's copper roofs. The company further announced another $66 million investment for general improvements and renovations throughout the hotel.[22] When the roof was being replaced, an image of the roof was printed on polypropylene safety netting and hung from scaffolding to hide the refurbishing project from view.[23] The extensive renovation saw conference rooms expanded, restaurants remodeled, modernization of the lobby, and the gutting and rebuilding of three-fifths of the hotel's rooms.[10]
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+ The hotel was featured in the 2016 Korean drama Guardian: The Lonely and Great God.
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+ The Château de Montsoreau is a Renaissance style castle[1] in the Loire Valley,[2] directly built in the Loire[3] riverbed. It is located in the small market town of Montsoreau, in the Maine-et-Loire département of France, close to Saumur, Chinon, Fontevraud-L'abbaye and Candes-Saint-Martin. The Château de Montsoreau has an exceptional position at the confluence of two rivers, the Loire and the Vienne, and at the meeting point of three historic regions: Anjou, Poitou and Touraine. It is the only château of the Loire Valley to have been built directly in the Loire riverbed.
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+ In 2015, the French contemporary art collector Philippe Méaille signed with Christian Gillet, president of the French department of the Maine-et-Loire an emphyteutic lease of 25 years of the real property of the Château de Montsoreau.[4][5][6][7] The Château de Montsoreau became home for Méaille's collection of radical conceptualists Art & Language, and the museum has been named Château de Montsoreau-Museum of Contemporary Art.[8][9][10][11]
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+ A Gallo-Roman origin has been verified for the settlement of Montsoreau but not confirmed for the castle, even though a fluted column made of stone from a Gallo-Roman temple or a public building was found in the moat during the restoration works of the end of the 20th century. The first written sources are from the 6th century with the domain of Restis, but it is only with the construction of a fortress at the end of the 10th century that the market town began to become prosperous.[12] One part of this first castle was found during the same restoration works by the archaeologists.[13] The castle was reconstructed in a Renaissance style between 1450 and 1460 by Jean de Chambes, one of the kingdom's wealthiest men, a senior councillor and chamberlain to King Charles VII and to King Louis XI.
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+ The Château de Montsoreau was immortalised by Alexandre Dumas in his novel La Dame de Monsoreau written between 1845 and 1846. This novel is the second part of a trilogy on the Renaissance, between La Reine Margot and Les Quarante-cinq.
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+ Unlike others châteaux of the Loire Valley, Montsoreau is the only one that is actually built in the Loire riverbed.
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+ Parts of the Château de Montsoreau were listed as a monument historique by the French Ministry of Culture in 1862, 1930 and 1938.[14] The Loire Valley between Sully-sur-Loire and Chalonnes has been inscribed as a UNESCO World Heritage Site since 30 November 2000.[15]
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+ The name Montsoreau first appeared in 1086 in a map in its Latin form: Castrum Monte Sorello or Mons Sorello. Mons or Monte referring to a rocky promontory. The origin and interpretation of the name Sorello, remain unknown but would certainly mean bald or red. This rock certainly owed its notability, relatively old, to the fact that it was located in the bed of the Loire, partially surrounded by its waters during the high water periods. Moreover, even before a fortress was built, an administrative or cult building had already occupied the site since Gallo-Roman times.
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+ In La Dame de Monsoreau,[16] Alexandre Dumas has fun finding a very particular origin in the name of the castle, making it drift from the mount of the mouse:
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+ - Ah! My goodness, my lord the Duke of Anjou will wait. This man makes me curious. I suspect he is very special. I don't know why we have these ideas, you know, the first time we meet people I don't know why I think I'll have trouble leaving with him, and then this name, Monsoreau!
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+ - Mount of the mouse, Antraguet continued, this is the etymology: my old abbot learned me this this morning: Mons Soricis.
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+ The first written source describing the site under the name Restis dates back to the 6th century.[17] It was transformed into a fortified castle by Eudes the First count of Blois in 990. In 1001, it was taken by the Anjou realm,[18] and Foulques Nerra gave it to Gautier I of Montsoreau. Gautier I belonged to one of the most pre-eminent families of Anjou.[19] Thus, the Castrum Monsorelli became one of the forty fortified castles in Anjou and one of the few to be given the title of lordship at the turn of year 1000. A town developed quickly near the castle and in the narratio de commendatione Turonice provincie, edited by Salmon in 1854, the site was mentioned as one of oppidis munitissimi et populosis by the second half of 11th century.[20] A right to raise tax was attested in written sources from the 12th century.[21]
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+ When the order of Fontevraud was settled in 1101, Fontevraud Abbey was supervised by Gautier de Montsoreau, who took direct orders from the Count of Anjou.[22] Gautier's mother-in-law, Hersende de Champagne, was the first great prior and co-founder of the Abbey with Robert d'Arbrissel.
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+ Guillaume IV de Montsoreau was on Geoffrey Plantagenet's side against his brother Henri II Plantagenet, the future King of England, and Eleanor of Aquitaine's husband. The latter besieged the castrum and took it at the end of August 1152, despite its fortification.[23] He captured Guillaume and his defenders. Guillaume IV, however, was restored to the castle later. An order of King Henry II of England (about 1068) concerning the landscape project of the Loire was signed by Guillaume de Montsoreau and his son Guillaume. In 1171, Guillaume's son gave the Turpenay monks the right to build tax-free houses inside the castrum. Gauthier, his eldest son, had no sons and so the lordship passed to the Savary de Montbazon family, on the marriage of his daughter Ferrie in 1213[24] to Pierre II Savary de Montbazon, lord of Montbazon.
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+ After his victory at Bouvines, Philippe-Auguste chose him in 1214, with Guy Turpin, archdeacon of Tours, to negotiate peace with King John. The second house of Montsoreau disappeared in 1362, with the wedding of the only daughter of Renaud VII and Guillaume II de Craon.[25] The fourth house, one of the Chabot family, lasted only a few decades.[26]
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+ In 1450, in order to pay off various debts, Louis II Chabot sold his domains of Montsoreau and Coutancière to his brother-in-law Jean II de Chambes,[27] who undertook to rebuild the castle at Montsoreau.[28] A descendant of Angoumois old noble family (near the city of Angoulême), Jean II de Chambes began in Charles VII service as an esquire in 1426,[29] the years before the famous interview between the King and Jeanne d'Arc in the Castle of Chinon. Baker in chief, Councillor and Chamberlain, he became in 1444 "first master of ostel" of the King;[29] at the same time he associated with Jacques Coeur.[30] Jean II de Chambes received a considerable amount of money that was owed to him.[31] He was trusted with several sensitive diplomatic missions and especially sent as ambassador to Venice in 1459 to prepare a new crusade.[32] His lordships of Montsoreau and Argenton, but also his governorship of La Rochelle and Lord Provost and Captain of Niort, Talmont-sur-Gironde and Aigues-Mortes assured him some substantial revenues.[33]
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+ From 1450 to 1460, Jean II de Chambes increasingly played a role as ambassador. He was called frequently out of Anjou, while the castle was being built. These ten years represent a remarkable rise of his political and financial influence including his closeness to Charles VII. Closer to Charles VII than Louis XI, Jean II de Chambes gradually withdrew from politics from 1461.[34]
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+ Jean III de Chambes succeeded his father, who died in 1473 and married Marie de Chateaubriant, who founded in 1519 the Holy Cross Collegiate Church across[35] the moat surrounding the castle. In 1530, Philippe de Chambes, who lived in Montsoreau, married Anne de Laval-Montmorency. His eldest son, Jean VI de Chambes inherited the field of Coutancière and saw his lands made up into a barony in 1560.
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+ Montsoreau was sacked by the Protestants in 1568. The Holy Cross Collegiate and the fortifications of the city were destroyed. Four years later, Jean VI de Chambes acquitted himself with zeal in the organisation of the "Saint Bartholomew Angevine[36]" in Saumur and Angers. His Barony was confirmed by Letters Patent in 1573 and 1575.[36]
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+ After his death in 1575, his brother Charles de Chambes became Count of Montsoreau and the following year he married Françoise de Maridor, whose name remains attached to the murder of Louis de Bussy d'Amboise.[37]
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+
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+ Garnisons of fifty and twenty warriors lived in the castle in the course of the last decade of the 16th century.[38] This ceased to exist during the reign of Louis XIII, and René de Chambes sought a garrison of royal troops but was refused by Richelieu. As a counterfeiter, he was sentenced to death and had to flee to England and was never able to return. After the death of his successor Bernard de Chambes, the castle of Montsoreau was rarely occupied by its various owners. The eldest daughter of Bernard de Chambes married Louis Francis Bouchet, who died in 1716,[39] leaving 400,000 livres of debts. His eldest son Louis I de Bouchet, married Jeanne Pocholle Hamel[39] who brought a 200,000 livres dowry.
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+ The widow of Louis Francois II de Bouchet Sourches, Marquis of Tourzel, sold the château and what remained of the domain of Montsoreau after 1804. Following the sale of the property, the building was occupied by 19 different homeowners who reshaped the site. The external condition of the main building is known through various representations and descriptions made in the second half of the nineteenth century, which reflect the disrepair of the property.[40] In 1910, the château was in a pitiful state, and this moved the members of the French Archaeological Society (Société Française d'Archeologie). Thanks to the tenacity of Senator Geoffre who pleaded with the Maine et Loire department General Council, the situation evolved favorably. The department gradually acquired each property after 1913, Restoration works were undertaken in 1923 and continued without interruption until the Second World War.[41]
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+ After a new programme of restoration between 1997 and 2001, the château opened to visitors on 6 July 2001 with a son-et-lumiere entitled "The Imaginaries of Loire" which attracted about 35,000 visitors a year.
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+ In June 2015, the Maine and Loire council entrusted the keys of the Château de Montsoreau to the French collector of contemporary art, Philippe Méaille, to create a museum of contemporary art. Méaille opened the Château de Montsoreau-Museum of Contemporary Art to the public in April 2016.[42][43] Its collection represents the world's largest holding of artworks by the Art & Language group of conceptual artists.[44][45] The Château de Montsoreau-Museum of Contemporary Art organises numerous events throughout the year: temporary exhibitions, conferences and symposia.[46]
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+ Court of the Château de Montsoreau-Museum of Contemporary Art during Anjou Vélo Vintage festival.
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+ Château de Montsoreau-Museum of Contemporary Art
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+ Sunset on the Loire seen from the castle terrace
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+ The Château de Montsoreau is located in a strategic position, at the convergence of two rivers, the Loire and the Vienne, and also at the intersection of three historical political regions Anjou, Poitou and Touraine. It is situated in a nationally protected region, the Loire-Anjou-Touraine Regional Nature Park.
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+ The castle was directly built into the bed of the Loire River, at the foot of the hillside, in tufa – the local bed-rock, still visible in many places. Many local properties are built from this stone and indeed there are many local houses built into the hillsides, and in the local caves. Its topographic position is said to be militarily impregnable, as it is located between two small valleys on a plateau of some thirty hectares with steep slopes to the east and the west.[47]
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+ Jean II de Chambes built the Château de Montsoreau in 1455. The building marks the transition from military architecture to architecture for pleasure, as shown by the large windows, the numerous chimneys, and the attention paid to sanitation problems. The castle's central dwelling was built directly on the banks of the Loire. Unusually, two right-angled wings, looking like two square towers framing the main building, were built a few years later, at a time when round towers were usually built. This odd choice prefigures the corner pavilions of classical architecture. A spiral staircase probably existed before the current Renaissance staircase.
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+ The ground floor and courtyard side cellars permit control of navigation on the Loire. One of those rooms has direct access to the river. The main staircase on the left side leads to the ground floor dwelling and to the first floor salon. This very bright room, lit by five windows and with a length of seventeen metres, is heated by two monumental chimneys.
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+ Small rooms surround the dwelling and show the transition between public and private areas. In 1473, Jean III de Chambes succeeded his father. He built a Renaissance staircase tower with a polygonal shaft topped by a terrace. The steps lead to an eight-wedged palmtree-shaped vault, quite similar to those found in Angers’ Barrault dwelling and Saumur’s town hall. The stairs are decorated by pilasters bordering the windows; medallions, putti and candelabra carried by lion’s paws.
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+ A central panel shows a helmet bearing the family’s motto "Chambe Crie". The register above represents two monkeys holding the end of a chain. This chain is fixed around a loop belt under which is inscribed "Je le feray". At the other extreme of the chain, an ovoid object embellished by a leaf decoration is suspended through a hoop. A little monkey is crouching down the hoop's left side. The upper panel is carved with trees and branches representing a coppice in front of which stand a deer, the chief symbol of the hunt.
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+ Although Alexandre Dumas' novel, La Dame de Monsoreau, written between 1845 and 1846, does not depict the Château de Montsoreau, it has greatly contributed to its fame by putting the Seigneurie of Montsoreau in the foreground of its history. More broadly, this novel is part of a trilogy about the wars of religion in France with the other two novels, La Reine Margot and Les Quarante-cinq. Alexandre Dumas, as usual, develops the history of France in a free and romantic way. Montsoreau, written Monsoreau for the purposes of the story, does not appear in La Reine Margot, but is present in the other two parts of the saga.[48] This trilogy on European wars of religion (French: Trilogie des Valois) allows Dumas to bring together a love story and history by introducing, starting with La Dame de Monsoreau, important figures from the French court, Louis de Bussy d'Amboise, Françoise de Maridor (Diane de Méridor, the Lady of Monsoreau), King Henri III, François de France, Duke of Alençon, the Duke of Anjou, and Charles de Chambes (the Count of Monsoreau), thus recalling the importance of the Seigneurie of Montsoreau in the middle of the 16th century and the central role that Jean IV de Chambes played in the execution of the Saint Bartholomew Day Massacre in Anjou.[49] Indeed, this historical character is depicted in a terrifying way by Dumas. The love story between his wife Diane de Méridor and Bussy is an opportunity for Dumas to exhume this historical figure who was responsible for the massacre of Protestants in Angers and Saumur. His zeal, moreover, allowed the Seigneurie of Montsoreau, until then a barony, to be elevated by the King Henri III to the rank of County. He thus executed his wife's lover in an expeditious manner. The novel takes place mainly in Paris and Anjou.[50]
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+ La Dame de Monsoreau is an historic novel mixing two intrigues :
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+ In their novel Par les champs et par les grèves, Gustave Flaubert and Maxime Du Camp recount their trip to Montsoreau on 8 May 1847: "Anjou smells of Italy. Is it a memory? remains of influence? or the effect of the gentle Loire, the most sensual of rivers? [...] In Montsoreau, we turn left and take the road (French: levée) that stretches all the way to Saumur between the Loire and the hillsides. [...] So we go like this, walking joyfully and carefree, talkative and silent, singing and smoking; it was for us one of those days that make you love life, one of those days when the fog spreads a little to let you see a bright corner of the horizon ".
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+ Montsoreau appears several times in François Rabelais' masterpiece, Gargantua. It is at the Montsoreau Audit Office that the registers of Gargantua's measurements are kept, and it is also at Montsoreau that he learns to swim across the Loire River. After his victory over Picrochole, the king who attacked the kingdom of Grandgousier, Gargantua rewards Ithybole with Montsoreau.[51]
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+ When the château de Montsoreau passed to the Sourches family, the then Montsoreau family was immortalized several times by distinguished artists of the 18th century. The catalogue raisonné of the painter Hyacinthe Rigaud contains four portraits of members of the Montsoreau family, two of Louis I du Bouchet de Sourches, one of his sister Marie-Louise, and one of Jeanne-Agnès-Thérèse Pocholle du Hamel.[53] There is also a painting by Nicolas de Largillierre, The Countess of Montsoreau (1714),[54] conserved in the Dallas Museum of Art and a painting by François-Hubert Drouais, The Marquis de Sourches with his family (1756), kept in the Château de Versailles.
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+ In the 19th century, the massive structure of the Château de Montsoreau rising directly on the banks of the Loire, the state of the building which was beginning to decline, as well as the dramatic setting of the confluence of the two major rivers, the Vienne and the Loire, inspired the romantic and pre-impressionist artists undertaking their journey along the Loire.
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+ In October 1826, William Turner spent a short stay on the banks of the Loire and took twenty-one views of the river. He immortalized the château de Montsoreau, taking as a setting the immensity of the scenery of the confluence of the Vienne and the Loire rivers.[55] This watercolour conserved at the Ashmolean Museum in Oxford was nevertheless engraved in 1832; one copy is kept at the Château de Montsoreau - Museum of Contemporary Art.[56]
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+ Auguste Rodin, a great lover of classical architecture, did not hesitate to have the pavilion of the Exposition Universelle (to which he added a portico recovered from the Château d'Issy) reinstalled on the heights of Meudon in 1895. Two years later, around 1897, fascinated by the architecture of the château Montsoreau, he drew an idealized view of its north facade, which was already practically in ruins.[57]
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+ Paul-Désiré Trouillebert, a painter of the school of Barbizon, worked in Paris and Candes-Saint-Martin where he had a studio and also a boat-studio. His boat-studio allowed him to navigate on the Vienne and the Loire and to paint the landscape from the river. He realised a large number views of these Loire landscapes on which the château de Montsoreau appears regularly.[58]
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+ An opera was created based on La Dame de Montsoreau. The libretto was written by Auguste Maquet, a faithful collaborator of Dumas and the music was written by Gaston Salvayre.[59] This opera was commissioned from Gaston Salvayre by the Paris Opera and its first public performance was given at the Opéra Garnier on January 30, 1888.[60] This opera was not as successful as expected and was only performed eight times.[61]
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+ In 2019, the English magazine All About History (Future plc) publishes its 101 World's Greatest castles list and ranks the château de Montsoreau with the number 53.[62]
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+ The Palace of Versailles (/vɛərˈsaɪ, vɜːrˈsaɪ/ vair-SY, vur-SY;[1] French: Château de Versailles [ʃɑto d(ə) vɛʁsɑj] (listen)) was the principal royal residence of France from 1682, under Louis XIV, until the start of the French Revolution in 1789, under Louis XVI. It is located in the department of Yvelines, in the region of Île-de-France, about 20 kilometres (12 miles) southwest of the centre of Paris.[2]
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+
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+ A simple hunting lodging and later a small château with a moat occupied the site until 1661, when the first work expanding the château into a palace was carried out for Louis XIV. In 1682, when the palace had become large enough, the king moved the entire royal court and the French government to Versailles. Some of the palace furniture at this time was constructed of solid silver, but in 1689 much of it was melted down to pay for the cost of war. Subsequent rulers mostly carried out interior remodeling, to meet the demands of changing taste, although Louis XV did install an opera house at the north end of the north wing for the wedding of the Dauphin and Marie Antoinette in 1770. The palace has also been a site of historical importance. The Peace of Paris (1783) was signed at Versailles, the Proclamation of the German Empire occurred in the vaunted Hall of Mirrors, and World War I was ended in the palace with the Treaty of Versailles, among many other events.
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+ The palace is now a historical monument and UNESCO World Heritage site, notable especially for the ceremonial Hall of Mirrors, the jewel-like Royal Opera, and the royal apartments; for the more intimate royal residences, the Grand Trianon and Petit Trianon located within the park; the small rustic Hameau (Hamlet) created for Marie Antoinette; and the vast Gardens of Versailles with fountains, canals, and geometric flower beds and groves, laid out by André le Nôtre. The Palace was stripped of all its furnishings after the French Revolution, but many pieces have been returned and many of the palace rooms have been restored.
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+ In 2017 the Palace of Versailles received 7,700,000 visitors, making it the second-most visited monument in the Île-de-France region, just behind the Louvre and ahead of the Eiffel Tower.[3]
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+ The site of the Palace was first occupied by a small village and church, surrounded by forests filled with abundant game. It was owned by the Gondi family and the priory of Saint Julian. King Henry IV went hunting there in 1589, and returned in 1604 and 1609, staying in the village inn. His son, the future Louis XIII, came on his own hunting trip there in 1607. After he became King in 1610, Louis XIII returned to the village, bought some land, and in 1623-24 built a modest two-story hunting lodge on the site of the current marble courtyard.[4] He was staying there in November 1630 during the event known as the Day of the Dupes, when the enemies of the King's chief minister, Cardinal Richelieu, aided by the King's mother, Marie de' Medici, tried to take over the government. The King defeated the plot and sent his mother into exile.[5]
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+ After this event, Louis XIII decided to make his hunting lodge at Versailles into a château. The King purchased the surrounding territory from the Gondi family and in 1631–1634 had the architect Philibert Le Roy replace the hunting lodge with a château of brick and stone with classical pilasters in the doric style and high slate-covered roofs, surrounding the courtyard of the original hunting lodge. The gardens and park were also enlarged, laid out by Jacques Boyceau and his nephew, Jacques de Menours (1591–1637), and reached essentially the size they have today.[a][4][6][7]
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+ Louis XIV first visited the château on a hunting trip in 1651 at the age of twelve, but returned only occasionally until his marriage to Maria Theresa of Spain in 1660 and the death of Cardinal Mazarin in 1661, after which he suddenly acquired a passion for the site.[8] He decided to rebuild, embellish and enlarge the château and to transform it into a setting for both rest and for elaborate entertainments on a grand scale.[6][9]
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+ The first phase of the expansion (c. 1661–1678) was designed and supervised by the architect Louis Le Vau. Initially he added two wings to the forecourt, one for servants quarters and kitchens, the other for stables.[10] In 1668 he added three new wings built of stone, known as the envelope, to the north, south and west (the garden side) of the original château. These buildings had nearly-flat roofs covered with lead. The king also commissioned the landscape designer André Le Nôtre to create the most magnificent gardens in Europe, embellished with fountains, statues, basins, canals, geometric flower beds and groves of trees. He also added two grottos in the Italian style and an immense orangerie to house fruit trees, as well as a zoo with a central pavilion for exotic animals.[6] After Le Vau's death in 1670, the work was taken over and completed by his assistant François d'Orbay.[11]
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+ The entrance in 1668 during the first reconstruction (painting by Pierre Patel)
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+ The garden façade in 1674. The terrace was later replaced by the Hall of Mirrors
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+ The main floor (above the ground floor) of the new palace contained two symmetrical sets of apartments, one for the king and the other for the queen, looking over the gardens. The two apartments were separated by a marble terrace, overlooking the garden, with a fountain in the center. Each set of apartments was connected to the ground floor with a ceremonial stairway, and each had seven rooms, aligned in a row; a vestibule, a room for the guards, an antechamber, chamber, a large cabinet or office; a smaller bedroom, and a smaller cabinet. On the ground floor under the King's apartment was another apartment, the same size, designed for his private life, and decorated on the theme of Apollo, the Sun god, his personal emblem. Under the Queen's apartment was the apartment of the Grand Dauphin, the heir to the throne.[12]
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+ The interior decoration was assigned to Charles Le Brun. Le Brun supervised the work of a large group of sculptors and painters, called the Petite Academie, who crafted and painted the ornate walls and ceilings.[12] In the 1670s and 1680s, 10 million livres worth of solid silver furniture was commissioned to designs by Le Brun, including tubs for Louis XIV's orange trees, an 8 foot high sculpted throne, and a silver balustrade in the Salon of Mercury.[13][14] These items were melted down in 1689 to contribute to the cost of fighting the Nine Years' War.[15][16][17]
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+ Le Brun also supervised the design and installation of countless statues in the gardens.[18] The grand stairway to the King's apartment was soon redecorated almost as soon as it was completed with plaques of colored marble and trophies of arms, tapestries, and balconies, so the members of the court could observe the processions of the King.[12]
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+ In 1670, Le Vau added a new pavilion northwest of the chateau, called the Trianon, for the King's relaxation in the hot summers. It was surrounded by flowerbeds and decorated entirely with blue and white porcelain, in imitation of the Chinese style.[19]
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+ The King increasingly spent his days in Versailles, and the government, court, and courtiers, numbering six to seven thousand persons, crowded into the buildings. The King ordered a further enlargement, which he entrusted to the young architect Jules Hardouin-Mansart. Hadouin-Mansart added two large new wings on either side of the original Cour Royale (Royal Courtyard). He also replaced Le Vau's large terrace, facing the garden on the west, with what became the most famous room of the palace, the Hall of Mirrors. Mansart also built the Petites Écuries and Grandes Écuries (stables) across the Place d'Armes, on the eastern side of the château. The King wished a quiet place to relax away from the ceremony of the Court. In 1687 Hardouin-Mansart began the Grand Trianon, or Trianon de Marbre (Marble Trianon), replacing Le Vau's 1668 Trianon de Porcelaine in the northern section of the park. In 1682 Louis XIV was able to proclaim Versailles his principal residence and the seat of the government and was able to give rooms in the palace to almost all of his courtiers.[20]
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+ After the death of Maria Theresa of Spain in 1683, Louis XIV undertook the enlargement and remodeling of the royal apartments in the original part of the palace, within the former hunting lodge built by his father. He instructed Mansart to begin the construction of the Royal Chapel of Versailles, which towered over the rest of the palace. Hardouin-Mansart died in 1708 and so the chapel was completed by his assistant Robert de Cotte in 1710.[21]
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+ Louis XIV died in 1715, and the young new King, Louis XV, just five years old, and his government were moved temporarily from Versailles to Paris under the regency of Philippe II, Duke of Orléans. In 1722, when the King came of age, he moved his residence and the government back to Versailles, where it remained until the French Revolution in 1789.[20] Louis XV remained faithful to the original plan of his great-grandfather, and made few changes to the exteriors of Versailles. His main contributions were the construction of the Salon of Hercules, which connected the main building of the Palace with the north wing and the chapel (1724–36); and the royal opera theater, designed by Ange-Jacques Gabriel, and built between 1769 and 1770. The new theater was completed in time for the celebration of the wedding of the Dauphin, the future Louis XVI, and Archduchess Marie Antoinette of Austria. He also made numerous additions and changes to the royal apartments, where he, the Queen, his daughters, and his heir lived. In 1738, Louis XV remodeled the king's petit appartement on the north side of the Cour de Marbre, originally the entrance court of the old château. He discreetly provided accommodations in another part of the palace for his famous mistresses, Madame de Pompadour and later Madame du Barry.
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+ The extension of the King's petit appartement necessitated the demolition of the Ambassador's Staircase, one of the most admired features of Louis XIV's palace, which left the Palace without a grand staircase entrance.[22] The following year Louis XV ordered the demolition of the north wing facing onto the Cour Royale, which had fallen into serious disrepair.[23] He commissioned Gabriel to rebuild it in a more neoclassical style. The new wing was completed in 1780.[24]
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+ Louis XVI was constrained by the worsening financial situation of the kingdom from making major changes to the palace, so that he primarily focused on improvements to the royal apartments.[25] Louis XVI gave Marie Antoinette the Petit Trianon in 1774. The Queen made extensive changes to the interior, and added a theater, the Théâtre de la Reine. She also totally transformed the arboretum planted during the reign of Louis XV into what became known as the Hameau de la Reine. This was a picturesque collection of buildings modeled after a rural French hamlet, where the Queen and her courtiers could play at being peasants.[26] The Queen was at the Petit Trianon in July 1789 when she first learned of the beginning of the French Revolution.
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+ In 1783, the Palace was the site of the signing of three treaties of the Peace of Paris (1783), in which the United Kingdom recognized the independence of the United States.[27]
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+ The King and Queen learned of the storming of the Bastille in Paris on July 14, 1789, while they were at the Palace, and remained isolated there as the Revolution in Paris spread. The growing anger in Paris led to the Women's March on Versailles on 5 October 1789. A crowd of several thousand men and women, protesting the high price and scarcity of bread, marched from the markets of Paris to Versailles. They took weapons from the city armory, besieged the Palace, and compelled the King and Royal family and the members of the National Assembly to return with them to Paris the following day.[28]
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+ As soon as the royal family departed, the Palace was closed, awaiting their return—but in fact, the monarchy would never again return to Versailles. In 1792, the Convention, the new revolutionary government, ordered the transfer of all the paintings and sculptures from the Palace to the Louvre. In 1793, the Convention declared the abolition of the monarchy, and ordered all of the royal property in the Palace to be sold at auction. The auction took place between 25 August 1793 and 11 August 1794. The furnishings and art of the Palace, including the furniture, mirrors, baths and kitchen equipment, were sold in seventeen thousand lots. All fleurs-de-lys and royal emblems on the buildings were chambered or chiseled off. The empty buildings were turned into a storehouse for furnishings, art and libraries confiscated from the nobility. The empty grand apartments were opened for tours beginning in 1793, and a small museum of French paintings and art school was opened in some of the empty rooms.[29]
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+ When Napoleon Bonaparte became Emperor of the French in 1804, he considered making Versailles his residence, but abandoned the idea because of the cost of the renovation. Prior to his marriage with Marie-Louise in 1810, he had the Grand Trianon restored and refurnished as a springtime residence for himself and his family, in the style of furnishing that it is seen today.[30]
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+ In 1815, with the final downfall of Napoleon, Louis XVIII, the younger brother of Louis XVI, became King, and considered returning the royal residence to Versailles, where he had been born. He ordered the restoration of the royal apartments, but the task and cost was too great. Neither he nor his successor Charles X lived at Versailles.[30]
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+ The French Revolution of 1830 brought a new monarch, Louis-Philippe to power, and a new ambition for Versailles. He did not reside at Versailles, but began the creation of the Museum of the History of France, dedicated to "all the glories of France", located in the south wing of the Palace, which had been used to house some members of the royal family. The museum was begun in 1833 and inaugurated on 30 June 1837. Its most famous room is the Galerie des Batailles (Hall of Battles), which lies on most of the length of the second floor.[25] Louis Philippe had the far end of the south wing of the Cour Royale demolished and rebuilt to match the Gabriel wing of 1780 opposite, which gave greater uniformity of appearance to the front entrance.[31] The museum project largely came to a halt when Louis Philippe was overthrown in 1848, though the paintings of French heroes and great battles still remain in the south wing.
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+ Emperor Napoleon III used the Palace on occasion as a stage for grand ceremonies. One of the most lavish was the banquet that he hosted for Queen Victoria in the Royal Opera of Versailles on August 25, 1855.[32]
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+ During the Franco-Prussian War of 1870-1871, the Palace was occupied by the general staff of the victorious German Army. Parts of the chateau, including the Gallery of Mirrors, were turned into a military hospital. The creation of the German Empire, combining Prussia and the surrounding German states under William I, was formally proclaimed in the Hall of Mirrors on January 18, 1871. The Germans remained in the Palace until the signing of the armistice in March 1871. In that month, the government of the new Third French Republic, which had departed Paris during the War for Tours and then Bordeaux, moved into the Palace. The National Assembly held its meetings in the Opera House.[33]
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+ The uprising of the Paris Commune in March, 1871, prevented the French government, under Adolphe Thiers, from returning immediately to Paris. The military operation which suppressed the Commune at the end of May was directed from Versailles, and the prisoners of the Commune were marched there and put on trial in military courts. In 1875 a second parliamentary body, the French Senate, was created, and held its meetings for the election of a President of the Republic in a new hall created in 1876 in the south wing of the Palace. The French Senate continues to meet in the Palace on special occasions, such as the amendment of the French Constitution. [34]
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+ The end of the 19th and the early 20th century saw the beginning of restoration efforts at the Palace, first led by Pierre de Nolhac, poet and scholar and the first conservator, who began his work in 1892. The conservation and restoration was interrupted by two world wars, but has continued until the present day.[35]
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+ The Palace briefly returned to the world stage in June 1919, when the Treaty of Versailles, formally ending the First World War, was signed in the Hall of Mirrors. Between 1925 and 1928, the American philanthropist and multi-millionaire John D. Rockefeller gave $2,166,000, the equivalent of about thirty million dollars today, to restore and refurnish the palace.[36]
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+ More work took place after World War II, with the restoration of the Royal Opera of Versailles. The theater was reopened in 1957, in the presence of Queen Elizabeth II of the United Kingdom.[37]
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+ In 1978, parts of the Palace were heavily damaged in a bombing committed by Breton terrorists.[38]
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+ The restoration initiatives launched by the Fifth Republic have proven to be perhaps more costly than the expenditures of the palace in the Ancien Régime. Starting in the 1950s, when the museum of Versailles was under the directorship of Gérald van der Kemp, the objective was to restore the palace to its state – or as close to it as possible – in 1789 when the royal family left the palace. Among the early projects was the repair of the roof over the Hall of Mirrors; the publicity campaign brought international attention to the plight of post-war Versailles and garnered much foreign money including a grant from the Rockefeller Foundation. Concurrently, in the Soviet Union (Russia since 26 December 1991), the restoration of the Pavlovsk Palace located 25 kilometers from the center of Leningrad – today's Saint Petersburg – brought the attention of French Ministry of Culture, including that of the curator of Versailles.[39] After the war when Soviet authorities were restoring the palace, which had been gutted by the retreating Nazi forces, they recreated the silk fabrics by using preserved 18th-century remnants.[39]
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+ When these results and the high quality achieved were brought to the attention of the French Minister of Culture, he revived 18th-century weaving techniques so as to reproduce the silks used in the decoration of Versailles.[39] The two greatest achievements of this initiative are seen today in wall hangings used in the restoration of the chambre de la reine in the grand appartement de la reine and the chambre du roi in the appartement du roi. While the design used for the chambre du roi was, in fact, from the original design to decorate the chambre de la reine, it nevertheless represents a great achievement in the ongoing restoration at Versailles. Additionally, this project, which took over seven years to achieve,has required several hundred kilograms of silver and gold to complete.[40] One of the more costly endeavours for the museum and France's Fifth Republic has been to repurchase as much of the original furnishings as possible. Consequently, because furniture with a royal provenance – and especially furniture that was made for Versailles – is a highly sought after commodity on the international market, the museum has spent considerable funds on retrieving much of the palace's original furnishings.[41]
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+ In 2003, a new restoration initiative – the "Grand Versailles" project – was started, which began with the replanting of the gardens, which had lost over 10,000 trees during Hurricane Lothar on 26 December 1999. One part of the initiative, the restoration of the Hall of Mirrors, was completed in 2006.[42] Another major project was the further restoration of the backstage areas Royal Opera of Versailles, which was completed on 9 April 1957.[43]
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+ The Palace of Versailles is owned by the French state. Its formal title is the Public Establishment of the Palace, Museum and National Estate of Versailles Since 1995, it has been run as a Public Establishment, with an independent administration and management supervised by the French Ministry of Culture. The current Chairperson of the Public Establishment is Catherine Pégard.[44]
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+ The Marble Court and facades of the first Chateau, embellished by Louis Le Vau (1661–68) and then Hardouin-Mansart in (1679–1681)
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+ Plan of the main floor (c. 1837, with north to the right), showing the Hall of Mirrors in red, the Hall of Battles in green, the Royal Chapel in yellow, and the Royal Opera in blue
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+ Aerial view from the garden
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+ The facade facing the garden, with the royal apartments and the Gallery of Mirrors between them[citation needed]
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+ The Palace of Versailles offers a visual history of French architecture from the 17th century to the end of the 18th century. It began with the original château, with the brick and stone and sloping slate mansard roofs of the Louis XIII style used by architect Philibert Le Roy. It then became grander and more monumental, with the addition of the colonnades and flat roofs of the new royal apartments in the French classical or Louis XIV style, as designed by Louis Le Vau and later Jules Hardouin-Mansart. It concluded in the lighter and more graceful neoclassical Louis XVI style of the Petit Trianon, completed by Ange-Jacques Gabriel in 1768.
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+ The palace was largely completed by the death of Louis XIV in 1715. The eastern facing palace has a U-shaped layout, with the corps de logis and symmetrical advancing secondary wings terminating with the Dufour Pavilion on the south and the Gabriel Pavilion to the north, creating an expansive cour d'honneur known as the Royal Court (Cour Royale). Flanking the Royal Court are two enormous asymmetrical wings that result in a facade of 402 metres (1,319 ft) in length.[45] Covered by around a million square feet (10 hectares) of roof, the palace has 2,143 windows, 1,252 chimneys, and 67 staircases.[46]
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+ The façade of Louis XIII's original château is preserved on the entrance front. Built of red brick and cut stone embellishments, the U-shaped layout surrounds a black-and-white marble courtyard. In the center, a 3-storey avant-corps fronted with eight red marble columns supporting a gilded wrought-iron balcony is surmounted with a triangle of lead statuary surrounding a large clock, whose hands were stopped upon the death of Louis XIV. The rest of the façade is completed with columns, painted and gilded wrought-iron balconies and dozens of stone tables decorated with consoles holding marble busts of Roman emperors. Atop the mansard slate roof are elaborate dormer windows and gilt lead roof dressings that were added by Hardouin-Mansart in 1679–1681.
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+ Inspired by the architecture of baroque Italian villas, but executed in the French classical style, the garden front and wings were encased in white cut ashlar stone known as the enveloppe in 1668-1671 by Le Vau and modified by Hardouin-Mansart in 1678–1679.[47] The exterior features an arcaded, rusticated ground floor, supporting a main floor with round-headed windows divided by reliefs and pilasters or columns. The attic storey has square windows and pilasters and crowned by a balustrade bearing sculptured trophies and flame pots dissimulating a flat roof.
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+ The construction in 1668–1671 of Le Vau's enveloppe around the outside of Louis XIII's red brick and white stone château added state apartments for the king and the queen. The addition was known at the time as the château neuf (new château). The grands appartements (Grand Apartments, also referred to as the State Apartments[49]) include the grand appartement du roi and the grand appartement de la reine. They occupied the main or principal floor of the château neuf, with three rooms in each apartment facing the garden to the west and four facing the garden parterres to the north and south, respectively. The private apartments of the king (the appartement du roi and the petit appartement du roi) and those of the queen (the petit appartement de la reine) remained in the château vieux (old château). Le Vau's design for the state apartments closely followed Italian models of the day, including the placement of the apartments on the main floor (the piano nobile, the next floor up from the ground level), a convention the architect borrowed from Italian palace design.[50]
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+ The king's State Apartment consisted of an enfilade of seven rooms, each dedicated to one of the known planets and their associated titular Roman deity. The queen's apartment formed a parallel enfilade with that of the grand appartement du roi. After the addition of the Hall of Mirrors (1678–1684) the king's apartment was reduced to five rooms (until the reign of Louis XV, when two more rooms were added) and the queen's to four.
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+ The queen's apartments served as the residence of three queens of France - Marie-Thérèse d'Autriche, wife of Louis XIV, Marie Leczinska, wife of Louis XV, and Marie-Antoinette, wife of Louis XVI. Additionally, Louis XIV's granddaughter-in-law, Princess Marie-Adélaïde of Savoy, duchesse de Bourgogne, wife of the Petit Dauphin, occupied these rooms from 1697 (the year of her marriage) to her death in 1712.[b]
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+ Before entering the King's State Apartments, one had to climb the Ambassadors Staircase - a suitable entrance as its magnificence matched the grandness of the apartments. The Ambassadors Staircase (Escalier des Ambassadeurs) was built in 1674 but was finished in 1680. Although it was designed by architect Louis Le Vau, the staircase was built by François d’Orbay and was primarily painted by Charles Le Brun. Destroyed in 1752, the staircase was the entrance to the King’s Apartments and was the official grand entrance into the Chateau, specifically intended to astonish and impress foreign dignitaries.[51] At the time of its creation, Versailles was transitioning to reflect governmental power and authority instead of a private home for the crown.[52] The staircases’ primal function and the details it encompasses reinforces this progression at Versailles.
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+ The staircase incorporates allegories of the Four Parts of the World on the vault and representation of crowds of foreign visitors on the walls.[53] The staircase was lit from above with a skylight – a fairly advanced quality for seventeenth century architecture and is thought to have played a symbolic role in the connection with the scenes of the kings heroism depicted by Le Brun. Additionally, it is known to include Thalia (the muse of Comedy), Melpomene, Calliope, and Apollo (Louis XIV’s emblem)[54] and the twelve months of the year. References to the greater world, such as the depiction of the twelve months of the year and the four parts of the world, circle back to Louis XIV’s mentality of Versailles symbolizing supreme and divine power which in turn, reflects Louis XIV’s desired depiction of his reign.
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+ Meal at the House of Simon the Pharisee by Veronese in the Salon of Hercules
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+ The Salon of Abundance
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+ The Salon of Venus
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+ The Salon of Mercury
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+ The construction of the Hall of Mirrors between 1678 and 1686 coincided with a major alteration to the State Apartments. They were originally intended as his residence, but the King transformed them into galleries for his finest paintings, and venues for his many receptions for courtiers. During the season from All-Saints Day in November until Easter, these were usually held three times a week, from six to ten in the evening, with various entertainments.[55]
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+ This was originally a chapel. It was rebuilt beginning in 1712 under the supervision of the First Architect of the King, Robert de Cotte, to showcase two paintings by Paolo Veronese, Eleazar and Rebecca and Meal at the House of Simon the Pharisee, which was a gift to Louis XIV from the Republic of Venice in 1664. The painting on the ceiling, The Apotheosis of Hercules, by François Lemoyne, was completed in 1736, and gave the room its name.[55][56]
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+
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+ The Salon of Abundance was the antechamber to the Cabinet of Curios (now the Games Room), which displayed Louis XIV's collection of precious jewels and rare objects. Some of the objects in the collection are depicted in René-Antoine Houasse's painting Abundance and Liberality (1683), located on the ceiling over the door opposite the windows.
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+ This salon was used for serving light meals during evening receptions. The principal feature in this room is Jean Warin's life-size statue of Louis XIV in the costume of a Roman emperor. On the ceiling in a gilded oval frame is another painting by Houasse, Venus subjugating the Gods and Powers (1672-1681). Trompe l'oeil paintings and sculpture around the ceiling illustrate mythological themes.[57]
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+
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+ The Salon of Mercury was the original State Bedchamber when Louis XIV officially moved the court and government to the Palace in 1682. The bed is a replica of the original commissioned by King Louis-Philippe in the 19th century when he turned the Palace into a Museum. The ceiling paintings by the Flemish artist Jean Baptiste de Champaigne depicts the god Mercury in his chariot, drawn by a rooster, and Alexander the Great and Ptolemy surrounded by scholars and philosophers. The Automaton Clock was made for the King by the royal clockmaker Antoine Morand in 1706. When it chimes the hour, figures of Louis XIV and Fame descend from a cloud.[58]
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+ Salon of Mars
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+ Ceiling in the Salon of Apollo, depicting the Sun Chariot of Apollo
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+
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+ Bust of Louis XIV by Bernini in Salon of Diana
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+ The Salon of Mars was used by the royal guards until 1782, and was decorated on a military theme with helmets and trophies. It was turned into a concert room between 1684 and 1750, with galleries for musicians on either side. Portraits of Louis XV and his Queen, Marie Leszczinska, by the Flemish artist Carle Van Loo decorate the room today.
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+ The Salon of Apollo was the royal throne room under Louis XIV, and was the setting for formal audiences. The eight-foot high silver throne was melted down in 1689 to help pay the costs of an expensive war, and was replaced by a more modest throne of gilded wood. The central painting on the ceiling, by Charles de la Fosse, depicts the Sun Chariot of Apollo, the King's favorite emblem, pulled by four horses and surrounded by the four seasons.
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+ The Salon of Diana was used by Louis XIV as a billiards room, and had galleries from which courtiers could watch him play. The decoration of the walls and ceiling depicts scenes from the life of the goddess Diana. The celebrated bust of Louis XIV by Bernini made during the famous sculptor's visit to France in 1665, is on display here. [59]
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+ The King's bedchamber
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+ The Queen's bedchamber
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+ The gilded cabinet of Marie-Antoinette
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+ Billiard Room of Marie-Antoinette
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+ The apartments of the King were the heart of the chateau; they were in the same location as the rooms of Louis XIII, the creator of the chateau, on the first floor (second floor US style). They were set aside for the personal use of Louis XIV in 1683. He and his successors Louis XV and Louis XVI used these rooms for official functions, such as the ceremonial lever ("waking up") and the coucher ("going to bed") of the monarch, which were attended by a crowd of courtiers.
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+ The King's apartment was accessed from the Hall of Mirrors from the Oeil de Boeuf antechamber past the Guardroom and the Grand Couvert, the ceremonial room where Louis XIV often took his evening meals, seated alone at a table in front of the fireplace. His spoon, fork, and knife were brought to him in a golden box. The courtiers could watch as he dined.[60]
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+ The King's bedchamber had originally been the State Drawing Room and had been used by Queen Marie-Theresa, but after her death in 1701 Louis XIV took it over to use as his own bedroom and died there on September 1, 1715. Both Louis XV and Louis XVI continued to use the bedroom for their official awakening and going to bed. On October 6, 1789, from the balcony of this room Louis XVI and Marie-Antoinette, joined by the Marquis de Lafayette, looked down on the hostile crowd in the courtyard, shortly before the King was forced to return to Paris.[60]
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+ The bed of the King is placed beneath a carved relief by Nicolas Coustou entitled France watching over the sleeping King. The decoration includes several paintings set into the paneling, including a self-portrait of Antony Van Dyck.[60]
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+ The petit appartement de la reine is a suite of rooms that were reserved for the personal use of the queen. Originally arranged for the use of the Marie-Thérèse, consort of Louis XIV, the rooms were later modified for use by Marie Leszczyńska and finally for Marie-Antoinette. The Queen's apartments and the King's Apartments were laid out on the same design, each suite having seven rooms. Both suites had ceilings painted with scenes from mythology; the King's ceilings featured male figures, the Queen's featured females.
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+ The Peace Salon
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+ The Peace Salon; Louis XV sharing benefits of peace by François Lemoyne
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+ The Galerie des Glaces or Hall of Mirrors
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+ Guerdirons or candle holders in the Hall of Mirrors
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+ Relief of Louis XIV in the Salon of War, by Antoine Coysevox (1715)
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+ The Grand Gallery is a set of three highly decorated reception rooms, dedicated to the celebration of the political and military successes of Louis XIV, and used for important ceremonies, celebrations and receptions.
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+ The War Salon commemorates the victorious campaign of Louis XIV against the Dutch, which ended in 1678. The centerpiece is an enormous sculpted medallion of Louis XIV, on horseback, crossing the Rhine in 1672, created by Antoine Coysevox. Below the fireplace is a painting of Clio, the Muse of History, recording the exploits of the King.
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+ The Galerie des Glaces (Hall of Mirrors), is perhaps the most famous room in the château of Versailles. It took the place of the rooftop terrace overlooking the gardens which formerly connected the apartments of the King and Queen. The construction of the room began in 1678 and finished in 1689. The gallery is more than 70 metres (230 ft) long, and it is lined with 17 wide arcaded mirrors, designed to match and reflect the windows opposite facing the gardens. Charles Le Brun painted thirty scenes of the early reign of Louis XIV on the ceiling. The centerpiece is a painting of the King titled, "The King Governing Alone". It shows Louis XIV, facing the powers of Europe, turning away from his pleasures to accept a crown of immortality from Glory, with the encouragement of Mars.[61]
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+ The hall was originally furnished with solid silver furniture designed by Le Brun, but these furnishings were melted down in 1689 to help pay for war expenses. The King kept a silver throne, usually located in the Salon of Apollo, which was brought to the Hall of Mirrors for formal ceremonies, such as the welcome of foreign ambassadors, including a delegation from the King of Siam in 1686. It was also used for large events, such as full-dress and masked balls. Light was provided by candelabra on large gilded guerdirons lining the hall. Those on display today were made in 1770 for the marriage of Louis XVI and Marie Antoinette, based on the moldings of earlier silver versions made by LeBrun that had been melted down. The twenty-four crystal chandeliers were hung only for special occasions. Courtiers gathered in the Hall to watch the King walk from his apartments to the chapel, and sometimes took the occasion to present him with requests.
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+ [61]
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+
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+ The Peace Salon is decorated to illustrate the role of France as the arbiter and peacemaker of Europe under Louis XV. The painting on the ceiling by François Lemoyne, Louis XV offering an olive branch to Europe, illustrates this theme. During the reign of Louis XV, the Queen, Marie Leszczyńska, used this salon as a music room, organizing concerts of secular and religious music each Sunday.[62]
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+ Royal Chapel seen from the ground floor
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+ The Royal Chapel, seen from the Royal Gallery
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+ The Royal Chapel, the tallest building of the Palace
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+ Altar and organ of the Royal Chapel
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+ Glory holding a portrait of Louis XV, by Antoine Vassé, in the chapel vestibule
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+ The Chapel was the last building at Versailles to be completed during the reign of Louis XIV. It was consecrated in 1710, and was dedicated to Louis IX of France, the ancestor and patron saint of the King. Construction was begun by Hardouin-Mansart in 1699, and was completed by de Corte. Daily services, wedding ceremonies, and baptisms were held in this chapel until 1789. Like other royal chapels, it had two levels: the King and family worshipped in the Royal Gallery on the upper level, while ordinary courtiers stood on the ground level.[63]
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+ The paintings on the ceiling display scenes depicting the three figures of the trinity. In the center is The Glory of the Father Announcing the Coming of the Messiah by Antoine Coypel, above the altar is The Resurrection of Christ, and above the royal gallery is The Holy Spirit Descending Upon the Virgin and the Apostles. The corridor and vestibule that connected the Chapel and the State Apartments included later art, commissioned by Louis XV, intended to portray the link between Divinity and the King: a statue of Glory Holding the Medallion of Louis XV, by Antoine Vassé; and Royal Magnanimity by Jacques Bousseau.[64]
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+ The Royal Chapel has been under renovation for 767 days.
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+ The end of the construction is scheduled for summer 2020.[65]
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+ The Royal Box
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+ Foyer of the Royal Opera
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+ The Royal Opera during the celebration of the marriage of Louis XVI and Marie-Antoinette (1770)
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+ Stage of the Royal Opera
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+ Ceiling of the opera, painted by Louis Jean-Jacques Durameau
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+ The Royal Opera of Versailles was originally commissioned by Louis XIV in 1682 and was to be built at the end of the North Wing with a design by Mansart and Vigarani. However, due to the expense of the King's continental wars, the project was put aside. The idea was revived by Louis XV with a new design by Ange-Jacques Gabriel in 1748, but this also was temporarily put aside. The project was revived and rushed ahead for the planned celebration of the marriage of the Dauphin, the future Louis XVI, and Marie-Antoinette. For economy and speed, the new opera was built almost entirely of wood, which also gave it very high quality acoustics. The wood was painted to resemble marble, and the ceiling was decorated with a painting of the Apollo, the god of the arts, preparing crowns for illustrious artists, by Louis Jean-Jacques Durameau. The sculptor Augustin Pajou added statuary and reliefs to complete the decoration. The new Opera was inaugurated on May 16, 1770, as part of the celebration of the royal wedding.[66]
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+ In October 1789, early in the French Revolution, the last banquet for the royal guardsmen was hosted by the King in the opera, before he departed for Paris. Following the Franco-German War in 1871 and then the Paris Commune until 1875, the French National Assembly met in the opera, until the proclamation of the Third French Republic and the return of the government to Paris.[9]
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+ Louis Philippe dedicates the Gallery of Battles, by François Joseph Heim (1837)
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+ The Gallery of Battles in the Museum of the History of France
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+ The Battle of Taillebourg, by Eugène Delacroix (1837)
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+ Louis Philippe and his sons pose before the gates of Versailles, by Horace Vernet History Gallery, (1846)
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+ Shortly after becoming King in 1830, Louis Philippe I decided to transform the Palace, which was empty of furnishings and in poor repair, into a museum devoted to "All the Glories of France," with paintings and sculpture depicting famous French victories and heroes. The walls of the apartments of the courtiers and lesser members of the royal family on the first floor (second floor U.S. style) were demolished, and turned into a series of several large galleries: the Coronation Room, which displays the celebrated painting of the coronation of Napoleon I by Jacques-Louis David; the Hall of Battles; commemorating French victories with large-scale paintings; and the 1830 room, which celebrated Louis-Philippe's own coming to power in the French Revolution of 1830. Some paintings were brought from the Louvre, including works depicting events in French history by Philippe de Champaigne, Pierre Mignard, Laurent de La Hyre, Charles Le Brun, Adam Frans van der Meulen, Nicolas de Largillière, Hyacinthe Rigaud, Jean-Antoine Houdon, Jean-Marc Nattier, Élisabeth Vigée Le Brun, Hubert Robert, Thomas Lawrence, Jacques-Louis David, and Antoine-Jean Gros. Others were commissioned especially for the museum by prominent artists of the early 19th century, including Eugène Delacroix, who painted Saint Louis at the French victory over the British in the Battle of Taillebourg in 1242. Other painters featured include Horace Vernet and François Gérard. A monumental painting by Vernet features Louis Philippe himself, with his sons, posing in front of the gates of the Palace.[67]
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+ The overthrow of Louis Philippe in 1848 put an end to his grand plans for the museum, but the Gallery of Battles is still as it was, and is passed through by many visitors to the royal apartments and grand salons. Another set of rooms on the first floor has been made into galleries on Louis XIV and his court, displaying furniture, paintings, and sculpture. In recent years, eleven rooms on the ground floor between the Chapel and the Opera have been turned into a history of the palace, with audiovisual displays and models.[68]
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+ Bassin de Flore (1672-1679)
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+ The Orangerie garden
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+ Fountain of Latona, with the Grand Canal in the background
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+ André Le Nôtre began transforming the park and gardens of Versailles in the early 1660s.[69] They are the finest example of the jardin à la française, or the French formal garden. They were originally designed to be viewed from the terrace on the west side of the palace, and to create a grand perspective that reached to the horizon, illustrating the king's complete dominance over nature.
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+ The features closest to the Palace are the two water parterres, large pools which reflect the facade of the palace. These are decorated with smaller works of sculpture, representing the rivers of France, which are placed so as not to interfere with the reflections in the water. Down a stairway from the Parterre d'Eau is the Latona Fountain, created in 1670, illustrating the story of Latona taken from the Metamorphoses of Ovid. According to the story, when the peasants of Lycia insulted Latona, the mother of Apollo and Diana, the god Jupiter transformed the peasants into frogs. The fountain was begun in 1670 by Le Nôtre, then enlarged and modified by Hardouin-Mansart in 1686.[70] The main statuary group of Latona with Diana and Apollo was created between 1668-1670 by the sculptor Gaspard Marsy and originally placed on a modest foundation of rocks in the middle of the basin. Gaspard's brother Balthazard designed six lead half-human, half-frog figures to grace the water spouts surrounding the Latona statue, with 24 cast lead frogs positioned on the grass surrounding the perimeter of the fountain.[71]
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+ Hardouin-Mansart designed a much grander fountain of four oval tiers forming a pyramid, topped by Gaspard Marsy's statue and enhanced all around with the semi-human figures of Balthazard Marsy and an assortment of gilded frogs and lizards sculpted by Claude Bertin.[71] The four tiers are covered in 230 pieces of marble, composed of the white and grey-veined Cararra, greenish marble from Campan, and red marble from Languedoc.[72]
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+ The Latona Fountain underwent a major renovation between 2012 and 2015, which required the removal of its statuary, marble fittings, and lead pipe network for off-site restoration.[73] When the project began in 2012, the foundation of the main basin had seriously weakened and was no longer watertight, threatening the fountain above. The marble facing and statues were covered in years of accumulated grime, obscuring the vibrant colors of the marble and the gilt fixtures as they originally appeared.[74] The parterre surrounding the fountain, landscaped with lawns and flower beds according to 19th century taste, was also completely overhauled. Formal beds of turf and boxwood outlined by gravel paths to form arabesque patterns were created, faithful to the original designs of Le Nôtre.[75]
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+ The Grand Perspective of the palace continues from the Fountain of Latona south along a grassy lane, the Tapis Vert or green carpet, to the Basin of the Chariot of Apollo. Apollo, the sun god, was the emblem of Louis XIV, featured in much of the decoration of the palace. The chariot rising from the water symbolized the rising of the sun. It was designed by Le Brun and made by the sculptor Jean-Baptiste Tuby at the Gobelins Manufactory between 1668 and 1670, cast in lead and then gilded.[76] Beyond the fountain, the Grand Canal extends 1800 meters to the south end of the park.[70]
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+ Another group of formal gardens is located on the north side of the water parterre. It includes two bosquets or groves: the grove of the Three Fountains, The Bosquet of the Arch of Triumph, and north of these, three major fountains, the Pyramid Fountain, Dragon Fountain, and the Neptune Fountain. The fountains in this area all have a maritime or aquatic theme; the Pyramid Fountain is decorated with Tritons, Sirens, dolphins and nymphs. The Dragon Fountain is one of the oldest at Versailles and has the highest jet of water, twenty-seven meters. It is not actually a dragon, but a python, a mythical serpent that was killed by Apollo. The Neptune Fountain was originally decorated only with a circle of large lead basins jetting water; Louis XV added statues of Neptune, Triton and other gods of the sea.[77]
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+ The South Parterre is located beneath the windows of the queen's apartments and on the roof of the Orangerie. It is decorated with box trees and flowers in arabesque patterns. The Orangerie is located beneath the main terrace of the palace, on which the North and South Parterres rest. Three huge retaining walls divide the South Parterre from the lower parterre (parterre bas) of the Orangerie. Arcaded galleries with walls up to 16 ft. thick are built against the three retaining walls. The longest of these is the main south-facing gallery, at over 500 ft. (150 meters) from end to end and 47 ft. (13 meters) in height from floor to ceiling. Corresponding staircases known as the Escaliers des Cent Marches (so-called because each staircase has 100 steps) descend from above the east and west galleries to reach the level of the Orangerie.[78]
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+ The thickness of the walls combined with the southern exposure and double glazing of the windows was designed according to the theories of Jean Baptiste de la Quintinie, the head gardener of the Potager du roi, to provide a frost-free environment year round for the tender subtropical plants, primarily Orange trees, beloved by Louis XIV.[79] Over one thousand citrus trees, palms, Oleanders, Pomegranate and Olive trees, along with other tender plants, are housed inside the walls of the Orangerie during the winter; they are taken out onto the parterre bas from mid-May until mid-October.[77]
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+ Supplying water for the fountains of Versailles was a major problem for the royal government. The site of the Palace itself is 490 ft. above sea level, with the nearest body of water capable of supplying the gardens and court being the Seine River, 6 miles north. This presented the daunting problem to Louis XIV's engineers of how to transport water uphill over such a distance.[80] In 1681, construction commenced on the Machine de Marly at Bougival; the machine consisted of 14 paddle wheels powered by the currents of the Seine. 259 pumps carried water up to the 530 ft. high Louveciennes Aqueduct, which fed the water into huge reservoirs at Marly-le-Roi.[81] At full capacity, over one million gallons of water per day could be pumped into the Marly reservoirs, but ironically by the 1690s the Château de Marly had become the main recipient, since Louis XIV built an enormous water cascade to rival the waterworks at Versailles.[82]
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+ In 1685, pressure on water supplies led Louis XIV to commission another aqueduct, the Canal de l'Eure, to transport water from the River Eure, 52 miles to the southwest.[83] The aqueduct was intended to carry water by gravity from a high reservoir near the river, through the gardens of the Château de Maintenon, to Versailles. Work on the Eure aqueduct came to a halt in 1688, when France entered the Nine Years' War, and the poor finances of the kingdom in the latter part of Louis XIV's life prevented work from ever resuming.[84] Despite enormous investment in canals and machinery for hoisting water, Versailles never had sufficient water supply for its hundreds of fountains. When the King promenaded in the gardens, fountains were turned on only when the King was approaching them, and turned off after he departed.
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+ In the time of Louis XIV, even the palace, with its thousands of inhabitants, was continually short of fresh drinking water, necessitating the relocation of the court periodically to the palaces of Fontainebleau or Compiègne.[85] There was no fresh water tap above ground level until the reign of Louis XV, and even then it was limited to the King's private kitchen and his personal bathroom. For everyone else, water was carried by a small army of water carriers to the upper floors, filling copper tanks in the private appartements of the courtiers.[86]
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+ During the reign of Louis XIV and most of the reign of Louis XV, there was no plumbing to speak of in the palace itself. Only the King, the Queen, and the Dauphin had anything approaching bathrooms.[87] For most courtiers, bathing was infrequent and might only be carried out in portable bathtubs in their chambers, filled with water carried by hand from the nearest ground floor tap.[88]
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+ In the 1670s, Louis XIV had a magnificent five-room bath complex installed on the ground floor of the apartments belonging to his mistress, Madame de Montespan.[89] The baths were installed with hot and cold running water, at the time an exceptional technological advancement, but their primary use was for sexual trysts between the couple rather than for hygiene.[90] The suite was dismantled and covered over after the relationship ended in 1684. Louis XV commissioned a bathroom to be built when he was thirteen years old - he would later build bathrooms supplied with plumbed-in hot and cold water.[91] To relieve themselves, many courtiers had their own collapsible commode, known as a chaise percée, which was a padded seat with a chamber pot underneath. It is estimated that there were only three hundred of these at any one time.[92] Although it was forbidden to dump the contents of these chamber pots out of windows, the practice persisted in the inner courts of the palace.[93]
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+ Most of Versailles' inhabitants used communal latrines located throughout the palace, off the main galleries or at the end of the residential corridors on the upper floors. These were sources of continual stench, polluting nearby rooms and causing issues of blockage and sewage leaks from the iron and lead pipes which drained the privies on the upper floors.[94] Although discouraged, it was common for people to relieve themselves under stairways or in secluded passageways, especially if a latrine was closed. The ground floor gallery of the south wing was prone to this, to the extent that iron bars had to be installed in the corridor outside the rooms of the Dauphin Louis and the Dauphine when they moved to the south wing in 1745.[95]
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+ As always, the royal family and high-ranking courtiers within the palace had superior hygienic arrangements at their disposal. Louis XV's care for hygiene led him to install an early water closet, imported from England, in 1738. Known as an "English Place" (Lieu à l'Anglaise), the flush toilet was supplied with water from an overhead tank and emptied into a ground level drain, preventing lingering odors. By the mid-eighteenth century, other members of the royal family, the King's mistress Madame du Barry, and certain high-level courtiers had also installed their own water closets.[96]
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+ The character of the "piss boy" in Mel Brooks' film History of the World: Part 1 is based on a real job at the palace.[97]
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+ The Three Fountains Bosquet
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+ The Ballroom Bosquet
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+ The Colonnade Bosquet
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+ The largest part of the garden is divided into geometric bosquets, compartment-like groves; eight on the north side of the garden, and six to the south. The bosquets were created for Louis XIV between 1680 and 1690. They were bordered with high trees and carefully trimmed in cubic forms to resemble rooms with walls of greenery. Each bosquet had its own theme and fountains, statuary, grottoes, and other decoration. Some were highly formal, like Hardouin-Mansart's Bosquet de la Colonnade, with a circle of columns alternating with fountains, while others imitated nature. They were often used for concerts or theatrical performances. Some of the early groves were altered beyond recognition by later monarchs, but the most famous bosquets, Le Nôtre's Salle de Bal (literally, "ballroom"), also known as the Bosquet des Rocailles (c. 1685), and Hardouin-Mansart's Bosquet de la Colonnade, have both been restored to the way they were under Louis XIV. Other notable groves include Les Dômes, the Bosquet d'Encelade (after Enceladus, c. 1675), the Théâtre d'Eau (Water Theater), and the Bains d'Apollon (Baths of Apollo). Some are now decorated with contemporary works of art.[98]
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+ Peristyle of the Grand Trianon
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+ West facade of the Petit Trianon
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+ The Temple of Love
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+ The Queen's Theater at the Petit Trianon
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+ In 1668 Louis XIV decided to build a smaller palace some distance from the main palace, where he could spend quieter time away from the crowds and formality of his Court. He purchased a village called Trianon which adjoined the park, and constructed a pavilion covered with blue and white porcelain in the fashionable Chinese style; it was finished in 1670, and became known as the Porcelain Trianon. In 1687, he replaced it with the Grand Trianon, a larger and more classical pavilion designed by Mansart, with a terrace and walls faced with different colored slabs of marble. After the Revolution, the Trianon served as a residence for both Napoleon I and later for King Louis-Philippe when they visited Versailles. It is decorated today largely as it was under Napoleon and Louis-Philippe.[98]
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+ The Petit Trianon was created between 1763 and 1768 by Ange-Jacques Gabriel for Louis XV. The square shaped building, with each facade different, was a prototype of Neoclassicism in France. The most ornate facade, with Corinthian columns, faced the French landscape garden. Louis XVI gave the Petit Trianon as a gift to his bride, Marie-Antoinette. She asked the architect Richard Mique and painter Hubert Robert to design a new English-style landscape garden to replace the formal French garden. Not far from the Petit Trianon she had the Rock Pavilion constructed, and added the classical rotunda of the Temple of Love, built in 1777. In 1780, she built a small theater at the Petit Trianon. In her theater she played a part in one of the first performances of the play The Marriage of Figaro by Pierre Beaumarchais, which helped ensure its success. She was at the Petit Trianon in July 1789 when she first heard the news from Paris of the storming of the Bastille and the beginning of the French Revolution.[98]
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+ One of the most celebrated features of the park is the Hameau de la Reine, a small rustic hamlet near the Petit Trianon created for Queen Marie Antoinette between 1783 and 1785 by the royal architect Richard Mique with the help of the painter Hubert Robert. It replaced a botanical garden created by Louis XV, and consisted of twelve structures, ten of which still exist, in the style of villages in Normandy. It was designed for the Queen and her friends to amuse themselves by playing peasants, and included a farmhouse with a dairy, a mill, a boudoir, a pigeon loft, a tower in the form of a lighthouse from which one could fish in the pond, a belvedere, a cascade and grotto, and a luxuriously furnished cottage with a billiard room for the Queen.[99]
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+ The palace still serves political functions. Heads of state are regaled in the Hall of Mirrors; the bicameral French Parliament—consisting of the Senate (Sénat) and the National Assembly (Assemblée nationale)—meet in joint session (a congress of the French Parliament) in Versailles[100] to revise or otherwise amend the French Constitution, a tradition that came into effect with the promulgation of the 1875 Constitution.[102] For example, the Parliament met in joint session at Versailles to pass constitutional amendments in June 1999 (for domestic applicability of International Criminal Court decisions and for gender equality in candidate lists), in January 2000 (ratifying the Treaty of Amsterdam), and in March 2003 (specifying the "decentralized organization" of the French Republic).[100]
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+ In 2009, President Nicolas Sarkozy addressed the global financial crisis before a congress in Versailles, the first time that this had been done since 1848, when Charles-Louis Napoleon Bonaparte gave an address before the French Second Republic.[103][104][105] Following the November 2015 Paris attacks, President François Hollande gave a speech before a rare joint session of parliament at the Palace of Versailles.[106] This was the third time since 1848 that a French president addressed a joint session of the French Parliament at Versailles.[107] The president of the National Assembly has an official apartment at the Palace of Versailles.[108]
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+ One of the most baffling aspects to the study of Versailles is the cost – how much Louis XIV and his successors spent on Versailles. Owing to the nature of the construction of Versailles and the evolution of the role of the palace, construction costs were essentially a private matter. Initially, Versailles was planned to be an occasional residence for Louis XIV and was referred to as the "king's house".[109] Accordingly, much of the early funding for construction came from the king's own purse, funded by revenues received from his appanage as well as revenues from the province of New France (Canada), which, while part of France, was a private possession of the king and therefore exempt from the control of the Parliaments.[110]
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+ Once Louis XIV embarked on his building campaigns, expenses for Versailles became more of a matter for public record, especially after Jean-Baptiste Colbert assumed the post of finance minister. Expenditures on Versailles have been recorded in the compendium known as the Comptes des bâtiments du roi sous le règne de Louis XIV and which were edited and published in five volumes by Jules Guiffrey in the 19th century. These volumes provide valuable archival material pursuant to the financial expenditure on all aspects of Versailles such as the payments disbursed for many trades as varied as artists and mole catchers.[111]
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+ To counter the costs of Versailles during the early years of Louis XIV's personal reign, Colbert decided that Versailles should be the "showcase" of France.[112] Accordingly, all materials that went into the construction and decoration of Versailles were manufactured in France. Even the mirrors used in the decoration of the Hall of Mirrors were made in France. While Venice in the 17th century had the monopoly on the manufacture of mirrors, Colbert succeeded in enticing a number of artisans from Venice to make the mirrors for Versailles. However, owing to Venetian proprietary claims on the technology of mirror manufacture, the Venetian government ordered the assassination of the artisans to keep the secrets proprietary to the Venetian Republic.[112] To meet the demands for decorating and furnishing Versailles, Colbert nationalised the tapestry factory owned by the Gobelin family, to become the Manufacture royale des Gobelins.[112]
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+ In 1667, the name of the enterprise was changed to the Manufacture royale des Meubles de la Couronne. The Gobelins were charged with all decoration needs of the palace, which was under the direction of Charles Le Brun.[112]
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+ One of the most costly elements in the furnishing of the grands appartements during the early years of the personal reign of Louis XIV was the silver furniture, which can be taken as a standard – with other criteria – for determining a plausible cost for Versailles. The Comptes meticulously list the expenditures on the silver furniture – disbursements to artists, final payments, delivery – as well as descriptions and weight of items purchased. Entries for 1681 and 1682 concerning the silver balustrade used in the salon de Mercure serve as an example:
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+ II. 5 In anticipation: For the silver balustrade for the king's bedroom: 90,000 livres
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+ II. 7 18 November to Sieur du Metz, 43,475 livres 5 sols for delivery to Sr. Lois and to Sr. de Villers for payment of 142,196 livres for the silver balustrade that they are making for the king's bedroom and 404 livres for tax: 48,861 livres 5 sol.
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+ II. 15 16 June 1681 – 23 January 1682 to Sr. Lois and Sr. de Villers silversmiths on account for the silver balustrade that they are making for the king's use (four payments): 88,457 livres 5 sols.
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+ II. 111 25 March – 18 April to Sr. Lois and Sr. de Villers silversmiths who are working on a silver balustrade for the king, for continued work (two payments): 40,000 livres
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+
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+ II. 129 21 March to Sr. Jehannot de Bartillay 4,970 livres 12 sols for the delivery to Sr. Lois and de Villers silversmiths for, with 136,457 livres 5 sol to one and 25,739 livres 10 sols to another, making the 38 balusters, 17 pilasters, the base and the cornice for the balustrade for the château of Versailles weighing 4,076 marc at the rate of 41 livres the marc[c] including 41 livres 2 sols for tax: 4,970 livres 12 sols.[111]
294
+
295
+ Accordingly, the silver balustrade, which contained in excess of one ton of silver, cost in excess of 560,000 livres. It is difficult – if not impossible – to give an accurate rate of exchange between 1682 and today.[d] However, Frances Buckland provides valuable information that provides an idea of the true cost of the expenditures at Versailles during the time of Louis XIV. In 1679, Mme de Maintenon stated that the cost of providing light and food for twelve people for one day amounted to slightly more than 14 livres.[113] In December 1689, to defray the cost of the War of the League of Augsburg, Louis XIV ordered all the silver furniture and articles of silver at Versailles – including chamber pots – sent to the mint to be melted.[114]
296
+
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+ Clearly, the silver furniture alone represented a significant outlay in the finances of Versailles. While the decoration of the palace was costly, certain other costs were minimised. For example, labour for construction was often low, due largely to the fact that the army during times of peace and during the winter, when wars were not waged, was pressed into action at Versailles. Additionally, given the quality and uniqueness of the items produced at the Gobelins for use and display at Versailles, the palace served as a venue to showcase not only the success of Colbert's mercantilism, but also to display the finest that France could produce.[115]
298
+
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+ Estimates of the amount spent to build Versailles are speculative. An estimate in 2000 placed the amount spent during the Ancien Régime as US$2 billion,[116] this figure being, in all probability, an under-evaluation. France's Fifth Republic expenditures alone, directed to restoration and maintenance at Versailles, may have surpassed those of the Sun King.
300
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301
+ Films
302
+
303
+ Music
304
+
305
+ Television
306
+
307
+ Video games
308
+
309
+ Panoramic view from the park
310
+
311
+ Panoramic view from the city
312
+
313
+ This article often employs shortened footnotes. The full citations can be found in the immediately following section.
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1
+
2
+
3
+ The AK-47, officially known as the Avtomat Kalashnikova (Russian: Автома́т Кала́шникова, tr. Avtomát Kaláshnikova, lit. 'Kalashnikov’s automatic device'; also known as the Kalashnikov and AK), is a gas-operated, 7.62×39mm assault rifle, developed in the Soviet Union by Mikhail Kalashnikov. It is the originating firearm of the Kalashnikov rifle (or "AK") family. 47 refers to the year it was finished.
4
+
5
+ Design work on the AK-47 began in 1945. In 1946, the AK-47 was presented for official military trials, and in 1948, the fixed-stock version was introduced into active service with selected units of the Soviet Army. An early development of the design was the AKS (S—Skladnoy or "folding"), which was equipped with an underfolding metal shoulder stock. In early 1949, the AK-47 was officially accepted by the Soviet Armed Forces[9] and used by the majority of the member states of the Warsaw Pact.
6
+
7
+ Even after seven decades, the model and its variants remain the most popular and widely used rifles in the world because of its reliability under harsh conditions, low production costs compared to contemporary Western weapons, availability in virtually every geographic region, and ease of use. The AK-47 has been manufactured in many countries and has seen service with armed forces as well as irregular forces and insurgencies worldwide, and was the basis for developing many other types of individual, crew-served and specialised firearms. As of 2004[update], "Of the estimated 500 million firearms worldwide, approximately 100 million belong to the Kalashnikov family, three-quarters of which are AK-47s".[4]
8
+
9
+ During World War II, the Sturmgewehr 44 rifle used by German forces made a deep impression on their Soviet counterparts.[10][11] The select-fire rifle was chambered for a new intermediate cartridge, the 7.92×33mm Kurz, and combined the firepower of a submachine gun with the range and accuracy of a rifle.[12][13] On 15 July 1943, an earlier model of the Sturmgewehr was demonstrated before the People's Commissariat of Arms of the USSR.[14] The Soviets were impressed with the weapon and immediately set about developing an intermediate caliber fully automatic rifle of their own,[10][11] to replace the PPSh-41 submachine guns and outdated Mosin–Nagant bolt-action rifles that armed most of the Soviet Army.[15]
10
+
11
+ The Soviets soon developed the 7.62×39mm M43 cartridge,[14] the semi-automatic SKS carbine and the RPD light machine gun.[16] Shortly after World War II, the Soviets developed the AK-47 rifle, which would quickly replace the SKS in Soviet service.[17][18] Introduced in 1959, the AKM is a lighter stamped steel version and the most ubiquitous variant of the entire AK series of firearms. In the 1960s, the Soviets introduced the RPK light machine gun, an AK type weapon with a stronger receiver, a longer heavy barrel, and a bipod, that would eventually replace the RPD light machine gun.[16]
12
+
13
+ Mikhail Kalashnikov began his career as a weapon designer in 1941, while recuperating from a shoulder wound which he received during the Battle of Bryansk.[5][19] Kalashnikov himself stated..."I was in the hospital, and a soldier in the bed beside me asked: 'Why do our soldiers have only one rifle for two or three of our men, when the Germans have automatics?' So I designed one. I was a soldier, and I created a machine gun for a soldier. It was called an Avtomat Kalashnikova, the automatic weapon of Kalashnikov—AK—and it carried the year of its first manufacture, 1947."[20]
14
+
15
+ The AK-47 is best described as a hybrid of previous rifle technology innovations. "Kalashnikov decided to design an automatic rifle combining the best features of the American M1 and the German StG 44."[21] Kalashnikov's team had access to these weapons and had no need to "reinvent the wheel". Kalashnikov himself observed: "A lot of Russian Army soldiers ask me how one can become a constructor, and how new weaponry is designed. These are very difficult questions. Each designer seems to have his own paths, his own successes and failures. But one thing is clear: before attempting to create something new, it is vital to have a good appreciation of everything that already exists in this field. I myself have had many experiences confirming this to be so."[19]
16
+
17
+ There are claims about Kalashnikov copying other designs, like Bulkin's TKB-415[22] or Simonov's AVS-31.[23]
18
+
19
+ Kalashnikov started work on a submachine gun design in 1942[24] and with a light machine gun in 1943.[25][26] "Early in 1944, Kalashnikov was given some 7.62×39mm M43 cartridges and informed that there were several designers working on weapons for this new Soviet small-arms cartridge. It was suggested to him that this new weapon might well lead to greater things, and he undertook work on the new rifle."[27] In 1944, he entered a design competition with this new 7.62×39mm, semi-automatic, gas-operated, long stroke piston, carbine, strongly influenced by the American M1 Garand.[28] "The rifle that Kalashnikov designed was in the same class as the familiar SKS-45 Simonov with fixed magazine and gas tube above the barrel."[27] However, this new Kalashnikov design lost out to a Simonov design.[29]
20
+
21
+ In 1946, a new design competition was initiated to develop a new rifle.[30] Kalashnikov submitted an entry. It was gas-operated rifle with a short-stroke gas piston above the barrel, a breech-block mechanism similar to his 1944 carbine, and a curved 30-round magazine.[31] Kalashnikov's rifles AK-1 (with a milled receiver) and AK-2 (with a stamped receiver) proved to be reliable weapons and were accepted to a second round of competition along with other designs.
22
+
23
+ These prototypes (also known as the AK-46) had a rotary bolt, a two-part receiver with separate trigger unit housing, dual controls (separate safety and fire selector switches) and a non-reciprocating charging handle located on the left side of the weapon.[31][32] This design had many similarities to the StG 44.[33] In late 1946, as the rifles were being tested, one of Kalashnikov's assistants, Aleksandr Zaitsev, suggested a major redesign to improve reliability. At first, Kalashnikov was reluctant, given that their rifle had already fared better than its competitors. Eventually, however, Zaitsev managed to persuade Kalashnikov.
24
+
25
+ In November 1947, the new prototypes (AK-47s) were completed. It used a long-stroke gas piston above the barrel. The upper and lower receivers were combined into a single receiver. The selector and safety were combined into a single control-lever/dust-cover on the right side of the rifle. And, the bolt-handle was simply attached to the bolt-carrier. This simplified the design and production of the rifle. The first army trial series began in early 1948.[34] The new rifle proved to be reliable under a wide range of conditions with convenient handling characteristics. In 1949, it was adopted by the Soviet Army as "7.62 mm Kalashnikov rifle (AK)".[9]
26
+
27
+ There were many difficulties during the initial phase of production. The first production models had stamped sheet metal receivers with a milled trunnion and butt stock insert, and a stamped body. Difficulties were encountered in welding the guide and ejector rails, causing high rejection rates.[35] Instead of halting production, a heavy[N 2] machined receiver was substituted for the sheet metal receiver. Even though production of these milled rifles started in 1951, they were officially referred to as AK-49, based on the date their development started, but they are much widely known in the collectors' and current commercial market as "Type 2 AK-47".[36][37] This was a more costly process, but the use of machined receivers accelerated production as tooling and labor for the earlier Mosin–Nagant rifle's machined receiver were easily adapted.[38] Partly because of these problems, the Soviets were not able to distribute large numbers of the new rifle to soldiers until 1956. During this time, production of the interim SKS rifle continued.[35]
28
+
29
+ Once the manufacturing difficulties of non-milled receivers had been overcome, a redesigned version designated the AKM (M for "modernized" or "upgraded"; in Russian: Автомат Калашникова Модернизированный [Avtomat Kalashnikova Modernizirovanniy]) was introduced in 1959.[36] This new model used a stamped sheet metal receiver and featured a slanted muzzle brake on the end of the barrel to compensate for muzzle rise under recoil. In addition, a hammer retarder was added to prevent the weapon from firing out of battery (without the bolt being fully closed), during rapid or fully automatic fire.[35] This is also sometimes referred to as a "cyclic rate reducer", or simply "rate reducer", as it also has the effect of reducing the number of rounds fired per minute during fully automatic fire. It was also roughly one-third lighter than the previous model.[36]
30
+
31
+ Both licensed and unlicensed production of the Kalashnikov weapons abroad were almost exclusively of the AKM variant, partially due to the much easier production of the stamped receiver. This model is the most commonly encountered, having been produced in much greater quantities. All rifles based on the Kalashnikov design are frequently referred to as AK-47s in the West, although this is only correct when applied to rifles based on the original three receiver types.[39] In most former Eastern Bloc countries, the weapon is known simply as the "Kalashnikov" or "AK". The differences between the milled and stamped receivers includes the use of rivets rather than welds on the stamped receiver, as well as the placement of a small dimple above the magazine well for stabilization of the magazine.
32
+
33
+ In 1974, the Soviets began replacing their AK-47 and AKM rifles with a newer design, the AK-74, which uses 5.45×39mm ammunition. This new rifle and cartridge had only started to be manufactured in Eastern European nations when the Soviet Union collapsed, drastically slowing production of the AK-74 and other weapons of the former Soviet bloc.
34
+
35
+ The AK-47 was designed to be a simple, reliable fully automatic rifle that could be manufactured quickly and cheaply, using mass production methods that were state of the art in the Soviet Union during the late 1940s.[40] The AK-47 uses a long stroke gas system that is generally associated with great reliability in adverse conditions.[28][41][42] The large gas piston, generous clearances between moving parts, and tapered cartridge case design allow the gun to endure large amounts of foreign matter and fouling without failing to cycle.
36
+
37
+ The AK fires the 7.62×39mm cartridge with a muzzle velocity of 715 m/s (2,350 ft/s).[8]
38
+ The cartridge weight is 16.3 g (0.6 oz), the projectile weight is 7.9 g (122 gr).[43] The original Soviet M43 bullets are 123 grain boat-tail bullets with a copper-plated steel jacket, a large steel core, and some lead between the core and the jacket. The AK has excellent penetration when shooting through heavy foliage, walls or a common vehicle's metal body and into an opponent attempting to use these things as cover. The 7.62×39mm M43 projectile does not generally fragment when striking an opponent and has an unusual tendency to remain intact even after making contact with bone. The 7.62×39mm round produces significant wounding in cases where the bullet tumbles (yaws) in tissue,[44] but produces relatively minor wounds in cases where the bullet exits before beginning to yaw.[45][46][47] In the absence of yaw, the M43 round can pencil through tissue with relatively little injury.[45][48]
39
+
40
+ Most, if not all, of the 7.62×39mm ammunition found today is of the upgraded M67 variety. This variety deleted the steel insert, shifting the center of gravity rearward, and allowing the projectile to destabilize (or yaw) at about 3.3 in (8.4 cm), nearly 6.7 in (17 cm) earlier in tissue than the M43 round.[49] This change also reduces penetration in ballistic gelatin to ~25 in (64 cm) for the newer M67 round versus ~29 in (74 cm) for the older M43 round.[49][50] However, the wounding potential of M67 is mostly limited to the small permanent wound channel the bullet itself makes, especially when the bullet yaws.[49]
41
+
42
+ To fire, the operator inserts a loaded magazine, pulls back and releases the charging handle, and then pulls the trigger. In semi-automatic, the firearm fires only once, requiring the trigger to be released and depressed again for the next shot. In fully automatic, the rifle continues to fire automatically cycling fresh rounds into the chamber until the magazine is exhausted or pressure is released from the trigger. After ignition of the cartridge primer and propellant, rapidly expanding propellant gases are diverted into the gas cylinder above the barrel through a vent near the muzzle. The build-up of gases inside the gas cylinder drives the long-stroke piston and bolt carrier rearward and a cam guide machined into the underside of the bolt carrier, along with an ejector spur on the bolt carrier rail guide, rotates the bolt approximately 35° and unlocks it from the barrel extension via a camming pin on the bolt. The moving assembly has about 5.5 mm (0.2 in) of free travel, which creates a delay between the initial recoil impulse of the piston and the bolt unlocking sequence, allowing gas pressures to drop to a safe level before the seal between the chamber and the bolt is broken. The AK-47 does not have a gas valve; excess gases are ventilated through a series of radial ports in the gas cylinder. The Kalashnikov operating system offers no primary extraction upon bolt rotation, but uses an extractor claw to eject the spent cartridge case.[51]
43
+
44
+ The rifle received a barrel with a chrome-lined bore and four right-hand grooves at a 240 mm (1 in 9.45 in) or 31.5 calibers rifling twist rate. The gas block contains a gas channel that is installed at a slanted angle in relation to the bore axis. The muzzle is threaded for the installation of various muzzle devices such as a muzzle brake or a blank-firing adaptor.
45
+
46
+ The gas block of the AK-47 features a cleaning rod capture or sling loop. Gas relief ports that alleviate gas pressure are placed horizontally in a row on the gas cylinder.
47
+
48
+ The fire selector is a large lever located on the right side of the rifle, it acts as a dust-cover and prevents the charging handle from being pulled fully to the rear when it is on safe.[52] It is operated by the shooter's right fore-fingers and has 3 settings: safe (up), full-auto (center), and semi-auto (down).[52] The reason for this is that under stress a soldier will push the selector lever down with considerable force bypassing the full-auto stage and setting the rifle to semi-auto.[52] To set the AK-47 to full-auto requires the deliberate action of centering the selector lever.[52] To operate the fire selector lever, right handed shooters have to briefly remove their right hand from the pistol grip, which is ergonomically sub-optimal. Some AK-type rifles also have a more traditional selector lever on the left side of the receiver just above the pistol grip.[52] This lever is operated by the shooter's right thumb and has three settings: safe (forward), full-auto (center), and semi-auto (backward).[52]
49
+
50
+ The AK-47 uses a notched rear tangent iron sight calibrated in 100 m (109 yd) increments from 100 to 800 m (109 to 875 yd).[53] The front sight is a post adjustable for elevation in the field. Horizontal adjustment requires a special drift tool and is done by the armory before issue or if the need arises by an armorer after issue. The sight line elements are approximately 48.5 mm (1.9 in) over the bore axis. The "point-blank range" battle zero setting "П" standing for постоянная (constant) on the 7.62×39mm AK-47 rear tangent sight element corresponds to a 300 m (328 yd) zero.[53][54] These settings mirror the Mosin–Nagant and SKS rifles, which the AK-47 replaced. For the AK-47 combined with service cartridges, the 300 m battle zero setting limits the apparent "bullet rise" within approximately −5 to +31 cm (−2.0 to 12.2 in) relative to the line of sight. Soldiers are instructed to fire at any target within this range by simply placing the sights on the center of mass (the belt buckle, according to Russian and former Soviet doctrine) of the enemy target. Any errors in range estimation are tactically irrelevant, as a well-aimed shot will hit the torso of the enemy soldier. Some AK-type rifles have a front sight with a flip-up luminous dot that is calibrated at 50 m (55 yd), for improved night fighting.[53]
51
+
52
+ The AK-47 was originally equipped with a buttstock, handguard and an upper heat guard made from solid wood. With the introduction of the Type 3 receiver the buttstock, lower handguard and upper heatguard were manufactured from birch plywood laminates.[38] Such engineered woods are stronger and resist warping better than the conventional one-piece patterns, do not require lengthy maturing, and are cheaper. The wooden furniture was finished with the Russian amber shellac finishing process.[citation needed] AKS and AKMS models featured a downward-folding metal butt-stock similar to that of the German MP40 submachine-gun, for use in the restricted space in the BMP infantry combat vehicle, as well as by paratroops. All 100 series AKs use plastic furniture with side-folding stocks.
53
+
54
+ The standard magazine capacity is 30 rounds. There are also 10, 20, and 40-round box magazines, as well as 75-round drum magazines.
55
+
56
+ The AK-47's standard 30-round magazines have a pronounced curve that allows them to smoothly feed ammunition into the chamber. Their heavy steel construction combined with "feed-lips" (the surfaces at the top of the magazine that control the angle at which the cartridge enters the chamber) machined from a single steel billet makes them highly resistant to damage. These magazines are so strong that "Soldiers have been known to use their mags as hammers, and even bottle openers".[55][56] This contributes to the AK-47 magazine being more reliable, but makes it heavier than U.S. and NATO magazines.
57
+
58
+ The early slab-sided steel AK-47 30-round detachable box magazines had 1 mm (0.039 in) sheet-metal bodies and weighed 0.43 kg (0.95 lb) empty.[42] The later steel AKM 30-round magazines had lighter sheet-metal bodies with prominent reinforcing ribs weighing 0.33 kg (0.73 lb) empty.[42][57] To further reduce weight, a lightweight magazine with an aluminum body with a prominent reinforcing waffle rib pattern weighing 0.19 kg (0.42 lb) empty was developed for the AKM that proved to be too fragile and the small issued amount of these magazines was quickly withdrawn from service. As a replacement steel-reinforced 30-round plastic 7.62×39mm box magazines were introduced. These rust-colored magazines weigh 0.24 kg (0.53 lb) empty and are often mistakenly identified as being made of Bakelite (a phenolic resin), but were actually fabricated from two-parts of AG-S4 molding compound (a glass-reinforced phenol-formaldehyde binder impregnated composite), assembled using an epoxy resin adhesive.[58][59][60] Noted for their durability, these magazines did however compromise the rifle's camouflage and lacked the small horizontal reinforcing ribs running down both sides of the magazine body near the front that were added on all later plastic magazine generations.[60] A second generation steel-reinforced dark-brown (color shades vary from maroon to plum to near black) 30-round 7.62×39mm magazine was introduced in the early 1980s, fabricated from ABS plastic. The third generation steel-reinforced 30-round 7.62×39mm magazine is similar to the second generation, but is darker colored and has a matte nonreflective surface finish. The current issue steel-reinforced matte true black nonreflective surface finished 7.62×39mm 30-round magazines, fabricated from ABS plastic weigh 0.25 kg (0.55 lb) empty.[8]
59
+
60
+ Early steel AK-47 magazines are 9.75 in (248 mm) long; the later ribbed steel AKM and newer plastic 7.62×39mm magazines are about 1 in (25 mm) shorter.[61][62]
61
+
62
+ The transition from steel to mainly plastic magazines yields a significant weight reduction and allows a soldier to carry more ammunition for the same weight.
63
+
64
+ All 7.62×39mm AK magazines are backwards compatible with older AK variants.
65
+
66
+ 10.12 kg (22.3 lb) is the maximum amount of ammo that the average soldier can comfortably carry. It also allows for best comparison of the three most common 7.62×39mm AK magazines.
67
+
68
+ Most Yugoslavian and some East German AK magazines were made with cartridge followers that hold the bolt open when empty; however, most AK magazine followers allow the bolt to close when the magazine is empty.
69
+
70
+ Accessories supplied with the rifle include a 387 mm (15.2 in) long 6H3 bayonet featuring a 200 mm (7.9 in) long spear point blade. The AK-47 bayonet is installed by slipping the 17.7 mm (0.70 in) diameter muzzle ring around the muzzle and latching the handle down on the bayonet lug under the front sight base.[63]
71
+
72
+ All current model AKM rifles can mount under-barrel 40 mm grenade launchers such as the GP-25 and its variants, which can fire up to 20 rounds per minute and have an effective range of up to 400 metres.[64] The main grenade is the VOG-25 (VOG-25M) fragmentation grenade which has a 6 m (9 m) (20 ft (30 ft)) lethality radius. The VOG-25P/VOG-25PM ("jumping") variant explodes 0.5–1 metre (1.6–3.3 ft) above the ground.[65]
73
+
74
+ The AK-47 can also mount a (rarely used) cup-type grenade launcher, the Kalashnikov grenade launcher that fires standard RGD-5 Soviet hand-grenades. The maximum effective range is approximately 150 meters.[66] This launcher can also be used to launch tear-gas and riot control grenades.
75
+
76
+ All current AKs (100 series) and some older models, have side rails for mounting a variety of scopes and sighting devices, such as the PSO-1 Optical Sniper Sight.[67] The side rails allow for the removal and remounting of optical accessories without interfering with the zeroing of the optic. However, the 100 series side folding stocks cannot be folded with the optics mounted.
77
+
78
+ The AK-47 and its variants have been and are made in dozens of countries, with "quality ranging from finely engineered weapons to pieces of questionable workmanship."[68] As a result, the AK-47 has a service/system life of approximately 6,000,[69] to 10,000,[70] to 15,000[71] rounds. The AK-47 was designed to be a cheap, simple, easy to manufacture rifle,[72] perfectly matching Soviet military doctrine that treats equipment and weapons as disposable items.[73] As units are often deployed without adequate logistical support and dependent on "battlefield cannibalization" for resupply, it is actually more cost-effective to replace rather than repair weapons.[73]
79
+
80
+ The AK-47 has small parts and springs that need to be replaced every few thousand rounds. However, "Every time it is disassembled beyond the field stripping stage, it will take some time for some parts to regain their fit, some parts may tend to shake loose and fall out when firing the weapon. Some parts of the AK-47 line are riveted together. Repairing these can be quite a hassle, since the end of the rivet has to be ground off and a new one set after the part is replaced."[53]
81
+
82
+ For the further developed AK models, see Kalashnikov rifles.
83
+
84
+ Manufacturing countries of AK-47 and its variants in alphabetical order.
85
+
86
+ A private company Kalashnikov Concern (formerly Izhmash) from Russia has repeatedly claimed that the majority of foreign manufacturers are producing AK-type rifles without proper licensing.[94][95]
87
+
88
+ The AK-47's accuracy has always been considered[by whom?] to be "good enough" to hit an adult male torso out to about 300 m (328 yd),[96][97] though even experts firing from prone or bench rest positions at this range were observed to have difficulty placing ten consecutive rounds on target.[98] Later designs did not significantly improve its accuracy.[98] An AK can fire a 10-shot group of 5.9 in (15 cm) at 100 m (109 yd),[99] and 17.5 in (44 cm) at 300 m (328 yd)[98] The newer stamped-steel receiver AKM models, while more rugged and less prone to metal fatigue, are actually less accurate than the forged/milled receivers of their predecessors: the milled AK-47s are capable of shooting 3 to 5 in (8 to 13 cm) groups at 100 yd (91 m), whereas the stamped AKMs are capable of shooting 4 to 6 in (10 to 15 cm) groups at 100 yd (91 m).[97]
89
+
90
+ The best shooters are able to hit a man-sized target at 800 m (875 yd) within five shots (firing from prone or bench rest position) or ten shots (standing).[100]
91
+
92
+ The single-shot hit-probability on the NATO E-type Silhouette Target (a human upper body half and head silhouette) of the AK-47 and the later developed AK-74, M16A1 and M16A2 rifles were measured by the US military under ideal proving ground conditions in the 1980s as follows:
93
+
94
+ The following table represents the Russian method for determining accuracy, which is far more complex than Western methods. In the West, one fires a group of shots into the target and then simply measures the overall diameter of the group. The Russians, on the other hand, fire a group of shots into the target. They then draw two circles on the target, one for the maximum vertical dispersion of hits and one for the maximum horizontal dispersion of hits. They then disregard the hits on the outer part of the target and only count half of the hits (50% or R50) on the inner part of the circles. This dramatically reduces the overall diameter of the groups. They then use both the vertical and horizontal measurements of the reduced groups to measure accuracy. This circular error probable method used by the Russians and other European militaries cannot be converted and is not comparable to US military methods for determining rifle accuracy. When the R50 results are doubled the hit probability increases to 93.7%.
95
+
96
+ The vertical and horizontal mean (R50) deviations with service ammunition at 800 m (875 yd) for AK platforms are.
97
+
98
+ Throughout the world, the AK and its variants are commonly used by governments, revolutionaries, terrorists, criminals, and civilians alike. In some countries, such as Somalia, Rwanda, Mozambique, Congo and Tanzania, the prices for Black Market AKs are between $30 and $125 per weapon and prices have fallen in the last few decades due to mass counterfeiting.[129] In Kenya, "an AK-47 fetches five head of cattle (about 10,000 Kenya shillings or 100 U.S. dollars) when offered for barter, but costs almost half that price when cash is paid".[130] There are places around the world where AK type weapons can be purchased on the black market "for as little as $6, or traded for a chicken or a sack of grain".[131][132][133]
99
+
100
+ The AK-47 has also spawned a cottage industry of sorts and has been copied and manufactured (one gun at a time) in small shops around the world (see Khyber Pass Copy).[134][135] The estimated numbers of AK-type weapons vary greatly. The Small Arms Survey suggest that "between 70 and 100 million of these weapons have been produced since 1947".[136] The World Bank estimates that out of the 500 million total firearms available worldwide, 100 million are of the Kalashnikov family, and 75 million are AK-47s.[4] Because AK-type weapons have been made in many countries, often illicitly, it is impossible to know how many really exist.[137]
101
+
102
+ The AK-47 has been used in the following conflicts:
103
+
104
+ — Larry Kahaner, author of AK-47: The Weapon That Changed the Face of War[148]
105
+
106
+ During the Cold War, the Soviet Union and the People's Republic of China, as well as United States and other NATO nations supplied arms and technical knowledge to numerous countries and rebel forces around the world. During this time the Western countries used relatively expensive automatic rifles, such as the FN FAL, the HK G3, the M14, and the M16. In contrast, the Russians and Chinese used the AK-47; its low production cost and ease of manufacture allow them to make AKs in vast numbers.
107
+
108
+ In the pro-communist states, the AK-47 became a symbol of the Third World revolution. They were utilized in the Cambodian Civil War and the Cambodian–Vietnamese War.[149] During the 1980s, the Soviet Union became the principal arms dealer to countries embargoed by Western nations, including Middle Eastern nations such as Iran,[citation needed] Libya, and Syria, which welcomed Soviet Union backing against Israel. After the fall of the Soviet Union, AK-47s were sold both openly[by whom?] and on the black market to any group with cash, including drug cartels and dictatorial states, and more recently they have been seen in the hands of Islamic groups such as Al-Qaeda, ISIL, and the Taliban in Afghanistan and Iraq, and FARC, Ejército de Liberación Nacional guerrillas in Colombia.[148]
109
+
110
+ In Russia, the Kalashnikov is a tremendous source of national pride.[150] "The family of the inventor of the world's most famous rifle, Mikhail Kalashnikov, has authorized German engineering company MMI to use the well-known Kalashnikov name on a variety of not-so-deadly goods."[151] In recent years, Kalashnikov Vodka has been marketed with souvenir bottles in the shape of the AK-47 Kalashnikov.[152][153] There are also Kalashnikov watches,[154] umbrellas,[155] and knives.[156][157]
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+ The Kalashnikov Museum (also called the AK-47 museum) opened on 4 November 2004 in Izhevsk, Udmurt Republic. This city is in the Ural Region of Russia. The museum chronicles the biography of General Kalashnikov and documents the invention of the AK-47. The museum complex of Kalashnikov's small arms, a series of halls, and multimedia exhibitions are devoted to the evolution of the AK-47 rifle and attracts 10,000 monthly visitors.[158] Nadezhda Vechtomova, the museum director, stated in an interview that the purpose of the museum is to honor the ingenuity of the inventor and the hard work of the employees and to "separate the weapon as a weapon of murder from the people who are producing it and to tell its history in our country". Google Earth view of the Kalashnikov Museum
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+ On 19 September 2017 a 9 metres (30 ft) monument of Kalashnikov was unveiled in central Moscow. A protester, later detained by police, attempted to unfurl a banner reading "a creator of weapons is a creator of death".[159]
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+
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+ The proliferation of this weapon is reflected by more than just numbers. The AK-47 is included on the flag of Mozambique and its emblem, an acknowledgment that the country gained its independence in large part through the effective use of their AK-47s.[160] It is also found in the coats of arms of East Timor, Zimbabwe and the revolution era Burkina Faso, as well as in the flags of Hezbollah, Syrian Resistance, FARC-EP, the New People's Army, TKP/TIKKO and the International Revolutionary People's Guerrilla Forces.
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+ U.S. and Western Europe countries frequently associate the AK-47 with their enemies; both Cold War era and present-day. For example, Western works of fiction (movies, television, novels, video games) often portray criminals, gang members, insurgents, and terrorists using AK-47s as the weapon of choice. Conversely, throughout the developing world, the AK-47 can be positively attributed with revolutionaries against foreign occupation, imperialism, or colonialism. Numerous fictional depictions of the Soviet/Russian armed forces such as Call of Duty: Modern Warfare show them armed with 7.62×39mm AK variants (AK-47 or AKM) as their standard-issue rifles, a long-standing anachronism thanks to the AK-47's iconic status, despite the Soviets having actually replaced them with the 5.45×39mm AK-74 in the 1970s. Movies and video games often pass off licensed clones like the Norinco Type 56 rifle as the AK-47.[148]
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+ In Ireland the AK-47 is associated with The Troubles due to its extensive use by republican paramilitaries during this period.[161] In 2013 a decommissioned AK-47 was included in the A History of Ireland in 100 Objects collection.[162]
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+
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+ The AK-47 made an appearance in U.S. popular culture as a recurring focus in the Nicolas Cage film Lord of War (2005). Numerous monologues in the movie focus on the weapon, and its effects on global conflict and the gun running market.[163]
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+ In Iraq and Afghanistan, Private military company contractors from the U.K. and other countries used the AK-47 and its variants along with western firearms such as the AR-15.[164]
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+ In 2006, the Colombian musician and peace activist César López devised the escopetarra, an AK converted into a guitar. One sold for US$17,000 in a fundraiser held to benefit the victims of anti-personnel mines, while another was exhibited at the United Nations' Conference on Disarmament.[165]
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+ In Mexico, the AK-47 is known as "Cuerno de Chivo" (literally "Goat's Horn") because of its curved magazine design. It is one of the weapons of choice of Mexican drug cartels. It is sometimes mentioned in Mexican folk music lyrics.[166]
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+ A map of current and former AK users
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+ An AK-47 Type 1 (top) and 2 (bottom) on display. The Type 1 features a stamped receiver while the Type 2 receiver is milled.
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+ A U.S. Army M.P inspects a Chinese AK-47 recovered in Vietnam, 1968
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+ AK-47s of the PAIGC-liberation movement, ready to be transported from Senegal to Guinea-Bissau, 1973
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+ A Soviet Spetsnaz (special operations) group prepares for a mission in Afghanistan, 1988
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+ During the Soviet–Afghan War in the 1980s, several sources simultaneously armed both sides of the Afghan conflict, filling the country with AK-47s and their derivatives.[167]
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+ The AK-47 in the Mozambican flag
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+ The Palace of Versailles (/vɛərˈsaɪ, vɜːrˈsaɪ/ vair-SY, vur-SY;[1] French: Château de Versailles [ʃɑto d(ə) vɛʁsɑj] (listen)) was the principal royal residence of France from 1682, under Louis XIV, until the start of the French Revolution in 1789, under Louis XVI. It is located in the department of Yvelines, in the region of Île-de-France, about 20 kilometres (12 miles) southwest of the centre of Paris.[2]
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+
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+ A simple hunting lodging and later a small château with a moat occupied the site until 1661, when the first work expanding the château into a palace was carried out for Louis XIV. In 1682, when the palace had become large enough, the king moved the entire royal court and the French government to Versailles. Some of the palace furniture at this time was constructed of solid silver, but in 1689 much of it was melted down to pay for the cost of war. Subsequent rulers mostly carried out interior remodeling, to meet the demands of changing taste, although Louis XV did install an opera house at the north end of the north wing for the wedding of the Dauphin and Marie Antoinette in 1770. The palace has also been a site of historical importance. The Peace of Paris (1783) was signed at Versailles, the Proclamation of the German Empire occurred in the vaunted Hall of Mirrors, and World War I was ended in the palace with the Treaty of Versailles, among many other events.
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+ The palace is now a historical monument and UNESCO World Heritage site, notable especially for the ceremonial Hall of Mirrors, the jewel-like Royal Opera, and the royal apartments; for the more intimate royal residences, the Grand Trianon and Petit Trianon located within the park; the small rustic Hameau (Hamlet) created for Marie Antoinette; and the vast Gardens of Versailles with fountains, canals, and geometric flower beds and groves, laid out by André le Nôtre. The Palace was stripped of all its furnishings after the French Revolution, but many pieces have been returned and many of the palace rooms have been restored.
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+ In 2017 the Palace of Versailles received 7,700,000 visitors, making it the second-most visited monument in the Île-de-France region, just behind the Louvre and ahead of the Eiffel Tower.[3]
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+ The site of the Palace was first occupied by a small village and church, surrounded by forests filled with abundant game. It was owned by the Gondi family and the priory of Saint Julian. King Henry IV went hunting there in 1589, and returned in 1604 and 1609, staying in the village inn. His son, the future Louis XIII, came on his own hunting trip there in 1607. After he became King in 1610, Louis XIII returned to the village, bought some land, and in 1623-24 built a modest two-story hunting lodge on the site of the current marble courtyard.[4] He was staying there in November 1630 during the event known as the Day of the Dupes, when the enemies of the King's chief minister, Cardinal Richelieu, aided by the King's mother, Marie de' Medici, tried to take over the government. The King defeated the plot and sent his mother into exile.[5]
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+ After this event, Louis XIII decided to make his hunting lodge at Versailles into a château. The King purchased the surrounding territory from the Gondi family and in 1631–1634 had the architect Philibert Le Roy replace the hunting lodge with a château of brick and stone with classical pilasters in the doric style and high slate-covered roofs, surrounding the courtyard of the original hunting lodge. The gardens and park were also enlarged, laid out by Jacques Boyceau and his nephew, Jacques de Menours (1591–1637), and reached essentially the size they have today.[a][4][6][7]
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+ Louis XIV first visited the château on a hunting trip in 1651 at the age of twelve, but returned only occasionally until his marriage to Maria Theresa of Spain in 1660 and the death of Cardinal Mazarin in 1661, after which he suddenly acquired a passion for the site.[8] He decided to rebuild, embellish and enlarge the château and to transform it into a setting for both rest and for elaborate entertainments on a grand scale.[6][9]
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+ The first phase of the expansion (c. 1661–1678) was designed and supervised by the architect Louis Le Vau. Initially he added two wings to the forecourt, one for servants quarters and kitchens, the other for stables.[10] In 1668 he added three new wings built of stone, known as the envelope, to the north, south and west (the garden side) of the original château. These buildings had nearly-flat roofs covered with lead. The king also commissioned the landscape designer André Le Nôtre to create the most magnificent gardens in Europe, embellished with fountains, statues, basins, canals, geometric flower beds and groves of trees. He also added two grottos in the Italian style and an immense orangerie to house fruit trees, as well as a zoo with a central pavilion for exotic animals.[6] After Le Vau's death in 1670, the work was taken over and completed by his assistant François d'Orbay.[11]
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+ The entrance in 1668 during the first reconstruction (painting by Pierre Patel)
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+ The garden façade in 1674. The terrace was later replaced by the Hall of Mirrors
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+ The main floor (above the ground floor) of the new palace contained two symmetrical sets of apartments, one for the king and the other for the queen, looking over the gardens. The two apartments were separated by a marble terrace, overlooking the garden, with a fountain in the center. Each set of apartments was connected to the ground floor with a ceremonial stairway, and each had seven rooms, aligned in a row; a vestibule, a room for the guards, an antechamber, chamber, a large cabinet or office; a smaller bedroom, and a smaller cabinet. On the ground floor under the King's apartment was another apartment, the same size, designed for his private life, and decorated on the theme of Apollo, the Sun god, his personal emblem. Under the Queen's apartment was the apartment of the Grand Dauphin, the heir to the throne.[12]
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+ The interior decoration was assigned to Charles Le Brun. Le Brun supervised the work of a large group of sculptors and painters, called the Petite Academie, who crafted and painted the ornate walls and ceilings.[12] In the 1670s and 1680s, 10 million livres worth of solid silver furniture was commissioned to designs by Le Brun, including tubs for Louis XIV's orange trees, an 8 foot high sculpted throne, and a silver balustrade in the Salon of Mercury.[13][14] These items were melted down in 1689 to contribute to the cost of fighting the Nine Years' War.[15][16][17]
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+ Le Brun also supervised the design and installation of countless statues in the gardens.[18] The grand stairway to the King's apartment was soon redecorated almost as soon as it was completed with plaques of colored marble and trophies of arms, tapestries, and balconies, so the members of the court could observe the processions of the King.[12]
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+ In 1670, Le Vau added a new pavilion northwest of the chateau, called the Trianon, for the King's relaxation in the hot summers. It was surrounded by flowerbeds and decorated entirely with blue and white porcelain, in imitation of the Chinese style.[19]
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+ The King increasingly spent his days in Versailles, and the government, court, and courtiers, numbering six to seven thousand persons, crowded into the buildings. The King ordered a further enlargement, which he entrusted to the young architect Jules Hardouin-Mansart. Hadouin-Mansart added two large new wings on either side of the original Cour Royale (Royal Courtyard). He also replaced Le Vau's large terrace, facing the garden on the west, with what became the most famous room of the palace, the Hall of Mirrors. Mansart also built the Petites Écuries and Grandes Écuries (stables) across the Place d'Armes, on the eastern side of the château. The King wished a quiet place to relax away from the ceremony of the Court. In 1687 Hardouin-Mansart began the Grand Trianon, or Trianon de Marbre (Marble Trianon), replacing Le Vau's 1668 Trianon de Porcelaine in the northern section of the park. In 1682 Louis XIV was able to proclaim Versailles his principal residence and the seat of the government and was able to give rooms in the palace to almost all of his courtiers.[20]
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+ After the death of Maria Theresa of Spain in 1683, Louis XIV undertook the enlargement and remodeling of the royal apartments in the original part of the palace, within the former hunting lodge built by his father. He instructed Mansart to begin the construction of the Royal Chapel of Versailles, which towered over the rest of the palace. Hardouin-Mansart died in 1708 and so the chapel was completed by his assistant Robert de Cotte in 1710.[21]
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+ Louis XIV died in 1715, and the young new King, Louis XV, just five years old, and his government were moved temporarily from Versailles to Paris under the regency of Philippe II, Duke of Orléans. In 1722, when the King came of age, he moved his residence and the government back to Versailles, where it remained until the French Revolution in 1789.[20] Louis XV remained faithful to the original plan of his great-grandfather, and made few changes to the exteriors of Versailles. His main contributions were the construction of the Salon of Hercules, which connected the main building of the Palace with the north wing and the chapel (1724–36); and the royal opera theater, designed by Ange-Jacques Gabriel, and built between 1769 and 1770. The new theater was completed in time for the celebration of the wedding of the Dauphin, the future Louis XVI, and Archduchess Marie Antoinette of Austria. He also made numerous additions and changes to the royal apartments, where he, the Queen, his daughters, and his heir lived. In 1738, Louis XV remodeled the king's petit appartement on the north side of the Cour de Marbre, originally the entrance court of the old château. He discreetly provided accommodations in another part of the palace for his famous mistresses, Madame de Pompadour and later Madame du Barry.
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+
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+ The extension of the King's petit appartement necessitated the demolition of the Ambassador's Staircase, one of the most admired features of Louis XIV's palace, which left the Palace without a grand staircase entrance.[22] The following year Louis XV ordered the demolition of the north wing facing onto the Cour Royale, which had fallen into serious disrepair.[23] He commissioned Gabriel to rebuild it in a more neoclassical style. The new wing was completed in 1780.[24]
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+ Louis XVI was constrained by the worsening financial situation of the kingdom from making major changes to the palace, so that he primarily focused on improvements to the royal apartments.[25] Louis XVI gave Marie Antoinette the Petit Trianon in 1774. The Queen made extensive changes to the interior, and added a theater, the Théâtre de la Reine. She also totally transformed the arboretum planted during the reign of Louis XV into what became known as the Hameau de la Reine. This was a picturesque collection of buildings modeled after a rural French hamlet, where the Queen and her courtiers could play at being peasants.[26] The Queen was at the Petit Trianon in July 1789 when she first learned of the beginning of the French Revolution.
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+ In 1783, the Palace was the site of the signing of three treaties of the Peace of Paris (1783), in which the United Kingdom recognized the independence of the United States.[27]
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+ The King and Queen learned of the storming of the Bastille in Paris on July 14, 1789, while they were at the Palace, and remained isolated there as the Revolution in Paris spread. The growing anger in Paris led to the Women's March on Versailles on 5 October 1789. A crowd of several thousand men and women, protesting the high price and scarcity of bread, marched from the markets of Paris to Versailles. They took weapons from the city armory, besieged the Palace, and compelled the King and Royal family and the members of the National Assembly to return with them to Paris the following day.[28]
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+ As soon as the royal family departed, the Palace was closed, awaiting their return—but in fact, the monarchy would never again return to Versailles. In 1792, the Convention, the new revolutionary government, ordered the transfer of all the paintings and sculptures from the Palace to the Louvre. In 1793, the Convention declared the abolition of the monarchy, and ordered all of the royal property in the Palace to be sold at auction. The auction took place between 25 August 1793 and 11 August 1794. The furnishings and art of the Palace, including the furniture, mirrors, baths and kitchen equipment, were sold in seventeen thousand lots. All fleurs-de-lys and royal emblems on the buildings were chambered or chiseled off. The empty buildings were turned into a storehouse for furnishings, art and libraries confiscated from the nobility. The empty grand apartments were opened for tours beginning in 1793, and a small museum of French paintings and art school was opened in some of the empty rooms.[29]
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+ When Napoleon Bonaparte became Emperor of the French in 1804, he considered making Versailles his residence, but abandoned the idea because of the cost of the renovation. Prior to his marriage with Marie-Louise in 1810, he had the Grand Trianon restored and refurnished as a springtime residence for himself and his family, in the style of furnishing that it is seen today.[30]
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+ In 1815, with the final downfall of Napoleon, Louis XVIII, the younger brother of Louis XVI, became King, and considered returning the royal residence to Versailles, where he had been born. He ordered the restoration of the royal apartments, but the task and cost was too great. Neither he nor his successor Charles X lived at Versailles.[30]
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+ The French Revolution of 1830 brought a new monarch, Louis-Philippe to power, and a new ambition for Versailles. He did not reside at Versailles, but began the creation of the Museum of the History of France, dedicated to "all the glories of France", located in the south wing of the Palace, which had been used to house some members of the royal family. The museum was begun in 1833 and inaugurated on 30 June 1837. Its most famous room is the Galerie des Batailles (Hall of Battles), which lies on most of the length of the second floor.[25] Louis Philippe had the far end of the south wing of the Cour Royale demolished and rebuilt to match the Gabriel wing of 1780 opposite, which gave greater uniformity of appearance to the front entrance.[31] The museum project largely came to a halt when Louis Philippe was overthrown in 1848, though the paintings of French heroes and great battles still remain in the south wing.
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+ Emperor Napoleon III used the Palace on occasion as a stage for grand ceremonies. One of the most lavish was the banquet that he hosted for Queen Victoria in the Royal Opera of Versailles on August 25, 1855.[32]
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+ During the Franco-Prussian War of 1870-1871, the Palace was occupied by the general staff of the victorious German Army. Parts of the chateau, including the Gallery of Mirrors, were turned into a military hospital. The creation of the German Empire, combining Prussia and the surrounding German states under William I, was formally proclaimed in the Hall of Mirrors on January 18, 1871. The Germans remained in the Palace until the signing of the armistice in March 1871. In that month, the government of the new Third French Republic, which had departed Paris during the War for Tours and then Bordeaux, moved into the Palace. The National Assembly held its meetings in the Opera House.[33]
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+ The uprising of the Paris Commune in March, 1871, prevented the French government, under Adolphe Thiers, from returning immediately to Paris. The military operation which suppressed the Commune at the end of May was directed from Versailles, and the prisoners of the Commune were marched there and put on trial in military courts. In 1875 a second parliamentary body, the French Senate, was created, and held its meetings for the election of a President of the Republic in a new hall created in 1876 in the south wing of the Palace. The French Senate continues to meet in the Palace on special occasions, such as the amendment of the French Constitution. [34]
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+ The end of the 19th and the early 20th century saw the beginning of restoration efforts at the Palace, first led by Pierre de Nolhac, poet and scholar and the first conservator, who began his work in 1892. The conservation and restoration was interrupted by two world wars, but has continued until the present day.[35]
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+ The Palace briefly returned to the world stage in June 1919, when the Treaty of Versailles, formally ending the First World War, was signed in the Hall of Mirrors. Between 1925 and 1928, the American philanthropist and multi-millionaire John D. Rockefeller gave $2,166,000, the equivalent of about thirty million dollars today, to restore and refurnish the palace.[36]
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+ More work took place after World War II, with the restoration of the Royal Opera of Versailles. The theater was reopened in 1957, in the presence of Queen Elizabeth II of the United Kingdom.[37]
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+ In 1978, parts of the Palace were heavily damaged in a bombing committed by Breton terrorists.[38]
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+ The restoration initiatives launched by the Fifth Republic have proven to be perhaps more costly than the expenditures of the palace in the Ancien Régime. Starting in the 1950s, when the museum of Versailles was under the directorship of Gérald van der Kemp, the objective was to restore the palace to its state – or as close to it as possible – in 1789 when the royal family left the palace. Among the early projects was the repair of the roof over the Hall of Mirrors; the publicity campaign brought international attention to the plight of post-war Versailles and garnered much foreign money including a grant from the Rockefeller Foundation. Concurrently, in the Soviet Union (Russia since 26 December 1991), the restoration of the Pavlovsk Palace located 25 kilometers from the center of Leningrad – today's Saint Petersburg – brought the attention of French Ministry of Culture, including that of the curator of Versailles.[39] After the war when Soviet authorities were restoring the palace, which had been gutted by the retreating Nazi forces, they recreated the silk fabrics by using preserved 18th-century remnants.[39]
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+ When these results and the high quality achieved were brought to the attention of the French Minister of Culture, he revived 18th-century weaving techniques so as to reproduce the silks used in the decoration of Versailles.[39] The two greatest achievements of this initiative are seen today in wall hangings used in the restoration of the chambre de la reine in the grand appartement de la reine and the chambre du roi in the appartement du roi. While the design used for the chambre du roi was, in fact, from the original design to decorate the chambre de la reine, it nevertheless represents a great achievement in the ongoing restoration at Versailles. Additionally, this project, which took over seven years to achieve,has required several hundred kilograms of silver and gold to complete.[40] One of the more costly endeavours for the museum and France's Fifth Republic has been to repurchase as much of the original furnishings as possible. Consequently, because furniture with a royal provenance – and especially furniture that was made for Versailles – is a highly sought after commodity on the international market, the museum has spent considerable funds on retrieving much of the palace's original furnishings.[41]
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+
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+ In 2003, a new restoration initiative – the "Grand Versailles" project – was started, which began with the replanting of the gardens, which had lost over 10,000 trees during Hurricane Lothar on 26 December 1999. One part of the initiative, the restoration of the Hall of Mirrors, was completed in 2006.[42] Another major project was the further restoration of the backstage areas Royal Opera of Versailles, which was completed on 9 April 1957.[43]
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+
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+ The Palace of Versailles is owned by the French state. Its formal title is the Public Establishment of the Palace, Museum and National Estate of Versailles Since 1995, it has been run as a Public Establishment, with an independent administration and management supervised by the French Ministry of Culture. The current Chairperson of the Public Establishment is Catherine Pégard.[44]
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+ The Marble Court and facades of the first Chateau, embellished by Louis Le Vau (1661–68) and then Hardouin-Mansart in (1679–1681)
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+ Plan of the main floor (c. 1837, with north to the right), showing the Hall of Mirrors in red, the Hall of Battles in green, the Royal Chapel in yellow, and the Royal Opera in blue
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+ Aerial view from the garden
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+ The facade facing the garden, with the royal apartments and the Gallery of Mirrors between them[citation needed]
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+ The Palace of Versailles offers a visual history of French architecture from the 17th century to the end of the 18th century. It began with the original château, with the brick and stone and sloping slate mansard roofs of the Louis XIII style used by architect Philibert Le Roy. It then became grander and more monumental, with the addition of the colonnades and flat roofs of the new royal apartments in the French classical or Louis XIV style, as designed by Louis Le Vau and later Jules Hardouin-Mansart. It concluded in the lighter and more graceful neoclassical Louis XVI style of the Petit Trianon, completed by Ange-Jacques Gabriel in 1768.
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+ The palace was largely completed by the death of Louis XIV in 1715. The eastern facing palace has a U-shaped layout, with the corps de logis and symmetrical advancing secondary wings terminating with the Dufour Pavilion on the south and the Gabriel Pavilion to the north, creating an expansive cour d'honneur known as the Royal Court (Cour Royale). Flanking the Royal Court are two enormous asymmetrical wings that result in a facade of 402 metres (1,319 ft) in length.[45] Covered by around a million square feet (10 hectares) of roof, the palace has 2,143 windows, 1,252 chimneys, and 67 staircases.[46]
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+ The façade of Louis XIII's original château is preserved on the entrance front. Built of red brick and cut stone embellishments, the U-shaped layout surrounds a black-and-white marble courtyard. In the center, a 3-storey avant-corps fronted with eight red marble columns supporting a gilded wrought-iron balcony is surmounted with a triangle of lead statuary surrounding a large clock, whose hands were stopped upon the death of Louis XIV. The rest of the façade is completed with columns, painted and gilded wrought-iron balconies and dozens of stone tables decorated with consoles holding marble busts of Roman emperors. Atop the mansard slate roof are elaborate dormer windows and gilt lead roof dressings that were added by Hardouin-Mansart in 1679–1681.
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+ Inspired by the architecture of baroque Italian villas, but executed in the French classical style, the garden front and wings were encased in white cut ashlar stone known as the enveloppe in 1668-1671 by Le Vau and modified by Hardouin-Mansart in 1678–1679.[47] The exterior features an arcaded, rusticated ground floor, supporting a main floor with round-headed windows divided by reliefs and pilasters or columns. The attic storey has square windows and pilasters and crowned by a balustrade bearing sculptured trophies and flame pots dissimulating a flat roof.
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+ The construction in 1668–1671 of Le Vau's enveloppe around the outside of Louis XIII's red brick and white stone château added state apartments for the king and the queen. The addition was known at the time as the château neuf (new château). The grands appartements (Grand Apartments, also referred to as the State Apartments[49]) include the grand appartement du roi and the grand appartement de la reine. They occupied the main or principal floor of the château neuf, with three rooms in each apartment facing the garden to the west and four facing the garden parterres to the north and south, respectively. The private apartments of the king (the appartement du roi and the petit appartement du roi) and those of the queen (the petit appartement de la reine) remained in the château vieux (old château). Le Vau's design for the state apartments closely followed Italian models of the day, including the placement of the apartments on the main floor (the piano nobile, the next floor up from the ground level), a convention the architect borrowed from Italian palace design.[50]
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+ The king's State Apartment consisted of an enfilade of seven rooms, each dedicated to one of the known planets and their associated titular Roman deity. The queen's apartment formed a parallel enfilade with that of the grand appartement du roi. After the addition of the Hall of Mirrors (1678–1684) the king's apartment was reduced to five rooms (until the reign of Louis XV, when two more rooms were added) and the queen's to four.
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+ The queen's apartments served as the residence of three queens of France - Marie-Thérèse d'Autriche, wife of Louis XIV, Marie Leczinska, wife of Louis XV, and Marie-Antoinette, wife of Louis XVI. Additionally, Louis XIV's granddaughter-in-law, Princess Marie-Adélaïde of Savoy, duchesse de Bourgogne, wife of the Petit Dauphin, occupied these rooms from 1697 (the year of her marriage) to her death in 1712.[b]
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+ Before entering the King's State Apartments, one had to climb the Ambassadors Staircase - a suitable entrance as its magnificence matched the grandness of the apartments. The Ambassadors Staircase (Escalier des Ambassadeurs) was built in 1674 but was finished in 1680. Although it was designed by architect Louis Le Vau, the staircase was built by François d’Orbay and was primarily painted by Charles Le Brun. Destroyed in 1752, the staircase was the entrance to the King’s Apartments and was the official grand entrance into the Chateau, specifically intended to astonish and impress foreign dignitaries.[51] At the time of its creation, Versailles was transitioning to reflect governmental power and authority instead of a private home for the crown.[52] The staircases’ primal function and the details it encompasses reinforces this progression at Versailles.
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+ The staircase incorporates allegories of the Four Parts of the World on the vault and representation of crowds of foreign visitors on the walls.[53] The staircase was lit from above with a skylight – a fairly advanced quality for seventeenth century architecture and is thought to have played a symbolic role in the connection with the scenes of the kings heroism depicted by Le Brun. Additionally, it is known to include Thalia (the muse of Comedy), Melpomene, Calliope, and Apollo (Louis XIV’s emblem)[54] and the twelve months of the year. References to the greater world, such as the depiction of the twelve months of the year and the four parts of the world, circle back to Louis XIV’s mentality of Versailles symbolizing supreme and divine power which in turn, reflects Louis XIV’s desired depiction of his reign.
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+ Meal at the House of Simon the Pharisee by Veronese in the Salon of Hercules
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+ The Salon of Abundance
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+
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+ The Salon of Venus
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+ The Salon of Mercury
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+ The construction of the Hall of Mirrors between 1678 and 1686 coincided with a major alteration to the State Apartments. They were originally intended as his residence, but the King transformed them into galleries for his finest paintings, and venues for his many receptions for courtiers. During the season from All-Saints Day in November until Easter, these were usually held three times a week, from six to ten in the evening, with various entertainments.[55]
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+ This was originally a chapel. It was rebuilt beginning in 1712 under the supervision of the First Architect of the King, Robert de Cotte, to showcase two paintings by Paolo Veronese, Eleazar and Rebecca and Meal at the House of Simon the Pharisee, which was a gift to Louis XIV from the Republic of Venice in 1664. The painting on the ceiling, The Apotheosis of Hercules, by François Lemoyne, was completed in 1736, and gave the room its name.[55][56]
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+
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+ The Salon of Abundance was the antechamber to the Cabinet of Curios (now the Games Room), which displayed Louis XIV's collection of precious jewels and rare objects. Some of the objects in the collection are depicted in René-Antoine Houasse's painting Abundance and Liberality (1683), located on the ceiling over the door opposite the windows.
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+ This salon was used for serving light meals during evening receptions. The principal feature in this room is Jean Warin's life-size statue of Louis XIV in the costume of a Roman emperor. On the ceiling in a gilded oval frame is another painting by Houasse, Venus subjugating the Gods and Powers (1672-1681). Trompe l'oeil paintings and sculpture around the ceiling illustrate mythological themes.[57]
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+ The Salon of Mercury was the original State Bedchamber when Louis XIV officially moved the court and government to the Palace in 1682. The bed is a replica of the original commissioned by King Louis-Philippe in the 19th century when he turned the Palace into a Museum. The ceiling paintings by the Flemish artist Jean Baptiste de Champaigne depicts the god Mercury in his chariot, drawn by a rooster, and Alexander the Great and Ptolemy surrounded by scholars and philosophers. The Automaton Clock was made for the King by the royal clockmaker Antoine Morand in 1706. When it chimes the hour, figures of Louis XIV and Fame descend from a cloud.[58]
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+ Salon of Mars
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+ Ceiling in the Salon of Apollo, depicting the Sun Chariot of Apollo
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+ Bust of Louis XIV by Bernini in Salon of Diana
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+ The Salon of Mars was used by the royal guards until 1782, and was decorated on a military theme with helmets and trophies. It was turned into a concert room between 1684 and 1750, with galleries for musicians on either side. Portraits of Louis XV and his Queen, Marie Leszczinska, by the Flemish artist Carle Van Loo decorate the room today.
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+ The Salon of Apollo was the royal throne room under Louis XIV, and was the setting for formal audiences. The eight-foot high silver throne was melted down in 1689 to help pay the costs of an expensive war, and was replaced by a more modest throne of gilded wood. The central painting on the ceiling, by Charles de la Fosse, depicts the Sun Chariot of Apollo, the King's favorite emblem, pulled by four horses and surrounded by the four seasons.
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+ The Salon of Diana was used by Louis XIV as a billiards room, and had galleries from which courtiers could watch him play. The decoration of the walls and ceiling depicts scenes from the life of the goddess Diana. The celebrated bust of Louis XIV by Bernini made during the famous sculptor's visit to France in 1665, is on display here. [59]
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+ The King's bedchamber
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+ The Queen's bedchamber
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+ The gilded cabinet of Marie-Antoinette
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+ Billiard Room of Marie-Antoinette
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+
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+ The apartments of the King were the heart of the chateau; they were in the same location as the rooms of Louis XIII, the creator of the chateau, on the first floor (second floor US style). They were set aside for the personal use of Louis XIV in 1683. He and his successors Louis XV and Louis XVI used these rooms for official functions, such as the ceremonial lever ("waking up") and the coucher ("going to bed") of the monarch, which were attended by a crowd of courtiers.
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+ The King's apartment was accessed from the Hall of Mirrors from the Oeil de Boeuf antechamber past the Guardroom and the Grand Couvert, the ceremonial room where Louis XIV often took his evening meals, seated alone at a table in front of the fireplace. His spoon, fork, and knife were brought to him in a golden box. The courtiers could watch as he dined.[60]
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+ The King's bedchamber had originally been the State Drawing Room and had been used by Queen Marie-Theresa, but after her death in 1701 Louis XIV took it over to use as his own bedroom and died there on September 1, 1715. Both Louis XV and Louis XVI continued to use the bedroom for their official awakening and going to bed. On October 6, 1789, from the balcony of this room Louis XVI and Marie-Antoinette, joined by the Marquis de Lafayette, looked down on the hostile crowd in the courtyard, shortly before the King was forced to return to Paris.[60]
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+ The bed of the King is placed beneath a carved relief by Nicolas Coustou entitled France watching over the sleeping King. The decoration includes several paintings set into the paneling, including a self-portrait of Antony Van Dyck.[60]
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+ The petit appartement de la reine is a suite of rooms that were reserved for the personal use of the queen. Originally arranged for the use of the Marie-Thérèse, consort of Louis XIV, the rooms were later modified for use by Marie Leszczyńska and finally for Marie-Antoinette. The Queen's apartments and the King's Apartments were laid out on the same design, each suite having seven rooms. Both suites had ceilings painted with scenes from mythology; the King's ceilings featured male figures, the Queen's featured females.
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+ The Peace Salon
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+ The Peace Salon; Louis XV sharing benefits of peace by François Lemoyne
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+ The Galerie des Glaces or Hall of Mirrors
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+ Guerdirons or candle holders in the Hall of Mirrors
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+ Relief of Louis XIV in the Salon of War, by Antoine Coysevox (1715)
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+ The Grand Gallery is a set of three highly decorated reception rooms, dedicated to the celebration of the political and military successes of Louis XIV, and used for important ceremonies, celebrations and receptions.
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+ The War Salon commemorates the victorious campaign of Louis XIV against the Dutch, which ended in 1678. The centerpiece is an enormous sculpted medallion of Louis XIV, on horseback, crossing the Rhine in 1672, created by Antoine Coysevox. Below the fireplace is a painting of Clio, the Muse of History, recording the exploits of the King.
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+ The Galerie des Glaces (Hall of Mirrors), is perhaps the most famous room in the château of Versailles. It took the place of the rooftop terrace overlooking the gardens which formerly connected the apartments of the King and Queen. The construction of the room began in 1678 and finished in 1689. The gallery is more than 70 metres (230 ft) long, and it is lined with 17 wide arcaded mirrors, designed to match and reflect the windows opposite facing the gardens. Charles Le Brun painted thirty scenes of the early reign of Louis XIV on the ceiling. The centerpiece is a painting of the King titled, "The King Governing Alone". It shows Louis XIV, facing the powers of Europe, turning away from his pleasures to accept a crown of immortality from Glory, with the encouragement of Mars.[61]
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+ The hall was originally furnished with solid silver furniture designed by Le Brun, but these furnishings were melted down in 1689 to help pay for war expenses. The King kept a silver throne, usually located in the Salon of Apollo, which was brought to the Hall of Mirrors for formal ceremonies, such as the welcome of foreign ambassadors, including a delegation from the King of Siam in 1686. It was also used for large events, such as full-dress and masked balls. Light was provided by candelabra on large gilded guerdirons lining the hall. Those on display today were made in 1770 for the marriage of Louis XVI and Marie Antoinette, based on the moldings of earlier silver versions made by LeBrun that had been melted down. The twenty-four crystal chandeliers were hung only for special occasions. Courtiers gathered in the Hall to watch the King walk from his apartments to the chapel, and sometimes took the occasion to present him with requests.
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+ [61]
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+ The Peace Salon is decorated to illustrate the role of France as the arbiter and peacemaker of Europe under Louis XV. The painting on the ceiling by François Lemoyne, Louis XV offering an olive branch to Europe, illustrates this theme. During the reign of Louis XV, the Queen, Marie Leszczyńska, used this salon as a music room, organizing concerts of secular and religious music each Sunday.[62]
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+ Royal Chapel seen from the ground floor
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+ The Royal Chapel, seen from the Royal Gallery
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+ The Royal Chapel, the tallest building of the Palace
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+ Altar and organ of the Royal Chapel
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+ Glory holding a portrait of Louis XV, by Antoine Vassé, in the chapel vestibule
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+ The Chapel was the last building at Versailles to be completed during the reign of Louis XIV. It was consecrated in 1710, and was dedicated to Louis IX of France, the ancestor and patron saint of the King. Construction was begun by Hardouin-Mansart in 1699, and was completed by de Corte. Daily services, wedding ceremonies, and baptisms were held in this chapel until 1789. Like other royal chapels, it had two levels: the King and family worshipped in the Royal Gallery on the upper level, while ordinary courtiers stood on the ground level.[63]
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+ The paintings on the ceiling display scenes depicting the three figures of the trinity. In the center is The Glory of the Father Announcing the Coming of the Messiah by Antoine Coypel, above the altar is The Resurrection of Christ, and above the royal gallery is The Holy Spirit Descending Upon the Virgin and the Apostles. The corridor and vestibule that connected the Chapel and the State Apartments included later art, commissioned by Louis XV, intended to portray the link between Divinity and the King: a statue of Glory Holding the Medallion of Louis XV, by Antoine Vassé; and Royal Magnanimity by Jacques Bousseau.[64]
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+ The Royal Chapel has been under renovation for 767 days.
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+ The end of the construction is scheduled for summer 2020.[65]
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+ The Royal Box
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+ Foyer of the Royal Opera
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+ The Royal Opera during the celebration of the marriage of Louis XVI and Marie-Antoinette (1770)
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+ Stage of the Royal Opera
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+ Ceiling of the opera, painted by Louis Jean-Jacques Durameau
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+ The Royal Opera of Versailles was originally commissioned by Louis XIV in 1682 and was to be built at the end of the North Wing with a design by Mansart and Vigarani. However, due to the expense of the King's continental wars, the project was put aside. The idea was revived by Louis XV with a new design by Ange-Jacques Gabriel in 1748, but this also was temporarily put aside. The project was revived and rushed ahead for the planned celebration of the marriage of the Dauphin, the future Louis XVI, and Marie-Antoinette. For economy and speed, the new opera was built almost entirely of wood, which also gave it very high quality acoustics. The wood was painted to resemble marble, and the ceiling was decorated with a painting of the Apollo, the god of the arts, preparing crowns for illustrious artists, by Louis Jean-Jacques Durameau. The sculptor Augustin Pajou added statuary and reliefs to complete the decoration. The new Opera was inaugurated on May 16, 1770, as part of the celebration of the royal wedding.[66]
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+ In October 1789, early in the French Revolution, the last banquet for the royal guardsmen was hosted by the King in the opera, before he departed for Paris. Following the Franco-German War in 1871 and then the Paris Commune until 1875, the French National Assembly met in the opera, until the proclamation of the Third French Republic and the return of the government to Paris.[9]
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+ Louis Philippe dedicates the Gallery of Battles, by François Joseph Heim (1837)
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+ The Gallery of Battles in the Museum of the History of France
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+ The Battle of Taillebourg, by Eugène Delacroix (1837)
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+ Louis Philippe and his sons pose before the gates of Versailles, by Horace Vernet History Gallery, (1846)
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+ Shortly after becoming King in 1830, Louis Philippe I decided to transform the Palace, which was empty of furnishings and in poor repair, into a museum devoted to "All the Glories of France," with paintings and sculpture depicting famous French victories and heroes. The walls of the apartments of the courtiers and lesser members of the royal family on the first floor (second floor U.S. style) were demolished, and turned into a series of several large galleries: the Coronation Room, which displays the celebrated painting of the coronation of Napoleon I by Jacques-Louis David; the Hall of Battles; commemorating French victories with large-scale paintings; and the 1830 room, which celebrated Louis-Philippe's own coming to power in the French Revolution of 1830. Some paintings were brought from the Louvre, including works depicting events in French history by Philippe de Champaigne, Pierre Mignard, Laurent de La Hyre, Charles Le Brun, Adam Frans van der Meulen, Nicolas de Largillière, Hyacinthe Rigaud, Jean-Antoine Houdon, Jean-Marc Nattier, Élisabeth Vigée Le Brun, Hubert Robert, Thomas Lawrence, Jacques-Louis David, and Antoine-Jean Gros. Others were commissioned especially for the museum by prominent artists of the early 19th century, including Eugène Delacroix, who painted Saint Louis at the French victory over the British in the Battle of Taillebourg in 1242. Other painters featured include Horace Vernet and François Gérard. A monumental painting by Vernet features Louis Philippe himself, with his sons, posing in front of the gates of the Palace.[67]
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+ The overthrow of Louis Philippe in 1848 put an end to his grand plans for the museum, but the Gallery of Battles is still as it was, and is passed through by many visitors to the royal apartments and grand salons. Another set of rooms on the first floor has been made into galleries on Louis XIV and his court, displaying furniture, paintings, and sculpture. In recent years, eleven rooms on the ground floor between the Chapel and the Opera have been turned into a history of the palace, with audiovisual displays and models.[68]
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+ Bassin de Flore (1672-1679)
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+ The Orangerie garden
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+ Fountain of Latona, with the Grand Canal in the background
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+ André Le Nôtre began transforming the park and gardens of Versailles in the early 1660s.[69] They are the finest example of the jardin à la française, or the French formal garden. They were originally designed to be viewed from the terrace on the west side of the palace, and to create a grand perspective that reached to the horizon, illustrating the king's complete dominance over nature.
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+ The features closest to the Palace are the two water parterres, large pools which reflect the facade of the palace. These are decorated with smaller works of sculpture, representing the rivers of France, which are placed so as not to interfere with the reflections in the water. Down a stairway from the Parterre d'Eau is the Latona Fountain, created in 1670, illustrating the story of Latona taken from the Metamorphoses of Ovid. According to the story, when the peasants of Lycia insulted Latona, the mother of Apollo and Diana, the god Jupiter transformed the peasants into frogs. The fountain was begun in 1670 by Le Nôtre, then enlarged and modified by Hardouin-Mansart in 1686.[70] The main statuary group of Latona with Diana and Apollo was created between 1668-1670 by the sculptor Gaspard Marsy and originally placed on a modest foundation of rocks in the middle of the basin. Gaspard's brother Balthazard designed six lead half-human, half-frog figures to grace the water spouts surrounding the Latona statue, with 24 cast lead frogs positioned on the grass surrounding the perimeter of the fountain.[71]
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+ Hardouin-Mansart designed a much grander fountain of four oval tiers forming a pyramid, topped by Gaspard Marsy's statue and enhanced all around with the semi-human figures of Balthazard Marsy and an assortment of gilded frogs and lizards sculpted by Claude Bertin.[71] The four tiers are covered in 230 pieces of marble, composed of the white and grey-veined Cararra, greenish marble from Campan, and red marble from Languedoc.[72]
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+ The Latona Fountain underwent a major renovation between 2012 and 2015, which required the removal of its statuary, marble fittings, and lead pipe network for off-site restoration.[73] When the project began in 2012, the foundation of the main basin had seriously weakened and was no longer watertight, threatening the fountain above. The marble facing and statues were covered in years of accumulated grime, obscuring the vibrant colors of the marble and the gilt fixtures as they originally appeared.[74] The parterre surrounding the fountain, landscaped with lawns and flower beds according to 19th century taste, was also completely overhauled. Formal beds of turf and boxwood outlined by gravel paths to form arabesque patterns were created, faithful to the original designs of Le Nôtre.[75]
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+ The Grand Perspective of the palace continues from the Fountain of Latona south along a grassy lane, the Tapis Vert or green carpet, to the Basin of the Chariot of Apollo. Apollo, the sun god, was the emblem of Louis XIV, featured in much of the decoration of the palace. The chariot rising from the water symbolized the rising of the sun. It was designed by Le Brun and made by the sculptor Jean-Baptiste Tuby at the Gobelins Manufactory between 1668 and 1670, cast in lead and then gilded.[76] Beyond the fountain, the Grand Canal extends 1800 meters to the south end of the park.[70]
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+ Another group of formal gardens is located on the north side of the water parterre. It includes two bosquets or groves: the grove of the Three Fountains, The Bosquet of the Arch of Triumph, and north of these, three major fountains, the Pyramid Fountain, Dragon Fountain, and the Neptune Fountain. The fountains in this area all have a maritime or aquatic theme; the Pyramid Fountain is decorated with Tritons, Sirens, dolphins and nymphs. The Dragon Fountain is one of the oldest at Versailles and has the highest jet of water, twenty-seven meters. It is not actually a dragon, but a python, a mythical serpent that was killed by Apollo. The Neptune Fountain was originally decorated only with a circle of large lead basins jetting water; Louis XV added statues of Neptune, Triton and other gods of the sea.[77]
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+ The South Parterre is located beneath the windows of the queen's apartments and on the roof of the Orangerie. It is decorated with box trees and flowers in arabesque patterns. The Orangerie is located beneath the main terrace of the palace, on which the North and South Parterres rest. Three huge retaining walls divide the South Parterre from the lower parterre (parterre bas) of the Orangerie. Arcaded galleries with walls up to 16 ft. thick are built against the three retaining walls. The longest of these is the main south-facing gallery, at over 500 ft. (150 meters) from end to end and 47 ft. (13 meters) in height from floor to ceiling. Corresponding staircases known as the Escaliers des Cent Marches (so-called because each staircase has 100 steps) descend from above the east and west galleries to reach the level of the Orangerie.[78]
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+ The thickness of the walls combined with the southern exposure and double glazing of the windows was designed according to the theories of Jean Baptiste de la Quintinie, the head gardener of the Potager du roi, to provide a frost-free environment year round for the tender subtropical plants, primarily Orange trees, beloved by Louis XIV.[79] Over one thousand citrus trees, palms, Oleanders, Pomegranate and Olive trees, along with other tender plants, are housed inside the walls of the Orangerie during the winter; they are taken out onto the parterre bas from mid-May until mid-October.[77]
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+ Supplying water for the fountains of Versailles was a major problem for the royal government. The site of the Palace itself is 490 ft. above sea level, with the nearest body of water capable of supplying the gardens and court being the Seine River, 6 miles north. This presented the daunting problem to Louis XIV's engineers of how to transport water uphill over such a distance.[80] In 1681, construction commenced on the Machine de Marly at Bougival; the machine consisted of 14 paddle wheels powered by the currents of the Seine. 259 pumps carried water up to the 530 ft. high Louveciennes Aqueduct, which fed the water into huge reservoirs at Marly-le-Roi.[81] At full capacity, over one million gallons of water per day could be pumped into the Marly reservoirs, but ironically by the 1690s the Château de Marly had become the main recipient, since Louis XIV built an enormous water cascade to rival the waterworks at Versailles.[82]
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+ In 1685, pressure on water supplies led Louis XIV to commission another aqueduct, the Canal de l'Eure, to transport water from the River Eure, 52 miles to the southwest.[83] The aqueduct was intended to carry water by gravity from a high reservoir near the river, through the gardens of the Château de Maintenon, to Versailles. Work on the Eure aqueduct came to a halt in 1688, when France entered the Nine Years' War, and the poor finances of the kingdom in the latter part of Louis XIV's life prevented work from ever resuming.[84] Despite enormous investment in canals and machinery for hoisting water, Versailles never had sufficient water supply for its hundreds of fountains. When the King promenaded in the gardens, fountains were turned on only when the King was approaching them, and turned off after he departed.
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+ In the time of Louis XIV, even the palace, with its thousands of inhabitants, was continually short of fresh drinking water, necessitating the relocation of the court periodically to the palaces of Fontainebleau or Compiègne.[85] There was no fresh water tap above ground level until the reign of Louis XV, and even then it was limited to the King's private kitchen and his personal bathroom. For everyone else, water was carried by a small army of water carriers to the upper floors, filling copper tanks in the private appartements of the courtiers.[86]
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+ During the reign of Louis XIV and most of the reign of Louis XV, there was no plumbing to speak of in the palace itself. Only the King, the Queen, and the Dauphin had anything approaching bathrooms.[87] For most courtiers, bathing was infrequent and might only be carried out in portable bathtubs in their chambers, filled with water carried by hand from the nearest ground floor tap.[88]
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+ In the 1670s, Louis XIV had a magnificent five-room bath complex installed on the ground floor of the apartments belonging to his mistress, Madame de Montespan.[89] The baths were installed with hot and cold running water, at the time an exceptional technological advancement, but their primary use was for sexual trysts between the couple rather than for hygiene.[90] The suite was dismantled and covered over after the relationship ended in 1684. Louis XV commissioned a bathroom to be built when he was thirteen years old - he would later build bathrooms supplied with plumbed-in hot and cold water.[91] To relieve themselves, many courtiers had their own collapsible commode, known as a chaise percée, which was a padded seat with a chamber pot underneath. It is estimated that there were only three hundred of these at any one time.[92] Although it was forbidden to dump the contents of these chamber pots out of windows, the practice persisted in the inner courts of the palace.[93]
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+ Most of Versailles' inhabitants used communal latrines located throughout the palace, off the main galleries or at the end of the residential corridors on the upper floors. These were sources of continual stench, polluting nearby rooms and causing issues of blockage and sewage leaks from the iron and lead pipes which drained the privies on the upper floors.[94] Although discouraged, it was common for people to relieve themselves under stairways or in secluded passageways, especially if a latrine was closed. The ground floor gallery of the south wing was prone to this, to the extent that iron bars had to be installed in the corridor outside the rooms of the Dauphin Louis and the Dauphine when they moved to the south wing in 1745.[95]
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+ As always, the royal family and high-ranking courtiers within the palace had superior hygienic arrangements at their disposal. Louis XV's care for hygiene led him to install an early water closet, imported from England, in 1738. Known as an "English Place" (Lieu à l'Anglaise), the flush toilet was supplied with water from an overhead tank and emptied into a ground level drain, preventing lingering odors. By the mid-eighteenth century, other members of the royal family, the King's mistress Madame du Barry, and certain high-level courtiers had also installed their own water closets.[96]
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+ The character of the "piss boy" in Mel Brooks' film History of the World: Part 1 is based on a real job at the palace.[97]
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+ The Three Fountains Bosquet
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+ The Ballroom Bosquet
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+ The Colonnade Bosquet
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+ The largest part of the garden is divided into geometric bosquets, compartment-like groves; eight on the north side of the garden, and six to the south. The bosquets were created for Louis XIV between 1680 and 1690. They were bordered with high trees and carefully trimmed in cubic forms to resemble rooms with walls of greenery. Each bosquet had its own theme and fountains, statuary, grottoes, and other decoration. Some were highly formal, like Hardouin-Mansart's Bosquet de la Colonnade, with a circle of columns alternating with fountains, while others imitated nature. They were often used for concerts or theatrical performances. Some of the early groves were altered beyond recognition by later monarchs, but the most famous bosquets, Le Nôtre's Salle de Bal (literally, "ballroom"), also known as the Bosquet des Rocailles (c. 1685), and Hardouin-Mansart's Bosquet de la Colonnade, have both been restored to the way they were under Louis XIV. Other notable groves include Les Dômes, the Bosquet d'Encelade (after Enceladus, c. 1675), the Théâtre d'Eau (Water Theater), and the Bains d'Apollon (Baths of Apollo). Some are now decorated with contemporary works of art.[98]
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+ Peristyle of the Grand Trianon
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+ West facade of the Petit Trianon
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+ The Temple of Love
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+ The Queen's Theater at the Petit Trianon
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+ In 1668 Louis XIV decided to build a smaller palace some distance from the main palace, where he could spend quieter time away from the crowds and formality of his Court. He purchased a village called Trianon which adjoined the park, and constructed a pavilion covered with blue and white porcelain in the fashionable Chinese style; it was finished in 1670, and became known as the Porcelain Trianon. In 1687, he replaced it with the Grand Trianon, a larger and more classical pavilion designed by Mansart, with a terrace and walls faced with different colored slabs of marble. After the Revolution, the Trianon served as a residence for both Napoleon I and later for King Louis-Philippe when they visited Versailles. It is decorated today largely as it was under Napoleon and Louis-Philippe.[98]
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+ The Petit Trianon was created between 1763 and 1768 by Ange-Jacques Gabriel for Louis XV. The square shaped building, with each facade different, was a prototype of Neoclassicism in France. The most ornate facade, with Corinthian columns, faced the French landscape garden. Louis XVI gave the Petit Trianon as a gift to his bride, Marie-Antoinette. She asked the architect Richard Mique and painter Hubert Robert to design a new English-style landscape garden to replace the formal French garden. Not far from the Petit Trianon she had the Rock Pavilion constructed, and added the classical rotunda of the Temple of Love, built in 1777. In 1780, she built a small theater at the Petit Trianon. In her theater she played a part in one of the first performances of the play The Marriage of Figaro by Pierre Beaumarchais, which helped ensure its success. She was at the Petit Trianon in July 1789 when she first heard the news from Paris of the storming of the Bastille and the beginning of the French Revolution.[98]
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+ One of the most celebrated features of the park is the Hameau de la Reine, a small rustic hamlet near the Petit Trianon created for Queen Marie Antoinette between 1783 and 1785 by the royal architect Richard Mique with the help of the painter Hubert Robert. It replaced a botanical garden created by Louis XV, and consisted of twelve structures, ten of which still exist, in the style of villages in Normandy. It was designed for the Queen and her friends to amuse themselves by playing peasants, and included a farmhouse with a dairy, a mill, a boudoir, a pigeon loft, a tower in the form of a lighthouse from which one could fish in the pond, a belvedere, a cascade and grotto, and a luxuriously furnished cottage with a billiard room for the Queen.[99]
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+ The palace still serves political functions. Heads of state are regaled in the Hall of Mirrors; the bicameral French Parliament—consisting of the Senate (Sénat) and the National Assembly (Assemblée nationale)—meet in joint session (a congress of the French Parliament) in Versailles[100] to revise or otherwise amend the French Constitution, a tradition that came into effect with the promulgation of the 1875 Constitution.[102] For example, the Parliament met in joint session at Versailles to pass constitutional amendments in June 1999 (for domestic applicability of International Criminal Court decisions and for gender equality in candidate lists), in January 2000 (ratifying the Treaty of Amsterdam), and in March 2003 (specifying the "decentralized organization" of the French Republic).[100]
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+ In 2009, President Nicolas Sarkozy addressed the global financial crisis before a congress in Versailles, the first time that this had been done since 1848, when Charles-Louis Napoleon Bonaparte gave an address before the French Second Republic.[103][104][105] Following the November 2015 Paris attacks, President François Hollande gave a speech before a rare joint session of parliament at the Palace of Versailles.[106] This was the third time since 1848 that a French president addressed a joint session of the French Parliament at Versailles.[107] The president of the National Assembly has an official apartment at the Palace of Versailles.[108]
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+ One of the most baffling aspects to the study of Versailles is the cost – how much Louis XIV and his successors spent on Versailles. Owing to the nature of the construction of Versailles and the evolution of the role of the palace, construction costs were essentially a private matter. Initially, Versailles was planned to be an occasional residence for Louis XIV and was referred to as the "king's house".[109] Accordingly, much of the early funding for construction came from the king's own purse, funded by revenues received from his appanage as well as revenues from the province of New France (Canada), which, while part of France, was a private possession of the king and therefore exempt from the control of the Parliaments.[110]
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+ Once Louis XIV embarked on his building campaigns, expenses for Versailles became more of a matter for public record, especially after Jean-Baptiste Colbert assumed the post of finance minister. Expenditures on Versailles have been recorded in the compendium known as the Comptes des bâtiments du roi sous le règne de Louis XIV and which were edited and published in five volumes by Jules Guiffrey in the 19th century. These volumes provide valuable archival material pursuant to the financial expenditure on all aspects of Versailles such as the payments disbursed for many trades as varied as artists and mole catchers.[111]
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+ To counter the costs of Versailles during the early years of Louis XIV's personal reign, Colbert decided that Versailles should be the "showcase" of France.[112] Accordingly, all materials that went into the construction and decoration of Versailles were manufactured in France. Even the mirrors used in the decoration of the Hall of Mirrors were made in France. While Venice in the 17th century had the monopoly on the manufacture of mirrors, Colbert succeeded in enticing a number of artisans from Venice to make the mirrors for Versailles. However, owing to Venetian proprietary claims on the technology of mirror manufacture, the Venetian government ordered the assassination of the artisans to keep the secrets proprietary to the Venetian Republic.[112] To meet the demands for decorating and furnishing Versailles, Colbert nationalised the tapestry factory owned by the Gobelin family, to become the Manufacture royale des Gobelins.[112]
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+
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+ In 1667, the name of the enterprise was changed to the Manufacture royale des Meubles de la Couronne. The Gobelins were charged with all decoration needs of the palace, which was under the direction of Charles Le Brun.[112]
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+ One of the most costly elements in the furnishing of the grands appartements during the early years of the personal reign of Louis XIV was the silver furniture, which can be taken as a standard – with other criteria – for determining a plausible cost for Versailles. The Comptes meticulously list the expenditures on the silver furniture – disbursements to artists, final payments, delivery – as well as descriptions and weight of items purchased. Entries for 1681 and 1682 concerning the silver balustrade used in the salon de Mercure serve as an example:
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+ II. 5 In anticipation: For the silver balustrade for the king's bedroom: 90,000 livres
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+ II. 7 18 November to Sieur du Metz, 43,475 livres 5 sols for delivery to Sr. Lois and to Sr. de Villers for payment of 142,196 livres for the silver balustrade that they are making for the king's bedroom and 404 livres for tax: 48,861 livres 5 sol.
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+ II. 15 16 June 1681 – 23 January 1682 to Sr. Lois and Sr. de Villers silversmiths on account for the silver balustrade that they are making for the king's use (four payments): 88,457 livres 5 sols.
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+ II. 111 25 March – 18 April to Sr. Lois and Sr. de Villers silversmiths who are working on a silver balustrade for the king, for continued work (two payments): 40,000 livres
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+
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+ II. 129 21 March to Sr. Jehannot de Bartillay 4,970 livres 12 sols for the delivery to Sr. Lois and de Villers silversmiths for, with 136,457 livres 5 sol to one and 25,739 livres 10 sols to another, making the 38 balusters, 17 pilasters, the base and the cornice for the balustrade for the château of Versailles weighing 4,076 marc at the rate of 41 livres the marc[c] including 41 livres 2 sols for tax: 4,970 livres 12 sols.[111]
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+ Accordingly, the silver balustrade, which contained in excess of one ton of silver, cost in excess of 560,000 livres. It is difficult – if not impossible – to give an accurate rate of exchange between 1682 and today.[d] However, Frances Buckland provides valuable information that provides an idea of the true cost of the expenditures at Versailles during the time of Louis XIV. In 1679, Mme de Maintenon stated that the cost of providing light and food for twelve people for one day amounted to slightly more than 14 livres.[113] In December 1689, to defray the cost of the War of the League of Augsburg, Louis XIV ordered all the silver furniture and articles of silver at Versailles – including chamber pots – sent to the mint to be melted.[114]
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+ Clearly, the silver furniture alone represented a significant outlay in the finances of Versailles. While the decoration of the palace was costly, certain other costs were minimised. For example, labour for construction was often low, due largely to the fact that the army during times of peace and during the winter, when wars were not waged, was pressed into action at Versailles. Additionally, given the quality and uniqueness of the items produced at the Gobelins for use and display at Versailles, the palace served as a venue to showcase not only the success of Colbert's mercantilism, but also to display the finest that France could produce.[115]
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+ Estimates of the amount spent to build Versailles are speculative. An estimate in 2000 placed the amount spent during the Ancien Régime as US$2 billion,[116] this figure being, in all probability, an under-evaluation. France's Fifth Republic expenditures alone, directed to restoration and maintenance at Versailles, may have surpassed those of the Sun King.
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+ Films
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+ Music
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+ Television
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+ Video games
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+ Panoramic view from the park
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+ Panoramic view from the city
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+ This article often employs shortened footnotes. The full citations can be found in the immediately following section.
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1
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+
3
+ The Palace of Versailles (/vɛərˈsaɪ, vɜːrˈsaɪ/ vair-SY, vur-SY;[1] French: Château de Versailles [ʃɑto d(ə) vɛʁsɑj] (listen)) was the principal royal residence of France from 1682, under Louis XIV, until the start of the French Revolution in 1789, under Louis XVI. It is located in the department of Yvelines, in the region of Île-de-France, about 20 kilometres (12 miles) southwest of the centre of Paris.[2]
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+
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+ A simple hunting lodging and later a small château with a moat occupied the site until 1661, when the first work expanding the château into a palace was carried out for Louis XIV. In 1682, when the palace had become large enough, the king moved the entire royal court and the French government to Versailles. Some of the palace furniture at this time was constructed of solid silver, but in 1689 much of it was melted down to pay for the cost of war. Subsequent rulers mostly carried out interior remodeling, to meet the demands of changing taste, although Louis XV did install an opera house at the north end of the north wing for the wedding of the Dauphin and Marie Antoinette in 1770. The palace has also been a site of historical importance. The Peace of Paris (1783) was signed at Versailles, the Proclamation of the German Empire occurred in the vaunted Hall of Mirrors, and World War I was ended in the palace with the Treaty of Versailles, among many other events.
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+ The palace is now a historical monument and UNESCO World Heritage site, notable especially for the ceremonial Hall of Mirrors, the jewel-like Royal Opera, and the royal apartments; for the more intimate royal residences, the Grand Trianon and Petit Trianon located within the park; the small rustic Hameau (Hamlet) created for Marie Antoinette; and the vast Gardens of Versailles with fountains, canals, and geometric flower beds and groves, laid out by André le Nôtre. The Palace was stripped of all its furnishings after the French Revolution, but many pieces have been returned and many of the palace rooms have been restored.
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+ In 2017 the Palace of Versailles received 7,700,000 visitors, making it the second-most visited monument in the Île-de-France region, just behind the Louvre and ahead of the Eiffel Tower.[3]
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+ The site of the Palace was first occupied by a small village and church, surrounded by forests filled with abundant game. It was owned by the Gondi family and the priory of Saint Julian. King Henry IV went hunting there in 1589, and returned in 1604 and 1609, staying in the village inn. His son, the future Louis XIII, came on his own hunting trip there in 1607. After he became King in 1610, Louis XIII returned to the village, bought some land, and in 1623-24 built a modest two-story hunting lodge on the site of the current marble courtyard.[4] He was staying there in November 1630 during the event known as the Day of the Dupes, when the enemies of the King's chief minister, Cardinal Richelieu, aided by the King's mother, Marie de' Medici, tried to take over the government. The King defeated the plot and sent his mother into exile.[5]
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+
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+ After this event, Louis XIII decided to make his hunting lodge at Versailles into a château. The King purchased the surrounding territory from the Gondi family and in 1631–1634 had the architect Philibert Le Roy replace the hunting lodge with a château of brick and stone with classical pilasters in the doric style and high slate-covered roofs, surrounding the courtyard of the original hunting lodge. The gardens and park were also enlarged, laid out by Jacques Boyceau and his nephew, Jacques de Menours (1591–1637), and reached essentially the size they have today.[a][4][6][7]
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+ Louis XIV first visited the château on a hunting trip in 1651 at the age of twelve, but returned only occasionally until his marriage to Maria Theresa of Spain in 1660 and the death of Cardinal Mazarin in 1661, after which he suddenly acquired a passion for the site.[8] He decided to rebuild, embellish and enlarge the château and to transform it into a setting for both rest and for elaborate entertainments on a grand scale.[6][9]
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+ The first phase of the expansion (c. 1661–1678) was designed and supervised by the architect Louis Le Vau. Initially he added two wings to the forecourt, one for servants quarters and kitchens, the other for stables.[10] In 1668 he added three new wings built of stone, known as the envelope, to the north, south and west (the garden side) of the original château. These buildings had nearly-flat roofs covered with lead. The king also commissioned the landscape designer André Le Nôtre to create the most magnificent gardens in Europe, embellished with fountains, statues, basins, canals, geometric flower beds and groves of trees. He also added two grottos in the Italian style and an immense orangerie to house fruit trees, as well as a zoo with a central pavilion for exotic animals.[6] After Le Vau's death in 1670, the work was taken over and completed by his assistant François d'Orbay.[11]
18
+
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+ The entrance in 1668 during the first reconstruction (painting by Pierre Patel)
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+
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+ The garden façade in 1674. The terrace was later replaced by the Hall of Mirrors
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+
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+ The main floor (above the ground floor) of the new palace contained two symmetrical sets of apartments, one for the king and the other for the queen, looking over the gardens. The two apartments were separated by a marble terrace, overlooking the garden, with a fountain in the center. Each set of apartments was connected to the ground floor with a ceremonial stairway, and each had seven rooms, aligned in a row; a vestibule, a room for the guards, an antechamber, chamber, a large cabinet or office; a smaller bedroom, and a smaller cabinet. On the ground floor under the King's apartment was another apartment, the same size, designed for his private life, and decorated on the theme of Apollo, the Sun god, his personal emblem. Under the Queen's apartment was the apartment of the Grand Dauphin, the heir to the throne.[12]
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+ The interior decoration was assigned to Charles Le Brun. Le Brun supervised the work of a large group of sculptors and painters, called the Petite Academie, who crafted and painted the ornate walls and ceilings.[12] In the 1670s and 1680s, 10 million livres worth of solid silver furniture was commissioned to designs by Le Brun, including tubs for Louis XIV's orange trees, an 8 foot high sculpted throne, and a silver balustrade in the Salon of Mercury.[13][14] These items were melted down in 1689 to contribute to the cost of fighting the Nine Years' War.[15][16][17]
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+ Le Brun also supervised the design and installation of countless statues in the gardens.[18] The grand stairway to the King's apartment was soon redecorated almost as soon as it was completed with plaques of colored marble and trophies of arms, tapestries, and balconies, so the members of the court could observe the processions of the King.[12]
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+ In 1670, Le Vau added a new pavilion northwest of the chateau, called the Trianon, for the King's relaxation in the hot summers. It was surrounded by flowerbeds and decorated entirely with blue and white porcelain, in imitation of the Chinese style.[19]
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+ The King increasingly spent his days in Versailles, and the government, court, and courtiers, numbering six to seven thousand persons, crowded into the buildings. The King ordered a further enlargement, which he entrusted to the young architect Jules Hardouin-Mansart. Hadouin-Mansart added two large new wings on either side of the original Cour Royale (Royal Courtyard). He also replaced Le Vau's large terrace, facing the garden on the west, with what became the most famous room of the palace, the Hall of Mirrors. Mansart also built the Petites Écuries and Grandes Écuries (stables) across the Place d'Armes, on the eastern side of the château. The King wished a quiet place to relax away from the ceremony of the Court. In 1687 Hardouin-Mansart began the Grand Trianon, or Trianon de Marbre (Marble Trianon), replacing Le Vau's 1668 Trianon de Porcelaine in the northern section of the park. In 1682 Louis XIV was able to proclaim Versailles his principal residence and the seat of the government and was able to give rooms in the palace to almost all of his courtiers.[20]
32
+
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+ After the death of Maria Theresa of Spain in 1683, Louis XIV undertook the enlargement and remodeling of the royal apartments in the original part of the palace, within the former hunting lodge built by his father. He instructed Mansart to begin the construction of the Royal Chapel of Versailles, which towered over the rest of the palace. Hardouin-Mansart died in 1708 and so the chapel was completed by his assistant Robert de Cotte in 1710.[21]
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+
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+ Louis XIV died in 1715, and the young new King, Louis XV, just five years old, and his government were moved temporarily from Versailles to Paris under the regency of Philippe II, Duke of Orléans. In 1722, when the King came of age, he moved his residence and the government back to Versailles, where it remained until the French Revolution in 1789.[20] Louis XV remained faithful to the original plan of his great-grandfather, and made few changes to the exteriors of Versailles. His main contributions were the construction of the Salon of Hercules, which connected the main building of the Palace with the north wing and the chapel (1724–36); and the royal opera theater, designed by Ange-Jacques Gabriel, and built between 1769 and 1770. The new theater was completed in time for the celebration of the wedding of the Dauphin, the future Louis XVI, and Archduchess Marie Antoinette of Austria. He also made numerous additions and changes to the royal apartments, where he, the Queen, his daughters, and his heir lived. In 1738, Louis XV remodeled the king's petit appartement on the north side of the Cour de Marbre, originally the entrance court of the old château. He discreetly provided accommodations in another part of the palace for his famous mistresses, Madame de Pompadour and later Madame du Barry.
36
+
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+ The extension of the King's petit appartement necessitated the demolition of the Ambassador's Staircase, one of the most admired features of Louis XIV's palace, which left the Palace without a grand staircase entrance.[22] The following year Louis XV ordered the demolition of the north wing facing onto the Cour Royale, which had fallen into serious disrepair.[23] He commissioned Gabriel to rebuild it in a more neoclassical style. The new wing was completed in 1780.[24]
38
+
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+ Louis XVI was constrained by the worsening financial situation of the kingdom from making major changes to the palace, so that he primarily focused on improvements to the royal apartments.[25] Louis XVI gave Marie Antoinette the Petit Trianon in 1774. The Queen made extensive changes to the interior, and added a theater, the Théâtre de la Reine. She also totally transformed the arboretum planted during the reign of Louis XV into what became known as the Hameau de la Reine. This was a picturesque collection of buildings modeled after a rural French hamlet, where the Queen and her courtiers could play at being peasants.[26] The Queen was at the Petit Trianon in July 1789 when she first learned of the beginning of the French Revolution.
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+ In 1783, the Palace was the site of the signing of three treaties of the Peace of Paris (1783), in which the United Kingdom recognized the independence of the United States.[27]
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+ The King and Queen learned of the storming of the Bastille in Paris on July 14, 1789, while they were at the Palace, and remained isolated there as the Revolution in Paris spread. The growing anger in Paris led to the Women's March on Versailles on 5 October 1789. A crowd of several thousand men and women, protesting the high price and scarcity of bread, marched from the markets of Paris to Versailles. They took weapons from the city armory, besieged the Palace, and compelled the King and Royal family and the members of the National Assembly to return with them to Paris the following day.[28]
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+ As soon as the royal family departed, the Palace was closed, awaiting their return—but in fact, the monarchy would never again return to Versailles. In 1792, the Convention, the new revolutionary government, ordered the transfer of all the paintings and sculptures from the Palace to the Louvre. In 1793, the Convention declared the abolition of the monarchy, and ordered all of the royal property in the Palace to be sold at auction. The auction took place between 25 August 1793 and 11 August 1794. The furnishings and art of the Palace, including the furniture, mirrors, baths and kitchen equipment, were sold in seventeen thousand lots. All fleurs-de-lys and royal emblems on the buildings were chambered or chiseled off. The empty buildings were turned into a storehouse for furnishings, art and libraries confiscated from the nobility. The empty grand apartments were opened for tours beginning in 1793, and a small museum of French paintings and art school was opened in some of the empty rooms.[29]
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+
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+ When Napoleon Bonaparte became Emperor of the French in 1804, he considered making Versailles his residence, but abandoned the idea because of the cost of the renovation. Prior to his marriage with Marie-Louise in 1810, he had the Grand Trianon restored and refurnished as a springtime residence for himself and his family, in the style of furnishing that it is seen today.[30]
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+ In 1815, with the final downfall of Napoleon, Louis XVIII, the younger brother of Louis XVI, became King, and considered returning the royal residence to Versailles, where he had been born. He ordered the restoration of the royal apartments, but the task and cost was too great. Neither he nor his successor Charles X lived at Versailles.[30]
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+ The French Revolution of 1830 brought a new monarch, Louis-Philippe to power, and a new ambition for Versailles. He did not reside at Versailles, but began the creation of the Museum of the History of France, dedicated to "all the glories of France", located in the south wing of the Palace, which had been used to house some members of the royal family. The museum was begun in 1833 and inaugurated on 30 June 1837. Its most famous room is the Galerie des Batailles (Hall of Battles), which lies on most of the length of the second floor.[25] Louis Philippe had the far end of the south wing of the Cour Royale demolished and rebuilt to match the Gabriel wing of 1780 opposite, which gave greater uniformity of appearance to the front entrance.[31] The museum project largely came to a halt when Louis Philippe was overthrown in 1848, though the paintings of French heroes and great battles still remain in the south wing.
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+ Emperor Napoleon III used the Palace on occasion as a stage for grand ceremonies. One of the most lavish was the banquet that he hosted for Queen Victoria in the Royal Opera of Versailles on August 25, 1855.[32]
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+ During the Franco-Prussian War of 1870-1871, the Palace was occupied by the general staff of the victorious German Army. Parts of the chateau, including the Gallery of Mirrors, were turned into a military hospital. The creation of the German Empire, combining Prussia and the surrounding German states under William I, was formally proclaimed in the Hall of Mirrors on January 18, 1871. The Germans remained in the Palace until the signing of the armistice in March 1871. In that month, the government of the new Third French Republic, which had departed Paris during the War for Tours and then Bordeaux, moved into the Palace. The National Assembly held its meetings in the Opera House.[33]
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+ The uprising of the Paris Commune in March, 1871, prevented the French government, under Adolphe Thiers, from returning immediately to Paris. The military operation which suppressed the Commune at the end of May was directed from Versailles, and the prisoners of the Commune were marched there and put on trial in military courts. In 1875 a second parliamentary body, the French Senate, was created, and held its meetings for the election of a President of the Republic in a new hall created in 1876 in the south wing of the Palace. The French Senate continues to meet in the Palace on special occasions, such as the amendment of the French Constitution. [34]
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+ The end of the 19th and the early 20th century saw the beginning of restoration efforts at the Palace, first led by Pierre de Nolhac, poet and scholar and the first conservator, who began his work in 1892. The conservation and restoration was interrupted by two world wars, but has continued until the present day.[35]
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+ The Palace briefly returned to the world stage in June 1919, when the Treaty of Versailles, formally ending the First World War, was signed in the Hall of Mirrors. Between 1925 and 1928, the American philanthropist and multi-millionaire John D. Rockefeller gave $2,166,000, the equivalent of about thirty million dollars today, to restore and refurnish the palace.[36]
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+ More work took place after World War II, with the restoration of the Royal Opera of Versailles. The theater was reopened in 1957, in the presence of Queen Elizabeth II of the United Kingdom.[37]
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+ In 1978, parts of the Palace were heavily damaged in a bombing committed by Breton terrorists.[38]
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+ The restoration initiatives launched by the Fifth Republic have proven to be perhaps more costly than the expenditures of the palace in the Ancien Régime. Starting in the 1950s, when the museum of Versailles was under the directorship of Gérald van der Kemp, the objective was to restore the palace to its state – or as close to it as possible – in 1789 when the royal family left the palace. Among the early projects was the repair of the roof over the Hall of Mirrors; the publicity campaign brought international attention to the plight of post-war Versailles and garnered much foreign money including a grant from the Rockefeller Foundation. Concurrently, in the Soviet Union (Russia since 26 December 1991), the restoration of the Pavlovsk Palace located 25 kilometers from the center of Leningrad – today's Saint Petersburg – brought the attention of French Ministry of Culture, including that of the curator of Versailles.[39] After the war when Soviet authorities were restoring the palace, which had been gutted by the retreating Nazi forces, they recreated the silk fabrics by using preserved 18th-century remnants.[39]
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+ When these results and the high quality achieved were brought to the attention of the French Minister of Culture, he revived 18th-century weaving techniques so as to reproduce the silks used in the decoration of Versailles.[39] The two greatest achievements of this initiative are seen today in wall hangings used in the restoration of the chambre de la reine in the grand appartement de la reine and the chambre du roi in the appartement du roi. While the design used for the chambre du roi was, in fact, from the original design to decorate the chambre de la reine, it nevertheless represents a great achievement in the ongoing restoration at Versailles. Additionally, this project, which took over seven years to achieve,has required several hundred kilograms of silver and gold to complete.[40] One of the more costly endeavours for the museum and France's Fifth Republic has been to repurchase as much of the original furnishings as possible. Consequently, because furniture with a royal provenance – and especially furniture that was made for Versailles – is a highly sought after commodity on the international market, the museum has spent considerable funds on retrieving much of the palace's original furnishings.[41]
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+ In 2003, a new restoration initiative – the "Grand Versailles" project – was started, which began with the replanting of the gardens, which had lost over 10,000 trees during Hurricane Lothar on 26 December 1999. One part of the initiative, the restoration of the Hall of Mirrors, was completed in 2006.[42] Another major project was the further restoration of the backstage areas Royal Opera of Versailles, which was completed on 9 April 1957.[43]
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+ The Palace of Versailles is owned by the French state. Its formal title is the Public Establishment of the Palace, Museum and National Estate of Versailles Since 1995, it has been run as a Public Establishment, with an independent administration and management supervised by the French Ministry of Culture. The current Chairperson of the Public Establishment is Catherine Pégard.[44]
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+ The Marble Court and facades of the first Chateau, embellished by Louis Le Vau (1661–68) and then Hardouin-Mansart in (1679–1681)
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+ Plan of the main floor (c. 1837, with north to the right), showing the Hall of Mirrors in red, the Hall of Battles in green, the Royal Chapel in yellow, and the Royal Opera in blue
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+ Aerial view from the garden
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+ The facade facing the garden, with the royal apartments and the Gallery of Mirrors between them[citation needed]
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+ The Palace of Versailles offers a visual history of French architecture from the 17th century to the end of the 18th century. It began with the original château, with the brick and stone and sloping slate mansard roofs of the Louis XIII style used by architect Philibert Le Roy. It then became grander and more monumental, with the addition of the colonnades and flat roofs of the new royal apartments in the French classical or Louis XIV style, as designed by Louis Le Vau and later Jules Hardouin-Mansart. It concluded in the lighter and more graceful neoclassical Louis XVI style of the Petit Trianon, completed by Ange-Jacques Gabriel in 1768.
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+ The palace was largely completed by the death of Louis XIV in 1715. The eastern facing palace has a U-shaped layout, with the corps de logis and symmetrical advancing secondary wings terminating with the Dufour Pavilion on the south and the Gabriel Pavilion to the north, creating an expansive cour d'honneur known as the Royal Court (Cour Royale). Flanking the Royal Court are two enormous asymmetrical wings that result in a facade of 402 metres (1,319 ft) in length.[45] Covered by around a million square feet (10 hectares) of roof, the palace has 2,143 windows, 1,252 chimneys, and 67 staircases.[46]
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+ The façade of Louis XIII's original château is preserved on the entrance front. Built of red brick and cut stone embellishments, the U-shaped layout surrounds a black-and-white marble courtyard. In the center, a 3-storey avant-corps fronted with eight red marble columns supporting a gilded wrought-iron balcony is surmounted with a triangle of lead statuary surrounding a large clock, whose hands were stopped upon the death of Louis XIV. The rest of the façade is completed with columns, painted and gilded wrought-iron balconies and dozens of stone tables decorated with consoles holding marble busts of Roman emperors. Atop the mansard slate roof are elaborate dormer windows and gilt lead roof dressings that were added by Hardouin-Mansart in 1679–1681.
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+ Inspired by the architecture of baroque Italian villas, but executed in the French classical style, the garden front and wings were encased in white cut ashlar stone known as the enveloppe in 1668-1671 by Le Vau and modified by Hardouin-Mansart in 1678–1679.[47] The exterior features an arcaded, rusticated ground floor, supporting a main floor with round-headed windows divided by reliefs and pilasters or columns. The attic storey has square windows and pilasters and crowned by a balustrade bearing sculptured trophies and flame pots dissimulating a flat roof.
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+ The construction in 1668–1671 of Le Vau's enveloppe around the outside of Louis XIII's red brick and white stone château added state apartments for the king and the queen. The addition was known at the time as the château neuf (new château). The grands appartements (Grand Apartments, also referred to as the State Apartments[49]) include the grand appartement du roi and the grand appartement de la reine. They occupied the main or principal floor of the château neuf, with three rooms in each apartment facing the garden to the west and four facing the garden parterres to the north and south, respectively. The private apartments of the king (the appartement du roi and the petit appartement du roi) and those of the queen (the petit appartement de la reine) remained in the château vieux (old château). Le Vau's design for the state apartments closely followed Italian models of the day, including the placement of the apartments on the main floor (the piano nobile, the next floor up from the ground level), a convention the architect borrowed from Italian palace design.[50]
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+
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+ The king's State Apartment consisted of an enfilade of seven rooms, each dedicated to one of the known planets and their associated titular Roman deity. The queen's apartment formed a parallel enfilade with that of the grand appartement du roi. After the addition of the Hall of Mirrors (1678–1684) the king's apartment was reduced to five rooms (until the reign of Louis XV, when two more rooms were added) and the queen's to four.
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+ The queen's apartments served as the residence of three queens of France - Marie-Thérèse d'Autriche, wife of Louis XIV, Marie Leczinska, wife of Louis XV, and Marie-Antoinette, wife of Louis XVI. Additionally, Louis XIV's granddaughter-in-law, Princess Marie-Adélaïde of Savoy, duchesse de Bourgogne, wife of the Petit Dauphin, occupied these rooms from 1697 (the year of her marriage) to her death in 1712.[b]
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+
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+ Before entering the King's State Apartments, one had to climb the Ambassadors Staircase - a suitable entrance as its magnificence matched the grandness of the apartments. The Ambassadors Staircase (Escalier des Ambassadeurs) was built in 1674 but was finished in 1680. Although it was designed by architect Louis Le Vau, the staircase was built by François d’Orbay and was primarily painted by Charles Le Brun. Destroyed in 1752, the staircase was the entrance to the King’s Apartments and was the official grand entrance into the Chateau, specifically intended to astonish and impress foreign dignitaries.[51] At the time of its creation, Versailles was transitioning to reflect governmental power and authority instead of a private home for the crown.[52] The staircases’ primal function and the details it encompasses reinforces this progression at Versailles.
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+
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+ The staircase incorporates allegories of the Four Parts of the World on the vault and representation of crowds of foreign visitors on the walls.[53] The staircase was lit from above with a skylight – a fairly advanced quality for seventeenth century architecture and is thought to have played a symbolic role in the connection with the scenes of the kings heroism depicted by Le Brun. Additionally, it is known to include Thalia (the muse of Comedy), Melpomene, Calliope, and Apollo (Louis XIV’s emblem)[54] and the twelve months of the year. References to the greater world, such as the depiction of the twelve months of the year and the four parts of the world, circle back to Louis XIV’s mentality of Versailles symbolizing supreme and divine power which in turn, reflects Louis XIV’s desired depiction of his reign.
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+
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+ Meal at the House of Simon the Pharisee by Veronese in the Salon of Hercules
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+
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+ The Salon of Abundance
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+
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+ The Salon of Venus
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+
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+ The Salon of Mercury
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+
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+ The construction of the Hall of Mirrors between 1678 and 1686 coincided with a major alteration to the State Apartments. They were originally intended as his residence, but the King transformed them into galleries for his finest paintings, and venues for his many receptions for courtiers. During the season from All-Saints Day in November until Easter, these were usually held three times a week, from six to ten in the evening, with various entertainments.[55]
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+
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+ This was originally a chapel. It was rebuilt beginning in 1712 under the supervision of the First Architect of the King, Robert de Cotte, to showcase two paintings by Paolo Veronese, Eleazar and Rebecca and Meal at the House of Simon the Pharisee, which was a gift to Louis XIV from the Republic of Venice in 1664. The painting on the ceiling, The Apotheosis of Hercules, by François Lemoyne, was completed in 1736, and gave the room its name.[55][56]
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+
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+ The Salon of Abundance was the antechamber to the Cabinet of Curios (now the Games Room), which displayed Louis XIV's collection of precious jewels and rare objects. Some of the objects in the collection are depicted in René-Antoine Houasse's painting Abundance and Liberality (1683), located on the ceiling over the door opposite the windows.
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+ This salon was used for serving light meals during evening receptions. The principal feature in this room is Jean Warin's life-size statue of Louis XIV in the costume of a Roman emperor. On the ceiling in a gilded oval frame is another painting by Houasse, Venus subjugating the Gods and Powers (1672-1681). Trompe l'oeil paintings and sculpture around the ceiling illustrate mythological themes.[57]
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+
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+ The Salon of Mercury was the original State Bedchamber when Louis XIV officially moved the court and government to the Palace in 1682. The bed is a replica of the original commissioned by King Louis-Philippe in the 19th century when he turned the Palace into a Museum. The ceiling paintings by the Flemish artist Jean Baptiste de Champaigne depicts the god Mercury in his chariot, drawn by a rooster, and Alexander the Great and Ptolemy surrounded by scholars and philosophers. The Automaton Clock was made for the King by the royal clockmaker Antoine Morand in 1706. When it chimes the hour, figures of Louis XIV and Fame descend from a cloud.[58]
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+ Salon of Mars
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+
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+ Ceiling in the Salon of Apollo, depicting the Sun Chariot of Apollo
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+
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+ Bust of Louis XIV by Bernini in Salon of Diana
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+
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+ The Salon of Mars was used by the royal guards until 1782, and was decorated on a military theme with helmets and trophies. It was turned into a concert room between 1684 and 1750, with galleries for musicians on either side. Portraits of Louis XV and his Queen, Marie Leszczinska, by the Flemish artist Carle Van Loo decorate the room today.
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+ The Salon of Apollo was the royal throne room under Louis XIV, and was the setting for formal audiences. The eight-foot high silver throne was melted down in 1689 to help pay the costs of an expensive war, and was replaced by a more modest throne of gilded wood. The central painting on the ceiling, by Charles de la Fosse, depicts the Sun Chariot of Apollo, the King's favorite emblem, pulled by four horses and surrounded by the four seasons.
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+ The Salon of Diana was used by Louis XIV as a billiards room, and had galleries from which courtiers could watch him play. The decoration of the walls and ceiling depicts scenes from the life of the goddess Diana. The celebrated bust of Louis XIV by Bernini made during the famous sculptor's visit to France in 1665, is on display here. [59]
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+
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+ The King's bedchamber
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+
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+ The Queen's bedchamber
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+
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+ The gilded cabinet of Marie-Antoinette
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+
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+ Billiard Room of Marie-Antoinette
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+
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+ The apartments of the King were the heart of the chateau; they were in the same location as the rooms of Louis XIII, the creator of the chateau, on the first floor (second floor US style). They were set aside for the personal use of Louis XIV in 1683. He and his successors Louis XV and Louis XVI used these rooms for official functions, such as the ceremonial lever ("waking up") and the coucher ("going to bed") of the monarch, which were attended by a crowd of courtiers.
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+ The King's apartment was accessed from the Hall of Mirrors from the Oeil de Boeuf antechamber past the Guardroom and the Grand Couvert, the ceremonial room where Louis XIV often took his evening meals, seated alone at a table in front of the fireplace. His spoon, fork, and knife were brought to him in a golden box. The courtiers could watch as he dined.[60]
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+ The King's bedchamber had originally been the State Drawing Room and had been used by Queen Marie-Theresa, but after her death in 1701 Louis XIV took it over to use as his own bedroom and died there on September 1, 1715. Both Louis XV and Louis XVI continued to use the bedroom for their official awakening and going to bed. On October 6, 1789, from the balcony of this room Louis XVI and Marie-Antoinette, joined by the Marquis de Lafayette, looked down on the hostile crowd in the courtyard, shortly before the King was forced to return to Paris.[60]
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+ The bed of the King is placed beneath a carved relief by Nicolas Coustou entitled France watching over the sleeping King. The decoration includes several paintings set into the paneling, including a self-portrait of Antony Van Dyck.[60]
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+ The petit appartement de la reine is a suite of rooms that were reserved for the personal use of the queen. Originally arranged for the use of the Marie-Thérèse, consort of Louis XIV, the rooms were later modified for use by Marie Leszczyńska and finally for Marie-Antoinette. The Queen's apartments and the King's Apartments were laid out on the same design, each suite having seven rooms. Both suites had ceilings painted with scenes from mythology; the King's ceilings featured male figures, the Queen's featured females.
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+ The Peace Salon
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+ The Peace Salon; Louis XV sharing benefits of peace by François Lemoyne
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+ The Galerie des Glaces or Hall of Mirrors
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+ Guerdirons or candle holders in the Hall of Mirrors
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+
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+ Relief of Louis XIV in the Salon of War, by Antoine Coysevox (1715)
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+ The Grand Gallery is a set of three highly decorated reception rooms, dedicated to the celebration of the political and military successes of Louis XIV, and used for important ceremonies, celebrations and receptions.
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+ The War Salon commemorates the victorious campaign of Louis XIV against the Dutch, which ended in 1678. The centerpiece is an enormous sculpted medallion of Louis XIV, on horseback, crossing the Rhine in 1672, created by Antoine Coysevox. Below the fireplace is a painting of Clio, the Muse of History, recording the exploits of the King.
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+ The Galerie des Glaces (Hall of Mirrors), is perhaps the most famous room in the château of Versailles. It took the place of the rooftop terrace overlooking the gardens which formerly connected the apartments of the King and Queen. The construction of the room began in 1678 and finished in 1689. The gallery is more than 70 metres (230 ft) long, and it is lined with 17 wide arcaded mirrors, designed to match and reflect the windows opposite facing the gardens. Charles Le Brun painted thirty scenes of the early reign of Louis XIV on the ceiling. The centerpiece is a painting of the King titled, "The King Governing Alone". It shows Louis XIV, facing the powers of Europe, turning away from his pleasures to accept a crown of immortality from Glory, with the encouragement of Mars.[61]
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+ The hall was originally furnished with solid silver furniture designed by Le Brun, but these furnishings were melted down in 1689 to help pay for war expenses. The King kept a silver throne, usually located in the Salon of Apollo, which was brought to the Hall of Mirrors for formal ceremonies, such as the welcome of foreign ambassadors, including a delegation from the King of Siam in 1686. It was also used for large events, such as full-dress and masked balls. Light was provided by candelabra on large gilded guerdirons lining the hall. Those on display today were made in 1770 for the marriage of Louis XVI and Marie Antoinette, based on the moldings of earlier silver versions made by LeBrun that had been melted down. The twenty-four crystal chandeliers were hung only for special occasions. Courtiers gathered in the Hall to watch the King walk from his apartments to the chapel, and sometimes took the occasion to present him with requests.
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+ [61]
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+
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+ The Peace Salon is decorated to illustrate the role of France as the arbiter and peacemaker of Europe under Louis XV. The painting on the ceiling by François Lemoyne, Louis XV offering an olive branch to Europe, illustrates this theme. During the reign of Louis XV, the Queen, Marie Leszczyńska, used this salon as a music room, organizing concerts of secular and religious music each Sunday.[62]
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+ Royal Chapel seen from the ground floor
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+ The Royal Chapel, seen from the Royal Gallery
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+ The Royal Chapel, the tallest building of the Palace
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+ Altar and organ of the Royal Chapel
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+ Glory holding a portrait of Louis XV, by Antoine Vassé, in the chapel vestibule
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+ The Chapel was the last building at Versailles to be completed during the reign of Louis XIV. It was consecrated in 1710, and was dedicated to Louis IX of France, the ancestor and patron saint of the King. Construction was begun by Hardouin-Mansart in 1699, and was completed by de Corte. Daily services, wedding ceremonies, and baptisms were held in this chapel until 1789. Like other royal chapels, it had two levels: the King and family worshipped in the Royal Gallery on the upper level, while ordinary courtiers stood on the ground level.[63]
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+ The paintings on the ceiling display scenes depicting the three figures of the trinity. In the center is The Glory of the Father Announcing the Coming of the Messiah by Antoine Coypel, above the altar is The Resurrection of Christ, and above the royal gallery is The Holy Spirit Descending Upon the Virgin and the Apostles. The corridor and vestibule that connected the Chapel and the State Apartments included later art, commissioned by Louis XV, intended to portray the link between Divinity and the King: a statue of Glory Holding the Medallion of Louis XV, by Antoine Vassé; and Royal Magnanimity by Jacques Bousseau.[64]
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+ The Royal Chapel has been under renovation for 767 days.
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+ The end of the construction is scheduled for summer 2020.[65]
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+ The Royal Box
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+ Foyer of the Royal Opera
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+ The Royal Opera during the celebration of the marriage of Louis XVI and Marie-Antoinette (1770)
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+ Stage of the Royal Opera
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+ Ceiling of the opera, painted by Louis Jean-Jacques Durameau
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+ The Royal Opera of Versailles was originally commissioned by Louis XIV in 1682 and was to be built at the end of the North Wing with a design by Mansart and Vigarani. However, due to the expense of the King's continental wars, the project was put aside. The idea was revived by Louis XV with a new design by Ange-Jacques Gabriel in 1748, but this also was temporarily put aside. The project was revived and rushed ahead for the planned celebration of the marriage of the Dauphin, the future Louis XVI, and Marie-Antoinette. For economy and speed, the new opera was built almost entirely of wood, which also gave it very high quality acoustics. The wood was painted to resemble marble, and the ceiling was decorated with a painting of the Apollo, the god of the arts, preparing crowns for illustrious artists, by Louis Jean-Jacques Durameau. The sculptor Augustin Pajou added statuary and reliefs to complete the decoration. The new Opera was inaugurated on May 16, 1770, as part of the celebration of the royal wedding.[66]
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+ In October 1789, early in the French Revolution, the last banquet for the royal guardsmen was hosted by the King in the opera, before he departed for Paris. Following the Franco-German War in 1871 and then the Paris Commune until 1875, the French National Assembly met in the opera, until the proclamation of the Third French Republic and the return of the government to Paris.[9]
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+ Louis Philippe dedicates the Gallery of Battles, by François Joseph Heim (1837)
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+ The Gallery of Battles in the Museum of the History of France
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+ The Battle of Taillebourg, by Eugène Delacroix (1837)
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+ Louis Philippe and his sons pose before the gates of Versailles, by Horace Vernet History Gallery, (1846)
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+ Shortly after becoming King in 1830, Louis Philippe I decided to transform the Palace, which was empty of furnishings and in poor repair, into a museum devoted to "All the Glories of France," with paintings and sculpture depicting famous French victories and heroes. The walls of the apartments of the courtiers and lesser members of the royal family on the first floor (second floor U.S. style) were demolished, and turned into a series of several large galleries: the Coronation Room, which displays the celebrated painting of the coronation of Napoleon I by Jacques-Louis David; the Hall of Battles; commemorating French victories with large-scale paintings; and the 1830 room, which celebrated Louis-Philippe's own coming to power in the French Revolution of 1830. Some paintings were brought from the Louvre, including works depicting events in French history by Philippe de Champaigne, Pierre Mignard, Laurent de La Hyre, Charles Le Brun, Adam Frans van der Meulen, Nicolas de Largillière, Hyacinthe Rigaud, Jean-Antoine Houdon, Jean-Marc Nattier, Élisabeth Vigée Le Brun, Hubert Robert, Thomas Lawrence, Jacques-Louis David, and Antoine-Jean Gros. Others were commissioned especially for the museum by prominent artists of the early 19th century, including Eugène Delacroix, who painted Saint Louis at the French victory over the British in the Battle of Taillebourg in 1242. Other painters featured include Horace Vernet and François Gérard. A monumental painting by Vernet features Louis Philippe himself, with his sons, posing in front of the gates of the Palace.[67]
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+ The overthrow of Louis Philippe in 1848 put an end to his grand plans for the museum, but the Gallery of Battles is still as it was, and is passed through by many visitors to the royal apartments and grand salons. Another set of rooms on the first floor has been made into galleries on Louis XIV and his court, displaying furniture, paintings, and sculpture. In recent years, eleven rooms on the ground floor between the Chapel and the Opera have been turned into a history of the palace, with audiovisual displays and models.[68]
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+ Bassin de Flore (1672-1679)
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+ The Orangerie garden
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+ Fountain of Latona, with the Grand Canal in the background
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+
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+ André Le Nôtre began transforming the park and gardens of Versailles in the early 1660s.[69] They are the finest example of the jardin à la française, or the French formal garden. They were originally designed to be viewed from the terrace on the west side of the palace, and to create a grand perspective that reached to the horizon, illustrating the king's complete dominance over nature.
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+ The features closest to the Palace are the two water parterres, large pools which reflect the facade of the palace. These are decorated with smaller works of sculpture, representing the rivers of France, which are placed so as not to interfere with the reflections in the water. Down a stairway from the Parterre d'Eau is the Latona Fountain, created in 1670, illustrating the story of Latona taken from the Metamorphoses of Ovid. According to the story, when the peasants of Lycia insulted Latona, the mother of Apollo and Diana, the god Jupiter transformed the peasants into frogs. The fountain was begun in 1670 by Le Nôtre, then enlarged and modified by Hardouin-Mansart in 1686.[70] The main statuary group of Latona with Diana and Apollo was created between 1668-1670 by the sculptor Gaspard Marsy and originally placed on a modest foundation of rocks in the middle of the basin. Gaspard's brother Balthazard designed six lead half-human, half-frog figures to grace the water spouts surrounding the Latona statue, with 24 cast lead frogs positioned on the grass surrounding the perimeter of the fountain.[71]
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+ Hardouin-Mansart designed a much grander fountain of four oval tiers forming a pyramid, topped by Gaspard Marsy's statue and enhanced all around with the semi-human figures of Balthazard Marsy and an assortment of gilded frogs and lizards sculpted by Claude Bertin.[71] The four tiers are covered in 230 pieces of marble, composed of the white and grey-veined Cararra, greenish marble from Campan, and red marble from Languedoc.[72]
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+ The Latona Fountain underwent a major renovation between 2012 and 2015, which required the removal of its statuary, marble fittings, and lead pipe network for off-site restoration.[73] When the project began in 2012, the foundation of the main basin had seriously weakened and was no longer watertight, threatening the fountain above. The marble facing and statues were covered in years of accumulated grime, obscuring the vibrant colors of the marble and the gilt fixtures as they originally appeared.[74] The parterre surrounding the fountain, landscaped with lawns and flower beds according to 19th century taste, was also completely overhauled. Formal beds of turf and boxwood outlined by gravel paths to form arabesque patterns were created, faithful to the original designs of Le Nôtre.[75]
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+ The Grand Perspective of the palace continues from the Fountain of Latona south along a grassy lane, the Tapis Vert or green carpet, to the Basin of the Chariot of Apollo. Apollo, the sun god, was the emblem of Louis XIV, featured in much of the decoration of the palace. The chariot rising from the water symbolized the rising of the sun. It was designed by Le Brun and made by the sculptor Jean-Baptiste Tuby at the Gobelins Manufactory between 1668 and 1670, cast in lead and then gilded.[76] Beyond the fountain, the Grand Canal extends 1800 meters to the south end of the park.[70]
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+ Another group of formal gardens is located on the north side of the water parterre. It includes two bosquets or groves: the grove of the Three Fountains, The Bosquet of the Arch of Triumph, and north of these, three major fountains, the Pyramid Fountain, Dragon Fountain, and the Neptune Fountain. The fountains in this area all have a maritime or aquatic theme; the Pyramid Fountain is decorated with Tritons, Sirens, dolphins and nymphs. The Dragon Fountain is one of the oldest at Versailles and has the highest jet of water, twenty-seven meters. It is not actually a dragon, but a python, a mythical serpent that was killed by Apollo. The Neptune Fountain was originally decorated only with a circle of large lead basins jetting water; Louis XV added statues of Neptune, Triton and other gods of the sea.[77]
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+ The South Parterre is located beneath the windows of the queen's apartments and on the roof of the Orangerie. It is decorated with box trees and flowers in arabesque patterns. The Orangerie is located beneath the main terrace of the palace, on which the North and South Parterres rest. Three huge retaining walls divide the South Parterre from the lower parterre (parterre bas) of the Orangerie. Arcaded galleries with walls up to 16 ft. thick are built against the three retaining walls. The longest of these is the main south-facing gallery, at over 500 ft. (150 meters) from end to end and 47 ft. (13 meters) in height from floor to ceiling. Corresponding staircases known as the Escaliers des Cent Marches (so-called because each staircase has 100 steps) descend from above the east and west galleries to reach the level of the Orangerie.[78]
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+ The thickness of the walls combined with the southern exposure and double glazing of the windows was designed according to the theories of Jean Baptiste de la Quintinie, the head gardener of the Potager du roi, to provide a frost-free environment year round for the tender subtropical plants, primarily Orange trees, beloved by Louis XIV.[79] Over one thousand citrus trees, palms, Oleanders, Pomegranate and Olive trees, along with other tender plants, are housed inside the walls of the Orangerie during the winter; they are taken out onto the parterre bas from mid-May until mid-October.[77]
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+ Supplying water for the fountains of Versailles was a major problem for the royal government. The site of the Palace itself is 490 ft. above sea level, with the nearest body of water capable of supplying the gardens and court being the Seine River, 6 miles north. This presented the daunting problem to Louis XIV's engineers of how to transport water uphill over such a distance.[80] In 1681, construction commenced on the Machine de Marly at Bougival; the machine consisted of 14 paddle wheels powered by the currents of the Seine. 259 pumps carried water up to the 530 ft. high Louveciennes Aqueduct, which fed the water into huge reservoirs at Marly-le-Roi.[81] At full capacity, over one million gallons of water per day could be pumped into the Marly reservoirs, but ironically by the 1690s the Château de Marly had become the main recipient, since Louis XIV built an enormous water cascade to rival the waterworks at Versailles.[82]
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+ In 1685, pressure on water supplies led Louis XIV to commission another aqueduct, the Canal de l'Eure, to transport water from the River Eure, 52 miles to the southwest.[83] The aqueduct was intended to carry water by gravity from a high reservoir near the river, through the gardens of the Château de Maintenon, to Versailles. Work on the Eure aqueduct came to a halt in 1688, when France entered the Nine Years' War, and the poor finances of the kingdom in the latter part of Louis XIV's life prevented work from ever resuming.[84] Despite enormous investment in canals and machinery for hoisting water, Versailles never had sufficient water supply for its hundreds of fountains. When the King promenaded in the gardens, fountains were turned on only when the King was approaching them, and turned off after he departed.
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+ In the time of Louis XIV, even the palace, with its thousands of inhabitants, was continually short of fresh drinking water, necessitating the relocation of the court periodically to the palaces of Fontainebleau or Compiègne.[85] There was no fresh water tap above ground level until the reign of Louis XV, and even then it was limited to the King's private kitchen and his personal bathroom. For everyone else, water was carried by a small army of water carriers to the upper floors, filling copper tanks in the private appartements of the courtiers.[86]
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+ During the reign of Louis XIV and most of the reign of Louis XV, there was no plumbing to speak of in the palace itself. Only the King, the Queen, and the Dauphin had anything approaching bathrooms.[87] For most courtiers, bathing was infrequent and might only be carried out in portable bathtubs in their chambers, filled with water carried by hand from the nearest ground floor tap.[88]
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+ In the 1670s, Louis XIV had a magnificent five-room bath complex installed on the ground floor of the apartments belonging to his mistress, Madame de Montespan.[89] The baths were installed with hot and cold running water, at the time an exceptional technological advancement, but their primary use was for sexual trysts between the couple rather than for hygiene.[90] The suite was dismantled and covered over after the relationship ended in 1684. Louis XV commissioned a bathroom to be built when he was thirteen years old - he would later build bathrooms supplied with plumbed-in hot and cold water.[91] To relieve themselves, many courtiers had their own collapsible commode, known as a chaise percée, which was a padded seat with a chamber pot underneath. It is estimated that there were only three hundred of these at any one time.[92] Although it was forbidden to dump the contents of these chamber pots out of windows, the practice persisted in the inner courts of the palace.[93]
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+ Most of Versailles' inhabitants used communal latrines located throughout the palace, off the main galleries or at the end of the residential corridors on the upper floors. These were sources of continual stench, polluting nearby rooms and causing issues of blockage and sewage leaks from the iron and lead pipes which drained the privies on the upper floors.[94] Although discouraged, it was common for people to relieve themselves under stairways or in secluded passageways, especially if a latrine was closed. The ground floor gallery of the south wing was prone to this, to the extent that iron bars had to be installed in the corridor outside the rooms of the Dauphin Louis and the Dauphine when they moved to the south wing in 1745.[95]
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+ As always, the royal family and high-ranking courtiers within the palace had superior hygienic arrangements at their disposal. Louis XV's care for hygiene led him to install an early water closet, imported from England, in 1738. Known as an "English Place" (Lieu à l'Anglaise), the flush toilet was supplied with water from an overhead tank and emptied into a ground level drain, preventing lingering odors. By the mid-eighteenth century, other members of the royal family, the King's mistress Madame du Barry, and certain high-level courtiers had also installed their own water closets.[96]
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+ The character of the "piss boy" in Mel Brooks' film History of the World: Part 1 is based on a real job at the palace.[97]
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+ The Three Fountains Bosquet
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+
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+ The Ballroom Bosquet
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+
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+ The Colonnade Bosquet
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+
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+ The largest part of the garden is divided into geometric bosquets, compartment-like groves; eight on the north side of the garden, and six to the south. The bosquets were created for Louis XIV between 1680 and 1690. They were bordered with high trees and carefully trimmed in cubic forms to resemble rooms with walls of greenery. Each bosquet had its own theme and fountains, statuary, grottoes, and other decoration. Some were highly formal, like Hardouin-Mansart's Bosquet de la Colonnade, with a circle of columns alternating with fountains, while others imitated nature. They were often used for concerts or theatrical performances. Some of the early groves were altered beyond recognition by later monarchs, but the most famous bosquets, Le Nôtre's Salle de Bal (literally, "ballroom"), also known as the Bosquet des Rocailles (c. 1685), and Hardouin-Mansart's Bosquet de la Colonnade, have both been restored to the way they were under Louis XIV. Other notable groves include Les Dômes, the Bosquet d'Encelade (after Enceladus, c. 1675), the Théâtre d'Eau (Water Theater), and the Bains d'Apollon (Baths of Apollo). Some are now decorated with contemporary works of art.[98]
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+ Peristyle of the Grand Trianon
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+ West facade of the Petit Trianon
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+ The Temple of Love
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+ The Queen's Theater at the Petit Trianon
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+
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+ In 1668 Louis XIV decided to build a smaller palace some distance from the main palace, where he could spend quieter time away from the crowds and formality of his Court. He purchased a village called Trianon which adjoined the park, and constructed a pavilion covered with blue and white porcelain in the fashionable Chinese style; it was finished in 1670, and became known as the Porcelain Trianon. In 1687, he replaced it with the Grand Trianon, a larger and more classical pavilion designed by Mansart, with a terrace and walls faced with different colored slabs of marble. After the Revolution, the Trianon served as a residence for both Napoleon I and later for King Louis-Philippe when they visited Versailles. It is decorated today largely as it was under Napoleon and Louis-Philippe.[98]
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+
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+ The Petit Trianon was created between 1763 and 1768 by Ange-Jacques Gabriel for Louis XV. The square shaped building, with each facade different, was a prototype of Neoclassicism in France. The most ornate facade, with Corinthian columns, faced the French landscape garden. Louis XVI gave the Petit Trianon as a gift to his bride, Marie-Antoinette. She asked the architect Richard Mique and painter Hubert Robert to design a new English-style landscape garden to replace the formal French garden. Not far from the Petit Trianon she had the Rock Pavilion constructed, and added the classical rotunda of the Temple of Love, built in 1777. In 1780, she built a small theater at the Petit Trianon. In her theater she played a part in one of the first performances of the play The Marriage of Figaro by Pierre Beaumarchais, which helped ensure its success. She was at the Petit Trianon in July 1789 when she first heard the news from Paris of the storming of the Bastille and the beginning of the French Revolution.[98]
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+
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+ One of the most celebrated features of the park is the Hameau de la Reine, a small rustic hamlet near the Petit Trianon created for Queen Marie Antoinette between 1783 and 1785 by the royal architect Richard Mique with the help of the painter Hubert Robert. It replaced a botanical garden created by Louis XV, and consisted of twelve structures, ten of which still exist, in the style of villages in Normandy. It was designed for the Queen and her friends to amuse themselves by playing peasants, and included a farmhouse with a dairy, a mill, a boudoir, a pigeon loft, a tower in the form of a lighthouse from which one could fish in the pond, a belvedere, a cascade and grotto, and a luxuriously furnished cottage with a billiard room for the Queen.[99]
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+
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+ The palace still serves political functions. Heads of state are regaled in the Hall of Mirrors; the bicameral French Parliament—consisting of the Senate (Sénat) and the National Assembly (Assemblée nationale)—meet in joint session (a congress of the French Parliament) in Versailles[100] to revise or otherwise amend the French Constitution, a tradition that came into effect with the promulgation of the 1875 Constitution.[102] For example, the Parliament met in joint session at Versailles to pass constitutional amendments in June 1999 (for domestic applicability of International Criminal Court decisions and for gender equality in candidate lists), in January 2000 (ratifying the Treaty of Amsterdam), and in March 2003 (specifying the "decentralized organization" of the French Republic).[100]
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+ In 2009, President Nicolas Sarkozy addressed the global financial crisis before a congress in Versailles, the first time that this had been done since 1848, when Charles-Louis Napoleon Bonaparte gave an address before the French Second Republic.[103][104][105] Following the November 2015 Paris attacks, President François Hollande gave a speech before a rare joint session of parliament at the Palace of Versailles.[106] This was the third time since 1848 that a French president addressed a joint session of the French Parliament at Versailles.[107] The president of the National Assembly has an official apartment at the Palace of Versailles.[108]
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+ One of the most baffling aspects to the study of Versailles is the cost – how much Louis XIV and his successors spent on Versailles. Owing to the nature of the construction of Versailles and the evolution of the role of the palace, construction costs were essentially a private matter. Initially, Versailles was planned to be an occasional residence for Louis XIV and was referred to as the "king's house".[109] Accordingly, much of the early funding for construction came from the king's own purse, funded by revenues received from his appanage as well as revenues from the province of New France (Canada), which, while part of France, was a private possession of the king and therefore exempt from the control of the Parliaments.[110]
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+ Once Louis XIV embarked on his building campaigns, expenses for Versailles became more of a matter for public record, especially after Jean-Baptiste Colbert assumed the post of finance minister. Expenditures on Versailles have been recorded in the compendium known as the Comptes des bâtiments du roi sous le règne de Louis XIV and which were edited and published in five volumes by Jules Guiffrey in the 19th century. These volumes provide valuable archival material pursuant to the financial expenditure on all aspects of Versailles such as the payments disbursed for many trades as varied as artists and mole catchers.[111]
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+ To counter the costs of Versailles during the early years of Louis XIV's personal reign, Colbert decided that Versailles should be the "showcase" of France.[112] Accordingly, all materials that went into the construction and decoration of Versailles were manufactured in France. Even the mirrors used in the decoration of the Hall of Mirrors were made in France. While Venice in the 17th century had the monopoly on the manufacture of mirrors, Colbert succeeded in enticing a number of artisans from Venice to make the mirrors for Versailles. However, owing to Venetian proprietary claims on the technology of mirror manufacture, the Venetian government ordered the assassination of the artisans to keep the secrets proprietary to the Venetian Republic.[112] To meet the demands for decorating and furnishing Versailles, Colbert nationalised the tapestry factory owned by the Gobelin family, to become the Manufacture royale des Gobelins.[112]
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+
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+ In 1667, the name of the enterprise was changed to the Manufacture royale des Meubles de la Couronne. The Gobelins were charged with all decoration needs of the palace, which was under the direction of Charles Le Brun.[112]
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+
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+ One of the most costly elements in the furnishing of the grands appartements during the early years of the personal reign of Louis XIV was the silver furniture, which can be taken as a standard – with other criteria – for determining a plausible cost for Versailles. The Comptes meticulously list the expenditures on the silver furniture – disbursements to artists, final payments, delivery – as well as descriptions and weight of items purchased. Entries for 1681 and 1682 concerning the silver balustrade used in the salon de Mercure serve as an example:
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+ II. 5 In anticipation: For the silver balustrade for the king's bedroom: 90,000 livres
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+ II. 7 18 November to Sieur du Metz, 43,475 livres 5 sols for delivery to Sr. Lois and to Sr. de Villers for payment of 142,196 livres for the silver balustrade that they are making for the king's bedroom and 404 livres for tax: 48,861 livres 5 sol.
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+ II. 15 16 June 1681 – 23 January 1682 to Sr. Lois and Sr. de Villers silversmiths on account for the silver balustrade that they are making for the king's use (four payments): 88,457 livres 5 sols.
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+ II. 111 25 March – 18 April to Sr. Lois and Sr. de Villers silversmiths who are working on a silver balustrade for the king, for continued work (two payments): 40,000 livres
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+
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+ II. 129 21 March to Sr. Jehannot de Bartillay 4,970 livres 12 sols for the delivery to Sr. Lois and de Villers silversmiths for, with 136,457 livres 5 sol to one and 25,739 livres 10 sols to another, making the 38 balusters, 17 pilasters, the base and the cornice for the balustrade for the château of Versailles weighing 4,076 marc at the rate of 41 livres the marc[c] including 41 livres 2 sols for tax: 4,970 livres 12 sols.[111]
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+ Accordingly, the silver balustrade, which contained in excess of one ton of silver, cost in excess of 560,000 livres. It is difficult – if not impossible – to give an accurate rate of exchange between 1682 and today.[d] However, Frances Buckland provides valuable information that provides an idea of the true cost of the expenditures at Versailles during the time of Louis XIV. In 1679, Mme de Maintenon stated that the cost of providing light and food for twelve people for one day amounted to slightly more than 14 livres.[113] In December 1689, to defray the cost of the War of the League of Augsburg, Louis XIV ordered all the silver furniture and articles of silver at Versailles – including chamber pots – sent to the mint to be melted.[114]
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+ Clearly, the silver furniture alone represented a significant outlay in the finances of Versailles. While the decoration of the palace was costly, certain other costs were minimised. For example, labour for construction was often low, due largely to the fact that the army during times of peace and during the winter, when wars were not waged, was pressed into action at Versailles. Additionally, given the quality and uniqueness of the items produced at the Gobelins for use and display at Versailles, the palace served as a venue to showcase not only the success of Colbert's mercantilism, but also to display the finest that France could produce.[115]
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+ Estimates of the amount spent to build Versailles are speculative. An estimate in 2000 placed the amount spent during the Ancien Régime as US$2 billion,[116] this figure being, in all probability, an under-evaluation. France's Fifth Republic expenditures alone, directed to restoration and maintenance at Versailles, may have surpassed those of the Sun King.
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+ Films
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+
303
+ Music
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+ Television
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+
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+ Video games
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+
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+ Panoramic view from the park
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+ Panoramic view from the city
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+
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+ This article often employs shortened footnotes. The full citations can be found in the immediately following section.
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1
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2
+
3
+ The Palace of Versailles (/vɛərˈsaɪ, vɜːrˈsaɪ/ vair-SY, vur-SY;[1] French: Château de Versailles [ʃɑto d(ə) vɛʁsɑj] (listen)) was the principal royal residence of France from 1682, under Louis XIV, until the start of the French Revolution in 1789, under Louis XVI. It is located in the department of Yvelines, in the region of Île-de-France, about 20 kilometres (12 miles) southwest of the centre of Paris.[2]
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+
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+ A simple hunting lodging and later a small château with a moat occupied the site until 1661, when the first work expanding the château into a palace was carried out for Louis XIV. In 1682, when the palace had become large enough, the king moved the entire royal court and the French government to Versailles. Some of the palace furniture at this time was constructed of solid silver, but in 1689 much of it was melted down to pay for the cost of war. Subsequent rulers mostly carried out interior remodeling, to meet the demands of changing taste, although Louis XV did install an opera house at the north end of the north wing for the wedding of the Dauphin and Marie Antoinette in 1770. The palace has also been a site of historical importance. The Peace of Paris (1783) was signed at Versailles, the Proclamation of the German Empire occurred in the vaunted Hall of Mirrors, and World War I was ended in the palace with the Treaty of Versailles, among many other events.
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+ The palace is now a historical monument and UNESCO World Heritage site, notable especially for the ceremonial Hall of Mirrors, the jewel-like Royal Opera, and the royal apartments; for the more intimate royal residences, the Grand Trianon and Petit Trianon located within the park; the small rustic Hameau (Hamlet) created for Marie Antoinette; and the vast Gardens of Versailles with fountains, canals, and geometric flower beds and groves, laid out by André le Nôtre. The Palace was stripped of all its furnishings after the French Revolution, but many pieces have been returned and many of the palace rooms have been restored.
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+ In 2017 the Palace of Versailles received 7,700,000 visitors, making it the second-most visited monument in the Île-de-France region, just behind the Louvre and ahead of the Eiffel Tower.[3]
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+ The site of the Palace was first occupied by a small village and church, surrounded by forests filled with abundant game. It was owned by the Gondi family and the priory of Saint Julian. King Henry IV went hunting there in 1589, and returned in 1604 and 1609, staying in the village inn. His son, the future Louis XIII, came on his own hunting trip there in 1607. After he became King in 1610, Louis XIII returned to the village, bought some land, and in 1623-24 built a modest two-story hunting lodge on the site of the current marble courtyard.[4] He was staying there in November 1630 during the event known as the Day of the Dupes, when the enemies of the King's chief minister, Cardinal Richelieu, aided by the King's mother, Marie de' Medici, tried to take over the government. The King defeated the plot and sent his mother into exile.[5]
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+
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+ After this event, Louis XIII decided to make his hunting lodge at Versailles into a château. The King purchased the surrounding territory from the Gondi family and in 1631–1634 had the architect Philibert Le Roy replace the hunting lodge with a château of brick and stone with classical pilasters in the doric style and high slate-covered roofs, surrounding the courtyard of the original hunting lodge. The gardens and park were also enlarged, laid out by Jacques Boyceau and his nephew, Jacques de Menours (1591–1637), and reached essentially the size they have today.[a][4][6][7]
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+ Louis XIV first visited the château on a hunting trip in 1651 at the age of twelve, but returned only occasionally until his marriage to Maria Theresa of Spain in 1660 and the death of Cardinal Mazarin in 1661, after which he suddenly acquired a passion for the site.[8] He decided to rebuild, embellish and enlarge the château and to transform it into a setting for both rest and for elaborate entertainments on a grand scale.[6][9]
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+ The first phase of the expansion (c. 1661–1678) was designed and supervised by the architect Louis Le Vau. Initially he added two wings to the forecourt, one for servants quarters and kitchens, the other for stables.[10] In 1668 he added three new wings built of stone, known as the envelope, to the north, south and west (the garden side) of the original château. These buildings had nearly-flat roofs covered with lead. The king also commissioned the landscape designer André Le Nôtre to create the most magnificent gardens in Europe, embellished with fountains, statues, basins, canals, geometric flower beds and groves of trees. He also added two grottos in the Italian style and an immense orangerie to house fruit trees, as well as a zoo with a central pavilion for exotic animals.[6] After Le Vau's death in 1670, the work was taken over and completed by his assistant François d'Orbay.[11]
18
+
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+ The entrance in 1668 during the first reconstruction (painting by Pierre Patel)
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+
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+ The garden façade in 1674. The terrace was later replaced by the Hall of Mirrors
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+
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+ The main floor (above the ground floor) of the new palace contained two symmetrical sets of apartments, one for the king and the other for the queen, looking over the gardens. The two apartments were separated by a marble terrace, overlooking the garden, with a fountain in the center. Each set of apartments was connected to the ground floor with a ceremonial stairway, and each had seven rooms, aligned in a row; a vestibule, a room for the guards, an antechamber, chamber, a large cabinet or office; a smaller bedroom, and a smaller cabinet. On the ground floor under the King's apartment was another apartment, the same size, designed for his private life, and decorated on the theme of Apollo, the Sun god, his personal emblem. Under the Queen's apartment was the apartment of the Grand Dauphin, the heir to the throne.[12]
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+
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+ The interior decoration was assigned to Charles Le Brun. Le Brun supervised the work of a large group of sculptors and painters, called the Petite Academie, who crafted and painted the ornate walls and ceilings.[12] In the 1670s and 1680s, 10 million livres worth of solid silver furniture was commissioned to designs by Le Brun, including tubs for Louis XIV's orange trees, an 8 foot high sculpted throne, and a silver balustrade in the Salon of Mercury.[13][14] These items were melted down in 1689 to contribute to the cost of fighting the Nine Years' War.[15][16][17]
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+ Le Brun also supervised the design and installation of countless statues in the gardens.[18] The grand stairway to the King's apartment was soon redecorated almost as soon as it was completed with plaques of colored marble and trophies of arms, tapestries, and balconies, so the members of the court could observe the processions of the King.[12]
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+ In 1670, Le Vau added a new pavilion northwest of the chateau, called the Trianon, for the King's relaxation in the hot summers. It was surrounded by flowerbeds and decorated entirely with blue and white porcelain, in imitation of the Chinese style.[19]
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+
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+ The King increasingly spent his days in Versailles, and the government, court, and courtiers, numbering six to seven thousand persons, crowded into the buildings. The King ordered a further enlargement, which he entrusted to the young architect Jules Hardouin-Mansart. Hadouin-Mansart added two large new wings on either side of the original Cour Royale (Royal Courtyard). He also replaced Le Vau's large terrace, facing the garden on the west, with what became the most famous room of the palace, the Hall of Mirrors. Mansart also built the Petites Écuries and Grandes Écuries (stables) across the Place d'Armes, on the eastern side of the château. The King wished a quiet place to relax away from the ceremony of the Court. In 1687 Hardouin-Mansart began the Grand Trianon, or Trianon de Marbre (Marble Trianon), replacing Le Vau's 1668 Trianon de Porcelaine in the northern section of the park. In 1682 Louis XIV was able to proclaim Versailles his principal residence and the seat of the government and was able to give rooms in the palace to almost all of his courtiers.[20]
32
+
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+ After the death of Maria Theresa of Spain in 1683, Louis XIV undertook the enlargement and remodeling of the royal apartments in the original part of the palace, within the former hunting lodge built by his father. He instructed Mansart to begin the construction of the Royal Chapel of Versailles, which towered over the rest of the palace. Hardouin-Mansart died in 1708 and so the chapel was completed by his assistant Robert de Cotte in 1710.[21]
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+
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+ Louis XIV died in 1715, and the young new King, Louis XV, just five years old, and his government were moved temporarily from Versailles to Paris under the regency of Philippe II, Duke of Orléans. In 1722, when the King came of age, he moved his residence and the government back to Versailles, where it remained until the French Revolution in 1789.[20] Louis XV remained faithful to the original plan of his great-grandfather, and made few changes to the exteriors of Versailles. His main contributions were the construction of the Salon of Hercules, which connected the main building of the Palace with the north wing and the chapel (1724–36); and the royal opera theater, designed by Ange-Jacques Gabriel, and built between 1769 and 1770. The new theater was completed in time for the celebration of the wedding of the Dauphin, the future Louis XVI, and Archduchess Marie Antoinette of Austria. He also made numerous additions and changes to the royal apartments, where he, the Queen, his daughters, and his heir lived. In 1738, Louis XV remodeled the king's petit appartement on the north side of the Cour de Marbre, originally the entrance court of the old château. He discreetly provided accommodations in another part of the palace for his famous mistresses, Madame de Pompadour and later Madame du Barry.
36
+
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+ The extension of the King's petit appartement necessitated the demolition of the Ambassador's Staircase, one of the most admired features of Louis XIV's palace, which left the Palace without a grand staircase entrance.[22] The following year Louis XV ordered the demolition of the north wing facing onto the Cour Royale, which had fallen into serious disrepair.[23] He commissioned Gabriel to rebuild it in a more neoclassical style. The new wing was completed in 1780.[24]
38
+
39
+ Louis XVI was constrained by the worsening financial situation of the kingdom from making major changes to the palace, so that he primarily focused on improvements to the royal apartments.[25] Louis XVI gave Marie Antoinette the Petit Trianon in 1774. The Queen made extensive changes to the interior, and added a theater, the Théâtre de la Reine. She also totally transformed the arboretum planted during the reign of Louis XV into what became known as the Hameau de la Reine. This was a picturesque collection of buildings modeled after a rural French hamlet, where the Queen and her courtiers could play at being peasants.[26] The Queen was at the Petit Trianon in July 1789 when she first learned of the beginning of the French Revolution.
40
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+ In 1783, the Palace was the site of the signing of three treaties of the Peace of Paris (1783), in which the United Kingdom recognized the independence of the United States.[27]
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+
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+ The King and Queen learned of the storming of the Bastille in Paris on July 14, 1789, while they were at the Palace, and remained isolated there as the Revolution in Paris spread. The growing anger in Paris led to the Women's March on Versailles on 5 October 1789. A crowd of several thousand men and women, protesting the high price and scarcity of bread, marched from the markets of Paris to Versailles. They took weapons from the city armory, besieged the Palace, and compelled the King and Royal family and the members of the National Assembly to return with them to Paris the following day.[28]
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+ As soon as the royal family departed, the Palace was closed, awaiting their return—but in fact, the monarchy would never again return to Versailles. In 1792, the Convention, the new revolutionary government, ordered the transfer of all the paintings and sculptures from the Palace to the Louvre. In 1793, the Convention declared the abolition of the monarchy, and ordered all of the royal property in the Palace to be sold at auction. The auction took place between 25 August 1793 and 11 August 1794. The furnishings and art of the Palace, including the furniture, mirrors, baths and kitchen equipment, were sold in seventeen thousand lots. All fleurs-de-lys and royal emblems on the buildings were chambered or chiseled off. The empty buildings were turned into a storehouse for furnishings, art and libraries confiscated from the nobility. The empty grand apartments were opened for tours beginning in 1793, and a small museum of French paintings and art school was opened in some of the empty rooms.[29]
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+
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+ When Napoleon Bonaparte became Emperor of the French in 1804, he considered making Versailles his residence, but abandoned the idea because of the cost of the renovation. Prior to his marriage with Marie-Louise in 1810, he had the Grand Trianon restored and refurnished as a springtime residence for himself and his family, in the style of furnishing that it is seen today.[30]
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+
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+ In 1815, with the final downfall of Napoleon, Louis XVIII, the younger brother of Louis XVI, became King, and considered returning the royal residence to Versailles, where he had been born. He ordered the restoration of the royal apartments, but the task and cost was too great. Neither he nor his successor Charles X lived at Versailles.[30]
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+ The French Revolution of 1830 brought a new monarch, Louis-Philippe to power, and a new ambition for Versailles. He did not reside at Versailles, but began the creation of the Museum of the History of France, dedicated to "all the glories of France", located in the south wing of the Palace, which had been used to house some members of the royal family. The museum was begun in 1833 and inaugurated on 30 June 1837. Its most famous room is the Galerie des Batailles (Hall of Battles), which lies on most of the length of the second floor.[25] Louis Philippe had the far end of the south wing of the Cour Royale demolished and rebuilt to match the Gabriel wing of 1780 opposite, which gave greater uniformity of appearance to the front entrance.[31] The museum project largely came to a halt when Louis Philippe was overthrown in 1848, though the paintings of French heroes and great battles still remain in the south wing.
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+
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+ Emperor Napoleon III used the Palace on occasion as a stage for grand ceremonies. One of the most lavish was the banquet that he hosted for Queen Victoria in the Royal Opera of Versailles on August 25, 1855.[32]
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+ During the Franco-Prussian War of 1870-1871, the Palace was occupied by the general staff of the victorious German Army. Parts of the chateau, including the Gallery of Mirrors, were turned into a military hospital. The creation of the German Empire, combining Prussia and the surrounding German states under William I, was formally proclaimed in the Hall of Mirrors on January 18, 1871. The Germans remained in the Palace until the signing of the armistice in March 1871. In that month, the government of the new Third French Republic, which had departed Paris during the War for Tours and then Bordeaux, moved into the Palace. The National Assembly held its meetings in the Opera House.[33]
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+ The uprising of the Paris Commune in March, 1871, prevented the French government, under Adolphe Thiers, from returning immediately to Paris. The military operation which suppressed the Commune at the end of May was directed from Versailles, and the prisoners of the Commune were marched there and put on trial in military courts. In 1875 a second parliamentary body, the French Senate, was created, and held its meetings for the election of a President of the Republic in a new hall created in 1876 in the south wing of the Palace. The French Senate continues to meet in the Palace on special occasions, such as the amendment of the French Constitution. [34]
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+ The end of the 19th and the early 20th century saw the beginning of restoration efforts at the Palace, first led by Pierre de Nolhac, poet and scholar and the first conservator, who began his work in 1892. The conservation and restoration was interrupted by two world wars, but has continued until the present day.[35]
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+ The Palace briefly returned to the world stage in June 1919, when the Treaty of Versailles, formally ending the First World War, was signed in the Hall of Mirrors. Between 1925 and 1928, the American philanthropist and multi-millionaire John D. Rockefeller gave $2,166,000, the equivalent of about thirty million dollars today, to restore and refurnish the palace.[36]
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+ More work took place after World War II, with the restoration of the Royal Opera of Versailles. The theater was reopened in 1957, in the presence of Queen Elizabeth II of the United Kingdom.[37]
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+ In 1978, parts of the Palace were heavily damaged in a bombing committed by Breton terrorists.[38]
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+
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+ The restoration initiatives launched by the Fifth Republic have proven to be perhaps more costly than the expenditures of the palace in the Ancien Régime. Starting in the 1950s, when the museum of Versailles was under the directorship of Gérald van der Kemp, the objective was to restore the palace to its state – or as close to it as possible – in 1789 when the royal family left the palace. Among the early projects was the repair of the roof over the Hall of Mirrors; the publicity campaign brought international attention to the plight of post-war Versailles and garnered much foreign money including a grant from the Rockefeller Foundation. Concurrently, in the Soviet Union (Russia since 26 December 1991), the restoration of the Pavlovsk Palace located 25 kilometers from the center of Leningrad – today's Saint Petersburg – brought the attention of French Ministry of Culture, including that of the curator of Versailles.[39] After the war when Soviet authorities were restoring the palace, which had been gutted by the retreating Nazi forces, they recreated the silk fabrics by using preserved 18th-century remnants.[39]
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+ When these results and the high quality achieved were brought to the attention of the French Minister of Culture, he revived 18th-century weaving techniques so as to reproduce the silks used in the decoration of Versailles.[39] The two greatest achievements of this initiative are seen today in wall hangings used in the restoration of the chambre de la reine in the grand appartement de la reine and the chambre du roi in the appartement du roi. While the design used for the chambre du roi was, in fact, from the original design to decorate the chambre de la reine, it nevertheless represents a great achievement in the ongoing restoration at Versailles. Additionally, this project, which took over seven years to achieve,has required several hundred kilograms of silver and gold to complete.[40] One of the more costly endeavours for the museum and France's Fifth Republic has been to repurchase as much of the original furnishings as possible. Consequently, because furniture with a royal provenance – and especially furniture that was made for Versailles – is a highly sought after commodity on the international market, the museum has spent considerable funds on retrieving much of the palace's original furnishings.[41]
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+ In 2003, a new restoration initiative – the "Grand Versailles" project – was started, which began with the replanting of the gardens, which had lost over 10,000 trees during Hurricane Lothar on 26 December 1999. One part of the initiative, the restoration of the Hall of Mirrors, was completed in 2006.[42] Another major project was the further restoration of the backstage areas Royal Opera of Versailles, which was completed on 9 April 1957.[43]
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+ The Palace of Versailles is owned by the French state. Its formal title is the Public Establishment of the Palace, Museum and National Estate of Versailles Since 1995, it has been run as a Public Establishment, with an independent administration and management supervised by the French Ministry of Culture. The current Chairperson of the Public Establishment is Catherine Pégard.[44]
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+ The Marble Court and facades of the first Chateau, embellished by Louis Le Vau (1661–68) and then Hardouin-Mansart in (1679–1681)
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+ Plan of the main floor (c. 1837, with north to the right), showing the Hall of Mirrors in red, the Hall of Battles in green, the Royal Chapel in yellow, and the Royal Opera in blue
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+ Aerial view from the garden
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+
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+ The facade facing the garden, with the royal apartments and the Gallery of Mirrors between them[citation needed]
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+ The Palace of Versailles offers a visual history of French architecture from the 17th century to the end of the 18th century. It began with the original château, with the brick and stone and sloping slate mansard roofs of the Louis XIII style used by architect Philibert Le Roy. It then became grander and more monumental, with the addition of the colonnades and flat roofs of the new royal apartments in the French classical or Louis XIV style, as designed by Louis Le Vau and later Jules Hardouin-Mansart. It concluded in the lighter and more graceful neoclassical Louis XVI style of the Petit Trianon, completed by Ange-Jacques Gabriel in 1768.
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+ The palace was largely completed by the death of Louis XIV in 1715. The eastern facing palace has a U-shaped layout, with the corps de logis and symmetrical advancing secondary wings terminating with the Dufour Pavilion on the south and the Gabriel Pavilion to the north, creating an expansive cour d'honneur known as the Royal Court (Cour Royale). Flanking the Royal Court are two enormous asymmetrical wings that result in a facade of 402 metres (1,319 ft) in length.[45] Covered by around a million square feet (10 hectares) of roof, the palace has 2,143 windows, 1,252 chimneys, and 67 staircases.[46]
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+ The façade of Louis XIII's original château is preserved on the entrance front. Built of red brick and cut stone embellishments, the U-shaped layout surrounds a black-and-white marble courtyard. In the center, a 3-storey avant-corps fronted with eight red marble columns supporting a gilded wrought-iron balcony is surmounted with a triangle of lead statuary surrounding a large clock, whose hands were stopped upon the death of Louis XIV. The rest of the façade is completed with columns, painted and gilded wrought-iron balconies and dozens of stone tables decorated with consoles holding marble busts of Roman emperors. Atop the mansard slate roof are elaborate dormer windows and gilt lead roof dressings that were added by Hardouin-Mansart in 1679–1681.
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+ Inspired by the architecture of baroque Italian villas, but executed in the French classical style, the garden front and wings were encased in white cut ashlar stone known as the enveloppe in 1668-1671 by Le Vau and modified by Hardouin-Mansart in 1678–1679.[47] The exterior features an arcaded, rusticated ground floor, supporting a main floor with round-headed windows divided by reliefs and pilasters or columns. The attic storey has square windows and pilasters and crowned by a balustrade bearing sculptured trophies and flame pots dissimulating a flat roof.
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+ The construction in 1668–1671 of Le Vau's enveloppe around the outside of Louis XIII's red brick and white stone château added state apartments for the king and the queen. The addition was known at the time as the château neuf (new château). The grands appartements (Grand Apartments, also referred to as the State Apartments[49]) include the grand appartement du roi and the grand appartement de la reine. They occupied the main or principal floor of the château neuf, with three rooms in each apartment facing the garden to the west and four facing the garden parterres to the north and south, respectively. The private apartments of the king (the appartement du roi and the petit appartement du roi) and those of the queen (the petit appartement de la reine) remained in the château vieux (old château). Le Vau's design for the state apartments closely followed Italian models of the day, including the placement of the apartments on the main floor (the piano nobile, the next floor up from the ground level), a convention the architect borrowed from Italian palace design.[50]
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+ The king's State Apartment consisted of an enfilade of seven rooms, each dedicated to one of the known planets and their associated titular Roman deity. The queen's apartment formed a parallel enfilade with that of the grand appartement du roi. After the addition of the Hall of Mirrors (1678–1684) the king's apartment was reduced to five rooms (until the reign of Louis XV, when two more rooms were added) and the queen's to four.
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+ The queen's apartments served as the residence of three queens of France - Marie-Thérèse d'Autriche, wife of Louis XIV, Marie Leczinska, wife of Louis XV, and Marie-Antoinette, wife of Louis XVI. Additionally, Louis XIV's granddaughter-in-law, Princess Marie-Adélaïde of Savoy, duchesse de Bourgogne, wife of the Petit Dauphin, occupied these rooms from 1697 (the year of her marriage) to her death in 1712.[b]
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+ Before entering the King's State Apartments, one had to climb the Ambassadors Staircase - a suitable entrance as its magnificence matched the grandness of the apartments. The Ambassadors Staircase (Escalier des Ambassadeurs) was built in 1674 but was finished in 1680. Although it was designed by architect Louis Le Vau, the staircase was built by François d’Orbay and was primarily painted by Charles Le Brun. Destroyed in 1752, the staircase was the entrance to the King’s Apartments and was the official grand entrance into the Chateau, specifically intended to astonish and impress foreign dignitaries.[51] At the time of its creation, Versailles was transitioning to reflect governmental power and authority instead of a private home for the crown.[52] The staircases’ primal function and the details it encompasses reinforces this progression at Versailles.
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+ The staircase incorporates allegories of the Four Parts of the World on the vault and representation of crowds of foreign visitors on the walls.[53] The staircase was lit from above with a skylight – a fairly advanced quality for seventeenth century architecture and is thought to have played a symbolic role in the connection with the scenes of the kings heroism depicted by Le Brun. Additionally, it is known to include Thalia (the muse of Comedy), Melpomene, Calliope, and Apollo (Louis XIV’s emblem)[54] and the twelve months of the year. References to the greater world, such as the depiction of the twelve months of the year and the four parts of the world, circle back to Louis XIV’s mentality of Versailles symbolizing supreme and divine power which in turn, reflects Louis XIV’s desired depiction of his reign.
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+ Meal at the House of Simon the Pharisee by Veronese in the Salon of Hercules
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+ The Salon of Abundance
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+ The Salon of Venus
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+ The Salon of Mercury
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+ The construction of the Hall of Mirrors between 1678 and 1686 coincided with a major alteration to the State Apartments. They were originally intended as his residence, but the King transformed them into galleries for his finest paintings, and venues for his many receptions for courtiers. During the season from All-Saints Day in November until Easter, these were usually held three times a week, from six to ten in the evening, with various entertainments.[55]
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+ This was originally a chapel. It was rebuilt beginning in 1712 under the supervision of the First Architect of the King, Robert de Cotte, to showcase two paintings by Paolo Veronese, Eleazar and Rebecca and Meal at the House of Simon the Pharisee, which was a gift to Louis XIV from the Republic of Venice in 1664. The painting on the ceiling, The Apotheosis of Hercules, by François Lemoyne, was completed in 1736, and gave the room its name.[55][56]
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+ The Salon of Abundance was the antechamber to the Cabinet of Curios (now the Games Room), which displayed Louis XIV's collection of precious jewels and rare objects. Some of the objects in the collection are depicted in René-Antoine Houasse's painting Abundance and Liberality (1683), located on the ceiling over the door opposite the windows.
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+ This salon was used for serving light meals during evening receptions. The principal feature in this room is Jean Warin's life-size statue of Louis XIV in the costume of a Roman emperor. On the ceiling in a gilded oval frame is another painting by Houasse, Venus subjugating the Gods and Powers (1672-1681). Trompe l'oeil paintings and sculpture around the ceiling illustrate mythological themes.[57]
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+ The Salon of Mercury was the original State Bedchamber when Louis XIV officially moved the court and government to the Palace in 1682. The bed is a replica of the original commissioned by King Louis-Philippe in the 19th century when he turned the Palace into a Museum. The ceiling paintings by the Flemish artist Jean Baptiste de Champaigne depicts the god Mercury in his chariot, drawn by a rooster, and Alexander the Great and Ptolemy surrounded by scholars and philosophers. The Automaton Clock was made for the King by the royal clockmaker Antoine Morand in 1706. When it chimes the hour, figures of Louis XIV and Fame descend from a cloud.[58]
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+ Salon of Mars
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+ Ceiling in the Salon of Apollo, depicting the Sun Chariot of Apollo
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+ Bust of Louis XIV by Bernini in Salon of Diana
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+ The Salon of Mars was used by the royal guards until 1782, and was decorated on a military theme with helmets and trophies. It was turned into a concert room between 1684 and 1750, with galleries for musicians on either side. Portraits of Louis XV and his Queen, Marie Leszczinska, by the Flemish artist Carle Van Loo decorate the room today.
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+ The Salon of Apollo was the royal throne room under Louis XIV, and was the setting for formal audiences. The eight-foot high silver throne was melted down in 1689 to help pay the costs of an expensive war, and was replaced by a more modest throne of gilded wood. The central painting on the ceiling, by Charles de la Fosse, depicts the Sun Chariot of Apollo, the King's favorite emblem, pulled by four horses and surrounded by the four seasons.
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+ The Salon of Diana was used by Louis XIV as a billiards room, and had galleries from which courtiers could watch him play. The decoration of the walls and ceiling depicts scenes from the life of the goddess Diana. The celebrated bust of Louis XIV by Bernini made during the famous sculptor's visit to France in 1665, is on display here. [59]
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+ The King's bedchamber
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+ The Queen's bedchamber
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+ The gilded cabinet of Marie-Antoinette
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+ Billiard Room of Marie-Antoinette
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+ The apartments of the King were the heart of the chateau; they were in the same location as the rooms of Louis XIII, the creator of the chateau, on the first floor (second floor US style). They were set aside for the personal use of Louis XIV in 1683. He and his successors Louis XV and Louis XVI used these rooms for official functions, such as the ceremonial lever ("waking up") and the coucher ("going to bed") of the monarch, which were attended by a crowd of courtiers.
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+ The King's apartment was accessed from the Hall of Mirrors from the Oeil de Boeuf antechamber past the Guardroom and the Grand Couvert, the ceremonial room where Louis XIV often took his evening meals, seated alone at a table in front of the fireplace. His spoon, fork, and knife were brought to him in a golden box. The courtiers could watch as he dined.[60]
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+ The King's bedchamber had originally been the State Drawing Room and had been used by Queen Marie-Theresa, but after her death in 1701 Louis XIV took it over to use as his own bedroom and died there on September 1, 1715. Both Louis XV and Louis XVI continued to use the bedroom for their official awakening and going to bed. On October 6, 1789, from the balcony of this room Louis XVI and Marie-Antoinette, joined by the Marquis de Lafayette, looked down on the hostile crowd in the courtyard, shortly before the King was forced to return to Paris.[60]
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+ The bed of the King is placed beneath a carved relief by Nicolas Coustou entitled France watching over the sleeping King. The decoration includes several paintings set into the paneling, including a self-portrait of Antony Van Dyck.[60]
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+ The petit appartement de la reine is a suite of rooms that were reserved for the personal use of the queen. Originally arranged for the use of the Marie-Thérèse, consort of Louis XIV, the rooms were later modified for use by Marie Leszczyńska and finally for Marie-Antoinette. The Queen's apartments and the King's Apartments were laid out on the same design, each suite having seven rooms. Both suites had ceilings painted with scenes from mythology; the King's ceilings featured male figures, the Queen's featured females.
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+ The Peace Salon
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+ The Peace Salon; Louis XV sharing benefits of peace by François Lemoyne
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+ The Galerie des Glaces or Hall of Mirrors
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+ Guerdirons or candle holders in the Hall of Mirrors
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+ Relief of Louis XIV in the Salon of War, by Antoine Coysevox (1715)
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+ The Grand Gallery is a set of three highly decorated reception rooms, dedicated to the celebration of the political and military successes of Louis XIV, and used for important ceremonies, celebrations and receptions.
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+ The War Salon commemorates the victorious campaign of Louis XIV against the Dutch, which ended in 1678. The centerpiece is an enormous sculpted medallion of Louis XIV, on horseback, crossing the Rhine in 1672, created by Antoine Coysevox. Below the fireplace is a painting of Clio, the Muse of History, recording the exploits of the King.
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+ The Galerie des Glaces (Hall of Mirrors), is perhaps the most famous room in the château of Versailles. It took the place of the rooftop terrace overlooking the gardens which formerly connected the apartments of the King and Queen. The construction of the room began in 1678 and finished in 1689. The gallery is more than 70 metres (230 ft) long, and it is lined with 17 wide arcaded mirrors, designed to match and reflect the windows opposite facing the gardens. Charles Le Brun painted thirty scenes of the early reign of Louis XIV on the ceiling. The centerpiece is a painting of the King titled, "The King Governing Alone". It shows Louis XIV, facing the powers of Europe, turning away from his pleasures to accept a crown of immortality from Glory, with the encouragement of Mars.[61]
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+ The hall was originally furnished with solid silver furniture designed by Le Brun, but these furnishings were melted down in 1689 to help pay for war expenses. The King kept a silver throne, usually located in the Salon of Apollo, which was brought to the Hall of Mirrors for formal ceremonies, such as the welcome of foreign ambassadors, including a delegation from the King of Siam in 1686. It was also used for large events, such as full-dress and masked balls. Light was provided by candelabra on large gilded guerdirons lining the hall. Those on display today were made in 1770 for the marriage of Louis XVI and Marie Antoinette, based on the moldings of earlier silver versions made by LeBrun that had been melted down. The twenty-four crystal chandeliers were hung only for special occasions. Courtiers gathered in the Hall to watch the King walk from his apartments to the chapel, and sometimes took the occasion to present him with requests.
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+ [61]
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+ The Peace Salon is decorated to illustrate the role of France as the arbiter and peacemaker of Europe under Louis XV. The painting on the ceiling by François Lemoyne, Louis XV offering an olive branch to Europe, illustrates this theme. During the reign of Louis XV, the Queen, Marie Leszczyńska, used this salon as a music room, organizing concerts of secular and religious music each Sunday.[62]
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+ Royal Chapel seen from the ground floor
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+ The Royal Chapel, seen from the Royal Gallery
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+ The Royal Chapel, the tallest building of the Palace
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+ Altar and organ of the Royal Chapel
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+ Glory holding a portrait of Louis XV, by Antoine Vassé, in the chapel vestibule
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+ The Chapel was the last building at Versailles to be completed during the reign of Louis XIV. It was consecrated in 1710, and was dedicated to Louis IX of France, the ancestor and patron saint of the King. Construction was begun by Hardouin-Mansart in 1699, and was completed by de Corte. Daily services, wedding ceremonies, and baptisms were held in this chapel until 1789. Like other royal chapels, it had two levels: the King and family worshipped in the Royal Gallery on the upper level, while ordinary courtiers stood on the ground level.[63]
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+ The paintings on the ceiling display scenes depicting the three figures of the trinity. In the center is The Glory of the Father Announcing the Coming of the Messiah by Antoine Coypel, above the altar is The Resurrection of Christ, and above the royal gallery is The Holy Spirit Descending Upon the Virgin and the Apostles. The corridor and vestibule that connected the Chapel and the State Apartments included later art, commissioned by Louis XV, intended to portray the link between Divinity and the King: a statue of Glory Holding the Medallion of Louis XV, by Antoine Vassé; and Royal Magnanimity by Jacques Bousseau.[64]
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+ The Royal Chapel has been under renovation for 767 days.
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+ The end of the construction is scheduled for summer 2020.[65]
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+ The Royal Box
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+ Foyer of the Royal Opera
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+ The Royal Opera during the celebration of the marriage of Louis XVI and Marie-Antoinette (1770)
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+ Stage of the Royal Opera
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+ Ceiling of the opera, painted by Louis Jean-Jacques Durameau
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+ The Royal Opera of Versailles was originally commissioned by Louis XIV in 1682 and was to be built at the end of the North Wing with a design by Mansart and Vigarani. However, due to the expense of the King's continental wars, the project was put aside. The idea was revived by Louis XV with a new design by Ange-Jacques Gabriel in 1748, but this also was temporarily put aside. The project was revived and rushed ahead for the planned celebration of the marriage of the Dauphin, the future Louis XVI, and Marie-Antoinette. For economy and speed, the new opera was built almost entirely of wood, which also gave it very high quality acoustics. The wood was painted to resemble marble, and the ceiling was decorated with a painting of the Apollo, the god of the arts, preparing crowns for illustrious artists, by Louis Jean-Jacques Durameau. The sculptor Augustin Pajou added statuary and reliefs to complete the decoration. The new Opera was inaugurated on May 16, 1770, as part of the celebration of the royal wedding.[66]
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+ In October 1789, early in the French Revolution, the last banquet for the royal guardsmen was hosted by the King in the opera, before he departed for Paris. Following the Franco-German War in 1871 and then the Paris Commune until 1875, the French National Assembly met in the opera, until the proclamation of the Third French Republic and the return of the government to Paris.[9]
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+ Louis Philippe dedicates the Gallery of Battles, by François Joseph Heim (1837)
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+ The Gallery of Battles in the Museum of the History of France
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+ The Battle of Taillebourg, by Eugène Delacroix (1837)
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+ Louis Philippe and his sons pose before the gates of Versailles, by Horace Vernet History Gallery, (1846)
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+ Shortly after becoming King in 1830, Louis Philippe I decided to transform the Palace, which was empty of furnishings and in poor repair, into a museum devoted to "All the Glories of France," with paintings and sculpture depicting famous French victories and heroes. The walls of the apartments of the courtiers and lesser members of the royal family on the first floor (second floor U.S. style) were demolished, and turned into a series of several large galleries: the Coronation Room, which displays the celebrated painting of the coronation of Napoleon I by Jacques-Louis David; the Hall of Battles; commemorating French victories with large-scale paintings; and the 1830 room, which celebrated Louis-Philippe's own coming to power in the French Revolution of 1830. Some paintings were brought from the Louvre, including works depicting events in French history by Philippe de Champaigne, Pierre Mignard, Laurent de La Hyre, Charles Le Brun, Adam Frans van der Meulen, Nicolas de Largillière, Hyacinthe Rigaud, Jean-Antoine Houdon, Jean-Marc Nattier, Élisabeth Vigée Le Brun, Hubert Robert, Thomas Lawrence, Jacques-Louis David, and Antoine-Jean Gros. Others were commissioned especially for the museum by prominent artists of the early 19th century, including Eugène Delacroix, who painted Saint Louis at the French victory over the British in the Battle of Taillebourg in 1242. Other painters featured include Horace Vernet and François Gérard. A monumental painting by Vernet features Louis Philippe himself, with his sons, posing in front of the gates of the Palace.[67]
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+ The overthrow of Louis Philippe in 1848 put an end to his grand plans for the museum, but the Gallery of Battles is still as it was, and is passed through by many visitors to the royal apartments and grand salons. Another set of rooms on the first floor has been made into galleries on Louis XIV and his court, displaying furniture, paintings, and sculpture. In recent years, eleven rooms on the ground floor between the Chapel and the Opera have been turned into a history of the palace, with audiovisual displays and models.[68]
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+ Bassin de Flore (1672-1679)
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+ The Orangerie garden
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+ Fountain of Latona, with the Grand Canal in the background
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+ André Le Nôtre began transforming the park and gardens of Versailles in the early 1660s.[69] They are the finest example of the jardin à la française, or the French formal garden. They were originally designed to be viewed from the terrace on the west side of the palace, and to create a grand perspective that reached to the horizon, illustrating the king's complete dominance over nature.
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+ The features closest to the Palace are the two water parterres, large pools which reflect the facade of the palace. These are decorated with smaller works of sculpture, representing the rivers of France, which are placed so as not to interfere with the reflections in the water. Down a stairway from the Parterre d'Eau is the Latona Fountain, created in 1670, illustrating the story of Latona taken from the Metamorphoses of Ovid. According to the story, when the peasants of Lycia insulted Latona, the mother of Apollo and Diana, the god Jupiter transformed the peasants into frogs. The fountain was begun in 1670 by Le Nôtre, then enlarged and modified by Hardouin-Mansart in 1686.[70] The main statuary group of Latona with Diana and Apollo was created between 1668-1670 by the sculptor Gaspard Marsy and originally placed on a modest foundation of rocks in the middle of the basin. Gaspard's brother Balthazard designed six lead half-human, half-frog figures to grace the water spouts surrounding the Latona statue, with 24 cast lead frogs positioned on the grass surrounding the perimeter of the fountain.[71]
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+ Hardouin-Mansart designed a much grander fountain of four oval tiers forming a pyramid, topped by Gaspard Marsy's statue and enhanced all around with the semi-human figures of Balthazard Marsy and an assortment of gilded frogs and lizards sculpted by Claude Bertin.[71] The four tiers are covered in 230 pieces of marble, composed of the white and grey-veined Cararra, greenish marble from Campan, and red marble from Languedoc.[72]
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+ The Latona Fountain underwent a major renovation between 2012 and 2015, which required the removal of its statuary, marble fittings, and lead pipe network for off-site restoration.[73] When the project began in 2012, the foundation of the main basin had seriously weakened and was no longer watertight, threatening the fountain above. The marble facing and statues were covered in years of accumulated grime, obscuring the vibrant colors of the marble and the gilt fixtures as they originally appeared.[74] The parterre surrounding the fountain, landscaped with lawns and flower beds according to 19th century taste, was also completely overhauled. Formal beds of turf and boxwood outlined by gravel paths to form arabesque patterns were created, faithful to the original designs of Le Nôtre.[75]
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+ The Grand Perspective of the palace continues from the Fountain of Latona south along a grassy lane, the Tapis Vert or green carpet, to the Basin of the Chariot of Apollo. Apollo, the sun god, was the emblem of Louis XIV, featured in much of the decoration of the palace. The chariot rising from the water symbolized the rising of the sun. It was designed by Le Brun and made by the sculptor Jean-Baptiste Tuby at the Gobelins Manufactory between 1668 and 1670, cast in lead and then gilded.[76] Beyond the fountain, the Grand Canal extends 1800 meters to the south end of the park.[70]
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+ Another group of formal gardens is located on the north side of the water parterre. It includes two bosquets or groves: the grove of the Three Fountains, The Bosquet of the Arch of Triumph, and north of these, three major fountains, the Pyramid Fountain, Dragon Fountain, and the Neptune Fountain. The fountains in this area all have a maritime or aquatic theme; the Pyramid Fountain is decorated with Tritons, Sirens, dolphins and nymphs. The Dragon Fountain is one of the oldest at Versailles and has the highest jet of water, twenty-seven meters. It is not actually a dragon, but a python, a mythical serpent that was killed by Apollo. The Neptune Fountain was originally decorated only with a circle of large lead basins jetting water; Louis XV added statues of Neptune, Triton and other gods of the sea.[77]
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+ The South Parterre is located beneath the windows of the queen's apartments and on the roof of the Orangerie. It is decorated with box trees and flowers in arabesque patterns. The Orangerie is located beneath the main terrace of the palace, on which the North and South Parterres rest. Three huge retaining walls divide the South Parterre from the lower parterre (parterre bas) of the Orangerie. Arcaded galleries with walls up to 16 ft. thick are built against the three retaining walls. The longest of these is the main south-facing gallery, at over 500 ft. (150 meters) from end to end and 47 ft. (13 meters) in height from floor to ceiling. Corresponding staircases known as the Escaliers des Cent Marches (so-called because each staircase has 100 steps) descend from above the east and west galleries to reach the level of the Orangerie.[78]
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+ The thickness of the walls combined with the southern exposure and double glazing of the windows was designed according to the theories of Jean Baptiste de la Quintinie, the head gardener of the Potager du roi, to provide a frost-free environment year round for the tender subtropical plants, primarily Orange trees, beloved by Louis XIV.[79] Over one thousand citrus trees, palms, Oleanders, Pomegranate and Olive trees, along with other tender plants, are housed inside the walls of the Orangerie during the winter; they are taken out onto the parterre bas from mid-May until mid-October.[77]
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+ Supplying water for the fountains of Versailles was a major problem for the royal government. The site of the Palace itself is 490 ft. above sea level, with the nearest body of water capable of supplying the gardens and court being the Seine River, 6 miles north. This presented the daunting problem to Louis XIV's engineers of how to transport water uphill over such a distance.[80] In 1681, construction commenced on the Machine de Marly at Bougival; the machine consisted of 14 paddle wheels powered by the currents of the Seine. 259 pumps carried water up to the 530 ft. high Louveciennes Aqueduct, which fed the water into huge reservoirs at Marly-le-Roi.[81] At full capacity, over one million gallons of water per day could be pumped into the Marly reservoirs, but ironically by the 1690s the Château de Marly had become the main recipient, since Louis XIV built an enormous water cascade to rival the waterworks at Versailles.[82]
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+ In 1685, pressure on water supplies led Louis XIV to commission another aqueduct, the Canal de l'Eure, to transport water from the River Eure, 52 miles to the southwest.[83] The aqueduct was intended to carry water by gravity from a high reservoir near the river, through the gardens of the Château de Maintenon, to Versailles. Work on the Eure aqueduct came to a halt in 1688, when France entered the Nine Years' War, and the poor finances of the kingdom in the latter part of Louis XIV's life prevented work from ever resuming.[84] Despite enormous investment in canals and machinery for hoisting water, Versailles never had sufficient water supply for its hundreds of fountains. When the King promenaded in the gardens, fountains were turned on only when the King was approaching them, and turned off after he departed.
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+ In the time of Louis XIV, even the palace, with its thousands of inhabitants, was continually short of fresh drinking water, necessitating the relocation of the court periodically to the palaces of Fontainebleau or Compiègne.[85] There was no fresh water tap above ground level until the reign of Louis XV, and even then it was limited to the King's private kitchen and his personal bathroom. For everyone else, water was carried by a small army of water carriers to the upper floors, filling copper tanks in the private appartements of the courtiers.[86]
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+ During the reign of Louis XIV and most of the reign of Louis XV, there was no plumbing to speak of in the palace itself. Only the King, the Queen, and the Dauphin had anything approaching bathrooms.[87] For most courtiers, bathing was infrequent and might only be carried out in portable bathtubs in their chambers, filled with water carried by hand from the nearest ground floor tap.[88]
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+ In the 1670s, Louis XIV had a magnificent five-room bath complex installed on the ground floor of the apartments belonging to his mistress, Madame de Montespan.[89] The baths were installed with hot and cold running water, at the time an exceptional technological advancement, but their primary use was for sexual trysts between the couple rather than for hygiene.[90] The suite was dismantled and covered over after the relationship ended in 1684. Louis XV commissioned a bathroom to be built when he was thirteen years old - he would later build bathrooms supplied with plumbed-in hot and cold water.[91] To relieve themselves, many courtiers had their own collapsible commode, known as a chaise percée, which was a padded seat with a chamber pot underneath. It is estimated that there were only three hundred of these at any one time.[92] Although it was forbidden to dump the contents of these chamber pots out of windows, the practice persisted in the inner courts of the palace.[93]
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+ Most of Versailles' inhabitants used communal latrines located throughout the palace, off the main galleries or at the end of the residential corridors on the upper floors. These were sources of continual stench, polluting nearby rooms and causing issues of blockage and sewage leaks from the iron and lead pipes which drained the privies on the upper floors.[94] Although discouraged, it was common for people to relieve themselves under stairways or in secluded passageways, especially if a latrine was closed. The ground floor gallery of the south wing was prone to this, to the extent that iron bars had to be installed in the corridor outside the rooms of the Dauphin Louis and the Dauphine when they moved to the south wing in 1745.[95]
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+ As always, the royal family and high-ranking courtiers within the palace had superior hygienic arrangements at their disposal. Louis XV's care for hygiene led him to install an early water closet, imported from England, in 1738. Known as an "English Place" (Lieu à l'Anglaise), the flush toilet was supplied with water from an overhead tank and emptied into a ground level drain, preventing lingering odors. By the mid-eighteenth century, other members of the royal family, the King's mistress Madame du Barry, and certain high-level courtiers had also installed their own water closets.[96]
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+ The character of the "piss boy" in Mel Brooks' film History of the World: Part 1 is based on a real job at the palace.[97]
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+ The Three Fountains Bosquet
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+ The Ballroom Bosquet
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+ The Colonnade Bosquet
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+ The largest part of the garden is divided into geometric bosquets, compartment-like groves; eight on the north side of the garden, and six to the south. The bosquets were created for Louis XIV between 1680 and 1690. They were bordered with high trees and carefully trimmed in cubic forms to resemble rooms with walls of greenery. Each bosquet had its own theme and fountains, statuary, grottoes, and other decoration. Some were highly formal, like Hardouin-Mansart's Bosquet de la Colonnade, with a circle of columns alternating with fountains, while others imitated nature. They were often used for concerts or theatrical performances. Some of the early groves were altered beyond recognition by later monarchs, but the most famous bosquets, Le Nôtre's Salle de Bal (literally, "ballroom"), also known as the Bosquet des Rocailles (c. 1685), and Hardouin-Mansart's Bosquet de la Colonnade, have both been restored to the way they were under Louis XIV. Other notable groves include Les Dômes, the Bosquet d'Encelade (after Enceladus, c. 1675), the Théâtre d'Eau (Water Theater), and the Bains d'Apollon (Baths of Apollo). Some are now decorated with contemporary works of art.[98]
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+ Peristyle of the Grand Trianon
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+ West facade of the Petit Trianon
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+ The Temple of Love
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+ The Queen's Theater at the Petit Trianon
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+ In 1668 Louis XIV decided to build a smaller palace some distance from the main palace, where he could spend quieter time away from the crowds and formality of his Court. He purchased a village called Trianon which adjoined the park, and constructed a pavilion covered with blue and white porcelain in the fashionable Chinese style; it was finished in 1670, and became known as the Porcelain Trianon. In 1687, he replaced it with the Grand Trianon, a larger and more classical pavilion designed by Mansart, with a terrace and walls faced with different colored slabs of marble. After the Revolution, the Trianon served as a residence for both Napoleon I and later for King Louis-Philippe when they visited Versailles. It is decorated today largely as it was under Napoleon and Louis-Philippe.[98]
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+ The Petit Trianon was created between 1763 and 1768 by Ange-Jacques Gabriel for Louis XV. The square shaped building, with each facade different, was a prototype of Neoclassicism in France. The most ornate facade, with Corinthian columns, faced the French landscape garden. Louis XVI gave the Petit Trianon as a gift to his bride, Marie-Antoinette. She asked the architect Richard Mique and painter Hubert Robert to design a new English-style landscape garden to replace the formal French garden. Not far from the Petit Trianon she had the Rock Pavilion constructed, and added the classical rotunda of the Temple of Love, built in 1777. In 1780, she built a small theater at the Petit Trianon. In her theater she played a part in one of the first performances of the play The Marriage of Figaro by Pierre Beaumarchais, which helped ensure its success. She was at the Petit Trianon in July 1789 when she first heard the news from Paris of the storming of the Bastille and the beginning of the French Revolution.[98]
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+ One of the most celebrated features of the park is the Hameau de la Reine, a small rustic hamlet near the Petit Trianon created for Queen Marie Antoinette between 1783 and 1785 by the royal architect Richard Mique with the help of the painter Hubert Robert. It replaced a botanical garden created by Louis XV, and consisted of twelve structures, ten of which still exist, in the style of villages in Normandy. It was designed for the Queen and her friends to amuse themselves by playing peasants, and included a farmhouse with a dairy, a mill, a boudoir, a pigeon loft, a tower in the form of a lighthouse from which one could fish in the pond, a belvedere, a cascade and grotto, and a luxuriously furnished cottage with a billiard room for the Queen.[99]
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+ The palace still serves political functions. Heads of state are regaled in the Hall of Mirrors; the bicameral French Parliament—consisting of the Senate (Sénat) and the National Assembly (Assemblée nationale)—meet in joint session (a congress of the French Parliament) in Versailles[100] to revise or otherwise amend the French Constitution, a tradition that came into effect with the promulgation of the 1875 Constitution.[102] For example, the Parliament met in joint session at Versailles to pass constitutional amendments in June 1999 (for domestic applicability of International Criminal Court decisions and for gender equality in candidate lists), in January 2000 (ratifying the Treaty of Amsterdam), and in March 2003 (specifying the "decentralized organization" of the French Republic).[100]
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+ In 2009, President Nicolas Sarkozy addressed the global financial crisis before a congress in Versailles, the first time that this had been done since 1848, when Charles-Louis Napoleon Bonaparte gave an address before the French Second Republic.[103][104][105] Following the November 2015 Paris attacks, President François Hollande gave a speech before a rare joint session of parliament at the Palace of Versailles.[106] This was the third time since 1848 that a French president addressed a joint session of the French Parliament at Versailles.[107] The president of the National Assembly has an official apartment at the Palace of Versailles.[108]
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+ One of the most baffling aspects to the study of Versailles is the cost – how much Louis XIV and his successors spent on Versailles. Owing to the nature of the construction of Versailles and the evolution of the role of the palace, construction costs were essentially a private matter. Initially, Versailles was planned to be an occasional residence for Louis XIV and was referred to as the "king's house".[109] Accordingly, much of the early funding for construction came from the king's own purse, funded by revenues received from his appanage as well as revenues from the province of New France (Canada), which, while part of France, was a private possession of the king and therefore exempt from the control of the Parliaments.[110]
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+ Once Louis XIV embarked on his building campaigns, expenses for Versailles became more of a matter for public record, especially after Jean-Baptiste Colbert assumed the post of finance minister. Expenditures on Versailles have been recorded in the compendium known as the Comptes des bâtiments du roi sous le règne de Louis XIV and which were edited and published in five volumes by Jules Guiffrey in the 19th century. These volumes provide valuable archival material pursuant to the financial expenditure on all aspects of Versailles such as the payments disbursed for many trades as varied as artists and mole catchers.[111]
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+ To counter the costs of Versailles during the early years of Louis XIV's personal reign, Colbert decided that Versailles should be the "showcase" of France.[112] Accordingly, all materials that went into the construction and decoration of Versailles were manufactured in France. Even the mirrors used in the decoration of the Hall of Mirrors were made in France. While Venice in the 17th century had the monopoly on the manufacture of mirrors, Colbert succeeded in enticing a number of artisans from Venice to make the mirrors for Versailles. However, owing to Venetian proprietary claims on the technology of mirror manufacture, the Venetian government ordered the assassination of the artisans to keep the secrets proprietary to the Venetian Republic.[112] To meet the demands for decorating and furnishing Versailles, Colbert nationalised the tapestry factory owned by the Gobelin family, to become the Manufacture royale des Gobelins.[112]
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+ In 1667, the name of the enterprise was changed to the Manufacture royale des Meubles de la Couronne. The Gobelins were charged with all decoration needs of the palace, which was under the direction of Charles Le Brun.[112]
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+ One of the most costly elements in the furnishing of the grands appartements during the early years of the personal reign of Louis XIV was the silver furniture, which can be taken as a standard – with other criteria – for determining a plausible cost for Versailles. The Comptes meticulously list the expenditures on the silver furniture – disbursements to artists, final payments, delivery – as well as descriptions and weight of items purchased. Entries for 1681 and 1682 concerning the silver balustrade used in the salon de Mercure serve as an example:
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+ II. 5 In anticipation: For the silver balustrade for the king's bedroom: 90,000 livres
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+ II. 7 18 November to Sieur du Metz, 43,475 livres 5 sols for delivery to Sr. Lois and to Sr. de Villers for payment of 142,196 livres for the silver balustrade that they are making for the king's bedroom and 404 livres for tax: 48,861 livres 5 sol.
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+ II. 15 16 June 1681 – 23 January 1682 to Sr. Lois and Sr. de Villers silversmiths on account for the silver balustrade that they are making for the king's use (four payments): 88,457 livres 5 sols.
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+ II. 111 25 March – 18 April to Sr. Lois and Sr. de Villers silversmiths who are working on a silver balustrade for the king, for continued work (two payments): 40,000 livres
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+ II. 129 21 March to Sr. Jehannot de Bartillay 4,970 livres 12 sols for the delivery to Sr. Lois and de Villers silversmiths for, with 136,457 livres 5 sol to one and 25,739 livres 10 sols to another, making the 38 balusters, 17 pilasters, the base and the cornice for the balustrade for the château of Versailles weighing 4,076 marc at the rate of 41 livres the marc[c] including 41 livres 2 sols for tax: 4,970 livres 12 sols.[111]
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+ Accordingly, the silver balustrade, which contained in excess of one ton of silver, cost in excess of 560,000 livres. It is difficult – if not impossible – to give an accurate rate of exchange between 1682 and today.[d] However, Frances Buckland provides valuable information that provides an idea of the true cost of the expenditures at Versailles during the time of Louis XIV. In 1679, Mme de Maintenon stated that the cost of providing light and food for twelve people for one day amounted to slightly more than 14 livres.[113] In December 1689, to defray the cost of the War of the League of Augsburg, Louis XIV ordered all the silver furniture and articles of silver at Versailles – including chamber pots – sent to the mint to be melted.[114]
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+ Clearly, the silver furniture alone represented a significant outlay in the finances of Versailles. While the decoration of the palace was costly, certain other costs were minimised. For example, labour for construction was often low, due largely to the fact that the army during times of peace and during the winter, when wars were not waged, was pressed into action at Versailles. Additionally, given the quality and uniqueness of the items produced at the Gobelins for use and display at Versailles, the palace served as a venue to showcase not only the success of Colbert's mercantilism, but also to display the finest that France could produce.[115]
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+ Estimates of the amount spent to build Versailles are speculative. An estimate in 2000 placed the amount spent during the Ancien Régime as US$2 billion,[116] this figure being, in all probability, an under-evaluation. France's Fifth Republic expenditures alone, directed to restoration and maintenance at Versailles, may have surpassed those of the Sun King.
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+ Films
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+ Music
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+ Television
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+ Video games
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+ Panoramic view from the park
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+ Panoramic view from the city
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+ This article often employs shortened footnotes. The full citations can be found in the immediately following section.
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+ Windsor Castle is a royal residence at Windsor in the English county of Berkshire. It is notable for its long association with the English and later British royal family and for its architecture.
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+ The original castle was built in the 11th century after the Norman invasion of England by William the Conqueror. Since the time of Henry I, it has been used by the reigning monarch and is the longest-occupied palace in Europe. The castle's lavish early 19th-century State Apartments were described by early 20th century art historian Hugh Roberts as "a superb and unrivalled sequence of rooms widely regarded as the finest and most complete expression of later Georgian taste".[4] Inside the castle walls is the 15th-century St George's Chapel, considered by the historian John Martin Robinson to be "one of the supreme achievements of English Perpendicular Gothic" design.[5]
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+ Originally designed to protect Norman dominance around the outskirts of London and oversee a strategically important part of the River Thames, Windsor Castle was built as a motte-and-bailey, with three wards surrounding a central mound. Gradually replaced with stone fortifications, the castle withstood a prolonged siege during the First Barons' War at the start of the 13th century. Henry III built a luxurious royal palace within the castle during the middle of the century, and Edward III went further, rebuilding the palace to make an even grander set of buildings in what would become "the most expensive secular building project of the entire Middle Ages in England".[6] Edward's core design lasted through the Tudor period, during which Henry VIII and Elizabeth I made increasing use of the castle as a royal court and centre for diplomatic entertainment.
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+ Windsor Castle survived the tumultuous period of the English Civil War, when it was used as a military headquarters by Parliamentary forces and a prison for Charles I. At the Restoration of the monarchy in 1660, Charles II rebuilt much of Windsor Castle with the help of the architect Hugh May, creating a set of extravagant Baroque interiors that are still admired. After a period of neglect during the 18th century, George III and George IV renovated and rebuilt Charles II's palace at colossal expense, producing the current design of the State Apartments, full of Rococo, Gothic and Baroque furnishings. Queen Victoria made a few minor changes to the castle, which became the centre for royal entertainment for much of her reign. Windsor Castle was used as a refuge by the royal family during the Luftwaffe bombing campaigns of the Second World War and survived a fire in 1992. It is a popular tourist attraction, a venue for hosting state visits, and the preferred weekend home of Queen Elizabeth II.
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+ Windsor Castle occupies 13 acres (5.3 ha),[7] and combines the features of a fortification, a palace, and a small town.[8] The present-day castle was created during a sequence of phased building projects, culminating in the reconstruction work after a fire in 1992.[9] It is in essence a Georgian and Victorian design based on a medieval structure, with Gothic features reinvented in a modern style. Since the 14th century, architecture at the castle has attempted to produce a contemporary reinterpretation of older fashions and traditions, repeatedly imitating outmoded or even antiquated styles.[10] As a result, architect Sir William Whitfield has pointed to Windsor Castle's architecture as having "a certain fictive quality", the Picturesque and Gothic design generating "a sense that a theatrical performance is being put on here", despite late 20th century efforts to expose more of the older structures to increase the sense of authenticity.[11] Although there has been some criticism, the castle's architecture and history lends it a "place amongst the greatest European palaces".[12]
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+ At the heart of Windsor Castle is the Middle Ward, a bailey formed around the motte or artificial hill in the centre of the ward. The motte is 50 feet (15 m) high and is made from chalk originally excavated from the surrounding ditch. The keep, called the Round Tower, on the top of the motte is based on an original 12th-century building, extended upwards in the early 19th century under architect Jeffry Wyatville by 30 ft (9 m) to produce a more imposing height and silhouette.[13] The interior of the Round Tower was further redesigned in 1991–3 to provide additional space for the Royal Archives, an additional room being built in the space left by Wyatville's originally hollow extension.[13] The Round Tower is in reality far from cylindrical, due to the shape and structure of the motte beneath it. The current height of the tower has been criticised as being disproportionate to its width; archaeologist Tim Tatton-Brown, for example, has described it as a mutilation of the earlier medieval structure.[14]
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+ The western entrance to the Middle Ward is now open, and a gateway leads north from the ward onto the North Terrace.[15] The eastern exit from the ward is guarded by the Norman Gatehouse.[15] This gatehouse, which, despite its name, dates from the 14th century, is heavily vaulted and decorated with carvings, including surviving medieval lion masks, traditional symbols of majesty, to form an impressive entrance to the Upper Ward.[16] Wyatville redesigned the exterior of the gatehouse, and the interior was later heavily converted in the 19th century for residential use.[17]
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+ The Upper Ward of Windsor Castle comprises a number of major buildings enclosed by the upper bailey wall, forming a central quadrangle. The State Apartments run along the north of the ward, with a range of buildings along the east wall, and the private royal apartments and the King George IV Gate to the south, with the Edward III Tower in the south-west corner. The motte and the Round Tower form the west edge of the ward. A bronze statue of Charles II on horseback sits beneath the Round Tower.[18] Inspired by Hubert Le Sueur's statue of Charles I in London, the statue was cast by Josias Ibach in 1679, with the marble plinth featuring carvings by Grinling Gibbons.[18] The Upper Ward adjoins the North Terrace, which overlooks the River Thames, and the East Terrace, which overlooks the gardens; both of the current terraces were constructed by Hugh May in the 17th century.[19]
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+ Traditionally the Upper Ward was judged to be "to all intents and purposes a nineteenth-century creation ... the image of what the early nineteenth-century thought a castle should be", as a result of the extensive redesign of the castle by Wyatville under George IV.[20] The walls of the Upper Ward are built of Bagshot Heath stone faced on the inside with regular bricks, the gothic details in yellow Bath stone.[21] The buildings in the Upper Ward are characterised by the use of small bits of flint in the mortar for galletting, originally started at the castle in the 17th century to give stonework from disparate periods a similar appearance. The skyline of the Upper Ward is designed to be dramatic when seen from a distance or silhouetted against the horizon, an image of tall towers and battlements influenced by the picturesque movement of the late 18th century.[21] Archaeological and restoration work following the 1992 fire has shown the extent to which the current structure represents a survival of elements from the original 12th-century stone walls onwards, presented within the context of Wyatville's final remodelling.[22]
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+ The State Apartments form the major part of the Upper Ward and lie along the north side of the quadrangle. The modern building follows the medieval foundations laid down by Edward III, with the ground floor comprising service chambers and cellars, and the much grander first floor forming the main part of the palace. On the first floor, the layout of the western end of the State Apartments is primarily the work of architect Hugh May, whereas the structure on the eastern side represents Jeffry Wyatville's plans.[nb 1]
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+ The interior of the State Apartments was mostly designed by Wyatville in the early 19th century. Wyatville intended each room to illustrate a particular architectural style and to display the matching furnishings and fine arts of the period.[24] With some alterations over the years, this concept continues to dominate the apartments. Different rooms follow the Classical, Gothic and Rococo styles, together with an element of Jacobethan in places.[25] Many of the rooms on the eastern end of the castle had to be restored following the 1992 fire, using "equivalent restoration" methods – the rooms were restored so as to appear similar to their original appearance, but using modern materials and concealing modern structural improvements.[26][nb 2] These rooms were also partially redesigned at the same time to more closely match modern tastes. Art historian Hugh Roberts has praised the State Apartments as "a superb and unrivalled sequence of rooms widely regarded as the finest and most complete expression of later Georgian taste."[4] Others, such as architect Robin Nicolson and critic Hugh Pearman, have described them as "bland" and "distinctly dull".[27]
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+ Wyatville's most famous work are those rooms designed in a Rococo style. These rooms take the fluid, playful aspects of this mid-18th-century artistic movement, including many original pieces of Louis XV style, but project them on a "vastly inflated" scale.[28] Investigations after the 1992 fire have shown though that many Rococo features of the modern castle, originally thought to have been 18th-century fittings transferred from Carlton House or France, are in fact 19th-century imitations in plasterwork and wood, designed to blend with original elements.[29] The Grand Reception Room is the most prominent of these Rococo designs, 100 ft (30 m) long and 40 ft (12 m) tall and occupying the site of Edward III's great hall.[30] This room, restored after the fire, includes a huge French Rococo ceiling, characterised by Ian Constantinides, the lead restorer, as possessing a "coarseness of form and crudeness of hand ... completely overshadowed by the sheer spectacular effect when you are at a distance".[31] The room is set off by a set of restored Gobelins French tapestries.[31] Although decorated with less gold leaf than in the 1820s, the result remains "one of the greatest set-pieces of Regency decoration".[32] The White, Green and Crimson Drawing Rooms include a total of 62 trophies: carved, gilded wooden panels illustrating weapons and the spoils of war, many with Masonic meanings.[33] Restored or replaced after the fire, these trophies are famous for their "vitality, precision and three-dimensional quality", and were originally brought from Carlton House in 1826, some being originally imported from France and others carved by Edward Wyatt.[33] The soft furnishings of these rooms, although luxurious, are more modest than the 1820s originals, both on the grounds of modern taste and cost.[34]
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+ Wyatville's design retains three rooms originally built by May in the 17th century in partnership with the painter Antonio Verrio and carver Grinling Gibbons. The Queen's Presence Chamber, the Queen's Audience Chamber and the King's Dining Room are designed in a Baroque, Franco-Italian style, characterised by "gilded interiors enriched with florid murals", first introduced to England between 1648 and 1650 at Wilton House.[35] Verrio's paintings are "drenched in medievalist allusion" and classical images.[36] These rooms were intended to show an innovative English "baroque fusion" of the hitherto separate arts of architecture, painting and carving.[37]
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+ A handful of rooms in the modern State Apartments reflect either 18th-century or Victorian Gothic design. The State Dining Room, for example, whose current design originates from the 1850s but which was badly damaged during the 1992 fire, is restored to its appearance in the 1920s, before the removal of some of the gilded features on the pilasters.[38] Anthony Salvin's Grand Staircase is also of mid-Victorian design in the Gothic style, rising to a double-height hall lit by an older 18th-century Gothic vaulted lantern tower called the Grand Vestibule, designed by James Wyatt and executed by Francis Bernasconi.[39] The staircase has been criticised by historian John Robinson as being a distinctly inferior design to the earlier staircases built on the same site by both Wyatt and May.[40]
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+ Some parts of the State Apartments were completely destroyed in the 1992 fire and this area was rebuilt in a style called "Downesian Gothic", named after the architect, Giles Downes.[41][nb 3] The style comprises "the rather stripped, cool and systematic coherence of modernism sewn into a reinterpretation of the Gothic tradition".[42] Downes argues that the style avoids "florid decoration", emphasising an organic, flowing Gothic structure.[43] Three new rooms were built or remodelled by Downes at Windsor. Downes' new hammer-beam roof of St George's Hall is the largest green-oak structure built since the Middle Ages, and is decorated with brightly coloured shields celebrating the heraldic element of the Order of the Garter; the design attempts to create an illusion of additional height through the gothic woodwork along the ceiling.[44] The Lantern Lobby used to welcome guests features flowing oak columns forming a vaulted ceiling, imitating an arum lily and is where the pre-fire chapel built for Queen Victoria was located.[45][46] The new Private Chapel is relatively intimate, only able to fit thirty worshippers, but combines architectural elements of the St George's Hall roof with the Lantern Lobby and the stepped arch structure of the Henry VIII chapel vaulting at Hampton Court.[47] The result is an "extraordinary, continuous and closely moulded net of tracery", complementing the new stained glass windows commemorating the fire, designed by Joseph Nuttgen,[48] based on an idea of Prince Philip's.[46] The Great Kitchen, with its newly exposed 14th-century roof lantern sitting alongside Wyatville's fireplaces, chimneys and Gothic tables, is also a product of the reconstruction after the fire.[49]
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+ The ground floor of the State Apartments retains various famous medieval features. The 14th-century Great Undercroft still survives, some 193 feet (59 m) long by 31 feet (9.4 m) wide, divided into 13 bays.[50] At the time of the 1992 fire, the Undercroft had been divided into smaller rooms; the area is now opened up to form a single space in an effort to echo the undercrofts at Fountains and Rievaulx Abbeys, although the floor remains artificially raised for convenience of use.[51] The "beautifully vaulted" 14th-century Larderie passage runs alongside the Kitchen Courtyard and is decorated with carved royal roses, marking its construction by Edward III.[52][nb 4]
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+ The Lower Ward lies below and to the west of the Round Tower, reached through the Norman Gate. Originally largely of medieval design, most of the Lower Ward was renovated or reconstructed during the mid-Victorian period by Anthony Salvin and Edward Blore, to form a "consistently Gothic composition".[53] The Lower Ward holds St George's Chapel and most of the buildings associated with the Order of the Garter.
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+ On the north side of the Lower Ward is St George's Chapel. This huge building is the spiritual home of the Order of the Knights of the Garter and dates from the late 15th and early 16th century, designed in the Perpendicular Gothic style.[54] The ornate wooden choir stalls are of 15th-century design, having been restored and extended by Henry Emlyn at the end of the 18th century, and are decorated with a unique set of brass plates showing the arms of the Knights of the Garter over the last six centuries.[55] On the west side, the chapel has a grand Victorian door and staircase, used on ceremonial occasions.[56] The east stained glass window is Victorian, and the oriel window to the north side of it was built by Henry VIII for Catherine of Aragon.[57] The vault in front of the altar houses the remains of Henry VIII, Jane Seymour and Charles I, with Edward IV buried nearby.[58] The chapel is considered by historian John Robinson to be "one of the supreme achievements of English Perpendicular Gothic" design.[5]
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+ At the east end of St George's Chapel is the Lady Chapel, originally built by Henry III in the 13th century and converted into the Albert Memorial Chapel between 1863 and 1873 by George Gilbert Scott.[56] Built to commemorate the life of Prince Albert, the ornate chapel features lavish decoration and works in marble, glass mosaic and bronze by Henri de Triqueti, Susan Durant, Alfred Gilbert and Antonio Salviati.[56] The east door of the chapel, covered in ornamental ironwork, is the original door from 1246.[59]
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+ At the west end of the Lower Ward is the Horseshoe Cloister, originally built in 1480, near to the chapel to house its clergy. It houses the vicars-choral, or lay clerks of the chapel.[60] This curved brick and timber building is said to have been designed to resemble the shape of a fetlock, one of the badges used by Edward IV. George Gilbert Scott heavily restored the building in 1871 and little of the original structure remains.[60] Other ranges originally built by Edward III sit alongside the Horseshoe, featuring stone perpendicular tracery.[61] As of 2011, they are used as offices, a library and as the houses for the Dean and Canons.[61]
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+ Behind the Horseshoe Cloister is the Curfew Tower, one of the oldest surviving parts of the Lower Ward and dating from the 13th century.[56] The interior of the tower contains a former dungeon, and the remnants of a sally port, a secret exit for the occupants in a time of siege.[62] The upper storey contains the castle bells placed there in 1478, and the castle clock of 1689. The French-style conical roof is a 19th-century attempt by Anthony Salvin to remodel the tower in the fashion of Eugène Viollet-le-Duc's recreation of Carcassonne.[63]
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+ On the opposite side of the chapel is a range of buildings including the lodgings of the Military Knights, and the residence of the Governor of the Military Knights.[64] These buildings originate from the 16th century and are still used by the Knights, who represent the Order of the Garter each Sunday.[65] On the south side of the Ward is King Henry VIII's gateway, which bears the coat of arms of Catherine of Aragon and forms the secondary entrance to the castle.
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+ Windsor Castle's position on top of steep ground has meant that the castle's gardens are limited in scale.[66] The castle gardens stretch east from the Upper Ward across a 19th-century terrace.[67] Windsor Castle is surrounded by extensive parkland. The immediate area stretching to the east of the castle is a 19th-century creation known as the Home Park.[68] The Home Park includes parkland and two working farms, along with many estate cottages mainly occupied by employees and the Frogmore estate. The Long Walk, a double lined avenue of trees, runs for 2.65 miles (4.26 km)[69] south of the castle, and is 240 ft (75 m) wide.[70] The original 17th-century elms were replaced with alternating chestnut and plane trees. The impact of Dutch elm disease led to large-scale replanting after 1945.[71]
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+ The Home Park adjoins the northern edge of the more extensive Windsor Great Park, occupying some 5,000 acres (2,020 ha)[72] and including some of the oldest broadleaved woodlands in Europe.[73] In the Home Park, to the north of the castle, stands a private school, St George's, which provides choristers to the chapel. Eton College is located about half a mile from the castle, across the River Thames, reflecting the fact that it was a royal foundation of Henry VI.
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+ Windsor Castle was originally built by William the Conqueror in the decade after the Norman conquest of 1066.[74] William established a defensive ring of motte and bailey castles around London; each was a day's march – about 20 miles (32 km) – from the city and from the next castle, allowing for easy reinforcements in a crisis.[74] Windsor Castle, one of this ring of fortifications, was strategically important because of its proximity to both the River Thames, a key medieval route into London, and Windsor Forest, a royal hunting preserve previously used by the Saxon kings.[75] The nearby settlement of Clivore, or Clewer, was an old Saxon residence. The initial wooden castle consisted of a keep on the top of a man-made motte, or mound, protected by a small bailey wall, occupying a chalk inlier, or bluff, rising 100 ft (30 m) above the river.[76] A second wooden bailey was constructed to the east of the keep, forming the later Upper Ward.[77] By the end of the century, another bailey had been constructed to the west, creating the basic shape of the modern castle.[77][nb 5] In design, Windsor most closely resembled Arundel Castle, another powerful early Norman fortification, but the double bailey design was also found at Rockingham and Alnwick Castle.[79]
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+ Windsor was not initially used as a royal residence. The early Norman kings preferred to use the former palace of Edward the Confessor in the village of Old Windsor.[80] The first king to use Windsor Castle as a residence was Henry I, who celebrated Whitsuntide at the castle in 1110 during a period of heightened insecurity.[81] Henry's marriage to Adela, the daughter of Godfrey of Louvain, took place in the castle in 1121. During this period the keep suffered a substantial collapse – archaeological evidence shows that the southern side of the motte subsided by over 6 ft (2 m).[82] Timber piles were driven in to support the motte and the old wooden keep was replaced with a new stone shell keep, with a probable gateway to the north-east and a new stone well.[83] A chemise, or low protective wall, was subsequently added to the keep.[83]
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+ Henry II came to the throne in 1154 and built extensively at Windsor between 1165 and 1179.[77] Henry replaced the wooden palisade surrounding the upper ward with a stone wall interspersed with square towers and built the first King's Gate.[77] The first stone keep was suffering from subsidence, and cracks were beginning to appear in the stonework of the south side.[83] Henry replaced the keep with another stone shell keep and chemise wall, but moved the walls in from the edge of the motte to relieve the pressure on the mound, and added massive foundations along the south side to provide additional support.[83] Inside the castle Henry remodelled the royal accommodation.[77] Bagshot Heath stone was used for most of the work, and stone from Bedfordshire for the internal buildings.[84]
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+ King John undertook some building works at Windsor, but primarily to the accommodation rather than the defences.[85] The castle played a role during the revolt of the English barons: the castle was besieged in 1214, and John used the castle as his base during the negotiations before the signing of the Magna Carta at nearby Runnymede in 1215.[85] In 1216 the castle was besieged again by baronial and French troops under the command of the Count of Nevers, but John's constable, Engelard de Cigogné, successfully defended it.[85]
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+ The damage done to the castle during the second siege was immediately repaired in 1216 and 1221 by Cigogne on behalf of John's successor Henry III, who further strengthened the defences.[86] The walls of the Lower Ward were rebuilt in stone, complete with a gatehouse in the location of the future Henry VIII Gate, between 1224 and 1230.[77] Three new towers, the Curfew, Garter and the Salisbury towers, were constructed.[85] The Middle Ward was heavily reinforced with a southern stone wall, protected by the new Edward III and Henry III towers at each end.[77]
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+ Windsor Castle was one of Henry's three favourite residences and he invested heavily in the royal accommodation, spending more money at Windsor than in any other of his properties.[87][nb 6] Following his marriage to Eleanor of Provence, Henry built a luxurious palace in 1240–63, based around a court along the north side of the Upper Ward.[88] This was intended primarily for the queen and Henry's children.[77] In the Lower Ward, the king ordered the construction of a range of buildings for his own use along the south wall, including a 70 ft (21 m) long chapel, later called the Lady Chapel.[89] This was the grandest of the numerous chapels built for his own use, and comparable to the Sainte-Chapelle in Paris in size and quality.[90] Henry repaired the Great Hall that lay along the north side of the Lower Ward, and enlarged it with a new kitchen and built a covered walkway between the Hall and the kitchen.[89] Henry's work was characterised by the religious overtones of the rich decorations, which formed "one of the high-water marks of English medieval art".[91] The conversion cost more than £10,000.[86] The result was to create a division in the castle between a more private Upper Ward and a Lower Ward devoted to the public face of the monarchy.[59] Little further building was carried out at the castle during the 13th century; the Great Hall in the Lower Ward was destroyed by fire in 1296, but it was not rebuilt.[92]
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+ Edward III was born at Windsor Castle and used it extensively throughout his reign.[92] In 1344 the king announced the foundation of the new Order of the Round Table at the castle.[6] Edward began to construct a new building in the castle to host this order, but it was never finished.[6] Chroniclers described it as a round building, 200 ft (61 m) across, and it was probably in the centre of the Upper Ward.[93] Shortly afterwards, Edward abandoned the new order for reasons that remain unclear, and instead established the Order of the Garter, again with Windsor Castle as its headquarters, complete with the attendant Poor Knights of Windsor.[6] As part of this process Edward decided to rebuild Windsor Castle, in particular Henry III's palace, in an attempt to construct a castle that would be symbolic of royal power and chivalry.[94] Edward was influenced both by the military successes of his grandfather, Edward I, and by the decline of royal authority under his father, Edward II, and aimed to produce an innovative, "self-consciously aesthetic, muscled, martial architecture".[95]
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+ Edward placed William of Wykeham in overall charge of the rebuilding and design of the new castle and whilst work was ongoing Edward stayed in temporary accommodation in the Round Tower.[92] Between 1350 and 1377 Edward spent £51,000 on renovating Windsor Castle; this was the largest amount spent by any English medieval monarch on a single building operation, and over one and a half times Edward's typical annual income of £30,000.[96] Some of the costs of the castle were paid from the results of ransoms following Edward's victories at the battles of Crécy, Calais and Poitiers.[92] Windsor Castle was already a substantial building before Edward began expanding it, making the investment all the more impressive, and much of the expenditure was lavished on rich furnishings.[97] The castle was "the most expensive secular building project of the entire Middle Ages in England".[6]
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+ Edward's new palace consisted of three courts along the north side of the Upper Ward, called Little Cloister, King's Cloister and the Kitchen Court.[98] At the front of the palace lay the St George's Hall range, which combined a new hall and a new chapel. This range had two symmetrical gatehouses, the Spicerie Gatehouse and the Kitchen Gatehouse. The Spicerie Gatehouse was the main entrance into the palace, whilst the Kitchen Gatehouse simply led into the kitchen courtyard.[99] The great hall had numerous large windows looking out across the ward.[100] The range had an unusual, unified roof-line and, with a taller roof than the rest of the palace, would have been highly distinctive.[101] The Rose Tower, designed for the king's private use, set off the west corner of the range.[98] The result was a "great and apparently architecturally unified palace ... uniform in all sorts of ways, as to roof line, window heights, cornice line, floor and ceiling heights".[102] With the exception of the Hall, Chapel and the Great Chamber, the new interiors all shared a similar height and width.[103][nb 7] The defensive features, however, were primarily for show, possibly to provide a backdrop for jousting between the two-halves of the Order of the Garter.[95]
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+ Edward built further luxurious, self-contained lodgings for his court around the east and south edges of the Upper Ward, creating the modern shape of the quadrangle.[10] The Norman gate was built to secure the west entrance to the Ward.[92] In the Lower Ward, the chapel was enlarged and remodelled with grand buildings for the canons built alongside.[92] The earliest weight-driven mechanical clock in England was installed by Edward III in the Round Tower in 1354.[104] William of Wykeham went on to build New College, Oxford and Winchester College, where the influence of Windsor Castle can easily be seen.[92]
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+ The new castle was used to hold French prisoners taken at the Battle of Poitiers in 1357, including King John II, who was held for a considerable ransom.[105] Later in the century, the castle also found favour with Richard II. Richard conducted restoration work on St George's Chapel, the work being carried out by Geoffrey Chaucer, who served as a diplomat and Clerk of The King's Works.
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+ Windsor Castle continued to be favoured by monarchs in the 15th century, despite England beginning to slip into increasing political violence.[106] Henry IV seized the castle during his coup in 1399, although failing to catch Richard II, who had escaped to London.[106] Under Henry V, the castle hosted a visit from the Holy Roman Emperor in 1417, a massive diplomatic event that stretched the accommodation of the castle to its limits.[107]
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+ By the middle of the 15th century England was increasingly divided between the rival royal factions of the Lancastrians and the Yorkists. Castles such as Windsor did not play a decisive role during the resulting Wars of the Roses (1455–85), which were fought primarily in the form of pitched battles between the rival factions.[108] Henry VI, born at Windsor Castle and known as Henry of Windsor, became king at the young age of nine months.[109] His long period of minority, coupled with the increasing tensions between Henry's Lancastrian supporters and the Yorkists, distracted attention from Windsor.[110] The Garter Feasts and other ceremonial activities at the castle became more infrequent and less well attended.[110]
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+ Edward IV seized power in 1461. When Edward captured Henry's wife, Margaret of Anjou, she was brought back to be detained at the castle.[111] Edward began to revive the Order of the Garter, and held a particularly lavish feast in 1472.[112] Edward began the construction of the present St. George's Chapel in 1475, resulting in the dismantling of several of the older buildings in the Lower Ward.[113] By building the grand chapel Edward was seeking to show that his new dynasty were the permanent rulers of England, and may also have been attempting to deliberately rival the similar chapel that Henry VI had ordered to be constructed at nearby Eton College.[110] Richard III made only a brief use of Windsor Castle before his defeat at the Battle of Bosworth Field in 1485, but had the body of Henry VI moved from Chertsey Abbey in Surrey to the castle to allow it to be visited by pilgrims more easily.[114]
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+ Henry VII made more use of Windsor. In 1488, shortly after succeeding to the throne, he held a massive feast for the Order of the Garter at the castle.[115] He completed the roof of St George's Chapel, and set about converting the older eastern Lady Chapel into a proposed shrine to Henry VI, whose canonisation was then considered imminent.[115] In the event, Henry VI was not canonised and the project was abandoned, although the shrine continued to attract a flood of pilgrims.[116] Henry VII appears to have remodelled the King's Chamber in the palace, and had the roof of the Great Kitchen rebuilt in 1489.[117] He also built a three-storied tower on the west end of the palace, which he used for his personal apartments.[118] Windsor began to be used for international diplomatic events, including the grand visit of Philip I of Castile in 1506.[115] William de la Pole, one of the surviving Yorkist claimants to the throne, was imprisoned at Windsor Castle during Henry's reign, before his execution in 1513.[119]
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+ Henry VIII enjoyed Windsor Castle, as a young man "exercising himself daily in shooting, singing, dancing, wrestling, casting of the bar, playing at the recorders, flute, virginals, in setting of songs and making of ballads".[120] The tradition of the Garter Feasts was maintained and became more extravagant; the size of the royal retinue visiting Windsor had to be restricted because of the growing numbers.[121] During the Pilgrimage of Grace, a huge uprising in the north of England against Henry's rule in 1536, the king used Windsor as a secure base in the south from which to manage his military response.[122] Throughout the Tudor period, Windsor was also used as a safe retreat in the event of plagues occurring in London.[123]
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+ Henry rebuilt the principal castle gateway in about 1510 and constructed a tennis court at the base of the motte in the Upper Ward.[124] He also built a long terrace, called the North Wharf, along the outside wall of the Upper Ward; constructed of wood, it was designed to provide a commanding view of the River Thames below.[117] The design included an outside staircase into the king's apartments, which made the monarch's life more comfortable at the expense of considerably weakening the castle's defences.[125] Early in his reign, Henry had given the eastern Lady Chapel to Cardinal Wolsey for Wolsey's future mausoleum.[126] Benedetto Grazzini converted much of this into an Italian Renaissance design, before Wolsey's fall from power brought an end to the project, with contemporaries estimating that around £60,000 (£295 million in 2008 terms) had been spent on the work.[127] Henry continued the project, but it remained unfinished when he himself was buried in the chapel, in an elaborate funeral in 1547.[128]
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+ By contrast, the young Edward VI disliked Windsor Castle.[129] Edward's Protestant beliefs led him to simplify the Garter ceremonies, to discontinue the annual Feast of the Garter at Windsor and to remove any signs of Catholic practices with the Order.[130] During the rebellions and political strife of 1549, Windsor was again used as a safe-haven for the king and the Duke of Somerset.[131] Edward famously commented whilst staying at Windsor Castle during this period that "Methink I am in a prison, here are no galleries, nor no gardens to walk in".[129] Under both Edward and his sister, Mary I, some limited building work continued at the castle, in many cases using resources recovered from the English abbeys.[132] Water was piped into the Upper Ward to create a fountain.[117] Mary also expanded the buildings used by the Knights of Windsor in the Lower Ward, using stone from Reading Abbey.[117]
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+ Elizabeth I spent much of her time at Windsor Castle and used it a safe haven in crises, "knowing it could stand a siege if need be".[133] Ten new brass cannons were purchased for the castle's defence.[134] It became one of her favourite locations and she spent more money on the property than on any of her other palaces.[135] She conducted some modest building works at Windsor, including a wide range of repairs to the existing structures.[136] She converted the North Wharf into a permanent, huge stone terrace, complete with statues, carvings and an octagonal, outdoor banqueting house, raising the western end of the terrace to provide more privacy.[137] The chapel was refitted with stalls, a gallery and a new ceiling.[138] A bridge was built over the ditch to the south of the castle to enable easier access to the park.[135] Elizabeth built a gallery range of buildings on the west end of the Upper Ward, alongside Henry VII's tower.[139] Elizabeth increasingly used the castle for diplomatic engagements, but space continued to prove a challenge as the property was simply not as large as the more modern royal palaces.[140] This flow of foreign visitors was captured for the queen's entertainment in William Shakespeare's play, The Merry Wives of Windsor.[141][nb 8]
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+ James I used Windsor Castle primarily as a base for hunting, one of his favourite pursuits, and for socialising with his friends.[142] Many of these occasions involved extensive drinking sessions, including one with Christian IV of Denmark in 1606 that became infamous across Europe for the resulting drunken behaviour of the two kings.[143] The absence of space at Windsor continued to prove problematic, with James' English and Scottish retinues often quarrelling over rooms.[143]
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+ Charles I was a connoisseur of art, and paid greater attention to the aesthetic aspects of Windsor Castle than his predecessors.[144] Charles had the castle completely surveyed by a team including Inigo Jones in 1629, but little of the recommended work was carried out.[138] Nonetheless, Charles employed Nicholas Stone to improve the chapel gallery in the Mannerist style and to construct a gateway in the North Terrace.[138] Christian van Vianen, a noted Dutch goldsmith, was employed to produce a baroque gold service for the St George's Chapel altar. In the final years of peace, Charles demolished the fountain in the Upper Ward, intending to replace it with a classical statue.[145]
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+ In 1642 the English Civil War broke out, dividing the country into the Royalist supporters of Charles, and the Parliamentarians. In the aftermath of the battle of Edgehill in October, Parliament became concerned that Charles might advance on London.[146] John Venn took control of Windsor Castle with twelve companies of foot soldiers to protect the route along the Thames river, becoming the governor of the castle for the duration of the war.[146] The contents of St George's Chapel were both valuable and, to many Parliamentary forces, inappropriately high church in style.[146] Looting began immediately: Edward IV's bejewelled coat of mail was stolen; the chapel's organs, windows and books destroyed; the Lady Chapel was emptied of valuables, including the component parts of Henry VIII's unfinished tomb.[147] By the end of the war, some 3580 oz (101 kg) of gold and silver plate had been looted.[146]
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+ Prince Rupert of the Rhine, a prominent Royalist general, attempted to relieve Windsor Castle that November.[146] Rupert's small force of cavalry was able to take the town of Windsor, but was unable to overcome the walls at Windsor Castle – in due course, Rupert was forced to retreat.[148] Over the winter of 1642–3, Windsor Castle was converted into the headquarters for the Earl of Essex, a senior Parliamentary general.[148] The Horseshoe Cloister was taken over as a prison for captured Royalists, and the resident canons were expelled from the castle.[148] The Lady Chapel was turned into a magazine.[149] Looting by the underpaid garrison continued to be a problem; 500 royal deer were killed across the Windsor Great Park during the winter, and fences were burned as firewood.[148]
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+ In 1647 Charles, then a prisoner of Parliament, was brought to the castle for a period under arrest, before being moved to Hampton Court.[148] In 1648 there was a Royalist plan, never enacted, to seize Windsor Castle.[150] The Parliamentary Army Council moved into Windsor in November and decided to try Charles for treason.[150] Charles was held at Windsor again for the last three weeks of his reign; after his execution in January 1649, his body was taken back to Windsor that night through a snowstorm, to be interred without ceremony in the vault beneath St George's Chapel.[151]
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+ The Restoration of the monarchy in 1660 saw the first period of significant change to Windsor Castle for many years. The civil war and the years of the Interregnum had caused extensive damage to the royal palaces in England.[152] At the same time the shifting "functional requirements, patterns of movement, modes of transport, aesthetic taste and standards of comfort" amongst royal circles was changing the qualities being sought in a successful palace.[152] Windsor was the only royal palace to be successfully fully modernised by Charles II in the Restoration years.[152]
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+ During the Interregnum, however, squatters had occupied Windsor Castle. As a result, the "King's house was a wreck; the fanatic, the pilferer, and the squatter, having been at work ... Paupers had squatted in many of the towers and cabinets".[153] Shortly after returning to England, Charles appointed Prince Rupert, one of his few surviving close relatives, to be the Constable of Windsor Castle in 1668.[154] Rupert immediately began to reorder the castle's defences, repairing the Round Tower and reconstructing the real tennis court.[155] Charles attempted to restock Windsor Great Park with deer brought over from Germany, but the herds never recovered their pre-war size.[148] Rupert created apartments for himself in the Round Tower, decorated with an "extraordinary" number of weapons and armour, with his inner chambers "hung with tapisserie, curious and effeminate pictures".[156]
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+ Charles was heavily influenced by Louis XIV style and imitated French design at his palace at Winchester and the Royal Hospital at Chelsea.[157] At Windsor, Charles created "the most extravagantly Baroque interiors ever executed in England".[157] Much of the building work was paid for out of increased royal revenues from Ireland during the 1670s.[158] French court etiquette at the time required a substantial number of enfiladed rooms to satisfy court protocol; the demand for space forced architect Hugh May to expand out into the North Terrace, rebuilding and widening it in the process.[159] This new building was called the Star Building, because Charles II placed a huge gilt Garter star on the side of it.[159] May took down and rebuilt the walls of Edward III's hall and chapel, incorporating larger windows but retaining the height and dimensions of the medieval building.[159] Although Windsor Castle was now big enough to hold the entire court, it was not built with chambers for the King's Council, as would be found in Whitehall.[160] Instead Charles took advantage of the good road links emerging around Windsor to hold his council meetings at Hampton Court when he was staying at the castle.[160] The result became an "exemplar" for royal buildings for the next twenty-five years.[161] The result of May's work showed a medievalist leaning; although sometimes criticised for its "dullness", May's reconstruction was both sympathetic to the existing castle and a deliberate attempt to create a slightly austere 17th-century version of a "neo-Norman" castle.[162]
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+ William III commissioned Nicholas Hawksmoor and Sir Christopher Wren to conduct a large, final classical remodelling of the Upper Ward, but the king's early death caused the plan to be cancelled.[163] Queen Anne was fond of the castle, and attempted to address the lack of a formal garden by instructing Henry Wise to begin work on the Maestricht Garden beneath the North Terrace, which was never completed.[163] Anne also created the racecourse at Ascot and began the tradition of the annual Royal Ascot procession from the castle.[164]
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+ George I took little interest in Windsor Castle, preferring his other palaces at St James's, Hampton Court and Kensington.[165] George II rarely used Windsor either, preferring Hampton Court.[166] Many of the apartments in the Upper Ward were given out as "grace and favour" privileges for the use of prominent widows or other friends of the Crown.[167] The Duke of Cumberland made the most use of the property in his role as the Ranger of Windsor Great Park.[168] By the 1740s, Windsor Castle had become an early tourist attraction; wealthier visitors who could afford to pay the castle keeper could enter, see curiosities such as the castle's narwhal horn, and by the 1750s buy the first guidebooks to Windsor, produced by George Bickham in 1753 and Joseph Pote in 1755.[169] [nb 9] As the condition of the State Apartments continued to deteriorate, even the general public were able to regularly visit the property.[171]
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+ George III reversed this trend when he came to the throne in 1760.[167] George disliked Hampton Court, and was attracted by the park at Windsor Castle.[167] George wanted to move into the Ranger's House by the castle, but his brother, Henry was already living in it and refused to move out.[172] Instead, George had to move into the Upper Lodge, later called the Queen's Lodge, and started the long process of renovating the castle and the surrounding parks.[172] Initially the atmosphere at the castle remained very informal, with local children playing games inside the Upper and Lower Wards, and the royal family frequently seen as they walked around the grounds.[171] As time went by, however, access for visitors became more limited.[165]
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+ George's architectural taste shifted over the years.[173] As a young man, he favoured Classical, in particular Palladian styles, but the king came to favour a more Gothic style, both as a consequence of the Palladian style becoming overused and poorly implemented, and because the Gothic form had come to be seen as a more honest, national style of English design in the light of the French revolution.[174] Working with the architect James Wyatt, George attempted to "transform the exterior of the buildings in the Upper Ward into a Gothic palace, while retaining the character of the Hugh May state rooms".[175] The outside of the building was restyled with Gothic features, including new battlements and turrets.[175] Inside, conservation work was undertaken, and several new rooms constructed, including a new Gothic staircase to replace May's 17th-century version, complete with the Grand Vestibule ceiling above it.[176] New paintings were purchased for the castle, and collections from other royal palaces moved there by the king.[177] The cost of the work came to over £150,000 (£100 million in 2008 terms).[178][179] The king undertook extensive work in the castle's Great Park as well, laying out the new Norfolk and Flemish farms, creating two dairies and restoring Virginia Water Lake, and its grotto and follies.[180]
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+ At the end of this period Windsor Castle became a place of royal confinement. In 1788 the king first became ill during a dinner at Windsor Castle; diagnosed as suffering from madness, he was removed for a period to the White House at Kew, where he temporarily recovered.[181] After relapses in 1801 and 1804, his condition became enduring from 1810 onwards and he was confined in the State Apartments of Windsor Castle, with building work on the castle ceasing the following year.[182]
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+ George IV came to the throne in 1820 intending to create a set of royal palaces that reflected his wealth and influence as the ruler of an increasingly powerful Britain.[183] George's previous houses, Carlton House and the Brighton Pavilion were too small for grand court events, even after expensive extensions.[183] George expanded the Royal Lodge in the castle park whilst he was Prince Regent, and then began a programme of work to modernise the castle itself once he became king.[183]
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+ George persuaded Parliament to vote him £300,000 for restoration (£245 million in 2008 terms).[96][179] Under the guidance of George's advisor, Charles Long, the architect Jeffry Wyatville was selected, and work commenced in 1824.[184][nb 10]
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+ Wyatville's own preference ran to Gothic architecture, but George, who had led the reintroduction of the French Rococo style to England at Carlton House, preferred a blend of periods and styles, and applied this taste to Windsor.[185] The terraces were closed off to visitors for greater privacy and the exterior of the Upper Ward was completely remodelled into its current appearance.[186] The Round Tower was raised in height to create a more dramatic appearance; many of the rooms in the State Apartments were rebuilt or remodelled; numerous new towers were created, much higher than the older versions.[187] The south range of the ward was rebuilt to provide private accommodation for the king, away from the state rooms.[188] The statue of Charles II was moved from the centre of the Upper Ward to the base of the motte.[188] Sir Walter Scott captured contemporary views when he noted that the work showed "a great deal of taste and feeling for the Gothic architecture"; many modern commentators, including Prince Charles, have criticised Wyatville's work as representing an act of vandalism of May's earlier designs.[189] The work was unfinished at the time of George IV's death in 1830, but was broadly completed by Wyatville's death in 1840. The total expenditure on the castle had soared to the colossal sum of over one million pounds (£817 million in 2008 terms) by the end of the project.[96][179]
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+ Queen Victoria and Prince Albert made Windsor Castle their principal royal residence, despite Victoria complaining early in her reign that the castle was "dull and tiresome" and "prison-like", and preferring Osborne and Balmoral as holiday residences.[190] The growth of the British Empire and Victoria's close dynastic ties to Europe made Windsor the hub for many diplomatic and state visits, assisted by the new railways and steamships of the period.[191] Indeed, it has been argued that Windsor reached its social peak during the Victorian era, seeing the introduction of invitations to numerous prominent figures to "dine and sleep" at the castle.[192] Victoria took a close interest in the details of how Windsor Castle was run, including the minutiae of the social events.[193] Few visitors found these occasions comfortable, both due to the design of the castle and the excessive royal formality.[194] Prince Albert died in the Blue Room at Windsor Castle in 1861 and was buried in the Royal Mausoleum built at nearby Frogmore, within the Home Park.[195] The prince's rooms were maintained exactly as they had been at the moment of his death and Victoria kept the castle in a state of mourning for many years, becoming known as the "Widow of Windsor", a phrase popularised in the famous poem by Rudyard Kipling.[196] The Queen shunned the use of Buckingham Palace after Albert's death and instead used Windsor Castle as her residence when conducting official business near London.[197] Towards the end of her reign, plays, operas, and other entertainments slowly began to be held at the castle again, accommodating both the Queen's desire for entertainment and her reluctance to be seen in public.[198]
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+ Several minor alterations were made to the Upper Ward under Victoria. Anthony Salvin rebuilt Wyatville's grand staircase, with Edward Blore constructing a new private chapel within the State Apartments.[199] Salvin also rebuilt the State Dining Room following a serious fire in 1853.[200] Ludwig Gruner assisted in the design of the Queen's Private Audience Chamber in the south range.[201] Blore and Salvin also did extensive work in the Lower Ward, under the direction of Prince Albert, including the Hundred Steps leading down into Windsor town, rebuilding the Garter, Curfew and Salisbury towers, the houses of the Military Knights and creating a new Guardhouse.[202] George Gilbert Scott rebuilt the Horseshoe Cloister in the 1870s.[53] The Norman Gatehouse was turned into a private dwelling for Sir Henry Ponsonby.[203] Windsor Castle did not benefit from many of the minor improvements of the era, however, as Victoria disliked gaslight, preferring candles; electric lighting was only installed in limited parts of the castle at the end of her reign.[194] Indeed, the castle was famously cold and draughty in Victoria's reign,[203] but it was connected to a nearby reservoir, with water reliably piped into the interior for the first time.[204]
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+ Many of the changes under Victoria were to the surrounding parklands and buildings. The Royal Dairy at Frogmore was rebuilt in a Tudorbethan style in 1853; George III's Dairy rebuilt in a Renaissance style in 1859; the Georgian Flemish Farm rebuilt, and the Norfolk Farm renovated.[205] The Long Walk was planted with fresh trees to replace the diseased stock.[68] The Windsor Castle and Town Approaches Act, passed by Parliament in 1848, permitted the closing and re-routing of the old roads which previously ran through the park from Windsor to Datchet and Old Windsor.[206] These changes allowed the Royal Family to undertake the enclosure of a large area of parkland to form the private "Home Park" with no public roads passing through it.[204] The Queen granted additional rights for public access to the remainder of the park as part of this arrangement.[204]
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+ Edward VII came to the throne in 1901 and immediately set about modernising Windsor Castle with "enthusiasm and zest".[207] Many of the rooms in the Upper Ward were de-cluttered and redecorated for the first time in many years, with Edward "peering into cabinets; ransacking drawers; clearing rooms formerly used by the Prince Consort and not touched since his death; dispatching case-loads of relics and ornaments to a special room in the Round Tower ... destroying statues and busts of John Brown ... throwing out hundreds of 'rubbishy old coloured photographs' ... [and] rearranging pictures".[208] Electric lighting was added to more rooms, along with central heating; telephone lines were installed, along with garages for the newly invented automobiles.[209] The marathon was run from Windsor Castle at the 1908 Olympics, and in 1911 the pioneering aviator Thomas Sopwith landed an aircraft at the castle for the first time.[210][nb 11]
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+ George V continued a process of more gradual modernisation, assisted by his wife, Mary of Teck, who had a strong interest in furniture and decoration.[211] Mary sought out and re-acquired items of furniture that had been lost or sold from the castle, including many dispersed by Edward VII, and also acquired many new works of art to furnish the state rooms.[212] Queen Mary was also a lover of all things miniature, and a famous dolls' house was created for her at Windsor Castle, designed by the architect Edwin Lutyens and furnished by leading craftsmen and designers of the 1930s.[213] George V was committed to maintaining a high standard of court life at Windsor Castle, adopting the motto that everything was to be "of the best".[214] A large staff was still kept at the castle, with around 660 servants working in the property during the period.[213] Meanwhile, during the First World War, anti-German feeling led the members of the Royal Family to change their dynastic name from the German House of Saxe-Coburg and Gotha; George decided to take the new name from the castle, and the Royal Family became the House of Windsor in 1917.[215]
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+ Edward VIII did not spend much of his reign at Windsor Castle.[215] He continued to spend most of his time at Fort Belvedere in the Great Park, where he had lived whilst Prince of Wales.[215] Edward created a small aerodrome at the castle on Smith's Lawn, now used as a golf-course.[215] Edward's reign was short-lived and he broadcast his abdication speech to the British Empire from the castle in December 1936, adopting the title of Duke of Windsor.[215] His successor, George VI also preferred his own original home, the Royal Lodge in the Great Park, but moved into Windsor Castle with his wife Elizabeth.[215] As king, George revived the annual Garter Service at Windsor, drawing on the accounts of the 17th-century ceremonies recorded by Elias Ashmole, but moving the event to Ascot Week in June.[216]
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+ On the outbreak of the Second World War in 1939 the castle was readied for war-time conditions. Many of the staff from Buckingham Palace were moved to Windsor for safety, security was tightened and windows were blacked-out.[217] There was significant concern that the castle might be damaged or destroyed during the war; the more important art works were removed from the castle for safe-keeping, the valuable chandeliers were lowered to the floor in case of bomb damage and a sequence of paintings by John Piper were commissioned from 1942–4 to record the castle's appearance.[218] The king and queen and their children Princesses Elizabeth and Margaret lived for safety in the castle, with the roof above their rooms specially strengthened in case of attack.[219] The king and queen drove daily to London, returning to Windsor to sleep, although at the time this was a well-kept secret, as for propaganda and morale purposes it was reported that the king was still residing full-time at Buckingham Palace.[219] The castle was also used as a storage facility; for example, the only purified heavy water at the time was rescued from France in the face of the imminent French defeat in 1940, and most of it was sent to the castle to be stored in the basement alongside the Crown Jewels.[220] After the war the king revived the "dine and sleep" events at Windsor, following comments that the castle had become "almost like a vast, empty museum"; nonetheless, it took many years to restore Windsor Castle to its pre-war condition.[221]
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+ In February 1952, Elizabeth II came to the throne and decided to make Windsor her principal weekend retreat.[222] The private apartments which had not been properly occupied since the era of Queen Mary were renovated and further modernised, and the Queen, Prince Philip and their two children took up residence.[222] By the early 1990s, however, there had been a marked deterioration in the quality of the Upper Ward, in particular the State Apartments.[223] Generations of repairs and replacements had resulted in a "diminution of the richness with which they had first been decorated", a "gradual attrition of the original vibrancy of effect, as each change repeated a more faded version of the last".[224] A programme of repair work to replace the heating and the wiring of the Upper Ward began in 1988.[225] Work was also undertaken to underpin the motte of the Round Tower after fresh subsidence was detected in 1988, threatening the collapse of the tower.[226]
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+ On 20 November 1992, a major fire occurred at Windsor Castle, lasting for 15 hours and causing widespread damage to the Upper Ward.[227] The Private Chapel in the north-east corner of the State Apartments was being renovated as part of a long term programme of work within the castle, and it is believed that one of the spotlights being used in the work set fire to a curtain by the altar during the morning.[228] The fire spread quickly and destroyed nine of the principal state rooms and severely damaged more than 100 others.[228] Fire-fighters applied water to contain the blaze, whilst castle staff attempted to rescue the precious artworks from the castle.[229] Many of the rooms closest to the fire had been emptied as part of the renovation work, and this contributed to the successful evacuation of most of the collection.[228]
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+ The fire spread through the roof voids and efforts continued through the night to contain the blaze, at great risk to the 200 fire-fighters involved.[230] It was not until late afternoon that the blaze began to come under control, although the fire continued during the night before being officially declared over the next morning.[231] Along with the fire and smoke damage, one of the unintended effects of the fire-fighting was the considerable water damage to the castle; more than 1.5 million gallons of water were used to extinguish it, which in many ways caused more complex restoration problems than the fire.[232]
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+ Two major issues for Windsor Castle emerged following the fire. The first was a political debate in Britain as to who should pay for the repairs.[233] Traditionally, as the property of the Crown, Windsor Castle was maintained, and if necessary repaired, by the British government in exchange for the profits made by the Crown Estate.[234] Furthermore, like other occupied royal palaces, it was not insured on grounds of economy.[235] At the time of the fire, however, the British press strongly argued in favour of the Queen herself being required to pay for the repairs from her private income.[233] A solution was found in which the restoration work would be paid for by opening Buckingham Palace to the public at selected times of the year, and by introducing new charges for public access to the parkland surrounding Windsor.[236] The second major issue concerned how to repair the castle. Some suggested that the damaged rooms should be restored to their original appearance, but others favoured repairing the castle so as to incorporate modern designs.[237] The decision was taken to largely follow the pre-fire architecture with some changes to reflect modern tastes and cost, but fresh questions emerged over whether the restoration should be undertaken to "authentic" or "equivalent" restoration standards.[26] Modern methods were used at Windsor to reproduce the equivalent pre-fire appearance, partially due to the cost.[238] The restoration programme was completed in 1997 at a total cost of £37 million (£67 million in 2015 terms).[179][239]
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+ Windsor Castle, part of the Occupied Royal Palaces Estate, is owned by Queen Elizabeth II in right of the Crown,[240] and day-to-day management is by the Royal Household.[241] In terms of population, Windsor Castle is the largest inhabited castle in the world and the longest-occupied palace in Europe, but it also remains a functioning royal home.[242] As of 2006, around 500 people were living and working in the castle.[243] The Queen has increasingly used the castle as a royal palace as well as her weekend home and it is now as often used for state banquets and official entertaining as Buckingham Palace.[244] In recent years, Windsor Castle has hosted visits from President Mbeki of South Africa, King Abdullah II of Jordan and presidents Obama[245] and Trump of the United States. The castle remains an important ceremonial location. The Waterloo ceremony is carried out in the presence of the Queen each year, and the annual ceremony of the Order of the Garter takes place in St George's Chapel.[246] While the Queen is in residence, the Guard Mounting ceremony occurs on a daily basis.[247] The Royal Ascot procession leaves the castle each year during the annual meeting.[248]
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+ During the Queen's tenure much has been done, not only to restore and maintain the fabric of the building, but also to transform it into a major British tourist attraction, containing a significant portion of the Royal Collection of art, which is managed from Windsor. Archaeological work has continued at the castle, following on from limited investigations in the 1970s, the work on the Round Tower from 1988 to 1992 and the investigations following the 1992 fire.[249] During 2007, 993,000 tourists visited the castle.[250] This has had to be achieved in co-ordination with security issues and the castle's role as a working royal palace.[241] In late 2011 two large water turbines were installed upstream of the castle on the River Thames to provide hydroelectric power to the castle and the surrounding estate.[251] In April 2016, the Royal Collection Trust announced a £27m project to reinstate the original entrance hall of the castle to visitors, as well as a new café in the 14th-century undercroft.[252] The new entrance was opened at the end of 2019.[253]
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+ A castle is a type of fortified structure built during the Middle Ages predominantly by the nobility or royalty and by military orders. Scholars debate the scope of the word castle, but usually consider it to be the private fortified residence of a lord or noble. This is distinct from a palace, which is not fortified; from a fortress, which was not always a residence for royalty or nobility; and from a fortified settlement, which was a public defence – though there are many similarities among these types of construction. Usage of the term has varied over time and has been applied to structures as diverse as hill forts and country houses. Over the approximately 900 years that castles were built, they took on a great many forms with many different features, although some, such as curtain walls, arrowslits, and portcullises, were commonplace.
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+ European-style castles originated in the 9th and 10th centuries, after the fall of the Carolingian Empire resulted in its territory being divided among individual lords and princes. These nobles built castles to control the area immediately surrounding them and the castles were both offensive and defensive structures; they provided a base from which raids could be launched as well as offered protection from enemies. Although their military origins are often emphasised in castle studies, the structures also served as centres of administration and symbols of power. Urban castles were used to control the local populace and important travel routes, and rural castles were often situated near features that were integral to life in the community, such as mills, fertile land, or a water source.
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+ Many northern European castles were originally built from earth and timber, but had their defences replaced later by stone. Early castles often exploited natural defences, lacking features such as towers and arrowslits and relying on a central keep. In the late 12th and early 13th centuries, a scientific approach to castle defence emerged. This led to the proliferation of towers, with an emphasis on flanking fire. Many new castles were polygonal or relied on concentric defence – several stages of defence within each other that could all function at the same time to maximise the castle's firepower. These changes in defence have been attributed to a mixture of castle technology from the Crusades, such as concentric fortification, and inspiration from earlier defences, such as Roman forts. Not all the elements of castle architecture were military in nature, so that devices such as moats evolved from their original purpose of defence into symbols of power. Some grand castles had long winding approaches intended to impress and dominate their landscape.
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+ Although gunpowder was introduced to Europe in the 14th century, it did not significantly affect castle building until the 15th century, when artillery became powerful enough to break through stone walls. While castles continued to be built well into the 16th century, new techniques to deal with improved cannon fire made them uncomfortable and undesirable places to live. As a result, true castles went into decline and were replaced by artillery forts with no role in civil administration, and country houses that were indefensible. From the 18th century onwards, there was a renewed interest in castles with the construction of mock castles, part of a romantic revival of Gothic architecture, but they had no military purpose.
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+ The word castle is derived from the Latin word castellum, which is a diminutive of the word castrum, meaning "fortified place". The Old English castel, Old French castel or chastel, French château, Spanish castillo, Portuguese castelo, Italian castello, and a number of words in other languages also derive from castellum.[1] The word castle was introduced into English shortly before the Norman Conquest to denote this type of building, which was then new to England.[2]
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+ In its simplest terms, the definition of a castle accepted amongst academics is "a private fortified residence".[3] This contrasts with earlier fortifications, such as Anglo-Saxon burhs and walled cities such as Constantinople and Antioch in the Middle East; castles were not communal defences but were built and owned by the local feudal lords, either for themselves or for their monarch.[4] Feudalism was the link between a lord and his vassal where, in return for military service and the expectation of loyalty, the lord would grant the vassal land.[5] In the late 20th century, there was a trend to refine the definition of a castle by including the criterion of feudal ownership, thus tying castles to the medieval period; however, this does not necessarily reflect the terminology used in the medieval period. During the First Crusade (1096–1099), the Frankish armies encountered walled settlements and forts that they indiscriminately referred to as castles, but which would not be considered as such under the modern definition.[3]
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+ Castles served a range of purposes, the most important of which were military, administrative, and domestic. As well as defensive structures, castles were also offensive tools which could be used as a base of operations in enemy territory. Castles were established by Norman invaders of England for both defensive purposes and to pacify the country's inhabitants.[6] As William the Conqueror advanced through England, he fortified key positions to secure the land he had taken. Between 1066 and 1087, he established 36 castles such as Warwick Castle, which he used to guard against rebellion in the English Midlands.[7][8]
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+ Towards the end of the Middle Ages, castles tended to lose their military significance due to the advent of powerful cannons and permanent artillery fortifications;[9] as a result, castles became more important as residences and statements of power.[10] A castle could act as a stronghold and prison but was also a place where a knight or lord could entertain his peers.[11] Over time the aesthetics of the design became more important, as the castle's appearance and size began to reflect the prestige and power of its occupant. Comfortable homes were often fashioned within their fortified walls. Although castles still provided protection from low levels of violence in later periods, eventually they were succeeded by country houses as high status residences.[12]
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+ Castle is sometimes used as a catch-all term for all kinds of fortifications and, as a result, has been misapplied in the technical sense. An example of this is Maiden Castle which, despite the name, is an Iron Age hill fort which had a very different origin and purpose.[13]
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+ Although "castle" has not become a generic term for a manor house (like château in French and Schloss in German), many manor houses contain "castle" in their name while having few if any of the architectural characteristics, usually as their owners liked to maintain a link to the past and felt the term "castle" was a masculine expression of their power.[14] In scholarship the castle, as defined above, is generally accepted as a coherent concept, originating in Europe and later spreading to parts of the Middle East, where they were introduced by European Crusaders. This coherent group shared a common origin, dealt with a particular mode of warfare, and exchanged influences.[15]
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+ In different areas of the world, analogous structures shared features of fortification and other defining characteristics associated with the concept of a castle, though they originated in different periods and circumstances and experienced differing evolutions and influences. For example, shiro in Japan, described as castles by historian Stephen Turnbull, underwent "a completely different developmental history, were built in a completely different way and were designed to withstand attacks of a completely different nature".[16] While European castles built from the late 12th and early 13th century onwards were generally stone, shiro were predominantly timber buildings into the 16th century.[17]
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+ By the 16th century, when Japanese and European cultures met, fortification in Europe had moved beyond castles and relied on innovations such as the Italian trace italienne and star forts.[16] Forts in India present a similar case; when they were encountered by the British in the 17th century, castles in Europe had generally fallen out of use militarily. Like shiro, the Indian forts, durga or durg in Sanskrit, shared features with castles in Europe such as acting as a domicile for a lord as well as being fortifications. They too developed differently from the structures known as castles that had their origins in Europe.[18]
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+ A motte was an earthen mound with a flat top. It was often artificial, although sometimes it incorporated a pre-existing feature of the landscape. The excavation of earth to make the mound left a ditch around the motte, called a moat (which could be either wet or dry). "Motte" and "moat" derive from the same Old French word, indicating that the features were originally associated and depended on each other for their construction. Although the motte is commonly associated with the bailey to form a motte-and-bailey castle, this was not always the case and there are instances where a motte existed on its own.[19]
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+ "Motte" refers to the mound alone, but it was often surmounted by a fortified structure, such as a keep, and the flat top would be surrounded by a palisade.[19] It was common for the motte to be reached over a flying bridge (a bridge over the ditch from the counterscarp of the ditch to the edge of the top of the mound), as shown in the Bayeux Tapestry's depiction of Château de Dinan.[20] Sometimes a motte covered an older castle or hall, whose rooms became underground storage areas and prisons beneath a new keep.[21]
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+ A bailey, also called a ward, was a fortified enclosure. It was a common feature of castles, and most had at least one. The keep on top of the motte was the domicile of the lord in charge of the castle and a bastion of last defence, while the bailey was the home of the rest of the lord's household and gave them protection. The barracks for the garrison, stables, workshops, and storage facilities were often found in the bailey. Water was supplied by a well or cistern. Over time the focus of high status accommodation shifted from the keep to the bailey; this resulted in the creation of another bailey that separated the high status buildings – such as the lord's chambers and the chapel – from the everyday structures such as the workshops and barracks.[22]
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+ From the late 12th century there was a trend for knights to move out of the small houses they had previously occupied within the bailey to live in fortified houses in the countryside.[23] Although often associated with the motte-and-bailey type of castle, baileys could also be found as independent defensive structures. These simple fortifications were called ringworks.[24] The enceinte was the castle's main defensive enclosure, and the terms "bailey" and "enceinte" are linked. A castle could have several baileys but only one enceinte. Castles with no keep, which relied on their outer defences for protection, are sometimes called enceinte castles;[25] these were the earliest form of castles, before the keep was introduced in the 10th century.[26]
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+ A keep was a great tower and usually the most strongly defended point of a castle before the introduction of concentric defence. "Keep" was not a term used in the medieval period – the term was applied from the 16th century onwards – instead "donjon" was used to refer to great towers,[27] or turris in Latin. In motte-and-bailey castles, the keep was on top of the motte.[19] "Dungeon" is a corrupted form of "donjon" and means a dark, unwelcoming prison.[28] Although often the strongest part of a castle and a last place of refuge if the outer defences fell, the keep was not left empty in case of attack but was used as a residence by the lord who owned the castle, or his guests or representatives.[29]
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+ At first this was usual only in England, when after the Norman Conquest of 1066 the "conquerors lived for a long time in a constant state of alert";[30] elsewhere the lord's wife presided over a separate residence (domus, aula or mansio in Latin) close to the keep, and the donjon was a barracks and headquarters. Gradually, the two functions merged into the same building, and the highest residential storeys had large windows; as a result for many structures, it is difficult to find an appropriate term.[31] The massive internal spaces seen in many surviving donjons can be misleading; they would have been divided into several rooms by light partitions, as in a modern office building. Even in some large castles the great hall was separated only by a partition from the lord's "chamber", his bedroom and to some extent his office.[32]
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+ Curtain walls were defensive walls enclosing a bailey. They had to be high enough to make scaling the walls with ladders difficult and thick enough to withstand bombardment from siege engines which, from the 15th century onwards, included gunpowder artillery. A typical wall could be 3 m (10 ft) thick and 12 m (39 ft) tall, although sizes varied greatly between castles. To protect them from undermining, curtain walls were sometimes given a stone skirt around their bases. Walkways along the tops of the curtain walls allowed defenders to rain missiles on enemies below, and battlements gave them further protection. Curtain walls were studded with towers to allow enfilading fire along the wall.[33] Arrowslits in the walls did not become common in Europe until the 13th century, for fear that they might compromise the wall's strength.[34]
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+ The entrance was often the weakest part in a circuit of defences. To overcome this, the gatehouse was developed, allowing those inside the castle to control the flow of traffic. In earth and timber castles, the gateway was usually the first feature to be rebuilt in stone. The front of the gateway was a blind spot and to overcome this, projecting towers were added on each side of the gate in a style similar to that developed by the Romans.[35] The gatehouse contained a series of defences to make a direct assault more difficult than battering down a simple gate. Typically, there were one or more portcullises – a wooden grille reinforced with metal to block a passage – and arrowslits to allow defenders to harry the enemy. The passage through the gatehouse was lengthened to increase the amount of time an assailant had to spend under fire in a confined space and unable to retaliate.[36]
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+ It is a popular myth that so-called murder holes – openings in the ceiling of the gateway passage – were used to pour boiling oil or molten lead on attackers; the price of oil and lead and the distance of the gatehouse from fires meant that this was impractical.[37] This method was, however, a common practice in the MENA region and the Mediterranean castles and fortifications where such resources were abundant.[38][39] They were most likely used to drop objects on attackers, or to allow water to be poured on fires to extinguish them.[37] Provision was made in the upper storey of the gatehouse for accommodation so the gate was never left undefended, although this arrangement later evolved to become more comfortable at the expense of defence.[40]
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+ During the 13th and 14th centuries the barbican was developed.[41] This consisted of a rampart, ditch, and possibly a tower, in front of the gatehouse[42] which could be used to further protect the entrance. The purpose of a barbican was not just to provide another line of defence but also to dictate the only approach to the gate.[43]
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+ A moat was a defensive ditch with steep sides, and could be either dry or filled with water. Its purpose was twofold; to stop devices such as siege towers from reaching the curtain wall and to prevent the walls from being undermined. Water moats were found in low-lying areas and were usually crossed by a drawbridge, although these were often replaced by stone bridges. Fortified islands could be added to the moat, adding another layer of defence. Water defences, such as moats or natural lakes, had the benefit of dictating the enemy's approach to the castle.[44] The site of the 13th-century Caerphilly Castle in Wales covers over 30 acres (12 ha) and the water defences, created by flooding the valley to the south of the castle, are some of the largest in Western Europe.[45]
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+ Battlements were most often found surmounting curtain walls and the tops of gatehouses, and comprised several elements: crenellations, hoardings, machicolations, and loopholes. Crenellation is the collective name for alternating crenels and merlons: gaps and solid blocks on top of a wall. Hoardings were wooden constructs that projected beyond the wall, allowing defenders to shoot at, or drop objects on, attackers at the base of the wall without having to lean perilously over the crenellations, thereby exposing themselves to retaliatory fire. Machicolations were stone projections on top of a wall with openings that allowed objects to be dropped on an enemy at the base of the wall in a similar fashion to hoardings.[46]
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+ Arrowslits, also commonly called loopholes, were narrow vertical openings in defensive walls which allowed arrows or crossbow bolts to be fired on attackers. The narrow slits were intended to protect the defender by providing a very small target, but the size of the opening could also impede the defender if it was too small. A smaller horizontal opening could be added to give an archer a better view for aiming.[47] Sometimes a sally port was included; this could allow the garrison to leave the castle and engage besieging forces.[48] It was usual for the latrines to empty down the external walls of a castle and into the surrounding ditch.[49]
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+ A postern is a secondary door or gate.
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+ Historian Charles Coulson states that the accumulation of wealth and resources, such as food, led to the need for defensive structures. The earliest fortifications originated in the Fertile Crescent, the Indus Valley, Egypt, and China where settlements were protected by large walls. Northern Europe was slower than the East to develop defensive structures and it was not until the Bronze Age that hill forts were developed, which then proliferated across Europe in the Iron Age. These structures differed from their eastern counterparts in that they used earthworks rather than stone as a building material.[51] Many earthworks survive today, along with evidence of palisades to accompany the ditches. In Europe, oppida emerged in the 2nd century BC; these were densely inhabited fortified settlements, such as the oppidum of Manching, and developed from hill forts.[52] The Romans encountered fortified settlements such as hill forts and oppida when expanding their territory into northern Europe.[52] Although primitive, they were often effective, and were only overcome by the extensive use of siege engines and other siege warfare techniques, such as at the Battle of Alesia. The Romans' own fortifications (castra) varied from simple temporary earthworks thrown up by armies on the move, to elaborate permanent stone constructions, notably the milecastles of Hadrian's Wall. Roman forts were generally rectangular with rounded corners – a "playing-card shape".[53]
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+ In the medieval period, castles were influenced by earlier forms of elite architecture, contributing to regional variations. Importantly, while castles had military aspects, they contained a recognisable household structure within their walls, reflecting the multi-functional use of these buildings.[54]
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+ The subject of the emergence of castles in Europe is a complex matter which has led to considerable debate. Discussions have typically attributed the rise of the castle to a reaction to attacks by Magyars, Muslims, and Vikings and a need for private defence.[55] The breakdown of the Carolingian Empire led to the privatisation of government, and local lords assumed responsibility for the economy and justice.[56] However, while castles proliferated in the 9th and 10th centuries the link between periods of insecurity and building fortifications is not always straightforward. Some high concentrations of castles occur in secure places, while some border regions had relatively few castles.[57]
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+ It is likely that the castle evolved from the practice of fortifying a lordly home. The greatest threat to a lord's home or hall was fire as it was usually a wooden structure. To protect against this, and keep other threats at bay, there were several courses of action available: create encircling earthworks to keep an enemy at a distance; build the hall in stone; or raise it up on an artificial mound, known as a motte, to present an obstacle to attackers.[58] While the concept of ditches, ramparts, and stone walls as defensive measures is ancient, raising a motte is a medieval innovation.[59]
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+ A bank and ditch enclosure was a simple form of defence, and when found without an associated motte is called a ringwork; when the site was in use for a prolonged period, it was sometimes replaced by a more complex structure or enhanced by the addition of a stone curtain wall.[60] Building the hall in stone did not necessarily make it immune to fire as it still had windows and a wooden door. This led to the elevation of windows to the second storey – to make it harder to throw objects in – and to move the entrance from ground level to the second storey. These features are seen in many surviving castle keeps, which were the more sophisticated version of halls.[61] Castles were not just defensive sites but also enhanced a lord's control over his lands. They allowed the garrison to control the surrounding area,[62] and formed a centre of administration, providing the lord with a place to hold court.[63]
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+ Building a castle sometimes required the permission of the king or other high authority. In 864 the King of West Francia, Charles the Bald, prohibited the construction of castella without his permission and ordered them all to be destroyed. This is perhaps the earliest reference to castles, though military historian R. Allen Brown points out that the word castella may have applied to any fortification at the time.[64]
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+ In some countries the monarch had little control over lords, or required the construction of new castles to aid in securing the land so was unconcerned about granting permission – as was the case in England in the aftermath of the Norman Conquest and the Holy Land during the Crusades. Switzerland is an extreme case of there being no state control over who built castles, and as a result there were 4,000 in the country.[65] There are very few castles dated with certainty from the mid-9th century. Converted into a donjon around 950, Château de Doué-la-Fontaine in France is the oldest standing castle in Europe.[66]
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+ From 1000 onwards, references to castles in texts such as charters increased greatly. Historians have interpreted this as evidence of a sudden increase in the number of castles in Europe around this time; this has been supported by archaeological investigation which has dated the construction of castle sites through the examination of ceramics.[67] The increase in Italy began in the 950s, with numbers of castles increasing by a factor of three to five every 50 years, whereas in other parts of Europe such as France and Spain the growth was slower. In 950 Provence was home to 12 castles, by 1000 this figure had risen to 30, and by 1030 it was over 100.[68] Although the increase was slower in Spain, the 1020s saw a particular growth in the number of castles in the region, particularly in contested border areas between Christian and Muslim lands.[69]
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+ Despite the common period in which castles rose to prominence in Europe, their form and design varied from region to region. In the early 11th century, the motte and keep – an artificial mound surmounted by a palisade and tower – was the most common form of castle in Europe, everywhere except Scandinavia.[68] While Britain, France, and Italy shared a tradition of timber construction that was continued in castle architecture, Spain more commonly used stone or mud-brick as the main building material.[70]
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+ The Muslim invasion of the Iberian Peninsula in the 8th century introduced a style of building developed in North Africa reliant on tapial, pebbles in cement, where timber was in short supply.[71] Although stone construction would later become common elsewhere, from the 11th century onwards it was the primary building material for Christian castles in Spain,[72] while at the same time timber was still the dominant building material in north-west Europe.[69]
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+ Historians have interpreted the widespread presence of castles across Europe in the 11th and 12th centuries as evidence that warfare was common, and usually between local lords.[74] Castles were introduced into England shortly before the Norman Conquest in 1066.[75] Before the 12th century castles were as uncommon in Denmark as they had been in England before the Norman Conquest. The introduction of castles to Denmark was a reaction to attacks from Wendish pirates, and they were usually intended as coastal defences.[65] The motte and bailey remained the dominant form of castle in England, Wales, and Ireland well into the 12th��century.[76] At the same time, castle architecture in mainland Europe became more sophisticated.[77]
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+ The donjon[78] was at the centre of this change in castle architecture in the 12th century. Central towers proliferated, and typically had a square plan, with walls 3 to 4 m (9.8 to 13.1 ft) thick. Their decoration emulated Romanesque architecture, and sometimes incorporated double windows similar to those found in church bell towers. Donjons, which were the residence of the lord of the castle, evolved to become more spacious. The design emphasis of donjons changed to reflect a shift from functional to decorative requirements, imposing a symbol of lordly power upon the landscape. This sometimes led to compromising defence for the sake of display.[77]
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+ Until the 12th century, stone-built and earth and timber castles were contemporary,[79] but by the late 12th century the number of castles being built went into decline. This has been partly attributed to the higher cost of stone-built fortifications, and the obsolescence of timber and earthwork sites, which meant it was preferable to build in more durable stone.[80] Although superseded by their stone successors, timber and earthwork castles were by no means useless.[81] This is evidenced by the continual maintenance of timber castles over long periods, sometimes several centuries; Owain Glyndŵr's 11th-century timber castle at Sycharth was still in use by the start of the 15th century, its structure having been maintained for four centuries.[82][83]
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+ At the same time there was a change in castle architecture. Until the late 12th century castles generally had few towers; a gateway with few defensive features such as arrowslits or a portcullis; a great keep or donjon, usually square and without arrowslits; and the shape would have been dictated by the lay of the land (the result was often irregular or curvilinear structures). The design of castles was not uniform, but these were features that could be found in a typical castle in the mid-12th century.[84] By the end of the 12th century or the early 13th century, a newly constructed castle could be expected to be polygonal in shape, with towers at the corners to provide enfilading fire for the walls. The towers would have protruded from the walls and featured arrowslits on each level to allow archers to target anyone nearing or at the curtain wall.[85]
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+ These later castles did not always have a keep, but this may have been because the more complex design of the castle as a whole drove up costs and the keep was sacrificed to save money. The larger towers provided space for habitation to make up for the loss of the donjon. Where keeps did exist, they were no longer square but polygonal or cylindrical. Gateways were more strongly defended, with the entrance to the castle usually between two half-round towers which were connected by a passage above the gateway – although there was great variety in the styles of gateway and entrances – and one or more portcullis.[85]
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+ A peculiar feature of Muslim castles in the Iberian Peninsula was the use of detached towers, called Albarrana towers, around the perimeter as can be seen at the Alcazaba of Badajoz. Probably developed in the 12th century, the towers provided flanking fire. They were connected to the castle by removable wooden bridges, so if the towers were captured the rest of the castle was not accessible.[86]
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+ When seeking to explain this change in the complexity and style of castles, antiquarians found their answer in the Crusades. It seemed that the Crusaders had learned much about fortification from their conflicts with the Saracens and exposure to Byzantine architecture. There were legends such as that of Lalys – an architect from Palestine who reputedly went to Wales after the Crusades and greatly enhanced the castles in the south of the country – and it was assumed that great architects such as James of Saint George originated in the East. In the mid-20th century this view was cast into doubt. Legends were discredited, and in the case of James of Saint George it was proven that he came from Saint-Georges-d'Espéranche, in France. If the innovations in fortification had derived from the East, it would have been expected for their influence to be seen from 1100 onwards, immediately after the Christians were victorious in the First Crusade (1096–1099), rather than nearly 100 years later.[88] Remains of Roman structures in Western Europe were still standing in many places, some of which had flanking round-towers and entrances between two flanking towers.
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+ The castle builders of Western Europe were aware of and influenced by Roman design; late Roman coastal forts on the English "Saxon Shore" were reused and in Spain the wall around the city of Ávila imitated Roman architecture when it was built in 1091.[88] Historian Smail in Crusading warfare argued that the case for the influence of Eastern fortification on the West has been overstated, and that Crusaders of the 12th century in fact learned very little about scientific design from Byzantine and Saracen defences.[89] A well-sited castle that made use of natural defences and had strong ditches and walls had no need for a scientific design. An example of this approach is Kerak. Although there were no scientific elements to its design, it was almost impregnable, and in 1187 Saladin chose to lay siege to the castle and starve out its garrison rather than risk an assault.[89]
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+ During the late 11th and 12th centuries in what is now south-central Turkey the Hospitallers, Teutonic Knights and Templars established themselves in the Armenian Kingdom of Cilicia, where they discovered an extensive network of sophisticated fortifications which had a profound impact on the architecture of Crusader castles. Most of the Armenian military sites in Cilicia are characterized by: multiple bailey walls laid with irregular plans to follow the sinuosities of the outcrops; rounded and especially horseshoe-shaped towers; finely-cut often rusticated ashlar facing stones with intricate poured cores; concealed postern gates and complex bent entrances with slot machicolations; embrasured loopholes for archers; barrel, pointed or groined vaults over undercrofts, gates and chapels; and cisterns with elaborate scarped drains.[90] Civilian settlement are often found in the immediate proximity of these fortifications.[91] After the First Crusade, Crusaders who did not return to their homes in Europe helped found the Crusader states of the Principality of Antioch, the County of Edessa, the Kingdom of Jerusalem, and the County of Tripoli. The castles they founded to secure their acquisitions were designed mostly by Syrian master-masons. Their design was very similar to that of a Roman fort or Byzantine tetrapyrgia which were square in plan and had square towers at each corner that did not project much beyond the curtain wall. The keep of these Crusader castles would have had a square plan and generally be undecorated.[92]
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+ While castles were used to hold a site and control movement of armies, in the Holy Land some key strategic positions were left unfortified.[93] Castle architecture in the East became more complex around the late 12th and early 13th centuries after the stalemate of the Third Crusade (1189–1192). Both Christians and Muslims created fortifications, and the character of each was different. Saphadin, the 13th-century ruler of the Saracens, created structures with large rectangular towers that influenced Muslim architecture and were copied again and again, however they had little influence on Crusader castles.[94]
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+ In the early 13th century, Crusader castles were mostly built by Military Orders including the Knights Hospitaller, Knights Templar, and Teutonic Knights. The orders were responsible for the foundation of sites such as Krak des Chevaliers, Margat, and Belvoir. Design varied not just between orders, but between individual castles, though it was common for those founded in this period to have concentric defences.[96]
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+ The concept, which originated in castles such as Krak des Chevaliers, was to remove the reliance on a central strongpoint and to emphasise the defence of the curtain walls. There would be multiple rings of defensive walls, one inside the other, with the inner ring rising above the outer so that its field of fire was not completely obscured. If assailants made it past the first line of defence they would be caught in the killing ground between the inner and outer walls and have to assault the second wall.[97]
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+ Concentric castles were widely copied across Europe, for instance when Edward I of England – who had himself been on Crusade – built castles in Wales in the late 13th century, four of the eight he founded had a concentric design.[96][97] Not all the features of the Crusader castles from the 13th century were emulated in Europe. For instance, it was common in Crusader castles to have the main gate in the side of a tower and for there to be two turns in the passageway, lengthening the time it took for someone to reach the outer enclosure. It is rare for this bent entrance to be found in Europe.[96]
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+ One of the effects of the Livonian Crusade in the Baltic was the introduction of stone and brick fortifications. Although there were hundreds of wooden castles in Prussia and Livonia, the use of bricks and mortar was unknown in the region before the Crusaders. Until the 13th century and start of the 14th centuries, their design was heterogeneous, however this period saw the emergence of a standard plan in the region: a square plan, with four wings around a central courtyard.[98] It was common for castles in the East to have arrowslits in the curtain wall at multiple levels; contemporary builders in Europe were wary of this as they believed it weakened the wall. Arrowslits did not compromise the wall's strength, but it was not until Edward I's programme of castle building that they were widely adopted in Europe.[34]
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+ The Crusades also led to the introduction of machicolations into Western architecture. Until the 13th century, the tops of towers had been surrounded by wooden galleries, allowing defenders to drop objects on assailants below. Although machicolations performed the same purpose as the wooden galleries, they were probably an Eastern invention rather than an evolution of the wooden form. Machicolations were used in the East long before the arrival of the Crusaders, and perhaps as early as the first half of the 8th century in Syria.[99]
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+ The greatest period of castle building in Spain was in the 11th to 13th centuries, and they were most commonly found in the disputed borders between Christian and Muslim lands. Conflict and interaction between the two groups led to an exchange of architectural ideas, and Spanish Christians adopted the use of detached towers. The Spanish Reconquista, driving the Muslims out of the Iberian Peninsula, was complete in 1492.[86]
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+ Although France has been described as "the heartland of medieval architecture", the English were at the forefront of castle architecture in the 12th century. French historian François Gebelin wrote: "The great revival in military architecture was led, as one would naturally expect, by the powerful kings and princes of the time; by the sons of William the Conqueror and their descendants, the Plantagenets, when they became dukes of Normandy. These were the men who built all the most typical twelfth-century fortified castles remaining to-day".[101] Despite this, by the beginning of the 15th century, the rate of castle construction in England and Wales went into decline. The new castles were generally of a lighter build than earlier structures and presented few innovations, although strong sites were still created such as that of Raglan in Wales. At the same time, French castle architecture came to the fore and led the way in the field of medieval fortifications. Across Europe – particularly the Baltic, Germany, and Scotland – castles were built well into the 16th century.[102]
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+ Artillery powered by gunpowder was introduced to Europe in the 1320s and spread quickly. Handguns, which were initially unpredictable and inaccurate weapons, were not recorded until the 1380s.[103] Castles were adapted to allow small artillery pieces – averaging between 19.6 and 22 kg (43 and 49 lb) – to fire from towers. These guns were too heavy for a man to carry and fire, but if he supported the butt end and rested the muzzle on the edge of the gun port he could fire the weapon. The gun ports developed in this period show a unique feature, that of a horizontal timber across the opening. A hook on the end of the gun could be latched over the timber so the gunner did not have to take the full recoil of the weapon. This adaptation is found across Europe, and although the timber rarely survives, there is an intact example at Castle Doornenburg in the Netherlands. Gunports were keyhole shaped, with a circular hole at the bottom for the weapon and a narrow slit on top to allow the gunner to aim.[104]
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+ This form is very common in castles adapted for guns, found in Egypt, Italy, Scotland, and Spain, and elsewhere in between. Other types of port, though less common, were horizontal slits – allowing only lateral movement – and large square openings, which allowed greater movement.[104] The use of guns for defence gave rise to artillery castles, such as that of Château de Ham in France. Defences against guns were not developed until a later stage.[105] Ham is an example of the trend for new castles to dispense with earlier features such as machicolations, tall towers, and crenellations.[106]
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+ Bigger guns were developed, and in the 15th century became an alternative to siege engines such as the trebuchet. The benefits of large guns over trebuchets – the most effective siege engine of the Middle Ages before the advent of gunpowder – were those of a greater range and power. In an effort to make them more effective, guns were made ever bigger, although this hampered their ability to reach remote castles. By the 1450s guns were the preferred siege weapon, and their effectiveness was demonstrated by Mehmed II at the Fall of Constantinople.[107]
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+ The response towards more effective cannons was to build thicker walls and to prefer round towers, as the curving sides were more likely to deflect a shot than a flat surface. While this sufficed for new castles, pre-existing structures had to find a way to cope with being battered by cannon. An earthen bank could be piled behind a castle's curtain wall to absorb some of the shock of impact.[108]
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+ Often, castles constructed before the age of gunpowder were incapable of using guns as their wall-walks were too narrow. A solution to this was to pull down the top of a tower and to fill the lower part with the rubble to provide a surface for the guns to fire from. Lowering the defences in this way had the effect of making them easier to scale with ladders. A more popular alternative defence, which avoided damaging the castle, was to establish bulwarks beyond the castle's defences. These could be built from earth or stone and were used to mount weapons.[109]
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+ Around 1500, the innovation of the angled bastion was developed in Italy.[110] With developments such as these, Italy pioneered permanent artillery fortifications, which took over from the defensive role of castles. From this evolved star forts, also known as trace italienne.[9] The elite responsible for castle construction had to choose between the new type that could withstand cannon fire and the earlier, more elaborate style. The first was ugly and uncomfortable and the latter was less secure, although it did offer greater aesthetic appeal and value as a status symbol. The second choice proved to be more popular as it became apparent that there was little point in trying to make the site genuinely defensible in the face of cannon.[111] For a variety of reasons, not least of which is that many castles have no recorded history, there is no firm number of castles built in the medieval period. However, it has been estimated that between 75,000 and 100,000 were built in western Europe;[112] of these around 1,700 were in England and Wales[113] and around 14,000 in German-speaking areas.[114]
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+ Some true castles were built in the Americas by the Spanish and French colonies. The first stage of Spanish fort construction has been termed the "castle period", which lasted from 1492 until the end of the 16th century.[115] Starting with Fortaleza Ozama, "these castles were essentially European medieval castles transposed to America".[116] Among other defensive structures (including forts and citadels), castles were also built in New France towards the end of the 17th century.[117] In Montreal the artillery was not as developed as on the battle-fields of Europe, some of the region's outlying forts were built like the fortified manor houses of France. Fort Longueuil, built from 1695–1698 by a baronial family, has been described as "the most medieval-looking fort built in Canada".[118] The manor house and stables were within a fortified bailey, with a tall round turret in each corner. The "most substantial castle-like fort" near Montréal was Fort Senneville, built in 1692 with square towers connected by thick stone walls, as well as a fortified windmill.[119] Stone forts such as these served as defensive residences, as well as imposing structures to prevent Iroquois incursions.[120]
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+ Although castle construction faded towards the end of the 16th century, castles did not necessarily all fall out of use. Some retained a role in local administration and became law courts, while others are still handed down in aristocratic families as hereditary seats. A particularly famous example of this is Windsor Castle in England which was founded in the 11th century and is home to the monarch of the United Kingdom.[121] In other cases they still had a role in defence. Tower houses, which are closely related to castles and include pele towers, were defended towers that were permanent residences built in the 14th to 17th centuries. Especially common in Ireland and Scotland, they could be up to five storeys high and succeeded common enclosure castles and were built by a greater social range of people. While unlikely to provide as much protection as a more complex castle, they offered security against raiders and other small threats.[122][123]
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+ According to archaeologists Oliver Creighton and Robert Higham, "the great country houses of the seventeenth to twentieth centuries were, in a social sense, the castles of their day".[124] Though there was a trend for the elite to move from castles into country houses in the 17th century, castles were not completely useless. In later conflicts, such as the English Civil War (1641–1651), many castles were refortified, although subsequently slighted to prevent them from being used again.[125] Some country residences, which were not meant to be fortified, were given a castle appearance to scare away potential invaders such as adding turrets and using small windows. An example of this is the 16th century Bubaqra Castle in Bubaqra, Malta, which was modified in the 18th century.[126]
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+ Revival or mock castles became popular as a manifestation of a Romantic interest in the Middle Ages and chivalry, and as part of the broader Gothic Revival in architecture. Examples of these castles include Chapultepec in Mexico,[127] Neuschwanstein in Germany,[128] and Edwin Lutyens' Castle Drogo (1911–1930) – the last flicker of this movement in the British Isles.[129] While churches and cathedrals in a Gothic style could faithfully imitate medieval examples, new country houses built in a "castle style" differed internally from their medieval predecessors. This was because to be faithful to medieval design would have left the houses cold and dark by contemporary standards.[130]
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+ Artificial ruins, built to resemble remnants of historic edifices, were also a hallmark of the period. They were usually built as centre pieces in aristocratic planned landscapes. Follies were similar, although they differed from artificial ruins in that they were not part of a planned landscape, but rather seemed to have no reason for being built. Both drew on elements of castle architecture such as castellation and towers, but served no military purpose and were solely for display.[131] A toy castle is used as a common children attraction in playing fields and fun parks, such as the castle of the Playmobil FunPark in Ħal Far, Malta.[132][133]
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+ Once the site of a castle had been selected – whether a strategic position or one intended to dominate the landscape as a mark of power – the building material had to be selected. An earth and timber castle was cheaper and easier to erect than one built from stone. The costs involved in construction are not well-recorded, and most surviving records relate to royal castles.[134] A castle with earthen ramparts, a motte, timber defences and buildings could have been constructed by an unskilled workforce. The source of man-power was probably from the local lordship, and the tenants would already have the necessary skills of felling trees, digging, and working timber necessary for an earth and timber castle. Possibly coerced into working for their lord, the construction of an earth and timber castle would not have been a drain on a client's funds. In terms of time, it has been estimated that an average sized motte – 5 m (16 ft) high and 15 m (49 ft) wide at the summit – would have taken 50 people about 40 working days. An exceptionally expensive motte and bailey was that of Clones in Ireland, built in 1211 for £20. The high cost, relative to other castles of its type, was because labourers had to be imported.[134]
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+ The cost of building a castle varied according to factors such as their complexity and transport costs for material. It is certain that stone castles cost a great deal more than those built from earth and timber. Even a very small tower, such as Peveril Castle, would have cost around £200. In the middle were castles such as Orford, which was built in the late 12th century for £1,400, and at the upper end were those such as Dover, which cost about £7,000 between 1181 and 1191.[135] Spending on the scale of the vast castles such as Château Gaillard (an estimated £15,000 to £20,000 between 1196 and 1198) was easily supported by The Crown, but for lords of smaller areas, castle building was a very serious and costly undertaking. It was usual for a stone castle to take the best part of a decade to finish. The cost of a large castle built over this time (anywhere from £1,000 to £10,000) would take the income from several manors, severely impacting a lord's finances.[136] Costs in the late 13th century were of a similar order, with castles such as Beaumaris and Rhuddlan costing £14,500 and £9,000 respectively. Edward I's campaign of castle-building in Wales cost £80,000 between 1277 and 1304, and £95,000 between 1277 and 1329.[137] Renowned designer Master James of Saint George, responsible for the construction of Beaumaris, explained the cost:
136
+
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+ In case you should wonder where so much money could go in a week, we would have you know that we have needed – and shall continue to need 400 masons, both cutters and layers, together with 2,000 less skilled workmen, 100 carts, 60 wagons and 30 boats bringing stone and sea coal; 200 quarrymen; 30 smiths; and carpenters for putting in the joists and floor boards and other necessary jobs. All this takes no account of the garrison ... nor of purchases of material. Of which there will have to be a great quantity ... The men's pay has been and still is very much in arrears, and we are having the greatest difficulty in keeping them because they have simply nothing to live on.
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+ Not only were stone castles expensive to build in the first place, but their maintenance was a constant drain. They contained a lot of timber, which was often unseasoned and as a result needed careful upkeep. For example, it is documented that in the late 12th century repairs at castles such as Exeter and Gloucester cost between £20 and £50 annually.[139]
140
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141
+ Medieval machines and inventions, such as the treadwheel crane, became indispensable during construction, and techniques of building wooden scaffolding were improved upon from Antiquity.[140] When building in stone a prominent concern of medieval builders was to have quarries close at hand. There are examples of some castles where stone was quarried on site, such as Chinon, Château de Coucy and Château Gaillard.[141] When it was built in 992 in France the stone tower at Château de Langeais was 16 metres (52 ft) high, 17.5 metres (57 ft) wide, and 10 metres (33 ft) long with walls averaging 1.5 metres (4 ft 11 in). The walls contain 1,200 cubic metres (42,000 cu ft) of stone and have a total surface (both inside and out) of 1,600 square metres (17,000 sq ft). The tower is estimated to have taken 83,000 average working days to complete, most of which was unskilled labour.[142]
142
+
143
+ Many countries had both timber and stone castles,[143] however Denmark had few quarries and as a result most of its castles are earth and timber affairs, or later on built from brick.[144] Brick-built structures were not necessarily weaker than their stone-built counterparts. Brick castles are less common in England than stone or earth and timber constructions, and often it was chosen for its aesthetic appeal or because it was fashionable, encouraged by the brick architecture of the Low Countries. For example, when Tattershall Castle was built between 1430 and 1450, there was plenty of stone available nearby, but the owner, Lord Cromwell, chose to use brick. About 700,000 bricks were used to build the castle, which has been described as "the finest piece of medieval brick-work in England".[145] Most Spanish castles were built from stone, whereas castles in Eastern Europe were usually of timber construction.[146]
144
+
145
+ Due to the lord's presence in a castle, it was a centre of administration from where he controlled his lands. He relied on the support of those below him, as without the support of his more powerful tenants a lord could expect his power to be undermined. Successful lords regularly held court with those immediately below them on the social scale, but absentees could expect to find their influence weakened. Larger lordships could be vast, and it would be impractical for a lord to visit all his properties regularly so deputies were appointed. This especially applied to royalty, who sometimes owned land in different countries.[149]
146
+
147
+ To allow the lord to concentrate on his duties regarding administration, he had a household of servants to take care of chores such as providing food. The household was run by a chamberlain, while a treasurer took care of the estate's written records. Royal households took essentially the same form as baronial households, although on a much larger scale and the positions were more prestigious.[150] An important role of the household servants was the preparation of food; the castle kitchens would have been a busy place when the castle was occupied, called on to provide large meals.[151] Without the presence of a lord's household, usually because he was staying elsewhere, a castle would have been a quiet place with few residents, focused on maintaining the castle.[152]
148
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149
+ As social centres castles were important places for display. Builders took the opportunity to draw on symbolism, through the use of motifs, to evoke a sense of chivalry that was aspired to in the Middle Ages amongst the elite. Later structures of the Romantic Revival would draw on elements of castle architecture such as battlements for the same purpose. Castles have been compared with cathedrals as objects of architectural pride, and some castles incorporated gardens as ornamental features.[153] The right to crenellate, when granted by a monarch – though it was not always necessary – was important not just as it allowed a lord to defend his property but because crenellations and other accoutrements associated with castles were prestigious through their use by the elite.[154] Licences to crenellate were also proof of a relationship with or favour from the monarch, who was the one responsible for granting permission.[155]
150
+
151
+ Courtly love was the eroticisation of love between the nobility. Emphasis was placed on restraint between lovers. Though sometimes expressed through chivalric events such as tournaments, where knights would fight wearing a token from their lady, it could also be private and conducted in secret. The legend of Tristan and Iseult is one example of stories of courtly love told in the Middle Ages.[156] It was an ideal of love between two people not married to each other, although the man might be married to someone else. It was not uncommon or ignoble for a lord to be adulterous – Henry I of England had over 20 bastards for instance – but for a lady to be promiscuous was seen as dishonourable.[157]
152
+
153
+ The purpose of marriage between the medieval elites was to secure land. Girls were married in their teens, but boys did not marry until they came of age.[158] There is a popular conception that women played a peripheral role in the medieval castle household, and that it was dominated by the lord himself. This derives from the image of the castle as a martial institution, but most castles in England, France, Ireland, and Scotland were never involved in conflicts or sieges, so the domestic life is a neglected facet.[159] The lady was given a dower of her husband's estates – usually about a third – which was hers for life, and her husband would inherit on her death. It was her duty to administer them directly, as the lord administered his own land.[160] Despite generally being excluded from military service, a woman could be in charge of a castle, either on behalf of her husband or if she was widowed. Because of their influence within the medieval household, women influenced construction and design, sometimes through direct patronage; historian Charles Coulson emphasises the role of women in applying "a refined aristocratic taste" to castles due to their long term residence.[161]
154
+
155
+ The positioning of castles was influenced by the available terrain. Whereas hill castles such as Marksburg were common in Germany, where 66 per cent of all known medieval were highland area while 34 per cent were on low-lying land,[163] they formed a minority of sites in England.[162] Because of the range of functions they had to fulfil, castles were built in a variety of locations. Multiple factors were considered when choosing a site, balancing between the need for a defendable position with other considerations such as proximity to resources. For instance many castles are located near Roman roads, which remained important transport routes in the Middle Ages, or could lead to the alteration or creation of new road systems in the area. Where available it was common to exploit pre-existing defences such as building with a Roman fort or the ramparts of an Iron Age hillfort. A prominent site that overlooked the surrounding area and offered some natural defences may also have been chosen because its visibility made it a symbol of power.[164] Urban castles were particularly important in controlling centres of population and production, especially with an invading force, for instance in the aftermath of the Norman Conquest of England in the 11th century the majority of royal castles were built in or near towns.[165]
156
+
157
+ As castles were not simply military buildings but centres of administration and symbols of power, they had a significant impact on the surrounding landscape. Placed by a frequently-used road or river, the toll castle ensured that a lord would get his due toll money from merchants. Rural castles were often associated with mills and field systems due to their role in managing the lord's estate,[166] which gave them greater influence over resources.[167] Others were adjacent to or in royal forests or deer parks and were important in their upkeep. Fish ponds were a luxury of the lordly elite, and many were found next to castles. Not only were they practical in that they ensured a water supply and fresh fish, but they were a status symbol as they were expensive to build and maintain.[168]
158
+
159
+ Although sometimes the construction of a castle led to the destruction of a village, such as at Eaton Socon in England, it was more common for the villages nearby to have grown as a result of the presence of a castle. Sometimes planned towns or villages were created around a castle.[166] The benefits of castle building on settlements was not confined to Europe. When the 13th-century Safad Castle was founded in Galilee in the Holy Land, the 260 villages benefitted from the inhabitants' newfound ability to move freely.[169] When built, a castle could result in the restructuring of the local landscape, with roads moved for the convenience of the lord.[170] Settlements could also grow naturally around a castle, rather than being planned, due to the benefits of proximity to an economic centre in a rural landscape and the safety given by the defences. Not all such settlements survived, as once the castle lost its importance – perhaps succeeded by a manor house as the centre of administration – the benefits of living next to a castle vanished and the settlement depopulated.[171]
160
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161
+ During and shortly after the Norman Conquest of England, castles were inserted into important pre-existing towns to control and subdue the populace. They were usually located near any existing town defences, such as Roman walls, although this sometimes resulted in the demolition of structures occupying the desired site. In Lincoln, 166 houses were destroyed to clear space for the castle, and in York agricultural land was flooded to create a moat for the castle. As the military importance of urban castles waned from their early origins, they became more important as centres of administration, and their financial and judicial roles.[172] When the Normans invaded Ireland, Scotland, and Wales in the 11th and 12th centuries, settlement in those countries was predominantly non-urban, and the foundation of towns was often linked with the creation of a castle.[173]
162
+
163
+ The location of castles in relation to high status features, such as fish ponds, was a statement of power and control of resources. Also often found near a castle, sometimes within its defences, was the parish church.[176] This signified a close relationship between feudal lords and the Church, one of the most important institutions of medieval society.[177] Even elements of castle architecture that have usually been interpreted as military could be used for display. The water features of Kenilworth Castle in England – comprising a moat and several satellite ponds – forced anyone approaching a water castle entrance to take a very indirect route, walking around the defences before the final approach towards the gateway.[178] Another example is that of the 14th-century Bodiam Castle, also in England; although it appears to be a state of the art, advanced castle it is in a site of little strategic importance, and the moat was shallow and more likely intended to make the site appear impressive than as a defence against mining. The approach was long and took the viewer around the castle, ensuring they got a good look before entering. Moreover, the gunports were impractical and unlikely to have been effective.[179]
164
+
165
+ As a static structure, castles could often be avoided. Their immediate area of influence was about 400 metres (1,300 ft) and their weapons had a short range even early in the age of artillery. However, leaving an enemy behind would allow them to interfere with communications and make raids. Garrisons were expensive and as a result often small unless the castle was important.[181] Cost also meant that in peacetime garrisons were smaller, and small castles were manned by perhaps a couple of watchmen and gate-guards. Even in war, garrisons were not necessarily large as too many people in a defending force would strain supplies and impair the castle's ability to withstand a long siege. In 1403, a force of 37 archers successfully defended Caernarfon Castle against two assaults by Owain Glyndŵr's allies during a long siege, demonstrating that a small force could be effective.[182]
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+ Early on, manning a castle was a feudal duty of vassals to their magnates, and magnates to their kings, however this was later replaced with paid forces.[182][183] A garrison was usually commanded by a constable whose peacetime role would have been looking after the castle in the owner's absence. Under him would have been knights who by benefit of their military training would have acted as a type of officer class. Below them were archers and bowmen, whose role was to prevent the enemy reaching the walls as can be seen by the positioning of arrowslits.[184]
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+ If it was necessary to seize control of a castle an army could either launch an assault or lay siege. It was more efficient to starve the garrison out than to assault it, particularly for the most heavily defended sites. Without relief from an external source, the defenders would eventually submit. Sieges could last weeks, months, and in rare cases years if the supplies of food and water were plentiful. A long siege could slow down the army, allowing help to come or for the enemy to prepare a larger force for later.[185] Such an approach was not confined to castles, but was also applied to the fortified towns of the day.[186] On occasion, siege castles would be built to defend the besiegers from a sudden sally and would have been abandoned after the siege ended one way or another.[187]
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+ If forced to assault a castle, there were many options available to the attackers. For wooden structures, such as early motte-and-baileys, fire was a real threat and attempts would be made to set them alight as can be seen in the Bayeux Tapestry.[188] Projectile weapons had been used since antiquity and the mangonel and petraria – from Eastern and Roman origins respectively – were the main two that were used into the Middle Ages. The trebuchet, which probably evolved from the petraria in the 13th century, was the most effective siege weapon before the development of cannons. These weapons were vulnerable to fire from the castle as they had a short range and were large machines. Conversely, weapons such as trebuchets could be fired from within the castle due to the high trajectory of its projectile, and would be protected from direct fire by the curtain walls.[189]
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+ Ballistas or springalds were siege engines that worked on the same principles as crossbows. With their origins in Ancient Greece, tension was used to project a bolt or javelin. Missiles fired from these engines had a lower trajectory than trebuchets or mangonels and were more accurate. They were more commonly used against the garrison rather than the buildings of a castle.[190] Eventually cannons developed to the point where they were more powerful and had a greater range than the trebuchet, and became the main weapon in siege warfare.[107]
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+ Walls could be undermined by a sap. A mine leading to the wall would be dug and once the target had been reached, the wooden supports preventing the tunnel from collapsing would be burned. It would cave in and bring down the structure above.[191] Building a castle on a rock outcrop or surrounding it with a wide, deep moat helped prevent this. A counter-mine could be dug towards the besiegers' tunnel; assuming the two converged, this would result in underground hand-to-hand combat. Mining was so effective that during the siege of Margat in 1285 when the garrison were informed a sap was being dug they surrendered.[192] Battering rams were also used, usually in the form of a tree trunk given an iron cap. They were used to force open the castle gates, although they were sometimes used against walls with less effect.[193]
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+ As an alternative to the time-consuming task of creating a breach, an escalade could be attempted to capture the walls with fighting along the walkways behind the battlements.[194] In this instance, attackers would be vulnerable to arrowfire.[195] A safer option for those assaulting a castle was to use a siege tower, sometimes called a belfry. Once ditches around a castle were partially filled in, these wooden, movable towers could be pushed against the curtain wall. As well as offering some protection for those inside, a siege tower could overlook the interior of a castle, giving bowmen an advantageous position from which to unleash missiles.[194]
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+ A castle is a type of fortified structure built during the Middle Ages predominantly by the nobility or royalty and by military orders. Scholars debate the scope of the word castle, but usually consider it to be the private fortified residence of a lord or noble. This is distinct from a palace, which is not fortified; from a fortress, which was not always a residence for royalty or nobility; and from a fortified settlement, which was a public defence – though there are many similarities among these types of construction. Usage of the term has varied over time and has been applied to structures as diverse as hill forts and country houses. Over the approximately 900 years that castles were built, they took on a great many forms with many different features, although some, such as curtain walls, arrowslits, and portcullises, were commonplace.
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+ European-style castles originated in the 9th and 10th centuries, after the fall of the Carolingian Empire resulted in its territory being divided among individual lords and princes. These nobles built castles to control the area immediately surrounding them and the castles were both offensive and defensive structures; they provided a base from which raids could be launched as well as offered protection from enemies. Although their military origins are often emphasised in castle studies, the structures also served as centres of administration and symbols of power. Urban castles were used to control the local populace and important travel routes, and rural castles were often situated near features that were integral to life in the community, such as mills, fertile land, or a water source.
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+ Many northern European castles were originally built from earth and timber, but had their defences replaced later by stone. Early castles often exploited natural defences, lacking features such as towers and arrowslits and relying on a central keep. In the late 12th and early 13th centuries, a scientific approach to castle defence emerged. This led to the proliferation of towers, with an emphasis on flanking fire. Many new castles were polygonal or relied on concentric defence – several stages of defence within each other that could all function at the same time to maximise the castle's firepower. These changes in defence have been attributed to a mixture of castle technology from the Crusades, such as concentric fortification, and inspiration from earlier defences, such as Roman forts. Not all the elements of castle architecture were military in nature, so that devices such as moats evolved from their original purpose of defence into symbols of power. Some grand castles had long winding approaches intended to impress and dominate their landscape.
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+ Although gunpowder was introduced to Europe in the 14th century, it did not significantly affect castle building until the 15th century, when artillery became powerful enough to break through stone walls. While castles continued to be built well into the 16th century, new techniques to deal with improved cannon fire made them uncomfortable and undesirable places to live. As a result, true castles went into decline and were replaced by artillery forts with no role in civil administration, and country houses that were indefensible. From the 18th century onwards, there was a renewed interest in castles with the construction of mock castles, part of a romantic revival of Gothic architecture, but they had no military purpose.
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+ The word castle is derived from the Latin word castellum, which is a diminutive of the word castrum, meaning "fortified place". The Old English castel, Old French castel or chastel, French château, Spanish castillo, Portuguese castelo, Italian castello, and a number of words in other languages also derive from castellum.[1] The word castle was introduced into English shortly before the Norman Conquest to denote this type of building, which was then new to England.[2]
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+ In its simplest terms, the definition of a castle accepted amongst academics is "a private fortified residence".[3] This contrasts with earlier fortifications, such as Anglo-Saxon burhs and walled cities such as Constantinople and Antioch in the Middle East; castles were not communal defences but were built and owned by the local feudal lords, either for themselves or for their monarch.[4] Feudalism was the link between a lord and his vassal where, in return for military service and the expectation of loyalty, the lord would grant the vassal land.[5] In the late 20th century, there was a trend to refine the definition of a castle by including the criterion of feudal ownership, thus tying castles to the medieval period; however, this does not necessarily reflect the terminology used in the medieval period. During the First Crusade (1096–1099), the Frankish armies encountered walled settlements and forts that they indiscriminately referred to as castles, but which would not be considered as such under the modern definition.[3]
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+ Castles served a range of purposes, the most important of which were military, administrative, and domestic. As well as defensive structures, castles were also offensive tools which could be used as a base of operations in enemy territory. Castles were established by Norman invaders of England for both defensive purposes and to pacify the country's inhabitants.[6] As William the Conqueror advanced through England, he fortified key positions to secure the land he had taken. Between 1066 and 1087, he established 36 castles such as Warwick Castle, which he used to guard against rebellion in the English Midlands.[7][8]
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+ Towards the end of the Middle Ages, castles tended to lose their military significance due to the advent of powerful cannons and permanent artillery fortifications;[9] as a result, castles became more important as residences and statements of power.[10] A castle could act as a stronghold and prison but was also a place where a knight or lord could entertain his peers.[11] Over time the aesthetics of the design became more important, as the castle's appearance and size began to reflect the prestige and power of its occupant. Comfortable homes were often fashioned within their fortified walls. Although castles still provided protection from low levels of violence in later periods, eventually they were succeeded by country houses as high status residences.[12]
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+ Castle is sometimes used as a catch-all term for all kinds of fortifications and, as a result, has been misapplied in the technical sense. An example of this is Maiden Castle which, despite the name, is an Iron Age hill fort which had a very different origin and purpose.[13]
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+ Although "castle" has not become a generic term for a manor house (like château in French and Schloss in German), many manor houses contain "castle" in their name while having few if any of the architectural characteristics, usually as their owners liked to maintain a link to the past and felt the term "castle" was a masculine expression of their power.[14] In scholarship the castle, as defined above, is generally accepted as a coherent concept, originating in Europe and later spreading to parts of the Middle East, where they were introduced by European Crusaders. This coherent group shared a common origin, dealt with a particular mode of warfare, and exchanged influences.[15]
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+ In different areas of the world, analogous structures shared features of fortification and other defining characteristics associated with the concept of a castle, though they originated in different periods and circumstances and experienced differing evolutions and influences. For example, shiro in Japan, described as castles by historian Stephen Turnbull, underwent "a completely different developmental history, were built in a completely different way and were designed to withstand attacks of a completely different nature".[16] While European castles built from the late 12th and early 13th century onwards were generally stone, shiro were predominantly timber buildings into the 16th century.[17]
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+ By the 16th century, when Japanese and European cultures met, fortification in Europe had moved beyond castles and relied on innovations such as the Italian trace italienne and star forts.[16] Forts in India present a similar case; when they were encountered by the British in the 17th century, castles in Europe had generally fallen out of use militarily. Like shiro, the Indian forts, durga or durg in Sanskrit, shared features with castles in Europe such as acting as a domicile for a lord as well as being fortifications. They too developed differently from the structures known as castles that had their origins in Europe.[18]
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+ A motte was an earthen mound with a flat top. It was often artificial, although sometimes it incorporated a pre-existing feature of the landscape. The excavation of earth to make the mound left a ditch around the motte, called a moat (which could be either wet or dry). "Motte" and "moat" derive from the same Old French word, indicating that the features were originally associated and depended on each other for their construction. Although the motte is commonly associated with the bailey to form a motte-and-bailey castle, this was not always the case and there are instances where a motte existed on its own.[19]
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+ "Motte" refers to the mound alone, but it was often surmounted by a fortified structure, such as a keep, and the flat top would be surrounded by a palisade.[19] It was common for the motte to be reached over a flying bridge (a bridge over the ditch from the counterscarp of the ditch to the edge of the top of the mound), as shown in the Bayeux Tapestry's depiction of Château de Dinan.[20] Sometimes a motte covered an older castle or hall, whose rooms became underground storage areas and prisons beneath a new keep.[21]
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+ A bailey, also called a ward, was a fortified enclosure. It was a common feature of castles, and most had at least one. The keep on top of the motte was the domicile of the lord in charge of the castle and a bastion of last defence, while the bailey was the home of the rest of the lord's household and gave them protection. The barracks for the garrison, stables, workshops, and storage facilities were often found in the bailey. Water was supplied by a well or cistern. Over time the focus of high status accommodation shifted from the keep to the bailey; this resulted in the creation of another bailey that separated the high status buildings – such as the lord's chambers and the chapel – from the everyday structures such as the workshops and barracks.[22]
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+ From the late 12th century there was a trend for knights to move out of the small houses they had previously occupied within the bailey to live in fortified houses in the countryside.[23] Although often associated with the motte-and-bailey type of castle, baileys could also be found as independent defensive structures. These simple fortifications were called ringworks.[24] The enceinte was the castle's main defensive enclosure, and the terms "bailey" and "enceinte" are linked. A castle could have several baileys but only one enceinte. Castles with no keep, which relied on their outer defences for protection, are sometimes called enceinte castles;[25] these were the earliest form of castles, before the keep was introduced in the 10th century.[26]
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+ A keep was a great tower and usually the most strongly defended point of a castle before the introduction of concentric defence. "Keep" was not a term used in the medieval period – the term was applied from the 16th century onwards – instead "donjon" was used to refer to great towers,[27] or turris in Latin. In motte-and-bailey castles, the keep was on top of the motte.[19] "Dungeon" is a corrupted form of "donjon" and means a dark, unwelcoming prison.[28] Although often the strongest part of a castle and a last place of refuge if the outer defences fell, the keep was not left empty in case of attack but was used as a residence by the lord who owned the castle, or his guests or representatives.[29]
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+ At first this was usual only in England, when after the Norman Conquest of 1066 the "conquerors lived for a long time in a constant state of alert";[30] elsewhere the lord's wife presided over a separate residence (domus, aula or mansio in Latin) close to the keep, and the donjon was a barracks and headquarters. Gradually, the two functions merged into the same building, and the highest residential storeys had large windows; as a result for many structures, it is difficult to find an appropriate term.[31] The massive internal spaces seen in many surviving donjons can be misleading; they would have been divided into several rooms by light partitions, as in a modern office building. Even in some large castles the great hall was separated only by a partition from the lord's "chamber", his bedroom and to some extent his office.[32]
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+ Curtain walls were defensive walls enclosing a bailey. They had to be high enough to make scaling the walls with ladders difficult and thick enough to withstand bombardment from siege engines which, from the 15th century onwards, included gunpowder artillery. A typical wall could be 3 m (10 ft) thick and 12 m (39 ft) tall, although sizes varied greatly between castles. To protect them from undermining, curtain walls were sometimes given a stone skirt around their bases. Walkways along the tops of the curtain walls allowed defenders to rain missiles on enemies below, and battlements gave them further protection. Curtain walls were studded with towers to allow enfilading fire along the wall.[33] Arrowslits in the walls did not become common in Europe until the 13th century, for fear that they might compromise the wall's strength.[34]
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+ The entrance was often the weakest part in a circuit of defences. To overcome this, the gatehouse was developed, allowing those inside the castle to control the flow of traffic. In earth and timber castles, the gateway was usually the first feature to be rebuilt in stone. The front of the gateway was a blind spot and to overcome this, projecting towers were added on each side of the gate in a style similar to that developed by the Romans.[35] The gatehouse contained a series of defences to make a direct assault more difficult than battering down a simple gate. Typically, there were one or more portcullises – a wooden grille reinforced with metal to block a passage – and arrowslits to allow defenders to harry the enemy. The passage through the gatehouse was lengthened to increase the amount of time an assailant had to spend under fire in a confined space and unable to retaliate.[36]
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+ It is a popular myth that so-called murder holes – openings in the ceiling of the gateway passage – were used to pour boiling oil or molten lead on attackers; the price of oil and lead and the distance of the gatehouse from fires meant that this was impractical.[37] This method was, however, a common practice in the MENA region and the Mediterranean castles and fortifications where such resources were abundant.[38][39] They were most likely used to drop objects on attackers, or to allow water to be poured on fires to extinguish them.[37] Provision was made in the upper storey of the gatehouse for accommodation so the gate was never left undefended, although this arrangement later evolved to become more comfortable at the expense of defence.[40]
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+ During the 13th and 14th centuries the barbican was developed.[41] This consisted of a rampart, ditch, and possibly a tower, in front of the gatehouse[42] which could be used to further protect the entrance. The purpose of a barbican was not just to provide another line of defence but also to dictate the only approach to the gate.[43]
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+ A moat was a defensive ditch with steep sides, and could be either dry or filled with water. Its purpose was twofold; to stop devices such as siege towers from reaching the curtain wall and to prevent the walls from being undermined. Water moats were found in low-lying areas and were usually crossed by a drawbridge, although these were often replaced by stone bridges. Fortified islands could be added to the moat, adding another layer of defence. Water defences, such as moats or natural lakes, had the benefit of dictating the enemy's approach to the castle.[44] The site of the 13th-century Caerphilly Castle in Wales covers over 30 acres (12 ha) and the water defences, created by flooding the valley to the south of the castle, are some of the largest in Western Europe.[45]
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+ Battlements were most often found surmounting curtain walls and the tops of gatehouses, and comprised several elements: crenellations, hoardings, machicolations, and loopholes. Crenellation is the collective name for alternating crenels and merlons: gaps and solid blocks on top of a wall. Hoardings were wooden constructs that projected beyond the wall, allowing defenders to shoot at, or drop objects on, attackers at the base of the wall without having to lean perilously over the crenellations, thereby exposing themselves to retaliatory fire. Machicolations were stone projections on top of a wall with openings that allowed objects to be dropped on an enemy at the base of the wall in a similar fashion to hoardings.[46]
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+ Arrowslits, also commonly called loopholes, were narrow vertical openings in defensive walls which allowed arrows or crossbow bolts to be fired on attackers. The narrow slits were intended to protect the defender by providing a very small target, but the size of the opening could also impede the defender if it was too small. A smaller horizontal opening could be added to give an archer a better view for aiming.[47] Sometimes a sally port was included; this could allow the garrison to leave the castle and engage besieging forces.[48] It was usual for the latrines to empty down the external walls of a castle and into the surrounding ditch.[49]
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+ A postern is a secondary door or gate.
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+ Historian Charles Coulson states that the accumulation of wealth and resources, such as food, led to the need for defensive structures. The earliest fortifications originated in the Fertile Crescent, the Indus Valley, Egypt, and China where settlements were protected by large walls. Northern Europe was slower than the East to develop defensive structures and it was not until the Bronze Age that hill forts were developed, which then proliferated across Europe in the Iron Age. These structures differed from their eastern counterparts in that they used earthworks rather than stone as a building material.[51] Many earthworks survive today, along with evidence of palisades to accompany the ditches. In Europe, oppida emerged in the 2nd century BC; these were densely inhabited fortified settlements, such as the oppidum of Manching, and developed from hill forts.[52] The Romans encountered fortified settlements such as hill forts and oppida when expanding their territory into northern Europe.[52] Although primitive, they were often effective, and were only overcome by the extensive use of siege engines and other siege warfare techniques, such as at the Battle of Alesia. The Romans' own fortifications (castra) varied from simple temporary earthworks thrown up by armies on the move, to elaborate permanent stone constructions, notably the milecastles of Hadrian's Wall. Roman forts were generally rectangular with rounded corners – a "playing-card shape".[53]
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+ In the medieval period, castles were influenced by earlier forms of elite architecture, contributing to regional variations. Importantly, while castles had military aspects, they contained a recognisable household structure within their walls, reflecting the multi-functional use of these buildings.[54]
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+ The subject of the emergence of castles in Europe is a complex matter which has led to considerable debate. Discussions have typically attributed the rise of the castle to a reaction to attacks by Magyars, Muslims, and Vikings and a need for private defence.[55] The breakdown of the Carolingian Empire led to the privatisation of government, and local lords assumed responsibility for the economy and justice.[56] However, while castles proliferated in the 9th and 10th centuries the link between periods of insecurity and building fortifications is not always straightforward. Some high concentrations of castles occur in secure places, while some border regions had relatively few castles.[57]
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+ It is likely that the castle evolved from the practice of fortifying a lordly home. The greatest threat to a lord's home or hall was fire as it was usually a wooden structure. To protect against this, and keep other threats at bay, there were several courses of action available: create encircling earthworks to keep an enemy at a distance; build the hall in stone; or raise it up on an artificial mound, known as a motte, to present an obstacle to attackers.[58] While the concept of ditches, ramparts, and stone walls as defensive measures is ancient, raising a motte is a medieval innovation.[59]
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+ A bank and ditch enclosure was a simple form of defence, and when found without an associated motte is called a ringwork; when the site was in use for a prolonged period, it was sometimes replaced by a more complex structure or enhanced by the addition of a stone curtain wall.[60] Building the hall in stone did not necessarily make it immune to fire as it still had windows and a wooden door. This led to the elevation of windows to the second storey – to make it harder to throw objects in – and to move the entrance from ground level to the second storey. These features are seen in many surviving castle keeps, which were the more sophisticated version of halls.[61] Castles were not just defensive sites but also enhanced a lord's control over his lands. They allowed the garrison to control the surrounding area,[62] and formed a centre of administration, providing the lord with a place to hold court.[63]
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+ Building a castle sometimes required the permission of the king or other high authority. In 864 the King of West Francia, Charles the Bald, prohibited the construction of castella without his permission and ordered them all to be destroyed. This is perhaps the earliest reference to castles, though military historian R. Allen Brown points out that the word castella may have applied to any fortification at the time.[64]
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+ In some countries the monarch had little control over lords, or required the construction of new castles to aid in securing the land so was unconcerned about granting permission – as was the case in England in the aftermath of the Norman Conquest and the Holy Land during the Crusades. Switzerland is an extreme case of there being no state control over who built castles, and as a result there were 4,000 in the country.[65] There are very few castles dated with certainty from the mid-9th century. Converted into a donjon around 950, Château de Doué-la-Fontaine in France is the oldest standing castle in Europe.[66]
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+ From 1000 onwards, references to castles in texts such as charters increased greatly. Historians have interpreted this as evidence of a sudden increase in the number of castles in Europe around this time; this has been supported by archaeological investigation which has dated the construction of castle sites through the examination of ceramics.[67] The increase in Italy began in the 950s, with numbers of castles increasing by a factor of three to five every 50 years, whereas in other parts of Europe such as France and Spain the growth was slower. In 950 Provence was home to 12 castles, by 1000 this figure had risen to 30, and by 1030 it was over 100.[68] Although the increase was slower in Spain, the 1020s saw a particular growth in the number of castles in the region, particularly in contested border areas between Christian and Muslim lands.[69]
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+ Despite the common period in which castles rose to prominence in Europe, their form and design varied from region to region. In the early 11th century, the motte and keep – an artificial mound surmounted by a palisade and tower – was the most common form of castle in Europe, everywhere except Scandinavia.[68] While Britain, France, and Italy shared a tradition of timber construction that was continued in castle architecture, Spain more commonly used stone or mud-brick as the main building material.[70]
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+ The Muslim invasion of the Iberian Peninsula in the 8th century introduced a style of building developed in North Africa reliant on tapial, pebbles in cement, where timber was in short supply.[71] Although stone construction would later become common elsewhere, from the 11th century onwards it was the primary building material for Christian castles in Spain,[72] while at the same time timber was still the dominant building material in north-west Europe.[69]
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+ Historians have interpreted the widespread presence of castles across Europe in the 11th and 12th centuries as evidence that warfare was common, and usually between local lords.[74] Castles were introduced into England shortly before the Norman Conquest in 1066.[75] Before the 12th century castles were as uncommon in Denmark as they had been in England before the Norman Conquest. The introduction of castles to Denmark was a reaction to attacks from Wendish pirates, and they were usually intended as coastal defences.[65] The motte and bailey remained the dominant form of castle in England, Wales, and Ireland well into the 12th��century.[76] At the same time, castle architecture in mainland Europe became more sophisticated.[77]
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+ The donjon[78] was at the centre of this change in castle architecture in the 12th century. Central towers proliferated, and typically had a square plan, with walls 3 to 4 m (9.8 to 13.1 ft) thick. Their decoration emulated Romanesque architecture, and sometimes incorporated double windows similar to those found in church bell towers. Donjons, which were the residence of the lord of the castle, evolved to become more spacious. The design emphasis of donjons changed to reflect a shift from functional to decorative requirements, imposing a symbol of lordly power upon the landscape. This sometimes led to compromising defence for the sake of display.[77]
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+ Until the 12th century, stone-built and earth and timber castles were contemporary,[79] but by the late 12th century the number of castles being built went into decline. This has been partly attributed to the higher cost of stone-built fortifications, and the obsolescence of timber and earthwork sites, which meant it was preferable to build in more durable stone.[80] Although superseded by their stone successors, timber and earthwork castles were by no means useless.[81] This is evidenced by the continual maintenance of timber castles over long periods, sometimes several centuries; Owain Glyndŵr's 11th-century timber castle at Sycharth was still in use by the start of the 15th century, its structure having been maintained for four centuries.[82][83]
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+ At the same time there was a change in castle architecture. Until the late 12th century castles generally had few towers; a gateway with few defensive features such as arrowslits or a portcullis; a great keep or donjon, usually square and without arrowslits; and the shape would have been dictated by the lay of the land (the result was often irregular or curvilinear structures). The design of castles was not uniform, but these were features that could be found in a typical castle in the mid-12th century.[84] By the end of the 12th century or the early 13th century, a newly constructed castle could be expected to be polygonal in shape, with towers at the corners to provide enfilading fire for the walls. The towers would have protruded from the walls and featured arrowslits on each level to allow archers to target anyone nearing or at the curtain wall.[85]
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+ These later castles did not always have a keep, but this may have been because the more complex design of the castle as a whole drove up costs and the keep was sacrificed to save money. The larger towers provided space for habitation to make up for the loss of the donjon. Where keeps did exist, they were no longer square but polygonal or cylindrical. Gateways were more strongly defended, with the entrance to the castle usually between two half-round towers which were connected by a passage above the gateway – although there was great variety in the styles of gateway and entrances – and one or more portcullis.[85]
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+ A peculiar feature of Muslim castles in the Iberian Peninsula was the use of detached towers, called Albarrana towers, around the perimeter as can be seen at the Alcazaba of Badajoz. Probably developed in the 12th century, the towers provided flanking fire. They were connected to the castle by removable wooden bridges, so if the towers were captured the rest of the castle was not accessible.[86]
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+ When seeking to explain this change in the complexity and style of castles, antiquarians found their answer in the Crusades. It seemed that the Crusaders had learned much about fortification from their conflicts with the Saracens and exposure to Byzantine architecture. There were legends such as that of Lalys – an architect from Palestine who reputedly went to Wales after the Crusades and greatly enhanced the castles in the south of the country – and it was assumed that great architects such as James of Saint George originated in the East. In the mid-20th century this view was cast into doubt. Legends were discredited, and in the case of James of Saint George it was proven that he came from Saint-Georges-d'Espéranche, in France. If the innovations in fortification had derived from the East, it would have been expected for their influence to be seen from 1100 onwards, immediately after the Christians were victorious in the First Crusade (1096–1099), rather than nearly 100 years later.[88] Remains of Roman structures in Western Europe were still standing in many places, some of which had flanking round-towers and entrances between two flanking towers.
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+ The castle builders of Western Europe were aware of and influenced by Roman design; late Roman coastal forts on the English "Saxon Shore" were reused and in Spain the wall around the city of Ávila imitated Roman architecture when it was built in 1091.[88] Historian Smail in Crusading warfare argued that the case for the influence of Eastern fortification on the West has been overstated, and that Crusaders of the 12th century in fact learned very little about scientific design from Byzantine and Saracen defences.[89] A well-sited castle that made use of natural defences and had strong ditches and walls had no need for a scientific design. An example of this approach is Kerak. Although there were no scientific elements to its design, it was almost impregnable, and in 1187 Saladin chose to lay siege to the castle and starve out its garrison rather than risk an assault.[89]
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+ During the late 11th and 12th centuries in what is now south-central Turkey the Hospitallers, Teutonic Knights and Templars established themselves in the Armenian Kingdom of Cilicia, where they discovered an extensive network of sophisticated fortifications which had a profound impact on the architecture of Crusader castles. Most of the Armenian military sites in Cilicia are characterized by: multiple bailey walls laid with irregular plans to follow the sinuosities of the outcrops; rounded and especially horseshoe-shaped towers; finely-cut often rusticated ashlar facing stones with intricate poured cores; concealed postern gates and complex bent entrances with slot machicolations; embrasured loopholes for archers; barrel, pointed or groined vaults over undercrofts, gates and chapels; and cisterns with elaborate scarped drains.[90] Civilian settlement are often found in the immediate proximity of these fortifications.[91] After the First Crusade, Crusaders who did not return to their homes in Europe helped found the Crusader states of the Principality of Antioch, the County of Edessa, the Kingdom of Jerusalem, and the County of Tripoli. The castles they founded to secure their acquisitions were designed mostly by Syrian master-masons. Their design was very similar to that of a Roman fort or Byzantine tetrapyrgia which were square in plan and had square towers at each corner that did not project much beyond the curtain wall. The keep of these Crusader castles would have had a square plan and generally be undecorated.[92]
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+ While castles were used to hold a site and control movement of armies, in the Holy Land some key strategic positions were left unfortified.[93] Castle architecture in the East became more complex around the late 12th and early 13th centuries after the stalemate of the Third Crusade (1189–1192). Both Christians and Muslims created fortifications, and the character of each was different. Saphadin, the 13th-century ruler of the Saracens, created structures with large rectangular towers that influenced Muslim architecture and were copied again and again, however they had little influence on Crusader castles.[94]
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+ In the early 13th century, Crusader castles were mostly built by Military Orders including the Knights Hospitaller, Knights Templar, and Teutonic Knights. The orders were responsible for the foundation of sites such as Krak des Chevaliers, Margat, and Belvoir. Design varied not just between orders, but between individual castles, though it was common for those founded in this period to have concentric defences.[96]
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+
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+ The concept, which originated in castles such as Krak des Chevaliers, was to remove the reliance on a central strongpoint and to emphasise the defence of the curtain walls. There would be multiple rings of defensive walls, one inside the other, with the inner ring rising above the outer so that its field of fire was not completely obscured. If assailants made it past the first line of defence they would be caught in the killing ground between the inner and outer walls and have to assault the second wall.[97]
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+ Concentric castles were widely copied across Europe, for instance when Edward I of England – who had himself been on Crusade – built castles in Wales in the late 13th century, four of the eight he founded had a concentric design.[96][97] Not all the features of the Crusader castles from the 13th century were emulated in Europe. For instance, it was common in Crusader castles to have the main gate in the side of a tower and for there to be two turns in the passageway, lengthening the time it took for someone to reach the outer enclosure. It is rare for this bent entrance to be found in Europe.[96]
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+ One of the effects of the Livonian Crusade in the Baltic was the introduction of stone and brick fortifications. Although there were hundreds of wooden castles in Prussia and Livonia, the use of bricks and mortar was unknown in the region before the Crusaders. Until the 13th century and start of the 14th centuries, their design was heterogeneous, however this period saw the emergence of a standard plan in the region: a square plan, with four wings around a central courtyard.[98] It was common for castles in the East to have arrowslits in the curtain wall at multiple levels; contemporary builders in Europe were wary of this as they believed it weakened the wall. Arrowslits did not compromise the wall's strength, but it was not until Edward I's programme of castle building that they were widely adopted in Europe.[34]
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+ The Crusades also led to the introduction of machicolations into Western architecture. Until the 13th century, the tops of towers had been surrounded by wooden galleries, allowing defenders to drop objects on assailants below. Although machicolations performed the same purpose as the wooden galleries, they were probably an Eastern invention rather than an evolution of the wooden form. Machicolations were used in the East long before the arrival of the Crusaders, and perhaps as early as the first half of the 8th century in Syria.[99]
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+ The greatest period of castle building in Spain was in the 11th to 13th centuries, and they were most commonly found in the disputed borders between Christian and Muslim lands. Conflict and interaction between the two groups led to an exchange of architectural ideas, and Spanish Christians adopted the use of detached towers. The Spanish Reconquista, driving the Muslims out of the Iberian Peninsula, was complete in 1492.[86]
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+ Although France has been described as "the heartland of medieval architecture", the English were at the forefront of castle architecture in the 12th century. French historian François Gebelin wrote: "The great revival in military architecture was led, as one would naturally expect, by the powerful kings and princes of the time; by the sons of William the Conqueror and their descendants, the Plantagenets, when they became dukes of Normandy. These were the men who built all the most typical twelfth-century fortified castles remaining to-day".[101] Despite this, by the beginning of the 15th century, the rate of castle construction in England and Wales went into decline. The new castles were generally of a lighter build than earlier structures and presented few innovations, although strong sites were still created such as that of Raglan in Wales. At the same time, French castle architecture came to the fore and led the way in the field of medieval fortifications. Across Europe – particularly the Baltic, Germany, and Scotland – castles were built well into the 16th century.[102]
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+ Artillery powered by gunpowder was introduced to Europe in the 1320s and spread quickly. Handguns, which were initially unpredictable and inaccurate weapons, were not recorded until the 1380s.[103] Castles were adapted to allow small artillery pieces – averaging between 19.6 and 22 kg (43 and 49 lb) – to fire from towers. These guns were too heavy for a man to carry and fire, but if he supported the butt end and rested the muzzle on the edge of the gun port he could fire the weapon. The gun ports developed in this period show a unique feature, that of a horizontal timber across the opening. A hook on the end of the gun could be latched over the timber so the gunner did not have to take the full recoil of the weapon. This adaptation is found across Europe, and although the timber rarely survives, there is an intact example at Castle Doornenburg in the Netherlands. Gunports were keyhole shaped, with a circular hole at the bottom for the weapon and a narrow slit on top to allow the gunner to aim.[104]
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+ This form is very common in castles adapted for guns, found in Egypt, Italy, Scotland, and Spain, and elsewhere in between. Other types of port, though less common, were horizontal slits – allowing only lateral movement – and large square openings, which allowed greater movement.[104] The use of guns for defence gave rise to artillery castles, such as that of Château de Ham in France. Defences against guns were not developed until a later stage.[105] Ham is an example of the trend for new castles to dispense with earlier features such as machicolations, tall towers, and crenellations.[106]
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+ Bigger guns were developed, and in the 15th century became an alternative to siege engines such as the trebuchet. The benefits of large guns over trebuchets – the most effective siege engine of the Middle Ages before the advent of gunpowder – were those of a greater range and power. In an effort to make them more effective, guns were made ever bigger, although this hampered their ability to reach remote castles. By the 1450s guns were the preferred siege weapon, and their effectiveness was demonstrated by Mehmed II at the Fall of Constantinople.[107]
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+ The response towards more effective cannons was to build thicker walls and to prefer round towers, as the curving sides were more likely to deflect a shot than a flat surface. While this sufficed for new castles, pre-existing structures had to find a way to cope with being battered by cannon. An earthen bank could be piled behind a castle's curtain wall to absorb some of the shock of impact.[108]
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+ Often, castles constructed before the age of gunpowder were incapable of using guns as their wall-walks were too narrow. A solution to this was to pull down the top of a tower and to fill the lower part with the rubble to provide a surface for the guns to fire from. Lowering the defences in this way had the effect of making them easier to scale with ladders. A more popular alternative defence, which avoided damaging the castle, was to establish bulwarks beyond the castle's defences. These could be built from earth or stone and were used to mount weapons.[109]
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+ Around 1500, the innovation of the angled bastion was developed in Italy.[110] With developments such as these, Italy pioneered permanent artillery fortifications, which took over from the defensive role of castles. From this evolved star forts, also known as trace italienne.[9] The elite responsible for castle construction had to choose between the new type that could withstand cannon fire and the earlier, more elaborate style. The first was ugly and uncomfortable and the latter was less secure, although it did offer greater aesthetic appeal and value as a status symbol. The second choice proved to be more popular as it became apparent that there was little point in trying to make the site genuinely defensible in the face of cannon.[111] For a variety of reasons, not least of which is that many castles have no recorded history, there is no firm number of castles built in the medieval period. However, it has been estimated that between 75,000 and 100,000 were built in western Europe;[112] of these around 1,700 were in England and Wales[113] and around 14,000 in German-speaking areas.[114]
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+ Some true castles were built in the Americas by the Spanish and French colonies. The first stage of Spanish fort construction has been termed the "castle period", which lasted from 1492 until the end of the 16th century.[115] Starting with Fortaleza Ozama, "these castles were essentially European medieval castles transposed to America".[116] Among other defensive structures (including forts and citadels), castles were also built in New France towards the end of the 17th century.[117] In Montreal the artillery was not as developed as on the battle-fields of Europe, some of the region's outlying forts were built like the fortified manor houses of France. Fort Longueuil, built from 1695–1698 by a baronial family, has been described as "the most medieval-looking fort built in Canada".[118] The manor house and stables were within a fortified bailey, with a tall round turret in each corner. The "most substantial castle-like fort" near Montréal was Fort Senneville, built in 1692 with square towers connected by thick stone walls, as well as a fortified windmill.[119] Stone forts such as these served as defensive residences, as well as imposing structures to prevent Iroquois incursions.[120]
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+ Although castle construction faded towards the end of the 16th century, castles did not necessarily all fall out of use. Some retained a role in local administration and became law courts, while others are still handed down in aristocratic families as hereditary seats. A particularly famous example of this is Windsor Castle in England which was founded in the 11th century and is home to the monarch of the United Kingdom.[121] In other cases they still had a role in defence. Tower houses, which are closely related to castles and include pele towers, were defended towers that were permanent residences built in the 14th to 17th centuries. Especially common in Ireland and Scotland, they could be up to five storeys high and succeeded common enclosure castles and were built by a greater social range of people. While unlikely to provide as much protection as a more complex castle, they offered security against raiders and other small threats.[122][123]
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+ According to archaeologists Oliver Creighton and Robert Higham, "the great country houses of the seventeenth to twentieth centuries were, in a social sense, the castles of their day".[124] Though there was a trend for the elite to move from castles into country houses in the 17th century, castles were not completely useless. In later conflicts, such as the English Civil War (1641–1651), many castles were refortified, although subsequently slighted to prevent them from being used again.[125] Some country residences, which were not meant to be fortified, were given a castle appearance to scare away potential invaders such as adding turrets and using small windows. An example of this is the 16th century Bubaqra Castle in Bubaqra, Malta, which was modified in the 18th century.[126]
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+ Revival or mock castles became popular as a manifestation of a Romantic interest in the Middle Ages and chivalry, and as part of the broader Gothic Revival in architecture. Examples of these castles include Chapultepec in Mexico,[127] Neuschwanstein in Germany,[128] and Edwin Lutyens' Castle Drogo (1911–1930) – the last flicker of this movement in the British Isles.[129] While churches and cathedrals in a Gothic style could faithfully imitate medieval examples, new country houses built in a "castle style" differed internally from their medieval predecessors. This was because to be faithful to medieval design would have left the houses cold and dark by contemporary standards.[130]
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+ Artificial ruins, built to resemble remnants of historic edifices, were also a hallmark of the period. They were usually built as centre pieces in aristocratic planned landscapes. Follies were similar, although they differed from artificial ruins in that they were not part of a planned landscape, but rather seemed to have no reason for being built. Both drew on elements of castle architecture such as castellation and towers, but served no military purpose and were solely for display.[131] A toy castle is used as a common children attraction in playing fields and fun parks, such as the castle of the Playmobil FunPark in Ħal Far, Malta.[132][133]
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+ Once the site of a castle had been selected – whether a strategic position or one intended to dominate the landscape as a mark of power – the building material had to be selected. An earth and timber castle was cheaper and easier to erect than one built from stone. The costs involved in construction are not well-recorded, and most surviving records relate to royal castles.[134] A castle with earthen ramparts, a motte, timber defences and buildings could have been constructed by an unskilled workforce. The source of man-power was probably from the local lordship, and the tenants would already have the necessary skills of felling trees, digging, and working timber necessary for an earth and timber castle. Possibly coerced into working for their lord, the construction of an earth and timber castle would not have been a drain on a client's funds. In terms of time, it has been estimated that an average sized motte – 5 m (16 ft) high and 15 m (49 ft) wide at the summit – would have taken 50 people about 40 working days. An exceptionally expensive motte and bailey was that of Clones in Ireland, built in 1211 for £20. The high cost, relative to other castles of its type, was because labourers had to be imported.[134]
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+ The cost of building a castle varied according to factors such as their complexity and transport costs for material. It is certain that stone castles cost a great deal more than those built from earth and timber. Even a very small tower, such as Peveril Castle, would have cost around £200. In the middle were castles such as Orford, which was built in the late 12th century for £1,400, and at the upper end were those such as Dover, which cost about £7,000 between 1181 and 1191.[135] Spending on the scale of the vast castles such as Château Gaillard (an estimated £15,000 to £20,000 between 1196 and 1198) was easily supported by The Crown, but for lords of smaller areas, castle building was a very serious and costly undertaking. It was usual for a stone castle to take the best part of a decade to finish. The cost of a large castle built over this time (anywhere from £1,000 to £10,000) would take the income from several manors, severely impacting a lord's finances.[136] Costs in the late 13th century were of a similar order, with castles such as Beaumaris and Rhuddlan costing £14,500 and £9,000 respectively. Edward I's campaign of castle-building in Wales cost £80,000 between 1277 and 1304, and £95,000 between 1277 and 1329.[137] Renowned designer Master James of Saint George, responsible for the construction of Beaumaris, explained the cost:
136
+
137
+ In case you should wonder where so much money could go in a week, we would have you know that we have needed – and shall continue to need 400 masons, both cutters and layers, together with 2,000 less skilled workmen, 100 carts, 60 wagons and 30 boats bringing stone and sea coal; 200 quarrymen; 30 smiths; and carpenters for putting in the joists and floor boards and other necessary jobs. All this takes no account of the garrison ... nor of purchases of material. Of which there will have to be a great quantity ... The men's pay has been and still is very much in arrears, and we are having the greatest difficulty in keeping them because they have simply nothing to live on.
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+ Not only were stone castles expensive to build in the first place, but their maintenance was a constant drain. They contained a lot of timber, which was often unseasoned and as a result needed careful upkeep. For example, it is documented that in the late 12th century repairs at castles such as Exeter and Gloucester cost between £20 and £50 annually.[139]
140
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141
+ Medieval machines and inventions, such as the treadwheel crane, became indispensable during construction, and techniques of building wooden scaffolding were improved upon from Antiquity.[140] When building in stone a prominent concern of medieval builders was to have quarries close at hand. There are examples of some castles where stone was quarried on site, such as Chinon, Château de Coucy and Château Gaillard.[141] When it was built in 992 in France the stone tower at Château de Langeais was 16 metres (52 ft) high, 17.5 metres (57 ft) wide, and 10 metres (33 ft) long with walls averaging 1.5 metres (4 ft 11 in). The walls contain 1,200 cubic metres (42,000 cu ft) of stone and have a total surface (both inside and out) of 1,600 square metres (17,000 sq ft). The tower is estimated to have taken 83,000 average working days to complete, most of which was unskilled labour.[142]
142
+
143
+ Many countries had both timber and stone castles,[143] however Denmark had few quarries and as a result most of its castles are earth and timber affairs, or later on built from brick.[144] Brick-built structures were not necessarily weaker than their stone-built counterparts. Brick castles are less common in England than stone or earth and timber constructions, and often it was chosen for its aesthetic appeal or because it was fashionable, encouraged by the brick architecture of the Low Countries. For example, when Tattershall Castle was built between 1430 and 1450, there was plenty of stone available nearby, but the owner, Lord Cromwell, chose to use brick. About 700,000 bricks were used to build the castle, which has been described as "the finest piece of medieval brick-work in England".[145] Most Spanish castles were built from stone, whereas castles in Eastern Europe were usually of timber construction.[146]
144
+
145
+ Due to the lord's presence in a castle, it was a centre of administration from where he controlled his lands. He relied on the support of those below him, as without the support of his more powerful tenants a lord could expect his power to be undermined. Successful lords regularly held court with those immediately below them on the social scale, but absentees could expect to find their influence weakened. Larger lordships could be vast, and it would be impractical for a lord to visit all his properties regularly so deputies were appointed. This especially applied to royalty, who sometimes owned land in different countries.[149]
146
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+ To allow the lord to concentrate on his duties regarding administration, he had a household of servants to take care of chores such as providing food. The household was run by a chamberlain, while a treasurer took care of the estate's written records. Royal households took essentially the same form as baronial households, although on a much larger scale and the positions were more prestigious.[150] An important role of the household servants was the preparation of food; the castle kitchens would have been a busy place when the castle was occupied, called on to provide large meals.[151] Without the presence of a lord's household, usually because he was staying elsewhere, a castle would have been a quiet place with few residents, focused on maintaining the castle.[152]
148
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149
+ As social centres castles were important places for display. Builders took the opportunity to draw on symbolism, through the use of motifs, to evoke a sense of chivalry that was aspired to in the Middle Ages amongst the elite. Later structures of the Romantic Revival would draw on elements of castle architecture such as battlements for the same purpose. Castles have been compared with cathedrals as objects of architectural pride, and some castles incorporated gardens as ornamental features.[153] The right to crenellate, when granted by a monarch – though it was not always necessary – was important not just as it allowed a lord to defend his property but because crenellations and other accoutrements associated with castles were prestigious through their use by the elite.[154] Licences to crenellate were also proof of a relationship with or favour from the monarch, who was the one responsible for granting permission.[155]
150
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151
+ Courtly love was the eroticisation of love between the nobility. Emphasis was placed on restraint between lovers. Though sometimes expressed through chivalric events such as tournaments, where knights would fight wearing a token from their lady, it could also be private and conducted in secret. The legend of Tristan and Iseult is one example of stories of courtly love told in the Middle Ages.[156] It was an ideal of love between two people not married to each other, although the man might be married to someone else. It was not uncommon or ignoble for a lord to be adulterous – Henry I of England had over 20 bastards for instance – but for a lady to be promiscuous was seen as dishonourable.[157]
152
+
153
+ The purpose of marriage between the medieval elites was to secure land. Girls were married in their teens, but boys did not marry until they came of age.[158] There is a popular conception that women played a peripheral role in the medieval castle household, and that it was dominated by the lord himself. This derives from the image of the castle as a martial institution, but most castles in England, France, Ireland, and Scotland were never involved in conflicts or sieges, so the domestic life is a neglected facet.[159] The lady was given a dower of her husband's estates – usually about a third – which was hers for life, and her husband would inherit on her death. It was her duty to administer them directly, as the lord administered his own land.[160] Despite generally being excluded from military service, a woman could be in charge of a castle, either on behalf of her husband or if she was widowed. Because of their influence within the medieval household, women influenced construction and design, sometimes through direct patronage; historian Charles Coulson emphasises the role of women in applying "a refined aristocratic taste" to castles due to their long term residence.[161]
154
+
155
+ The positioning of castles was influenced by the available terrain. Whereas hill castles such as Marksburg were common in Germany, where 66 per cent of all known medieval were highland area while 34 per cent were on low-lying land,[163] they formed a minority of sites in England.[162] Because of the range of functions they had to fulfil, castles were built in a variety of locations. Multiple factors were considered when choosing a site, balancing between the need for a defendable position with other considerations such as proximity to resources. For instance many castles are located near Roman roads, which remained important transport routes in the Middle Ages, or could lead to the alteration or creation of new road systems in the area. Where available it was common to exploit pre-existing defences such as building with a Roman fort or the ramparts of an Iron Age hillfort. A prominent site that overlooked the surrounding area and offered some natural defences may also have been chosen because its visibility made it a symbol of power.[164] Urban castles were particularly important in controlling centres of population and production, especially with an invading force, for instance in the aftermath of the Norman Conquest of England in the 11th century the majority of royal castles were built in or near towns.[165]
156
+
157
+ As castles were not simply military buildings but centres of administration and symbols of power, they had a significant impact on the surrounding landscape. Placed by a frequently-used road or river, the toll castle ensured that a lord would get his due toll money from merchants. Rural castles were often associated with mills and field systems due to their role in managing the lord's estate,[166] which gave them greater influence over resources.[167] Others were adjacent to or in royal forests or deer parks and were important in their upkeep. Fish ponds were a luxury of the lordly elite, and many were found next to castles. Not only were they practical in that they ensured a water supply and fresh fish, but they were a status symbol as they were expensive to build and maintain.[168]
158
+
159
+ Although sometimes the construction of a castle led to the destruction of a village, such as at Eaton Socon in England, it was more common for the villages nearby to have grown as a result of the presence of a castle. Sometimes planned towns or villages were created around a castle.[166] The benefits of castle building on settlements was not confined to Europe. When the 13th-century Safad Castle was founded in Galilee in the Holy Land, the 260 villages benefitted from the inhabitants' newfound ability to move freely.[169] When built, a castle could result in the restructuring of the local landscape, with roads moved for the convenience of the lord.[170] Settlements could also grow naturally around a castle, rather than being planned, due to the benefits of proximity to an economic centre in a rural landscape and the safety given by the defences. Not all such settlements survived, as once the castle lost its importance – perhaps succeeded by a manor house as the centre of administration – the benefits of living next to a castle vanished and the settlement depopulated.[171]
160
+
161
+ During and shortly after the Norman Conquest of England, castles were inserted into important pre-existing towns to control and subdue the populace. They were usually located near any existing town defences, such as Roman walls, although this sometimes resulted in the demolition of structures occupying the desired site. In Lincoln, 166 houses were destroyed to clear space for the castle, and in York agricultural land was flooded to create a moat for the castle. As the military importance of urban castles waned from their early origins, they became more important as centres of administration, and their financial and judicial roles.[172] When the Normans invaded Ireland, Scotland, and Wales in the 11th and 12th centuries, settlement in those countries was predominantly non-urban, and the foundation of towns was often linked with the creation of a castle.[173]
162
+
163
+ The location of castles in relation to high status features, such as fish ponds, was a statement of power and control of resources. Also often found near a castle, sometimes within its defences, was the parish church.[176] This signified a close relationship between feudal lords and the Church, one of the most important institutions of medieval society.[177] Even elements of castle architecture that have usually been interpreted as military could be used for display. The water features of Kenilworth Castle in England – comprising a moat and several satellite ponds – forced anyone approaching a water castle entrance to take a very indirect route, walking around the defences before the final approach towards the gateway.[178] Another example is that of the 14th-century Bodiam Castle, also in England; although it appears to be a state of the art, advanced castle it is in a site of little strategic importance, and the moat was shallow and more likely intended to make the site appear impressive than as a defence against mining. The approach was long and took the viewer around the castle, ensuring they got a good look before entering. Moreover, the gunports were impractical and unlikely to have been effective.[179]
164
+
165
+ As a static structure, castles could often be avoided. Their immediate area of influence was about 400 metres (1,300 ft) and their weapons had a short range even early in the age of artillery. However, leaving an enemy behind would allow them to interfere with communications and make raids. Garrisons were expensive and as a result often small unless the castle was important.[181] Cost also meant that in peacetime garrisons were smaller, and small castles were manned by perhaps a couple of watchmen and gate-guards. Even in war, garrisons were not necessarily large as too many people in a defending force would strain supplies and impair the castle's ability to withstand a long siege. In 1403, a force of 37 archers successfully defended Caernarfon Castle against two assaults by Owain Glyndŵr's allies during a long siege, demonstrating that a small force could be effective.[182]
166
+
167
+ Early on, manning a castle was a feudal duty of vassals to their magnates, and magnates to their kings, however this was later replaced with paid forces.[182][183] A garrison was usually commanded by a constable whose peacetime role would have been looking after the castle in the owner's absence. Under him would have been knights who by benefit of their military training would have acted as a type of officer class. Below them were archers and bowmen, whose role was to prevent the enemy reaching the walls as can be seen by the positioning of arrowslits.[184]
168
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169
+ If it was necessary to seize control of a castle an army could either launch an assault or lay siege. It was more efficient to starve the garrison out than to assault it, particularly for the most heavily defended sites. Without relief from an external source, the defenders would eventually submit. Sieges could last weeks, months, and in rare cases years if the supplies of food and water were plentiful. A long siege could slow down the army, allowing help to come or for the enemy to prepare a larger force for later.[185] Such an approach was not confined to castles, but was also applied to the fortified towns of the day.[186] On occasion, siege castles would be built to defend the besiegers from a sudden sally and would have been abandoned after the siege ended one way or another.[187]
170
+
171
+ If forced to assault a castle, there were many options available to the attackers. For wooden structures, such as early motte-and-baileys, fire was a real threat and attempts would be made to set them alight as can be seen in the Bayeux Tapestry.[188] Projectile weapons had been used since antiquity and the mangonel and petraria – from Eastern and Roman origins respectively – were the main two that were used into the Middle Ages. The trebuchet, which probably evolved from the petraria in the 13th century, was the most effective siege weapon before the development of cannons. These weapons were vulnerable to fire from the castle as they had a short range and were large machines. Conversely, weapons such as trebuchets could be fired from within the castle due to the high trajectory of its projectile, and would be protected from direct fire by the curtain walls.[189]
172
+
173
+ Ballistas or springalds were siege engines that worked on the same principles as crossbows. With their origins in Ancient Greece, tension was used to project a bolt or javelin. Missiles fired from these engines had a lower trajectory than trebuchets or mangonels and were more accurate. They were more commonly used against the garrison rather than the buildings of a castle.[190] Eventually cannons developed to the point where they were more powerful and had a greater range than the trebuchet, and became the main weapon in siege warfare.[107]
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+ Walls could be undermined by a sap. A mine leading to the wall would be dug and once the target had been reached, the wooden supports preventing the tunnel from collapsing would be burned. It would cave in and bring down the structure above.[191] Building a castle on a rock outcrop or surrounding it with a wide, deep moat helped prevent this. A counter-mine could be dug towards the besiegers' tunnel; assuming the two converged, this would result in underground hand-to-hand combat. Mining was so effective that during the siege of Margat in 1285 when the garrison were informed a sap was being dug they surrendered.[192] Battering rams were also used, usually in the form of a tree trunk given an iron cap. They were used to force open the castle gates, although they were sometimes used against walls with less effect.[193]
176
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+ As an alternative to the time-consuming task of creating a breach, an escalade could be attempted to capture the walls with fighting along the walkways behind the battlements.[194] In this instance, attackers would be vulnerable to arrowfire.[195] A safer option for those assaulting a castle was to use a siege tower, sometimes called a belfry. Once ditches around a castle were partially filled in, these wooden, movable towers could be pushed against the curtain wall. As well as offering some protection for those inside, a siege tower could overlook the interior of a castle, giving bowmen an advantageous position from which to unleash missiles.[194]
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+ A castle is a type of fortified structure built during the Middle Ages predominantly by the nobility or royalty and by military orders. Scholars debate the scope of the word castle, but usually consider it to be the private fortified residence of a lord or noble. This is distinct from a palace, which is not fortified; from a fortress, which was not always a residence for royalty or nobility; and from a fortified settlement, which was a public defence – though there are many similarities among these types of construction. Usage of the term has varied over time and has been applied to structures as diverse as hill forts and country houses. Over the approximately 900 years that castles were built, they took on a great many forms with many different features, although some, such as curtain walls, arrowslits, and portcullises, were commonplace.
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+ European-style castles originated in the 9th and 10th centuries, after the fall of the Carolingian Empire resulted in its territory being divided among individual lords and princes. These nobles built castles to control the area immediately surrounding them and the castles were both offensive and defensive structures; they provided a base from which raids could be launched as well as offered protection from enemies. Although their military origins are often emphasised in castle studies, the structures also served as centres of administration and symbols of power. Urban castles were used to control the local populace and important travel routes, and rural castles were often situated near features that were integral to life in the community, such as mills, fertile land, or a water source.
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+ Many northern European castles were originally built from earth and timber, but had their defences replaced later by stone. Early castles often exploited natural defences, lacking features such as towers and arrowslits and relying on a central keep. In the late 12th and early 13th centuries, a scientific approach to castle defence emerged. This led to the proliferation of towers, with an emphasis on flanking fire. Many new castles were polygonal or relied on concentric defence – several stages of defence within each other that could all function at the same time to maximise the castle's firepower. These changes in defence have been attributed to a mixture of castle technology from the Crusades, such as concentric fortification, and inspiration from earlier defences, such as Roman forts. Not all the elements of castle architecture were military in nature, so that devices such as moats evolved from their original purpose of defence into symbols of power. Some grand castles had long winding approaches intended to impress and dominate their landscape.
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+ Although gunpowder was introduced to Europe in the 14th century, it did not significantly affect castle building until the 15th century, when artillery became powerful enough to break through stone walls. While castles continued to be built well into the 16th century, new techniques to deal with improved cannon fire made them uncomfortable and undesirable places to live. As a result, true castles went into decline and were replaced by artillery forts with no role in civil administration, and country houses that were indefensible. From the 18th century onwards, there was a renewed interest in castles with the construction of mock castles, part of a romantic revival of Gothic architecture, but they had no military purpose.
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+ The word castle is derived from the Latin word castellum, which is a diminutive of the word castrum, meaning "fortified place". The Old English castel, Old French castel or chastel, French château, Spanish castillo, Portuguese castelo, Italian castello, and a number of words in other languages also derive from castellum.[1] The word castle was introduced into English shortly before the Norman Conquest to denote this type of building, which was then new to England.[2]
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+ In its simplest terms, the definition of a castle accepted amongst academics is "a private fortified residence".[3] This contrasts with earlier fortifications, such as Anglo-Saxon burhs and walled cities such as Constantinople and Antioch in the Middle East; castles were not communal defences but were built and owned by the local feudal lords, either for themselves or for their monarch.[4] Feudalism was the link between a lord and his vassal where, in return for military service and the expectation of loyalty, the lord would grant the vassal land.[5] In the late 20th century, there was a trend to refine the definition of a castle by including the criterion of feudal ownership, thus tying castles to the medieval period; however, this does not necessarily reflect the terminology used in the medieval period. During the First Crusade (1096–1099), the Frankish armies encountered walled settlements and forts that they indiscriminately referred to as castles, but which would not be considered as such under the modern definition.[3]
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+ Castles served a range of purposes, the most important of which were military, administrative, and domestic. As well as defensive structures, castles were also offensive tools which could be used as a base of operations in enemy territory. Castles were established by Norman invaders of England for both defensive purposes and to pacify the country's inhabitants.[6] As William the Conqueror advanced through England, he fortified key positions to secure the land he had taken. Between 1066 and 1087, he established 36 castles such as Warwick Castle, which he used to guard against rebellion in the English Midlands.[7][8]
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+ Towards the end of the Middle Ages, castles tended to lose their military significance due to the advent of powerful cannons and permanent artillery fortifications;[9] as a result, castles became more important as residences and statements of power.[10] A castle could act as a stronghold and prison but was also a place where a knight or lord could entertain his peers.[11] Over time the aesthetics of the design became more important, as the castle's appearance and size began to reflect the prestige and power of its occupant. Comfortable homes were often fashioned within their fortified walls. Although castles still provided protection from low levels of violence in later periods, eventually they were succeeded by country houses as high status residences.[12]
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+ Castle is sometimes used as a catch-all term for all kinds of fortifications and, as a result, has been misapplied in the technical sense. An example of this is Maiden Castle which, despite the name, is an Iron Age hill fort which had a very different origin and purpose.[13]
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+ Although "castle" has not become a generic term for a manor house (like château in French and Schloss in German), many manor houses contain "castle" in their name while having few if any of the architectural characteristics, usually as their owners liked to maintain a link to the past and felt the term "castle" was a masculine expression of their power.[14] In scholarship the castle, as defined above, is generally accepted as a coherent concept, originating in Europe and later spreading to parts of the Middle East, where they were introduced by European Crusaders. This coherent group shared a common origin, dealt with a particular mode of warfare, and exchanged influences.[15]
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+ In different areas of the world, analogous structures shared features of fortification and other defining characteristics associated with the concept of a castle, though they originated in different periods and circumstances and experienced differing evolutions and influences. For example, shiro in Japan, described as castles by historian Stephen Turnbull, underwent "a completely different developmental history, were built in a completely different way and were designed to withstand attacks of a completely different nature".[16] While European castles built from the late 12th and early 13th century onwards were generally stone, shiro were predominantly timber buildings into the 16th century.[17]
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+ By the 16th century, when Japanese and European cultures met, fortification in Europe had moved beyond castles and relied on innovations such as the Italian trace italienne and star forts.[16] Forts in India present a similar case; when they were encountered by the British in the 17th century, castles in Europe had generally fallen out of use militarily. Like shiro, the Indian forts, durga or durg in Sanskrit, shared features with castles in Europe such as acting as a domicile for a lord as well as being fortifications. They too developed differently from the structures known as castles that had their origins in Europe.[18]
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+ A motte was an earthen mound with a flat top. It was often artificial, although sometimes it incorporated a pre-existing feature of the landscape. The excavation of earth to make the mound left a ditch around the motte, called a moat (which could be either wet or dry). "Motte" and "moat" derive from the same Old French word, indicating that the features were originally associated and depended on each other for their construction. Although the motte is commonly associated with the bailey to form a motte-and-bailey castle, this was not always the case and there are instances where a motte existed on its own.[19]
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+ "Motte" refers to the mound alone, but it was often surmounted by a fortified structure, such as a keep, and the flat top would be surrounded by a palisade.[19] It was common for the motte to be reached over a flying bridge (a bridge over the ditch from the counterscarp of the ditch to the edge of the top of the mound), as shown in the Bayeux Tapestry's depiction of Château de Dinan.[20] Sometimes a motte covered an older castle or hall, whose rooms became underground storage areas and prisons beneath a new keep.[21]
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+ A bailey, also called a ward, was a fortified enclosure. It was a common feature of castles, and most had at least one. The keep on top of the motte was the domicile of the lord in charge of the castle and a bastion of last defence, while the bailey was the home of the rest of the lord's household and gave them protection. The barracks for the garrison, stables, workshops, and storage facilities were often found in the bailey. Water was supplied by a well or cistern. Over time the focus of high status accommodation shifted from the keep to the bailey; this resulted in the creation of another bailey that separated the high status buildings – such as the lord's chambers and the chapel – from the everyday structures such as the workshops and barracks.[22]
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+ From the late 12th century there was a trend for knights to move out of the small houses they had previously occupied within the bailey to live in fortified houses in the countryside.[23] Although often associated with the motte-and-bailey type of castle, baileys could also be found as independent defensive structures. These simple fortifications were called ringworks.[24] The enceinte was the castle's main defensive enclosure, and the terms "bailey" and "enceinte" are linked. A castle could have several baileys but only one enceinte. Castles with no keep, which relied on their outer defences for protection, are sometimes called enceinte castles;[25] these were the earliest form of castles, before the keep was introduced in the 10th century.[26]
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+ A keep was a great tower and usually the most strongly defended point of a castle before the introduction of concentric defence. "Keep" was not a term used in the medieval period – the term was applied from the 16th century onwards – instead "donjon" was used to refer to great towers,[27] or turris in Latin. In motte-and-bailey castles, the keep was on top of the motte.[19] "Dungeon" is a corrupted form of "donjon" and means a dark, unwelcoming prison.[28] Although often the strongest part of a castle and a last place of refuge if the outer defences fell, the keep was not left empty in case of attack but was used as a residence by the lord who owned the castle, or his guests or representatives.[29]
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+ At first this was usual only in England, when after the Norman Conquest of 1066 the "conquerors lived for a long time in a constant state of alert";[30] elsewhere the lord's wife presided over a separate residence (domus, aula or mansio in Latin) close to the keep, and the donjon was a barracks and headquarters. Gradually, the two functions merged into the same building, and the highest residential storeys had large windows; as a result for many structures, it is difficult to find an appropriate term.[31] The massive internal spaces seen in many surviving donjons can be misleading; they would have been divided into several rooms by light partitions, as in a modern office building. Even in some large castles the great hall was separated only by a partition from the lord's "chamber", his bedroom and to some extent his office.[32]
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+ Curtain walls were defensive walls enclosing a bailey. They had to be high enough to make scaling the walls with ladders difficult and thick enough to withstand bombardment from siege engines which, from the 15th century onwards, included gunpowder artillery. A typical wall could be 3 m (10 ft) thick and 12 m (39 ft) tall, although sizes varied greatly between castles. To protect them from undermining, curtain walls were sometimes given a stone skirt around their bases. Walkways along the tops of the curtain walls allowed defenders to rain missiles on enemies below, and battlements gave them further protection. Curtain walls were studded with towers to allow enfilading fire along the wall.[33] Arrowslits in the walls did not become common in Europe until the 13th century, for fear that they might compromise the wall's strength.[34]
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+ The entrance was often the weakest part in a circuit of defences. To overcome this, the gatehouse was developed, allowing those inside the castle to control the flow of traffic. In earth and timber castles, the gateway was usually the first feature to be rebuilt in stone. The front of the gateway was a blind spot and to overcome this, projecting towers were added on each side of the gate in a style similar to that developed by the Romans.[35] The gatehouse contained a series of defences to make a direct assault more difficult than battering down a simple gate. Typically, there were one or more portcullises – a wooden grille reinforced with metal to block a passage – and arrowslits to allow defenders to harry the enemy. The passage through the gatehouse was lengthened to increase the amount of time an assailant had to spend under fire in a confined space and unable to retaliate.[36]
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+ It is a popular myth that so-called murder holes – openings in the ceiling of the gateway passage – were used to pour boiling oil or molten lead on attackers; the price of oil and lead and the distance of the gatehouse from fires meant that this was impractical.[37] This method was, however, a common practice in the MENA region and the Mediterranean castles and fortifications where such resources were abundant.[38][39] They were most likely used to drop objects on attackers, or to allow water to be poured on fires to extinguish them.[37] Provision was made in the upper storey of the gatehouse for accommodation so the gate was never left undefended, although this arrangement later evolved to become more comfortable at the expense of defence.[40]
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+ During the 13th and 14th centuries the barbican was developed.[41] This consisted of a rampart, ditch, and possibly a tower, in front of the gatehouse[42] which could be used to further protect the entrance. The purpose of a barbican was not just to provide another line of defence but also to dictate the only approach to the gate.[43]
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+ A moat was a defensive ditch with steep sides, and could be either dry or filled with water. Its purpose was twofold; to stop devices such as siege towers from reaching the curtain wall and to prevent the walls from being undermined. Water moats were found in low-lying areas and were usually crossed by a drawbridge, although these were often replaced by stone bridges. Fortified islands could be added to the moat, adding another layer of defence. Water defences, such as moats or natural lakes, had the benefit of dictating the enemy's approach to the castle.[44] The site of the 13th-century Caerphilly Castle in Wales covers over 30 acres (12 ha) and the water defences, created by flooding the valley to the south of the castle, are some of the largest in Western Europe.[45]
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+ Battlements were most often found surmounting curtain walls and the tops of gatehouses, and comprised several elements: crenellations, hoardings, machicolations, and loopholes. Crenellation is the collective name for alternating crenels and merlons: gaps and solid blocks on top of a wall. Hoardings were wooden constructs that projected beyond the wall, allowing defenders to shoot at, or drop objects on, attackers at the base of the wall without having to lean perilously over the crenellations, thereby exposing themselves to retaliatory fire. Machicolations were stone projections on top of a wall with openings that allowed objects to be dropped on an enemy at the base of the wall in a similar fashion to hoardings.[46]
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+ Arrowslits, also commonly called loopholes, were narrow vertical openings in defensive walls which allowed arrows or crossbow bolts to be fired on attackers. The narrow slits were intended to protect the defender by providing a very small target, but the size of the opening could also impede the defender if it was too small. A smaller horizontal opening could be added to give an archer a better view for aiming.[47] Sometimes a sally port was included; this could allow the garrison to leave the castle and engage besieging forces.[48] It was usual for the latrines to empty down the external walls of a castle and into the surrounding ditch.[49]
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+ A postern is a secondary door or gate.
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+ Historian Charles Coulson states that the accumulation of wealth and resources, such as food, led to the need for defensive structures. The earliest fortifications originated in the Fertile Crescent, the Indus Valley, Egypt, and China where settlements were protected by large walls. Northern Europe was slower than the East to develop defensive structures and it was not until the Bronze Age that hill forts were developed, which then proliferated across Europe in the Iron Age. These structures differed from their eastern counterparts in that they used earthworks rather than stone as a building material.[51] Many earthworks survive today, along with evidence of palisades to accompany the ditches. In Europe, oppida emerged in the 2nd century BC; these were densely inhabited fortified settlements, such as the oppidum of Manching, and developed from hill forts.[52] The Romans encountered fortified settlements such as hill forts and oppida when expanding their territory into northern Europe.[52] Although primitive, they were often effective, and were only overcome by the extensive use of siege engines and other siege warfare techniques, such as at the Battle of Alesia. The Romans' own fortifications (castra) varied from simple temporary earthworks thrown up by armies on the move, to elaborate permanent stone constructions, notably the milecastles of Hadrian's Wall. Roman forts were generally rectangular with rounded corners – a "playing-card shape".[53]
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+ In the medieval period, castles were influenced by earlier forms of elite architecture, contributing to regional variations. Importantly, while castles had military aspects, they contained a recognisable household structure within their walls, reflecting the multi-functional use of these buildings.[54]
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+ The subject of the emergence of castles in Europe is a complex matter which has led to considerable debate. Discussions have typically attributed the rise of the castle to a reaction to attacks by Magyars, Muslims, and Vikings and a need for private defence.[55] The breakdown of the Carolingian Empire led to the privatisation of government, and local lords assumed responsibility for the economy and justice.[56] However, while castles proliferated in the 9th and 10th centuries the link between periods of insecurity and building fortifications is not always straightforward. Some high concentrations of castles occur in secure places, while some border regions had relatively few castles.[57]
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+ It is likely that the castle evolved from the practice of fortifying a lordly home. The greatest threat to a lord's home or hall was fire as it was usually a wooden structure. To protect against this, and keep other threats at bay, there were several courses of action available: create encircling earthworks to keep an enemy at a distance; build the hall in stone; or raise it up on an artificial mound, known as a motte, to present an obstacle to attackers.[58] While the concept of ditches, ramparts, and stone walls as defensive measures is ancient, raising a motte is a medieval innovation.[59]
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+ A bank and ditch enclosure was a simple form of defence, and when found without an associated motte is called a ringwork; when the site was in use for a prolonged period, it was sometimes replaced by a more complex structure or enhanced by the addition of a stone curtain wall.[60] Building the hall in stone did not necessarily make it immune to fire as it still had windows and a wooden door. This led to the elevation of windows to the second storey – to make it harder to throw objects in – and to move the entrance from ground level to the second storey. These features are seen in many surviving castle keeps, which were the more sophisticated version of halls.[61] Castles were not just defensive sites but also enhanced a lord's control over his lands. They allowed the garrison to control the surrounding area,[62] and formed a centre of administration, providing the lord with a place to hold court.[63]
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+ Building a castle sometimes required the permission of the king or other high authority. In 864 the King of West Francia, Charles the Bald, prohibited the construction of castella without his permission and ordered them all to be destroyed. This is perhaps the earliest reference to castles, though military historian R. Allen Brown points out that the word castella may have applied to any fortification at the time.[64]
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+ In some countries the monarch had little control over lords, or required the construction of new castles to aid in securing the land so was unconcerned about granting permission – as was the case in England in the aftermath of the Norman Conquest and the Holy Land during the Crusades. Switzerland is an extreme case of there being no state control over who built castles, and as a result there were 4,000 in the country.[65] There are very few castles dated with certainty from the mid-9th century. Converted into a donjon around 950, Château de Doué-la-Fontaine in France is the oldest standing castle in Europe.[66]
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+ From 1000 onwards, references to castles in texts such as charters increased greatly. Historians have interpreted this as evidence of a sudden increase in the number of castles in Europe around this time; this has been supported by archaeological investigation which has dated the construction of castle sites through the examination of ceramics.[67] The increase in Italy began in the 950s, with numbers of castles increasing by a factor of three to five every 50 years, whereas in other parts of Europe such as France and Spain the growth was slower. In 950 Provence was home to 12 castles, by 1000 this figure had risen to 30, and by 1030 it was over 100.[68] Although the increase was slower in Spain, the 1020s saw a particular growth in the number of castles in the region, particularly in contested border areas between Christian and Muslim lands.[69]
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+ Despite the common period in which castles rose to prominence in Europe, their form and design varied from region to region. In the early 11th century, the motte and keep – an artificial mound surmounted by a palisade and tower – was the most common form of castle in Europe, everywhere except Scandinavia.[68] While Britain, France, and Italy shared a tradition of timber construction that was continued in castle architecture, Spain more commonly used stone or mud-brick as the main building material.[70]
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+ The Muslim invasion of the Iberian Peninsula in the 8th century introduced a style of building developed in North Africa reliant on tapial, pebbles in cement, where timber was in short supply.[71] Although stone construction would later become common elsewhere, from the 11th century onwards it was the primary building material for Christian castles in Spain,[72] while at the same time timber was still the dominant building material in north-west Europe.[69]
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+ Historians have interpreted the widespread presence of castles across Europe in the 11th and 12th centuries as evidence that warfare was common, and usually between local lords.[74] Castles were introduced into England shortly before the Norman Conquest in 1066.[75] Before the 12th century castles were as uncommon in Denmark as they had been in England before the Norman Conquest. The introduction of castles to Denmark was a reaction to attacks from Wendish pirates, and they were usually intended as coastal defences.[65] The motte and bailey remained the dominant form of castle in England, Wales, and Ireland well into the 12th��century.[76] At the same time, castle architecture in mainland Europe became more sophisticated.[77]
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+ The donjon[78] was at the centre of this change in castle architecture in the 12th century. Central towers proliferated, and typically had a square plan, with walls 3 to 4 m (9.8 to 13.1 ft) thick. Their decoration emulated Romanesque architecture, and sometimes incorporated double windows similar to those found in church bell towers. Donjons, which were the residence of the lord of the castle, evolved to become more spacious. The design emphasis of donjons changed to reflect a shift from functional to decorative requirements, imposing a symbol of lordly power upon the landscape. This sometimes led to compromising defence for the sake of display.[77]
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+ Until the 12th century, stone-built and earth and timber castles were contemporary,[79] but by the late 12th century the number of castles being built went into decline. This has been partly attributed to the higher cost of stone-built fortifications, and the obsolescence of timber and earthwork sites, which meant it was preferable to build in more durable stone.[80] Although superseded by their stone successors, timber and earthwork castles were by no means useless.[81] This is evidenced by the continual maintenance of timber castles over long periods, sometimes several centuries; Owain Glyndŵr's 11th-century timber castle at Sycharth was still in use by the start of the 15th century, its structure having been maintained for four centuries.[82][83]
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+ At the same time there was a change in castle architecture. Until the late 12th century castles generally had few towers; a gateway with few defensive features such as arrowslits or a portcullis; a great keep or donjon, usually square and without arrowslits; and the shape would have been dictated by the lay of the land (the result was often irregular or curvilinear structures). The design of castles was not uniform, but these were features that could be found in a typical castle in the mid-12th century.[84] By the end of the 12th century or the early 13th century, a newly constructed castle could be expected to be polygonal in shape, with towers at the corners to provide enfilading fire for the walls. The towers would have protruded from the walls and featured arrowslits on each level to allow archers to target anyone nearing or at the curtain wall.[85]
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+ These later castles did not always have a keep, but this may have been because the more complex design of the castle as a whole drove up costs and the keep was sacrificed to save money. The larger towers provided space for habitation to make up for the loss of the donjon. Where keeps did exist, they were no longer square but polygonal or cylindrical. Gateways were more strongly defended, with the entrance to the castle usually between two half-round towers which were connected by a passage above the gateway – although there was great variety in the styles of gateway and entrances – and one or more portcullis.[85]
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+ A peculiar feature of Muslim castles in the Iberian Peninsula was the use of detached towers, called Albarrana towers, around the perimeter as can be seen at the Alcazaba of Badajoz. Probably developed in the 12th century, the towers provided flanking fire. They were connected to the castle by removable wooden bridges, so if the towers were captured the rest of the castle was not accessible.[86]
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+ When seeking to explain this change in the complexity and style of castles, antiquarians found their answer in the Crusades. It seemed that the Crusaders had learned much about fortification from their conflicts with the Saracens and exposure to Byzantine architecture. There were legends such as that of Lalys – an architect from Palestine who reputedly went to Wales after the Crusades and greatly enhanced the castles in the south of the country – and it was assumed that great architects such as James of Saint George originated in the East. In the mid-20th century this view was cast into doubt. Legends were discredited, and in the case of James of Saint George it was proven that he came from Saint-Georges-d'Espéranche, in France. If the innovations in fortification had derived from the East, it would have been expected for their influence to be seen from 1100 onwards, immediately after the Christians were victorious in the First Crusade (1096–1099), rather than nearly 100 years later.[88] Remains of Roman structures in Western Europe were still standing in many places, some of which had flanking round-towers and entrances between two flanking towers.
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+ The castle builders of Western Europe were aware of and influenced by Roman design; late Roman coastal forts on the English "Saxon Shore" were reused and in Spain the wall around the city of Ávila imitated Roman architecture when it was built in 1091.[88] Historian Smail in Crusading warfare argued that the case for the influence of Eastern fortification on the West has been overstated, and that Crusaders of the 12th century in fact learned very little about scientific design from Byzantine and Saracen defences.[89] A well-sited castle that made use of natural defences and had strong ditches and walls had no need for a scientific design. An example of this approach is Kerak. Although there were no scientific elements to its design, it was almost impregnable, and in 1187 Saladin chose to lay siege to the castle and starve out its garrison rather than risk an assault.[89]
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+ During the late 11th and 12th centuries in what is now south-central Turkey the Hospitallers, Teutonic Knights and Templars established themselves in the Armenian Kingdom of Cilicia, where they discovered an extensive network of sophisticated fortifications which had a profound impact on the architecture of Crusader castles. Most of the Armenian military sites in Cilicia are characterized by: multiple bailey walls laid with irregular plans to follow the sinuosities of the outcrops; rounded and especially horseshoe-shaped towers; finely-cut often rusticated ashlar facing stones with intricate poured cores; concealed postern gates and complex bent entrances with slot machicolations; embrasured loopholes for archers; barrel, pointed or groined vaults over undercrofts, gates and chapels; and cisterns with elaborate scarped drains.[90] Civilian settlement are often found in the immediate proximity of these fortifications.[91] After the First Crusade, Crusaders who did not return to their homes in Europe helped found the Crusader states of the Principality of Antioch, the County of Edessa, the Kingdom of Jerusalem, and the County of Tripoli. The castles they founded to secure their acquisitions were designed mostly by Syrian master-masons. Their design was very similar to that of a Roman fort or Byzantine tetrapyrgia which were square in plan and had square towers at each corner that did not project much beyond the curtain wall. The keep of these Crusader castles would have had a square plan and generally be undecorated.[92]
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+ While castles were used to hold a site and control movement of armies, in the Holy Land some key strategic positions were left unfortified.[93] Castle architecture in the East became more complex around the late 12th and early 13th centuries after the stalemate of the Third Crusade (1189–1192). Both Christians and Muslims created fortifications, and the character of each was different. Saphadin, the 13th-century ruler of the Saracens, created structures with large rectangular towers that influenced Muslim architecture and were copied again and again, however they had little influence on Crusader castles.[94]
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+ In the early 13th century, Crusader castles were mostly built by Military Orders including the Knights Hospitaller, Knights Templar, and Teutonic Knights. The orders were responsible for the foundation of sites such as Krak des Chevaliers, Margat, and Belvoir. Design varied not just between orders, but between individual castles, though it was common for those founded in this period to have concentric defences.[96]
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+
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+ The concept, which originated in castles such as Krak des Chevaliers, was to remove the reliance on a central strongpoint and to emphasise the defence of the curtain walls. There would be multiple rings of defensive walls, one inside the other, with the inner ring rising above the outer so that its field of fire was not completely obscured. If assailants made it past the first line of defence they would be caught in the killing ground between the inner and outer walls and have to assault the second wall.[97]
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+ Concentric castles were widely copied across Europe, for instance when Edward I of England – who had himself been on Crusade – built castles in Wales in the late 13th century, four of the eight he founded had a concentric design.[96][97] Not all the features of the Crusader castles from the 13th century were emulated in Europe. For instance, it was common in Crusader castles to have the main gate in the side of a tower and for there to be two turns in the passageway, lengthening the time it took for someone to reach the outer enclosure. It is rare for this bent entrance to be found in Europe.[96]
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+ One of the effects of the Livonian Crusade in the Baltic was the introduction of stone and brick fortifications. Although there were hundreds of wooden castles in Prussia and Livonia, the use of bricks and mortar was unknown in the region before the Crusaders. Until the 13th century and start of the 14th centuries, their design was heterogeneous, however this period saw the emergence of a standard plan in the region: a square plan, with four wings around a central courtyard.[98] It was common for castles in the East to have arrowslits in the curtain wall at multiple levels; contemporary builders in Europe were wary of this as they believed it weakened the wall. Arrowslits did not compromise the wall's strength, but it was not until Edward I's programme of castle building that they were widely adopted in Europe.[34]
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+ The Crusades also led to the introduction of machicolations into Western architecture. Until the 13th century, the tops of towers had been surrounded by wooden galleries, allowing defenders to drop objects on assailants below. Although machicolations performed the same purpose as the wooden galleries, they were probably an Eastern invention rather than an evolution of the wooden form. Machicolations were used in the East long before the arrival of the Crusaders, and perhaps as early as the first half of the 8th century in Syria.[99]
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+ The greatest period of castle building in Spain was in the 11th to 13th centuries, and they were most commonly found in the disputed borders between Christian and Muslim lands. Conflict and interaction between the two groups led to an exchange of architectural ideas, and Spanish Christians adopted the use of detached towers. The Spanish Reconquista, driving the Muslims out of the Iberian Peninsula, was complete in 1492.[86]
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+ Although France has been described as "the heartland of medieval architecture", the English were at the forefront of castle architecture in the 12th century. French historian François Gebelin wrote: "The great revival in military architecture was led, as one would naturally expect, by the powerful kings and princes of the time; by the sons of William the Conqueror and their descendants, the Plantagenets, when they became dukes of Normandy. These were the men who built all the most typical twelfth-century fortified castles remaining to-day".[101] Despite this, by the beginning of the 15th century, the rate of castle construction in England and Wales went into decline. The new castles were generally of a lighter build than earlier structures and presented few innovations, although strong sites were still created such as that of Raglan in Wales. At the same time, French castle architecture came to the fore and led the way in the field of medieval fortifications. Across Europe – particularly the Baltic, Germany, and Scotland – castles were built well into the 16th century.[102]
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+ Artillery powered by gunpowder was introduced to Europe in the 1320s and spread quickly. Handguns, which were initially unpredictable and inaccurate weapons, were not recorded until the 1380s.[103] Castles were adapted to allow small artillery pieces – averaging between 19.6 and 22 kg (43 and 49 lb) – to fire from towers. These guns were too heavy for a man to carry and fire, but if he supported the butt end and rested the muzzle on the edge of the gun port he could fire the weapon. The gun ports developed in this period show a unique feature, that of a horizontal timber across the opening. A hook on the end of the gun could be latched over the timber so the gunner did not have to take the full recoil of the weapon. This adaptation is found across Europe, and although the timber rarely survives, there is an intact example at Castle Doornenburg in the Netherlands. Gunports were keyhole shaped, with a circular hole at the bottom for the weapon and a narrow slit on top to allow the gunner to aim.[104]
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+ This form is very common in castles adapted for guns, found in Egypt, Italy, Scotland, and Spain, and elsewhere in between. Other types of port, though less common, were horizontal slits – allowing only lateral movement – and large square openings, which allowed greater movement.[104] The use of guns for defence gave rise to artillery castles, such as that of Château de Ham in France. Defences against guns were not developed until a later stage.[105] Ham is an example of the trend for new castles to dispense with earlier features such as machicolations, tall towers, and crenellations.[106]
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+ Bigger guns were developed, and in the 15th century became an alternative to siege engines such as the trebuchet. The benefits of large guns over trebuchets – the most effective siege engine of the Middle Ages before the advent of gunpowder – were those of a greater range and power. In an effort to make them more effective, guns were made ever bigger, although this hampered their ability to reach remote castles. By the 1450s guns were the preferred siege weapon, and their effectiveness was demonstrated by Mehmed II at the Fall of Constantinople.[107]
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+ The response towards more effective cannons was to build thicker walls and to prefer round towers, as the curving sides were more likely to deflect a shot than a flat surface. While this sufficed for new castles, pre-existing structures had to find a way to cope with being battered by cannon. An earthen bank could be piled behind a castle's curtain wall to absorb some of the shock of impact.[108]
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+ Often, castles constructed before the age of gunpowder were incapable of using guns as their wall-walks were too narrow. A solution to this was to pull down the top of a tower and to fill the lower part with the rubble to provide a surface for the guns to fire from. Lowering the defences in this way had the effect of making them easier to scale with ladders. A more popular alternative defence, which avoided damaging the castle, was to establish bulwarks beyond the castle's defences. These could be built from earth or stone and were used to mount weapons.[109]
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+ Around 1500, the innovation of the angled bastion was developed in Italy.[110] With developments such as these, Italy pioneered permanent artillery fortifications, which took over from the defensive role of castles. From this evolved star forts, also known as trace italienne.[9] The elite responsible for castle construction had to choose between the new type that could withstand cannon fire and the earlier, more elaborate style. The first was ugly and uncomfortable and the latter was less secure, although it did offer greater aesthetic appeal and value as a status symbol. The second choice proved to be more popular as it became apparent that there was little point in trying to make the site genuinely defensible in the face of cannon.[111] For a variety of reasons, not least of which is that many castles have no recorded history, there is no firm number of castles built in the medieval period. However, it has been estimated that between 75,000 and 100,000 were built in western Europe;[112] of these around 1,700 were in England and Wales[113] and around 14,000 in German-speaking areas.[114]
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+ Some true castles were built in the Americas by the Spanish and French colonies. The first stage of Spanish fort construction has been termed the "castle period", which lasted from 1492 until the end of the 16th century.[115] Starting with Fortaleza Ozama, "these castles were essentially European medieval castles transposed to America".[116] Among other defensive structures (including forts and citadels), castles were also built in New France towards the end of the 17th century.[117] In Montreal the artillery was not as developed as on the battle-fields of Europe, some of the region's outlying forts were built like the fortified manor houses of France. Fort Longueuil, built from 1695–1698 by a baronial family, has been described as "the most medieval-looking fort built in Canada".[118] The manor house and stables were within a fortified bailey, with a tall round turret in each corner. The "most substantial castle-like fort" near Montréal was Fort Senneville, built in 1692 with square towers connected by thick stone walls, as well as a fortified windmill.[119] Stone forts such as these served as defensive residences, as well as imposing structures to prevent Iroquois incursions.[120]
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+ Although castle construction faded towards the end of the 16th century, castles did not necessarily all fall out of use. Some retained a role in local administration and became law courts, while others are still handed down in aristocratic families as hereditary seats. A particularly famous example of this is Windsor Castle in England which was founded in the 11th century and is home to the monarch of the United Kingdom.[121] In other cases they still had a role in defence. Tower houses, which are closely related to castles and include pele towers, were defended towers that were permanent residences built in the 14th to 17th centuries. Especially common in Ireland and Scotland, they could be up to five storeys high and succeeded common enclosure castles and were built by a greater social range of people. While unlikely to provide as much protection as a more complex castle, they offered security against raiders and other small threats.[122][123]
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+ According to archaeologists Oliver Creighton and Robert Higham, "the great country houses of the seventeenth to twentieth centuries were, in a social sense, the castles of their day".[124] Though there was a trend for the elite to move from castles into country houses in the 17th century, castles were not completely useless. In later conflicts, such as the English Civil War (1641–1651), many castles were refortified, although subsequently slighted to prevent them from being used again.[125] Some country residences, which were not meant to be fortified, were given a castle appearance to scare away potential invaders such as adding turrets and using small windows. An example of this is the 16th century Bubaqra Castle in Bubaqra, Malta, which was modified in the 18th century.[126]
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+ Revival or mock castles became popular as a manifestation of a Romantic interest in the Middle Ages and chivalry, and as part of the broader Gothic Revival in architecture. Examples of these castles include Chapultepec in Mexico,[127] Neuschwanstein in Germany,[128] and Edwin Lutyens' Castle Drogo (1911–1930) – the last flicker of this movement in the British Isles.[129] While churches and cathedrals in a Gothic style could faithfully imitate medieval examples, new country houses built in a "castle style" differed internally from their medieval predecessors. This was because to be faithful to medieval design would have left the houses cold and dark by contemporary standards.[130]
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+ Artificial ruins, built to resemble remnants of historic edifices, were also a hallmark of the period. They were usually built as centre pieces in aristocratic planned landscapes. Follies were similar, although they differed from artificial ruins in that they were not part of a planned landscape, but rather seemed to have no reason for being built. Both drew on elements of castle architecture such as castellation and towers, but served no military purpose and were solely for display.[131] A toy castle is used as a common children attraction in playing fields and fun parks, such as the castle of the Playmobil FunPark in Ħal Far, Malta.[132][133]
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+ Once the site of a castle had been selected – whether a strategic position or one intended to dominate the landscape as a mark of power – the building material had to be selected. An earth and timber castle was cheaper and easier to erect than one built from stone. The costs involved in construction are not well-recorded, and most surviving records relate to royal castles.[134] A castle with earthen ramparts, a motte, timber defences and buildings could have been constructed by an unskilled workforce. The source of man-power was probably from the local lordship, and the tenants would already have the necessary skills of felling trees, digging, and working timber necessary for an earth and timber castle. Possibly coerced into working for their lord, the construction of an earth and timber castle would not have been a drain on a client's funds. In terms of time, it has been estimated that an average sized motte – 5 m (16 ft) high and 15 m (49 ft) wide at the summit – would have taken 50 people about 40 working days. An exceptionally expensive motte and bailey was that of Clones in Ireland, built in 1211 for £20. The high cost, relative to other castles of its type, was because labourers had to be imported.[134]
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+ The cost of building a castle varied according to factors such as their complexity and transport costs for material. It is certain that stone castles cost a great deal more than those built from earth and timber. Even a very small tower, such as Peveril Castle, would have cost around £200. In the middle were castles such as Orford, which was built in the late 12th century for £1,400, and at the upper end were those such as Dover, which cost about £7,000 between 1181 and 1191.[135] Spending on the scale of the vast castles such as Château Gaillard (an estimated £15,000 to £20,000 between 1196 and 1198) was easily supported by The Crown, but for lords of smaller areas, castle building was a very serious and costly undertaking. It was usual for a stone castle to take the best part of a decade to finish. The cost of a large castle built over this time (anywhere from £1,000 to £10,000) would take the income from several manors, severely impacting a lord's finances.[136] Costs in the late 13th century were of a similar order, with castles such as Beaumaris and Rhuddlan costing £14,500 and £9,000 respectively. Edward I's campaign of castle-building in Wales cost £80,000 between 1277 and 1304, and £95,000 between 1277 and 1329.[137] Renowned designer Master James of Saint George, responsible for the construction of Beaumaris, explained the cost:
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+ In case you should wonder where so much money could go in a week, we would have you know that we have needed – and shall continue to need 400 masons, both cutters and layers, together with 2,000 less skilled workmen, 100 carts, 60 wagons and 30 boats bringing stone and sea coal; 200 quarrymen; 30 smiths; and carpenters for putting in the joists and floor boards and other necessary jobs. All this takes no account of the garrison ... nor of purchases of material. Of which there will have to be a great quantity ... The men's pay has been and still is very much in arrears, and we are having the greatest difficulty in keeping them because they have simply nothing to live on.
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+ Not only were stone castles expensive to build in the first place, but their maintenance was a constant drain. They contained a lot of timber, which was often unseasoned and as a result needed careful upkeep. For example, it is documented that in the late 12th century repairs at castles such as Exeter and Gloucester cost between £20 and £50 annually.[139]
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+ Medieval machines and inventions, such as the treadwheel crane, became indispensable during construction, and techniques of building wooden scaffolding were improved upon from Antiquity.[140] When building in stone a prominent concern of medieval builders was to have quarries close at hand. There are examples of some castles where stone was quarried on site, such as Chinon, Château de Coucy and Château Gaillard.[141] When it was built in 992 in France the stone tower at Château de Langeais was 16 metres (52 ft) high, 17.5 metres (57 ft) wide, and 10 metres (33 ft) long with walls averaging 1.5 metres (4 ft 11 in). The walls contain 1,200 cubic metres (42,000 cu ft) of stone and have a total surface (both inside and out) of 1,600 square metres (17,000 sq ft). The tower is estimated to have taken 83,000 average working days to complete, most of which was unskilled labour.[142]
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+ Many countries had both timber and stone castles,[143] however Denmark had few quarries and as a result most of its castles are earth and timber affairs, or later on built from brick.[144] Brick-built structures were not necessarily weaker than their stone-built counterparts. Brick castles are less common in England than stone or earth and timber constructions, and often it was chosen for its aesthetic appeal or because it was fashionable, encouraged by the brick architecture of the Low Countries. For example, when Tattershall Castle was built between 1430 and 1450, there was plenty of stone available nearby, but the owner, Lord Cromwell, chose to use brick. About 700,000 bricks were used to build the castle, which has been described as "the finest piece of medieval brick-work in England".[145] Most Spanish castles were built from stone, whereas castles in Eastern Europe were usually of timber construction.[146]
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+ Due to the lord's presence in a castle, it was a centre of administration from where he controlled his lands. He relied on the support of those below him, as without the support of his more powerful tenants a lord could expect his power to be undermined. Successful lords regularly held court with those immediately below them on the social scale, but absentees could expect to find their influence weakened. Larger lordships could be vast, and it would be impractical for a lord to visit all his properties regularly so deputies were appointed. This especially applied to royalty, who sometimes owned land in different countries.[149]
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+ To allow the lord to concentrate on his duties regarding administration, he had a household of servants to take care of chores such as providing food. The household was run by a chamberlain, while a treasurer took care of the estate's written records. Royal households took essentially the same form as baronial households, although on a much larger scale and the positions were more prestigious.[150] An important role of the household servants was the preparation of food; the castle kitchens would have been a busy place when the castle was occupied, called on to provide large meals.[151] Without the presence of a lord's household, usually because he was staying elsewhere, a castle would have been a quiet place with few residents, focused on maintaining the castle.[152]
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+ As social centres castles were important places for display. Builders took the opportunity to draw on symbolism, through the use of motifs, to evoke a sense of chivalry that was aspired to in the Middle Ages amongst the elite. Later structures of the Romantic Revival would draw on elements of castle architecture such as battlements for the same purpose. Castles have been compared with cathedrals as objects of architectural pride, and some castles incorporated gardens as ornamental features.[153] The right to crenellate, when granted by a monarch – though it was not always necessary – was important not just as it allowed a lord to defend his property but because crenellations and other accoutrements associated with castles were prestigious through their use by the elite.[154] Licences to crenellate were also proof of a relationship with or favour from the monarch, who was the one responsible for granting permission.[155]
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+ Courtly love was the eroticisation of love between the nobility. Emphasis was placed on restraint between lovers. Though sometimes expressed through chivalric events such as tournaments, where knights would fight wearing a token from their lady, it could also be private and conducted in secret. The legend of Tristan and Iseult is one example of stories of courtly love told in the Middle Ages.[156] It was an ideal of love between two people not married to each other, although the man might be married to someone else. It was not uncommon or ignoble for a lord to be adulterous – Henry I of England had over 20 bastards for instance – but for a lady to be promiscuous was seen as dishonourable.[157]
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+ The purpose of marriage between the medieval elites was to secure land. Girls were married in their teens, but boys did not marry until they came of age.[158] There is a popular conception that women played a peripheral role in the medieval castle household, and that it was dominated by the lord himself. This derives from the image of the castle as a martial institution, but most castles in England, France, Ireland, and Scotland were never involved in conflicts or sieges, so the domestic life is a neglected facet.[159] The lady was given a dower of her husband's estates – usually about a third – which was hers for life, and her husband would inherit on her death. It was her duty to administer them directly, as the lord administered his own land.[160] Despite generally being excluded from military service, a woman could be in charge of a castle, either on behalf of her husband or if she was widowed. Because of their influence within the medieval household, women influenced construction and design, sometimes through direct patronage; historian Charles Coulson emphasises the role of women in applying "a refined aristocratic taste" to castles due to their long term residence.[161]
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+ The positioning of castles was influenced by the available terrain. Whereas hill castles such as Marksburg were common in Germany, where 66 per cent of all known medieval were highland area while 34 per cent were on low-lying land,[163] they formed a minority of sites in England.[162] Because of the range of functions they had to fulfil, castles were built in a variety of locations. Multiple factors were considered when choosing a site, balancing between the need for a defendable position with other considerations such as proximity to resources. For instance many castles are located near Roman roads, which remained important transport routes in the Middle Ages, or could lead to the alteration or creation of new road systems in the area. Where available it was common to exploit pre-existing defences such as building with a Roman fort or the ramparts of an Iron Age hillfort. A prominent site that overlooked the surrounding area and offered some natural defences may also have been chosen because its visibility made it a symbol of power.[164] Urban castles were particularly important in controlling centres of population and production, especially with an invading force, for instance in the aftermath of the Norman Conquest of England in the 11th century the majority of royal castles were built in or near towns.[165]
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+ As castles were not simply military buildings but centres of administration and symbols of power, they had a significant impact on the surrounding landscape. Placed by a frequently-used road or river, the toll castle ensured that a lord would get his due toll money from merchants. Rural castles were often associated with mills and field systems due to their role in managing the lord's estate,[166] which gave them greater influence over resources.[167] Others were adjacent to or in royal forests or deer parks and were important in their upkeep. Fish ponds were a luxury of the lordly elite, and many were found next to castles. Not only were they practical in that they ensured a water supply and fresh fish, but they were a status symbol as they were expensive to build and maintain.[168]
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+ Although sometimes the construction of a castle led to the destruction of a village, such as at Eaton Socon in England, it was more common for the villages nearby to have grown as a result of the presence of a castle. Sometimes planned towns or villages were created around a castle.[166] The benefits of castle building on settlements was not confined to Europe. When the 13th-century Safad Castle was founded in Galilee in the Holy Land, the 260 villages benefitted from the inhabitants' newfound ability to move freely.[169] When built, a castle could result in the restructuring of the local landscape, with roads moved for the convenience of the lord.[170] Settlements could also grow naturally around a castle, rather than being planned, due to the benefits of proximity to an economic centre in a rural landscape and the safety given by the defences. Not all such settlements survived, as once the castle lost its importance – perhaps succeeded by a manor house as the centre of administration – the benefits of living next to a castle vanished and the settlement depopulated.[171]
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+ During and shortly after the Norman Conquest of England, castles were inserted into important pre-existing towns to control and subdue the populace. They were usually located near any existing town defences, such as Roman walls, although this sometimes resulted in the demolition of structures occupying the desired site. In Lincoln, 166 houses were destroyed to clear space for the castle, and in York agricultural land was flooded to create a moat for the castle. As the military importance of urban castles waned from their early origins, they became more important as centres of administration, and their financial and judicial roles.[172] When the Normans invaded Ireland, Scotland, and Wales in the 11th and 12th centuries, settlement in those countries was predominantly non-urban, and the foundation of towns was often linked with the creation of a castle.[173]
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+ The location of castles in relation to high status features, such as fish ponds, was a statement of power and control of resources. Also often found near a castle, sometimes within its defences, was the parish church.[176] This signified a close relationship between feudal lords and the Church, one of the most important institutions of medieval society.[177] Even elements of castle architecture that have usually been interpreted as military could be used for display. The water features of Kenilworth Castle in England – comprising a moat and several satellite ponds – forced anyone approaching a water castle entrance to take a very indirect route, walking around the defences before the final approach towards the gateway.[178] Another example is that of the 14th-century Bodiam Castle, also in England; although it appears to be a state of the art, advanced castle it is in a site of little strategic importance, and the moat was shallow and more likely intended to make the site appear impressive than as a defence against mining. The approach was long and took the viewer around the castle, ensuring they got a good look before entering. Moreover, the gunports were impractical and unlikely to have been effective.[179]
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+ As a static structure, castles could often be avoided. Their immediate area of influence was about 400 metres (1,300 ft) and their weapons had a short range even early in the age of artillery. However, leaving an enemy behind would allow them to interfere with communications and make raids. Garrisons were expensive and as a result often small unless the castle was important.[181] Cost also meant that in peacetime garrisons were smaller, and small castles were manned by perhaps a couple of watchmen and gate-guards. Even in war, garrisons were not necessarily large as too many people in a defending force would strain supplies and impair the castle's ability to withstand a long siege. In 1403, a force of 37 archers successfully defended Caernarfon Castle against two assaults by Owain Glyndŵr's allies during a long siege, demonstrating that a small force could be effective.[182]
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+ Early on, manning a castle was a feudal duty of vassals to their magnates, and magnates to their kings, however this was later replaced with paid forces.[182][183] A garrison was usually commanded by a constable whose peacetime role would have been looking after the castle in the owner's absence. Under him would have been knights who by benefit of their military training would have acted as a type of officer class. Below them were archers and bowmen, whose role was to prevent the enemy reaching the walls as can be seen by the positioning of arrowslits.[184]
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+ If it was necessary to seize control of a castle an army could either launch an assault or lay siege. It was more efficient to starve the garrison out than to assault it, particularly for the most heavily defended sites. Without relief from an external source, the defenders would eventually submit. Sieges could last weeks, months, and in rare cases years if the supplies of food and water were plentiful. A long siege could slow down the army, allowing help to come or for the enemy to prepare a larger force for later.[185] Such an approach was not confined to castles, but was also applied to the fortified towns of the day.[186] On occasion, siege castles would be built to defend the besiegers from a sudden sally and would have been abandoned after the siege ended one way or another.[187]
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+ If forced to assault a castle, there were many options available to the attackers. For wooden structures, such as early motte-and-baileys, fire was a real threat and attempts would be made to set them alight as can be seen in the Bayeux Tapestry.[188] Projectile weapons had been used since antiquity and the mangonel and petraria – from Eastern and Roman origins respectively – were the main two that were used into the Middle Ages. The trebuchet, which probably evolved from the petraria in the 13th century, was the most effective siege weapon before the development of cannons. These weapons were vulnerable to fire from the castle as they had a short range and were large machines. Conversely, weapons such as trebuchets could be fired from within the castle due to the high trajectory of its projectile, and would be protected from direct fire by the curtain walls.[189]
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+ Ballistas or springalds were siege engines that worked on the same principles as crossbows. With their origins in Ancient Greece, tension was used to project a bolt or javelin. Missiles fired from these engines had a lower trajectory than trebuchets or mangonels and were more accurate. They were more commonly used against the garrison rather than the buildings of a castle.[190] Eventually cannons developed to the point where they were more powerful and had a greater range than the trebuchet, and became the main weapon in siege warfare.[107]
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+ Walls could be undermined by a sap. A mine leading to the wall would be dug and once the target had been reached, the wooden supports preventing the tunnel from collapsing would be burned. It would cave in and bring down the structure above.[191] Building a castle on a rock outcrop or surrounding it with a wide, deep moat helped prevent this. A counter-mine could be dug towards the besiegers' tunnel; assuming the two converged, this would result in underground hand-to-hand combat. Mining was so effective that during the siege of Margat in 1285 when the garrison were informed a sap was being dug they surrendered.[192] Battering rams were also used, usually in the form of a tree trunk given an iron cap. They were used to force open the castle gates, although they were sometimes used against walls with less effect.[193]
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+ As an alternative to the time-consuming task of creating a breach, an escalade could be attempted to capture the walls with fighting along the walkways behind the battlements.[194] In this instance, attackers would be vulnerable to arrowfire.[195] A safer option for those assaulting a castle was to use a siege tower, sometimes called a belfry. Once ditches around a castle were partially filled in, these wooden, movable towers could be pushed against the curtain wall. As well as offering some protection for those inside, a siege tower could overlook the interior of a castle, giving bowmen an advantageous position from which to unleash missiles.[194]
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+ The Fairmont Le Château Frontenac, formerly and commonly referred to as the Château Frontenac, is a historic hotel in Quebec City, Quebec, Canada. The hotel is situated in Old Quebec, within the historic district's Upper Town. The Château Frontenac was designed by Bruce Price, and was built by the Canadian Pacific Railway company. The hotel is presently managed by Fairmont Hotels and Resorts.
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+ Opened in 1893, the Châteauesque-styled building has 18 floors; its 79.9-metre (262-foot) height is augmented by the 54 m (177 ft) elevation it sits at.[5] It is one of the first completed grand railway hotels, and was designated a National Historic Site of Canada in 1981.[6] The hotel was expanded on three occasions, with the last major expansion taking place in 1993.
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+ The Château Frontenac is situated on 1, rue des Carrières, at the eastern edge of Old Quebec's Upper Town, built on the promontory of Quebec, a raised mass of land that projects into the Saint Lawrence River. The hotel property is bounded by rue Saint Louis to the north, and rue Mont Carmel to the south. Terrasse Dufferin is a terrace that wraps around the hotel from the northeast to the southeast, overlooking the Saint Lawrence River. Two public roads run through the hotel, rue du Trésor, and rue des Carrières. The hotel building was designated as a National Historic Site of Canada, known as the Château Frontenac National Historic Site of Canada.[7] The area was designated as a National Historic Site in January 1981.[6]
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+ Located near the edge of the promontory of Quebec, the Château Frontenac is situated near several major historic attractions within the historic district of Old Quebec's Upper Town. To the northeast of the hotel lies the Ursulines Monastery of Quebec, a 17th-century monastery founded by a missionary group of Ursuline nuns, and another National Historic Site of Canada. To the south of the hotel lies the Plains of Abraham, a historic area within The Battlefields Park, and the site of the Battle of the Plains of Abraham. Another major attraction south of the hotel is the Citadelle of Quebec, situated at the atop Cap Diamant, an elevated point of the promontory. The Citadelle serves as an active military installation for the Canadian Armed Forces, as well as a secondary official residence for the Canadian monarch and the Governor General of Canada. East of the hotel lies the Terrasse Dufferin, and Old Quebec's Lower Town directly below it.
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+ The Château Frontenac was not the first hotel built on the site. The first hotel was built during the 1780s, and was known as the Château Haldimand, named after the Governor of Quebec who ordered the hotel's construction. That hotel was later demolished to make way for the present hotel.
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+ The Château Frontenac is one of Canada's grand railway hotels built by the Canadian Pacific Railway. The Châteauesque architectural style used throughout the hotel would later serve as a template for other Canadian grand railway hotels erected in the late-19th to early-20th century.[6] The central fortress-like tower design is derived from medieval chateaus found throughout France's Loire Valley.[6] Châteauesque elements include the hotel's asymmetrical profile, with steeply pitched roofs, massive circular and polygonal towers and turrets, ornate gables and dormers, and tall chimneys. The exterior base of the hotel is largely made of grey stone ashlar, with steel framing running up the building, Glenboig brick cladding. Materials that make up the interior of the building includes mahogany panelling, marble staircases, carved stone, wrought iron, and glass roundels.[6] However, as opposed the other Châteauesque-styled buildings found in France, the Château Frontenac did not utilize elements of Italianate architecture, instead placing a greater emphasis on Gothic elements.[8] The hotel also draws certain elements from Victorian style of architecture, with rich polychromatic surfaces throughout its exterior.[6]
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+ Built in 1892–93, the Château Frontenac was originally designed by architect Bruce Price. Price's plan called for a horseshoe-shaped hotel, made up of four wings of unequal length, connected at obtuse angles.[8] Public rooms made up the majority of the first two floors of Price's designs.[8] The original proposal called for a square structure, however the completion of the Terrasse Dufferin led to the development for a more picturesque building.[9] Since its completion, the hotel has undergone several major expansions and renovations led by several different architects and architectural firms. William Sutherland Maxwell led two major expansions to the hotel, one in 1908–09, and another in 1920–24 (co-led with his brother, Edward Maxwell). Renovations in the 1990s was led by the Arcop, an architectural firm based in Montreal.[6] The hotel was again expanded in 1993, with the addition of a new wing.[10]
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+ Access to the hotel's main entrance is marked by several porte-cochère with large dormers and a cupola. The porte-cochère leads guests into the hotel's centre courtyard, as well as the entrance to the hotel's main lobby.[8] The building stands 80-metre-tall (260 ft), containing 18 floors primarily made up of guest rooms and other hotel amenities. After the addition of the tallest tower in 1924, the hotel became the tallest building in Quebec City. It remained the city's tallest building until 1930, when Édifice Price was completed just northeast of the hotel. Although several buildings in Quebec City are taller, the hotel continues to hold a prominent position in the city's skyline, as it is perched atop a tall cape overlooking the Saint Lawrence River.
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+ The Château Frontenac includes 611 guest rooms and suites spread throughout the hotel building.[11] Eight executive suites were renovated into specialty "themed rooms". Most of the suites are themed to the heads of state and government that have visited the hotel, such as the Trudeau-Trudeau Suite, named after two Canadian Prime Ministers, Pierre Elliott Trudeau, and Justin Trudeau.[12] The Churchill Suite and Roosevelt Suite are two suites named after attendees of the First and Second Quebec Conferences, British Prime Minister Winston Churchill and American President Franklin D. Roosevelt, respectively.[12] Other suites themed in honour of world leaders include the Charles de Gaulle, named after the former President of France, and the Elizabeth II, named for the Queen of Canada.[12]
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+ Aside from world leaders, the hotel also offers suites themed to Alfred Hitchcock, a director who filmed much of I Confess at the hotel, and William Cornelius Van Horne, the second President of the Canadian Pacific Railway, and Celine Dion. The Celine Dion Heritage Suite utilizes an Art Deco style throughout the suite, decorated with images from Dion's family photographer.[13]
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+ A number of rooms at the Château Frontenac are also occupied by restaurants and other food-based services. As of 2018, three restaurants operate within the hotel: 1608 Wine and Cheese Bar, Bistro Le Sam, and Champlain.[11] As a part of Fairmont Hotels and Resorts' larger "Bee Sustainable" program, the Château Frontenac hosts four queen honey bees in hives on the hotel's rooftop garden. The honey is harvested three times a year and is used by the hotel's restaurants. The hotel has nearly 70,000 honey bees producing 295 kilograms (650 lb) of honey per year. The hotel's rooftop apiary also operates a pollinator hotel.[12][14]
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+ In the 1870s, a restoration project began in Quebec under the British governor general of Canada aimed at restoring the capital to its former 17th century look. One of the contributors to this project was Lord Dufferin, who supervised the construction of the old city wall and many public buildings that followed the theme of old, medieval, European Quebec. Dufferin also made a plan to reconstruct the Chateau Saint-Louis which was located on the cape where the Chateau Frontenac currently stands and served as the home of the French governors from 1620 to 1834.[15] Dufferin's plan did not take off until the City Council and the Board of Trade adopted the idea and planned to instead construct a grand hotel on the site to attract upper-class tourism to the area, but after failing to finance its construction, businessmen from Toronto and Montreal with connections to the Canadian Pacific Railway took control of the project.[15]
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+ The Château Frontenac was completed in 1893, and was designed by American architect Bruce Price and overseen by William Van Horne, the Canadian Pacific Railway's general manager and a key developer of the Canadian railway hotel system.[15][16] The hotel was a part of a series of Chateauesque-styled hotels built for the Canadian Pacific Railway company during the late 19th and early 20th centuries.[9] The last of the Canadian Pacific Railway's Chateauesque hotels was completed in 1908, leaving the rival company Grand Trunk Railway to continue the trend.[17] The hotel was expanded in 1924 to designs by William Sutherland Maxwell. The 1924 expansion saw the addition of the hotel's central tower.[6] The hotel was named after Louis de Buade, Count of Frontenac, who was the Governor General of New France from 1672 to 1682, and again from 1689 to 1698.[12]
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+ The World War II Allies' met during the First and Second Quebec Conference (in 1943 and 1944 respectively). During these conferences, officials including American President Franklin Delano Roosevelt, British Prime Minister Winston Churchill, and Canadian Prime Minister William Lyon Mackenzie King, discussed strategy for World War II.[12]
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+ In 1953, this hotel was used as the filming location for the final scene in Alfred Hitchcock's film I Confess, featuring Montgomery Clift and Anne Baxter.[13]
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+ In 1993, the hotel saw another expansion, with the addition of the new wing that included a pool, fitness centre, and outdoor terrace.[10] On June 14, 1993, Canada Post issued 'Le Château Frontenac, Québec' designed by Kosta Tsetsekas, based on illustrations by Heather Price. The $C0.43 stamp features an image of the hotel building, and is perforated 13.5 and printed by Ashton-Potter Limited.[18]
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+ In 2001, the hotel was sold to Legacy REIT, which is partially owned by Fairmont, for $185 million.[19] The hotel was renamed the Fairmont Le Château Frontenac in November 2001, shortly after Canadian Pacific Hotels reformed itself as Fairmont Hotels and Resorts, taking the name of an American company it acquired in 2001.[20]
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+ In 2011, the hotel was sold to Ivanhoé Cambridge.[21] Shortly after acquiring the hotel, Ivanhoé Cambridge announced an investment of $9 million for the restoration of the building's masonry work, and to replacement of the building's copper roofs. The company further announced another $66 million investment for general improvements and renovations throughout the hotel.[22] When the roof was being replaced, an image of the roof was printed on polypropylene safety netting and hung from scaffolding to hide the refurbishing project from view.[23] The extensive renovation saw conference rooms expanded, restaurants remodeled, modernization of the lobby, and the gutting and rebuilding of three-fifths of the hotel's rooms.[10]
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+ The hotel was featured in the 2016 Korean drama Guardian: The Lonely and Great God.
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+ The Palace of Versailles (/vɛərˈsaɪ, vɜːrˈsaɪ/ vair-SY, vur-SY;[1] French: Château de Versailles [ʃɑto d(ə) vɛʁsɑj] (listen)) was the principal royal residence of France from 1682, under Louis XIV, until the start of the French Revolution in 1789, under Louis XVI. It is located in the department of Yvelines, in the region of Île-de-France, about 20 kilometres (12 miles) southwest of the centre of Paris.[2]
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+ A simple hunting lodging and later a small château with a moat occupied the site until 1661, when the first work expanding the château into a palace was carried out for Louis XIV. In 1682, when the palace had become large enough, the king moved the entire royal court and the French government to Versailles. Some of the palace furniture at this time was constructed of solid silver, but in 1689 much of it was melted down to pay for the cost of war. Subsequent rulers mostly carried out interior remodeling, to meet the demands of changing taste, although Louis XV did install an opera house at the north end of the north wing for the wedding of the Dauphin and Marie Antoinette in 1770. The palace has also been a site of historical importance. The Peace of Paris (1783) was signed at Versailles, the Proclamation of the German Empire occurred in the vaunted Hall of Mirrors, and World War I was ended in the palace with the Treaty of Versailles, among many other events.
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+ The palace is now a historical monument and UNESCO World Heritage site, notable especially for the ceremonial Hall of Mirrors, the jewel-like Royal Opera, and the royal apartments; for the more intimate royal residences, the Grand Trianon and Petit Trianon located within the park; the small rustic Hameau (Hamlet) created for Marie Antoinette; and the vast Gardens of Versailles with fountains, canals, and geometric flower beds and groves, laid out by André le Nôtre. The Palace was stripped of all its furnishings after the French Revolution, but many pieces have been returned and many of the palace rooms have been restored.
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+ In 2017 the Palace of Versailles received 7,700,000 visitors, making it the second-most visited monument in the Île-de-France region, just behind the Louvre and ahead of the Eiffel Tower.[3]
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+ The site of the Palace was first occupied by a small village and church, surrounded by forests filled with abundant game. It was owned by the Gondi family and the priory of Saint Julian. King Henry IV went hunting there in 1589, and returned in 1604 and 1609, staying in the village inn. His son, the future Louis XIII, came on his own hunting trip there in 1607. After he became King in 1610, Louis XIII returned to the village, bought some land, and in 1623-24 built a modest two-story hunting lodge on the site of the current marble courtyard.[4] He was staying there in November 1630 during the event known as the Day of the Dupes, when the enemies of the King's chief minister, Cardinal Richelieu, aided by the King's mother, Marie de' Medici, tried to take over the government. The King defeated the plot and sent his mother into exile.[5]
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+ After this event, Louis XIII decided to make his hunting lodge at Versailles into a château. The King purchased the surrounding territory from the Gondi family and in 1631–1634 had the architect Philibert Le Roy replace the hunting lodge with a château of brick and stone with classical pilasters in the doric style and high slate-covered roofs, surrounding the courtyard of the original hunting lodge. The gardens and park were also enlarged, laid out by Jacques Boyceau and his nephew, Jacques de Menours (1591–1637), and reached essentially the size they have today.[a][4][6][7]
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+ Louis XIV first visited the château on a hunting trip in 1651 at the age of twelve, but returned only occasionally until his marriage to Maria Theresa of Spain in 1660 and the death of Cardinal Mazarin in 1661, after which he suddenly acquired a passion for the site.[8] He decided to rebuild, embellish and enlarge the château and to transform it into a setting for both rest and for elaborate entertainments on a grand scale.[6][9]
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+ The first phase of the expansion (c. 1661–1678) was designed and supervised by the architect Louis Le Vau. Initially he added two wings to the forecourt, one for servants quarters and kitchens, the other for stables.[10] In 1668 he added three new wings built of stone, known as the envelope, to the north, south and west (the garden side) of the original château. These buildings had nearly-flat roofs covered with lead. The king also commissioned the landscape designer André Le Nôtre to create the most magnificent gardens in Europe, embellished with fountains, statues, basins, canals, geometric flower beds and groves of trees. He also added two grottos in the Italian style and an immense orangerie to house fruit trees, as well as a zoo with a central pavilion for exotic animals.[6] After Le Vau's death in 1670, the work was taken over and completed by his assistant François d'Orbay.[11]
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+ The entrance in 1668 during the first reconstruction (painting by Pierre Patel)
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+ The garden façade in 1674. The terrace was later replaced by the Hall of Mirrors
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+ The main floor (above the ground floor) of the new palace contained two symmetrical sets of apartments, one for the king and the other for the queen, looking over the gardens. The two apartments were separated by a marble terrace, overlooking the garden, with a fountain in the center. Each set of apartments was connected to the ground floor with a ceremonial stairway, and each had seven rooms, aligned in a row; a vestibule, a room for the guards, an antechamber, chamber, a large cabinet or office; a smaller bedroom, and a smaller cabinet. On the ground floor under the King's apartment was another apartment, the same size, designed for his private life, and decorated on the theme of Apollo, the Sun god, his personal emblem. Under the Queen's apartment was the apartment of the Grand Dauphin, the heir to the throne.[12]
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+ The interior decoration was assigned to Charles Le Brun. Le Brun supervised the work of a large group of sculptors and painters, called the Petite Academie, who crafted and painted the ornate walls and ceilings.[12] In the 1670s and 1680s, 10 million livres worth of solid silver furniture was commissioned to designs by Le Brun, including tubs for Louis XIV's orange trees, an 8 foot high sculpted throne, and a silver balustrade in the Salon of Mercury.[13][14] These items were melted down in 1689 to contribute to the cost of fighting the Nine Years' War.[15][16][17]
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+ Le Brun also supervised the design and installation of countless statues in the gardens.[18] The grand stairway to the King's apartment was soon redecorated almost as soon as it was completed with plaques of colored marble and trophies of arms, tapestries, and balconies, so the members of the court could observe the processions of the King.[12]
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+ In 1670, Le Vau added a new pavilion northwest of the chateau, called the Trianon, for the King's relaxation in the hot summers. It was surrounded by flowerbeds and decorated entirely with blue and white porcelain, in imitation of the Chinese style.[19]
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+ The King increasingly spent his days in Versailles, and the government, court, and courtiers, numbering six to seven thousand persons, crowded into the buildings. The King ordered a further enlargement, which he entrusted to the young architect Jules Hardouin-Mansart. Hadouin-Mansart added two large new wings on either side of the original Cour Royale (Royal Courtyard). He also replaced Le Vau's large terrace, facing the garden on the west, with what became the most famous room of the palace, the Hall of Mirrors. Mansart also built the Petites Écuries and Grandes Écuries (stables) across the Place d'Armes, on the eastern side of the château. The King wished a quiet place to relax away from the ceremony of the Court. In 1687 Hardouin-Mansart began the Grand Trianon, or Trianon de Marbre (Marble Trianon), replacing Le Vau's 1668 Trianon de Porcelaine in the northern section of the park. In 1682 Louis XIV was able to proclaim Versailles his principal residence and the seat of the government and was able to give rooms in the palace to almost all of his courtiers.[20]
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+ After the death of Maria Theresa of Spain in 1683, Louis XIV undertook the enlargement and remodeling of the royal apartments in the original part of the palace, within the former hunting lodge built by his father. He instructed Mansart to begin the construction of the Royal Chapel of Versailles, which towered over the rest of the palace. Hardouin-Mansart died in 1708 and so the chapel was completed by his assistant Robert de Cotte in 1710.[21]
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+ Louis XIV died in 1715, and the young new King, Louis XV, just five years old, and his government were moved temporarily from Versailles to Paris under the regency of Philippe II, Duke of Orléans. In 1722, when the King came of age, he moved his residence and the government back to Versailles, where it remained until the French Revolution in 1789.[20] Louis XV remained faithful to the original plan of his great-grandfather, and made few changes to the exteriors of Versailles. His main contributions were the construction of the Salon of Hercules, which connected the main building of the Palace with the north wing and the chapel (1724–36); and the royal opera theater, designed by Ange-Jacques Gabriel, and built between 1769 and 1770. The new theater was completed in time for the celebration of the wedding of the Dauphin, the future Louis XVI, and Archduchess Marie Antoinette of Austria. He also made numerous additions and changes to the royal apartments, where he, the Queen, his daughters, and his heir lived. In 1738, Louis XV remodeled the king's petit appartement on the north side of the Cour de Marbre, originally the entrance court of the old château. He discreetly provided accommodations in another part of the palace for his famous mistresses, Madame de Pompadour and later Madame du Barry.
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+ The extension of the King's petit appartement necessitated the demolition of the Ambassador's Staircase, one of the most admired features of Louis XIV's palace, which left the Palace without a grand staircase entrance.[22] The following year Louis XV ordered the demolition of the north wing facing onto the Cour Royale, which had fallen into serious disrepair.[23] He commissioned Gabriel to rebuild it in a more neoclassical style. The new wing was completed in 1780.[24]
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+ Louis XVI was constrained by the worsening financial situation of the kingdom from making major changes to the palace, so that he primarily focused on improvements to the royal apartments.[25] Louis XVI gave Marie Antoinette the Petit Trianon in 1774. The Queen made extensive changes to the interior, and added a theater, the Théâtre de la Reine. She also totally transformed the arboretum planted during the reign of Louis XV into what became known as the Hameau de la Reine. This was a picturesque collection of buildings modeled after a rural French hamlet, where the Queen and her courtiers could play at being peasants.[26] The Queen was at the Petit Trianon in July 1789 when she first learned of the beginning of the French Revolution.
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+ In 1783, the Palace was the site of the signing of three treaties of the Peace of Paris (1783), in which the United Kingdom recognized the independence of the United States.[27]
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+ The King and Queen learned of the storming of the Bastille in Paris on July 14, 1789, while they were at the Palace, and remained isolated there as the Revolution in Paris spread. The growing anger in Paris led to the Women's March on Versailles on 5 October 1789. A crowd of several thousand men and women, protesting the high price and scarcity of bread, marched from the markets of Paris to Versailles. They took weapons from the city armory, besieged the Palace, and compelled the King and Royal family and the members of the National Assembly to return with them to Paris the following day.[28]
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+ As soon as the royal family departed, the Palace was closed, awaiting their return—but in fact, the monarchy would never again return to Versailles. In 1792, the Convention, the new revolutionary government, ordered the transfer of all the paintings and sculptures from the Palace to the Louvre. In 1793, the Convention declared the abolition of the monarchy, and ordered all of the royal property in the Palace to be sold at auction. The auction took place between 25 August 1793 and 11 August 1794. The furnishings and art of the Palace, including the furniture, mirrors, baths and kitchen equipment, were sold in seventeen thousand lots. All fleurs-de-lys and royal emblems on the buildings were chambered or chiseled off. The empty buildings were turned into a storehouse for furnishings, art and libraries confiscated from the nobility. The empty grand apartments were opened for tours beginning in 1793, and a small museum of French paintings and art school was opened in some of the empty rooms.[29]
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+ When Napoleon Bonaparte became Emperor of the French in 1804, he considered making Versailles his residence, but abandoned the idea because of the cost of the renovation. Prior to his marriage with Marie-Louise in 1810, he had the Grand Trianon restored and refurnished as a springtime residence for himself and his family, in the style of furnishing that it is seen today.[30]
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+ In 1815, with the final downfall of Napoleon, Louis XVIII, the younger brother of Louis XVI, became King, and considered returning the royal residence to Versailles, where he had been born. He ordered the restoration of the royal apartments, but the task and cost was too great. Neither he nor his successor Charles X lived at Versailles.[30]
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+ The French Revolution of 1830 brought a new monarch, Louis-Philippe to power, and a new ambition for Versailles. He did not reside at Versailles, but began the creation of the Museum of the History of France, dedicated to "all the glories of France", located in the south wing of the Palace, which had been used to house some members of the royal family. The museum was begun in 1833 and inaugurated on 30 June 1837. Its most famous room is the Galerie des Batailles (Hall of Battles), which lies on most of the length of the second floor.[25] Louis Philippe had the far end of the south wing of the Cour Royale demolished and rebuilt to match the Gabriel wing of 1780 opposite, which gave greater uniformity of appearance to the front entrance.[31] The museum project largely came to a halt when Louis Philippe was overthrown in 1848, though the paintings of French heroes and great battles still remain in the south wing.
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+ Emperor Napoleon III used the Palace on occasion as a stage for grand ceremonies. One of the most lavish was the banquet that he hosted for Queen Victoria in the Royal Opera of Versailles on August 25, 1855.[32]
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+ During the Franco-Prussian War of 1870-1871, the Palace was occupied by the general staff of the victorious German Army. Parts of the chateau, including the Gallery of Mirrors, were turned into a military hospital. The creation of the German Empire, combining Prussia and the surrounding German states under William I, was formally proclaimed in the Hall of Mirrors on January 18, 1871. The Germans remained in the Palace until the signing of the armistice in March 1871. In that month, the government of the new Third French Republic, which had departed Paris during the War for Tours and then Bordeaux, moved into the Palace. The National Assembly held its meetings in the Opera House.[33]
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+ The uprising of the Paris Commune in March, 1871, prevented the French government, under Adolphe Thiers, from returning immediately to Paris. The military operation which suppressed the Commune at the end of May was directed from Versailles, and the prisoners of the Commune were marched there and put on trial in military courts. In 1875 a second parliamentary body, the French Senate, was created, and held its meetings for the election of a President of the Republic in a new hall created in 1876 in the south wing of the Palace. The French Senate continues to meet in the Palace on special occasions, such as the amendment of the French Constitution. [34]
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+ The end of the 19th and the early 20th century saw the beginning of restoration efforts at the Palace, first led by Pierre de Nolhac, poet and scholar and the first conservator, who began his work in 1892. The conservation and restoration was interrupted by two world wars, but has continued until the present day.[35]
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+ The Palace briefly returned to the world stage in June 1919, when the Treaty of Versailles, formally ending the First World War, was signed in the Hall of Mirrors. Between 1925 and 1928, the American philanthropist and multi-millionaire John D. Rockefeller gave $2,166,000, the equivalent of about thirty million dollars today, to restore and refurnish the palace.[36]
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+ More work took place after World War II, with the restoration of the Royal Opera of Versailles. The theater was reopened in 1957, in the presence of Queen Elizabeth II of the United Kingdom.[37]
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+ In 1978, parts of the Palace were heavily damaged in a bombing committed by Breton terrorists.[38]
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+ The restoration initiatives launched by the Fifth Republic have proven to be perhaps more costly than the expenditures of the palace in the Ancien Régime. Starting in the 1950s, when the museum of Versailles was under the directorship of Gérald van der Kemp, the objective was to restore the palace to its state – or as close to it as possible – in 1789 when the royal family left the palace. Among the early projects was the repair of the roof over the Hall of Mirrors; the publicity campaign brought international attention to the plight of post-war Versailles and garnered much foreign money including a grant from the Rockefeller Foundation. Concurrently, in the Soviet Union (Russia since 26 December 1991), the restoration of the Pavlovsk Palace located 25 kilometers from the center of Leningrad – today's Saint Petersburg – brought the attention of French Ministry of Culture, including that of the curator of Versailles.[39] After the war when Soviet authorities were restoring the palace, which had been gutted by the retreating Nazi forces, they recreated the silk fabrics by using preserved 18th-century remnants.[39]
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+ When these results and the high quality achieved were brought to the attention of the French Minister of Culture, he revived 18th-century weaving techniques so as to reproduce the silks used in the decoration of Versailles.[39] The two greatest achievements of this initiative are seen today in wall hangings used in the restoration of the chambre de la reine in the grand appartement de la reine and the chambre du roi in the appartement du roi. While the design used for the chambre du roi was, in fact, from the original design to decorate the chambre de la reine, it nevertheless represents a great achievement in the ongoing restoration at Versailles. Additionally, this project, which took over seven years to achieve,has required several hundred kilograms of silver and gold to complete.[40] One of the more costly endeavours for the museum and France's Fifth Republic has been to repurchase as much of the original furnishings as possible. Consequently, because furniture with a royal provenance – and especially furniture that was made for Versailles – is a highly sought after commodity on the international market, the museum has spent considerable funds on retrieving much of the palace's original furnishings.[41]
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+ In 2003, a new restoration initiative – the "Grand Versailles" project – was started, which began with the replanting of the gardens, which had lost over 10,000 trees during Hurricane Lothar on 26 December 1999. One part of the initiative, the restoration of the Hall of Mirrors, was completed in 2006.[42] Another major project was the further restoration of the backstage areas Royal Opera of Versailles, which was completed on 9 April 1957.[43]
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+ The Palace of Versailles is owned by the French state. Its formal title is the Public Establishment of the Palace, Museum and National Estate of Versailles Since 1995, it has been run as a Public Establishment, with an independent administration and management supervised by the French Ministry of Culture. The current Chairperson of the Public Establishment is Catherine Pégard.[44]
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+ The Marble Court and facades of the first Chateau, embellished by Louis Le Vau (1661–68) and then Hardouin-Mansart in (1679–1681)
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+ Plan of the main floor (c. 1837, with north to the right), showing the Hall of Mirrors in red, the Hall of Battles in green, the Royal Chapel in yellow, and the Royal Opera in blue
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+ Aerial view from the garden
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+ The facade facing the garden, with the royal apartments and the Gallery of Mirrors between them[citation needed]
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+ The Palace of Versailles offers a visual history of French architecture from the 17th century to the end of the 18th century. It began with the original château, with the brick and stone and sloping slate mansard roofs of the Louis XIII style used by architect Philibert Le Roy. It then became grander and more monumental, with the addition of the colonnades and flat roofs of the new royal apartments in the French classical or Louis XIV style, as designed by Louis Le Vau and later Jules Hardouin-Mansart. It concluded in the lighter and more graceful neoclassical Louis XVI style of the Petit Trianon, completed by Ange-Jacques Gabriel in 1768.
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+ The palace was largely completed by the death of Louis XIV in 1715. The eastern facing palace has a U-shaped layout, with the corps de logis and symmetrical advancing secondary wings terminating with the Dufour Pavilion on the south and the Gabriel Pavilion to the north, creating an expansive cour d'honneur known as the Royal Court (Cour Royale). Flanking the Royal Court are two enormous asymmetrical wings that result in a facade of 402 metres (1,319 ft) in length.[45] Covered by around a million square feet (10 hectares) of roof, the palace has 2,143 windows, 1,252 chimneys, and 67 staircases.[46]
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+ The façade of Louis XIII's original château is preserved on the entrance front. Built of red brick and cut stone embellishments, the U-shaped layout surrounds a black-and-white marble courtyard. In the center, a 3-storey avant-corps fronted with eight red marble columns supporting a gilded wrought-iron balcony is surmounted with a triangle of lead statuary surrounding a large clock, whose hands were stopped upon the death of Louis XIV. The rest of the façade is completed with columns, painted and gilded wrought-iron balconies and dozens of stone tables decorated with consoles holding marble busts of Roman emperors. Atop the mansard slate roof are elaborate dormer windows and gilt lead roof dressings that were added by Hardouin-Mansart in 1679–1681.
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+ Inspired by the architecture of baroque Italian villas, but executed in the French classical style, the garden front and wings were encased in white cut ashlar stone known as the enveloppe in 1668-1671 by Le Vau and modified by Hardouin-Mansart in 1678–1679.[47] The exterior features an arcaded, rusticated ground floor, supporting a main floor with round-headed windows divided by reliefs and pilasters or columns. The attic storey has square windows and pilasters and crowned by a balustrade bearing sculptured trophies and flame pots dissimulating a flat roof.
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+
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+ The construction in 1668–1671 of Le Vau's enveloppe around the outside of Louis XIII's red brick and white stone château added state apartments for the king and the queen. The addition was known at the time as the château neuf (new château). The grands appartements (Grand Apartments, also referred to as the State Apartments[49]) include the grand appartement du roi and the grand appartement de la reine. They occupied the main or principal floor of the château neuf, with three rooms in each apartment facing the garden to the west and four facing the garden parterres to the north and south, respectively. The private apartments of the king (the appartement du roi and the petit appartement du roi) and those of the queen (the petit appartement de la reine) remained in the château vieux (old château). Le Vau's design for the state apartments closely followed Italian models of the day, including the placement of the apartments on the main floor (the piano nobile, the next floor up from the ground level), a convention the architect borrowed from Italian palace design.[50]
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+
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+ The king's State Apartment consisted of an enfilade of seven rooms, each dedicated to one of the known planets and their associated titular Roman deity. The queen's apartment formed a parallel enfilade with that of the grand appartement du roi. After the addition of the Hall of Mirrors (1678–1684) the king's apartment was reduced to five rooms (until the reign of Louis XV, when two more rooms were added) and the queen's to four.
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+ The queen's apartments served as the residence of three queens of France - Marie-Thérèse d'Autriche, wife of Louis XIV, Marie Leczinska, wife of Louis XV, and Marie-Antoinette, wife of Louis XVI. Additionally, Louis XIV's granddaughter-in-law, Princess Marie-Adélaïde of Savoy, duchesse de Bourgogne, wife of the Petit Dauphin, occupied these rooms from 1697 (the year of her marriage) to her death in 1712.[b]
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+
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+ Before entering the King's State Apartments, one had to climb the Ambassadors Staircase - a suitable entrance as its magnificence matched the grandness of the apartments. The Ambassadors Staircase (Escalier des Ambassadeurs) was built in 1674 but was finished in 1680. Although it was designed by architect Louis Le Vau, the staircase was built by François d’Orbay and was primarily painted by Charles Le Brun. Destroyed in 1752, the staircase was the entrance to the King’s Apartments and was the official grand entrance into the Chateau, specifically intended to astonish and impress foreign dignitaries.[51] At the time of its creation, Versailles was transitioning to reflect governmental power and authority instead of a private home for the crown.[52] The staircases’ primal function and the details it encompasses reinforces this progression at Versailles.
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+ The staircase incorporates allegories of the Four Parts of the World on the vault and representation of crowds of foreign visitors on the walls.[53] The staircase was lit from above with a skylight – a fairly advanced quality for seventeenth century architecture and is thought to have played a symbolic role in the connection with the scenes of the kings heroism depicted by Le Brun. Additionally, it is known to include Thalia (the muse of Comedy), Melpomene, Calliope, and Apollo (Louis XIV’s emblem)[54] and the twelve months of the year. References to the greater world, such as the depiction of the twelve months of the year and the four parts of the world, circle back to Louis XIV’s mentality of Versailles symbolizing supreme and divine power which in turn, reflects Louis XIV’s desired depiction of his reign.
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+
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+ Meal at the House of Simon the Pharisee by Veronese in the Salon of Hercules
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+
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+ The Salon of Abundance
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+
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+ The Salon of Venus
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+
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+ The Salon of Mercury
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+
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+ The construction of the Hall of Mirrors between 1678 and 1686 coincided with a major alteration to the State Apartments. They were originally intended as his residence, but the King transformed them into galleries for his finest paintings, and venues for his many receptions for courtiers. During the season from All-Saints Day in November until Easter, these were usually held three times a week, from six to ten in the evening, with various entertainments.[55]
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+
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+ This was originally a chapel. It was rebuilt beginning in 1712 under the supervision of the First Architect of the King, Robert de Cotte, to showcase two paintings by Paolo Veronese, Eleazar and Rebecca and Meal at the House of Simon the Pharisee, which was a gift to Louis XIV from the Republic of Venice in 1664. The painting on the ceiling, The Apotheosis of Hercules, by François Lemoyne, was completed in 1736, and gave the room its name.[55][56]
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+
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+ The Salon of Abundance was the antechamber to the Cabinet of Curios (now the Games Room), which displayed Louis XIV's collection of precious jewels and rare objects. Some of the objects in the collection are depicted in René-Antoine Houasse's painting Abundance and Liberality (1683), located on the ceiling over the door opposite the windows.
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+ This salon was used for serving light meals during evening receptions. The principal feature in this room is Jean Warin's life-size statue of Louis XIV in the costume of a Roman emperor. On the ceiling in a gilded oval frame is another painting by Houasse, Venus subjugating the Gods and Powers (1672-1681). Trompe l'oeil paintings and sculpture around the ceiling illustrate mythological themes.[57]
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+
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+ The Salon of Mercury was the original State Bedchamber when Louis XIV officially moved the court and government to the Palace in 1682. The bed is a replica of the original commissioned by King Louis-Philippe in the 19th century when he turned the Palace into a Museum. The ceiling paintings by the Flemish artist Jean Baptiste de Champaigne depicts the god Mercury in his chariot, drawn by a rooster, and Alexander the Great and Ptolemy surrounded by scholars and philosophers. The Automaton Clock was made for the King by the royal clockmaker Antoine Morand in 1706. When it chimes the hour, figures of Louis XIV and Fame descend from a cloud.[58]
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+
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+ Salon of Mars
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+
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+ Ceiling in the Salon of Apollo, depicting the Sun Chariot of Apollo
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+
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+ Bust of Louis XIV by Bernini in Salon of Diana
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+
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+ The Salon of Mars was used by the royal guards until 1782, and was decorated on a military theme with helmets and trophies. It was turned into a concert room between 1684 and 1750, with galleries for musicians on either side. Portraits of Louis XV and his Queen, Marie Leszczinska, by the Flemish artist Carle Van Loo decorate the room today.
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+ The Salon of Apollo was the royal throne room under Louis XIV, and was the setting for formal audiences. The eight-foot high silver throne was melted down in 1689 to help pay the costs of an expensive war, and was replaced by a more modest throne of gilded wood. The central painting on the ceiling, by Charles de la Fosse, depicts the Sun Chariot of Apollo, the King's favorite emblem, pulled by four horses and surrounded by the four seasons.
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+ The Salon of Diana was used by Louis XIV as a billiards room, and had galleries from which courtiers could watch him play. The decoration of the walls and ceiling depicts scenes from the life of the goddess Diana. The celebrated bust of Louis XIV by Bernini made during the famous sculptor's visit to France in 1665, is on display here. [59]
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+
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+ The King's bedchamber
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+
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+ The Queen's bedchamber
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+
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+ The gilded cabinet of Marie-Antoinette
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+
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+ Billiard Room of Marie-Antoinette
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+
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+ The apartments of the King were the heart of the chateau; they were in the same location as the rooms of Louis XIII, the creator of the chateau, on the first floor (second floor US style). They were set aside for the personal use of Louis XIV in 1683. He and his successors Louis XV and Louis XVI used these rooms for official functions, such as the ceremonial lever ("waking up") and the coucher ("going to bed") of the monarch, which were attended by a crowd of courtiers.
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+ The King's apartment was accessed from the Hall of Mirrors from the Oeil de Boeuf antechamber past the Guardroom and the Grand Couvert, the ceremonial room where Louis XIV often took his evening meals, seated alone at a table in front of the fireplace. His spoon, fork, and knife were brought to him in a golden box. The courtiers could watch as he dined.[60]
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+ The King's bedchamber had originally been the State Drawing Room and had been used by Queen Marie-Theresa, but after her death in 1701 Louis XIV took it over to use as his own bedroom and died there on September 1, 1715. Both Louis XV and Louis XVI continued to use the bedroom for their official awakening and going to bed. On October 6, 1789, from the balcony of this room Louis XVI and Marie-Antoinette, joined by the Marquis de Lafayette, looked down on the hostile crowd in the courtyard, shortly before the King was forced to return to Paris.[60]
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+ The bed of the King is placed beneath a carved relief by Nicolas Coustou entitled France watching over the sleeping King. The decoration includes several paintings set into the paneling, including a self-portrait of Antony Van Dyck.[60]
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+ The petit appartement de la reine is a suite of rooms that were reserved for the personal use of the queen. Originally arranged for the use of the Marie-Thérèse, consort of Louis XIV, the rooms were later modified for use by Marie Leszczyńska and finally for Marie-Antoinette. The Queen's apartments and the King's Apartments were laid out on the same design, each suite having seven rooms. Both suites had ceilings painted with scenes from mythology; the King's ceilings featured male figures, the Queen's featured females.
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+ The Peace Salon
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+ The Peace Salon; Louis XV sharing benefits of peace by François Lemoyne
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+ The Galerie des Glaces or Hall of Mirrors
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+ Guerdirons or candle holders in the Hall of Mirrors
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+
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+ Relief of Louis XIV in the Salon of War, by Antoine Coysevox (1715)
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+ The Grand Gallery is a set of three highly decorated reception rooms, dedicated to the celebration of the political and military successes of Louis XIV, and used for important ceremonies, celebrations and receptions.
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+ The War Salon commemorates the victorious campaign of Louis XIV against the Dutch, which ended in 1678. The centerpiece is an enormous sculpted medallion of Louis XIV, on horseback, crossing the Rhine in 1672, created by Antoine Coysevox. Below the fireplace is a painting of Clio, the Muse of History, recording the exploits of the King.
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+ The Galerie des Glaces (Hall of Mirrors), is perhaps the most famous room in the château of Versailles. It took the place of the rooftop terrace overlooking the gardens which formerly connected the apartments of the King and Queen. The construction of the room began in 1678 and finished in 1689. The gallery is more than 70 metres (230 ft) long, and it is lined with 17 wide arcaded mirrors, designed to match and reflect the windows opposite facing the gardens. Charles Le Brun painted thirty scenes of the early reign of Louis XIV on the ceiling. The centerpiece is a painting of the King titled, "The King Governing Alone". It shows Louis XIV, facing the powers of Europe, turning away from his pleasures to accept a crown of immortality from Glory, with the encouragement of Mars.[61]
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+ The hall was originally furnished with solid silver furniture designed by Le Brun, but these furnishings were melted down in 1689 to help pay for war expenses. The King kept a silver throne, usually located in the Salon of Apollo, which was brought to the Hall of Mirrors for formal ceremonies, such as the welcome of foreign ambassadors, including a delegation from the King of Siam in 1686. It was also used for large events, such as full-dress and masked balls. Light was provided by candelabra on large gilded guerdirons lining the hall. Those on display today were made in 1770 for the marriage of Louis XVI and Marie Antoinette, based on the moldings of earlier silver versions made by LeBrun that had been melted down. The twenty-four crystal chandeliers were hung only for special occasions. Courtiers gathered in the Hall to watch the King walk from his apartments to the chapel, and sometimes took the occasion to present him with requests.
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+ [61]
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+
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+ The Peace Salon is decorated to illustrate the role of France as the arbiter and peacemaker of Europe under Louis XV. The painting on the ceiling by François Lemoyne, Louis XV offering an olive branch to Europe, illustrates this theme. During the reign of Louis XV, the Queen, Marie Leszczyńska, used this salon as a music room, organizing concerts of secular and religious music each Sunday.[62]
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+ Royal Chapel seen from the ground floor
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+ The Royal Chapel, seen from the Royal Gallery
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+ The Royal Chapel, the tallest building of the Palace
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+ Altar and organ of the Royal Chapel
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+ Glory holding a portrait of Louis XV, by Antoine Vassé, in the chapel vestibule
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+ The Chapel was the last building at Versailles to be completed during the reign of Louis XIV. It was consecrated in 1710, and was dedicated to Louis IX of France, the ancestor and patron saint of the King. Construction was begun by Hardouin-Mansart in 1699, and was completed by de Corte. Daily services, wedding ceremonies, and baptisms were held in this chapel until 1789. Like other royal chapels, it had two levels: the King and family worshipped in the Royal Gallery on the upper level, while ordinary courtiers stood on the ground level.[63]
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+ The paintings on the ceiling display scenes depicting the three figures of the trinity. In the center is The Glory of the Father Announcing the Coming of the Messiah by Antoine Coypel, above the altar is The Resurrection of Christ, and above the royal gallery is The Holy Spirit Descending Upon the Virgin and the Apostles. The corridor and vestibule that connected the Chapel and the State Apartments included later art, commissioned by Louis XV, intended to portray the link between Divinity and the King: a statue of Glory Holding the Medallion of Louis XV, by Antoine Vassé; and Royal Magnanimity by Jacques Bousseau.[64]
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+ The Royal Chapel has been under renovation for 767 days.
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+ The end of the construction is scheduled for summer 2020.[65]
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+ The Royal Box
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+ Foyer of the Royal Opera
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+ The Royal Opera during the celebration of the marriage of Louis XVI and Marie-Antoinette (1770)
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+ Stage of the Royal Opera
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+ Ceiling of the opera, painted by Louis Jean-Jacques Durameau
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+ The Royal Opera of Versailles was originally commissioned by Louis XIV in 1682 and was to be built at the end of the North Wing with a design by Mansart and Vigarani. However, due to the expense of the King's continental wars, the project was put aside. The idea was revived by Louis XV with a new design by Ange-Jacques Gabriel in 1748, but this also was temporarily put aside. The project was revived and rushed ahead for the planned celebration of the marriage of the Dauphin, the future Louis XVI, and Marie-Antoinette. For economy and speed, the new opera was built almost entirely of wood, which also gave it very high quality acoustics. The wood was painted to resemble marble, and the ceiling was decorated with a painting of the Apollo, the god of the arts, preparing crowns for illustrious artists, by Louis Jean-Jacques Durameau. The sculptor Augustin Pajou added statuary and reliefs to complete the decoration. The new Opera was inaugurated on May 16, 1770, as part of the celebration of the royal wedding.[66]
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+ In October 1789, early in the French Revolution, the last banquet for the royal guardsmen was hosted by the King in the opera, before he departed for Paris. Following the Franco-German War in 1871 and then the Paris Commune until 1875, the French National Assembly met in the opera, until the proclamation of the Third French Republic and the return of the government to Paris.[9]
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+ Louis Philippe dedicates the Gallery of Battles, by François Joseph Heim (1837)
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+ The Gallery of Battles in the Museum of the History of France
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+ The Battle of Taillebourg, by Eugène Delacroix (1837)
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+ Louis Philippe and his sons pose before the gates of Versailles, by Horace Vernet History Gallery, (1846)
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+ Shortly after becoming King in 1830, Louis Philippe I decided to transform the Palace, which was empty of furnishings and in poor repair, into a museum devoted to "All the Glories of France," with paintings and sculpture depicting famous French victories and heroes. The walls of the apartments of the courtiers and lesser members of the royal family on the first floor (second floor U.S. style) were demolished, and turned into a series of several large galleries: the Coronation Room, which displays the celebrated painting of the coronation of Napoleon I by Jacques-Louis David; the Hall of Battles; commemorating French victories with large-scale paintings; and the 1830 room, which celebrated Louis-Philippe's own coming to power in the French Revolution of 1830. Some paintings were brought from the Louvre, including works depicting events in French history by Philippe de Champaigne, Pierre Mignard, Laurent de La Hyre, Charles Le Brun, Adam Frans van der Meulen, Nicolas de Largillière, Hyacinthe Rigaud, Jean-Antoine Houdon, Jean-Marc Nattier, Élisabeth Vigée Le Brun, Hubert Robert, Thomas Lawrence, Jacques-Louis David, and Antoine-Jean Gros. Others were commissioned especially for the museum by prominent artists of the early 19th century, including Eugène Delacroix, who painted Saint Louis at the French victory over the British in the Battle of Taillebourg in 1242. Other painters featured include Horace Vernet and François Gérard. A monumental painting by Vernet features Louis Philippe himself, with his sons, posing in front of the gates of the Palace.[67]
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+ The overthrow of Louis Philippe in 1848 put an end to his grand plans for the museum, but the Gallery of Battles is still as it was, and is passed through by many visitors to the royal apartments and grand salons. Another set of rooms on the first floor has been made into galleries on Louis XIV and his court, displaying furniture, paintings, and sculpture. In recent years, eleven rooms on the ground floor between the Chapel and the Opera have been turned into a history of the palace, with audiovisual displays and models.[68]
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+ Bassin de Flore (1672-1679)
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+ The Orangerie garden
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+ Fountain of Latona, with the Grand Canal in the background
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+
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+ André Le Nôtre began transforming the park and gardens of Versailles in the early 1660s.[69] They are the finest example of the jardin à la française, or the French formal garden. They were originally designed to be viewed from the terrace on the west side of the palace, and to create a grand perspective that reached to the horizon, illustrating the king's complete dominance over nature.
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+ The features closest to the Palace are the two water parterres, large pools which reflect the facade of the palace. These are decorated with smaller works of sculpture, representing the rivers of France, which are placed so as not to interfere with the reflections in the water. Down a stairway from the Parterre d'Eau is the Latona Fountain, created in 1670, illustrating the story of Latona taken from the Metamorphoses of Ovid. According to the story, when the peasants of Lycia insulted Latona, the mother of Apollo and Diana, the god Jupiter transformed the peasants into frogs. The fountain was begun in 1670 by Le Nôtre, then enlarged and modified by Hardouin-Mansart in 1686.[70] The main statuary group of Latona with Diana and Apollo was created between 1668-1670 by the sculptor Gaspard Marsy and originally placed on a modest foundation of rocks in the middle of the basin. Gaspard's brother Balthazard designed six lead half-human, half-frog figures to grace the water spouts surrounding the Latona statue, with 24 cast lead frogs positioned on the grass surrounding the perimeter of the fountain.[71]
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+ Hardouin-Mansart designed a much grander fountain of four oval tiers forming a pyramid, topped by Gaspard Marsy's statue and enhanced all around with the semi-human figures of Balthazard Marsy and an assortment of gilded frogs and lizards sculpted by Claude Bertin.[71] The four tiers are covered in 230 pieces of marble, composed of the white and grey-veined Cararra, greenish marble from Campan, and red marble from Languedoc.[72]
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+ The Latona Fountain underwent a major renovation between 2012 and 2015, which required the removal of its statuary, marble fittings, and lead pipe network for off-site restoration.[73] When the project began in 2012, the foundation of the main basin had seriously weakened and was no longer watertight, threatening the fountain above. The marble facing and statues were covered in years of accumulated grime, obscuring the vibrant colors of the marble and the gilt fixtures as they originally appeared.[74] The parterre surrounding the fountain, landscaped with lawns and flower beds according to 19th century taste, was also completely overhauled. Formal beds of turf and boxwood outlined by gravel paths to form arabesque patterns were created, faithful to the original designs of Le Nôtre.[75]
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+ The Grand Perspective of the palace continues from the Fountain of Latona south along a grassy lane, the Tapis Vert or green carpet, to the Basin of the Chariot of Apollo. Apollo, the sun god, was the emblem of Louis XIV, featured in much of the decoration of the palace. The chariot rising from the water symbolized the rising of the sun. It was designed by Le Brun and made by the sculptor Jean-Baptiste Tuby at the Gobelins Manufactory between 1668 and 1670, cast in lead and then gilded.[76] Beyond the fountain, the Grand Canal extends 1800 meters to the south end of the park.[70]
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+ Another group of formal gardens is located on the north side of the water parterre. It includes two bosquets or groves: the grove of the Three Fountains, The Bosquet of the Arch of Triumph, and north of these, three major fountains, the Pyramid Fountain, Dragon Fountain, and the Neptune Fountain. The fountains in this area all have a maritime or aquatic theme; the Pyramid Fountain is decorated with Tritons, Sirens, dolphins and nymphs. The Dragon Fountain is one of the oldest at Versailles and has the highest jet of water, twenty-seven meters. It is not actually a dragon, but a python, a mythical serpent that was killed by Apollo. The Neptune Fountain was originally decorated only with a circle of large lead basins jetting water; Louis XV added statues of Neptune, Triton and other gods of the sea.[77]
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+ The South Parterre is located beneath the windows of the queen's apartments and on the roof of the Orangerie. It is decorated with box trees and flowers in arabesque patterns. The Orangerie is located beneath the main terrace of the palace, on which the North and South Parterres rest. Three huge retaining walls divide the South Parterre from the lower parterre (parterre bas) of the Orangerie. Arcaded galleries with walls up to 16 ft. thick are built against the three retaining walls. The longest of these is the main south-facing gallery, at over 500 ft. (150 meters) from end to end and 47 ft. (13 meters) in height from floor to ceiling. Corresponding staircases known as the Escaliers des Cent Marches (so-called because each staircase has 100 steps) descend from above the east and west galleries to reach the level of the Orangerie.[78]
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+ The thickness of the walls combined with the southern exposure and double glazing of the windows was designed according to the theories of Jean Baptiste de la Quintinie, the head gardener of the Potager du roi, to provide a frost-free environment year round for the tender subtropical plants, primarily Orange trees, beloved by Louis XIV.[79] Over one thousand citrus trees, palms, Oleanders, Pomegranate and Olive trees, along with other tender plants, are housed inside the walls of the Orangerie during the winter; they are taken out onto the parterre bas from mid-May until mid-October.[77]
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+ Supplying water for the fountains of Versailles was a major problem for the royal government. The site of the Palace itself is 490 ft. above sea level, with the nearest body of water capable of supplying the gardens and court being the Seine River, 6 miles north. This presented the daunting problem to Louis XIV's engineers of how to transport water uphill over such a distance.[80] In 1681, construction commenced on the Machine de Marly at Bougival; the machine consisted of 14 paddle wheels powered by the currents of the Seine. 259 pumps carried water up to the 530 ft. high Louveciennes Aqueduct, which fed the water into huge reservoirs at Marly-le-Roi.[81] At full capacity, over one million gallons of water per day could be pumped into the Marly reservoirs, but ironically by the 1690s the Château de Marly had become the main recipient, since Louis XIV built an enormous water cascade to rival the waterworks at Versailles.[82]
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+ In 1685, pressure on water supplies led Louis XIV to commission another aqueduct, the Canal de l'Eure, to transport water from the River Eure, 52 miles to the southwest.[83] The aqueduct was intended to carry water by gravity from a high reservoir near the river, through the gardens of the Château de Maintenon, to Versailles. Work on the Eure aqueduct came to a halt in 1688, when France entered the Nine Years' War, and the poor finances of the kingdom in the latter part of Louis XIV's life prevented work from ever resuming.[84] Despite enormous investment in canals and machinery for hoisting water, Versailles never had sufficient water supply for its hundreds of fountains. When the King promenaded in the gardens, fountains were turned on only when the King was approaching them, and turned off after he departed.
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+ In the time of Louis XIV, even the palace, with its thousands of inhabitants, was continually short of fresh drinking water, necessitating the relocation of the court periodically to the palaces of Fontainebleau or Compiègne.[85] There was no fresh water tap above ground level until the reign of Louis XV, and even then it was limited to the King's private kitchen and his personal bathroom. For everyone else, water was carried by a small army of water carriers to the upper floors, filling copper tanks in the private appartements of the courtiers.[86]
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+ During the reign of Louis XIV and most of the reign of Louis XV, there was no plumbing to speak of in the palace itself. Only the King, the Queen, and the Dauphin had anything approaching bathrooms.[87] For most courtiers, bathing was infrequent and might only be carried out in portable bathtubs in their chambers, filled with water carried by hand from the nearest ground floor tap.[88]
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+ In the 1670s, Louis XIV had a magnificent five-room bath complex installed on the ground floor of the apartments belonging to his mistress, Madame de Montespan.[89] The baths were installed with hot and cold running water, at the time an exceptional technological advancement, but their primary use was for sexual trysts between the couple rather than for hygiene.[90] The suite was dismantled and covered over after the relationship ended in 1684. Louis XV commissioned a bathroom to be built when he was thirteen years old - he would later build bathrooms supplied with plumbed-in hot and cold water.[91] To relieve themselves, many courtiers had their own collapsible commode, known as a chaise percée, which was a padded seat with a chamber pot underneath. It is estimated that there were only three hundred of these at any one time.[92] Although it was forbidden to dump the contents of these chamber pots out of windows, the practice persisted in the inner courts of the palace.[93]
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+ Most of Versailles' inhabitants used communal latrines located throughout the palace, off the main galleries or at the end of the residential corridors on the upper floors. These were sources of continual stench, polluting nearby rooms and causing issues of blockage and sewage leaks from the iron and lead pipes which drained the privies on the upper floors.[94] Although discouraged, it was common for people to relieve themselves under stairways or in secluded passageways, especially if a latrine was closed. The ground floor gallery of the south wing was prone to this, to the extent that iron bars had to be installed in the corridor outside the rooms of the Dauphin Louis and the Dauphine when they moved to the south wing in 1745.[95]
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+ As always, the royal family and high-ranking courtiers within the palace had superior hygienic arrangements at their disposal. Louis XV's care for hygiene led him to install an early water closet, imported from England, in 1738. Known as an "English Place" (Lieu à l'Anglaise), the flush toilet was supplied with water from an overhead tank and emptied into a ground level drain, preventing lingering odors. By the mid-eighteenth century, other members of the royal family, the King's mistress Madame du Barry, and certain high-level courtiers had also installed their own water closets.[96]
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+ The character of the "piss boy" in Mel Brooks' film History of the World: Part 1 is based on a real job at the palace.[97]
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+ The Three Fountains Bosquet
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+
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+ The Ballroom Bosquet
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+
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+ The Colonnade Bosquet
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+
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+ The largest part of the garden is divided into geometric bosquets, compartment-like groves; eight on the north side of the garden, and six to the south. The bosquets were created for Louis XIV between 1680 and 1690. They were bordered with high trees and carefully trimmed in cubic forms to resemble rooms with walls of greenery. Each bosquet had its own theme and fountains, statuary, grottoes, and other decoration. Some were highly formal, like Hardouin-Mansart's Bosquet de la Colonnade, with a circle of columns alternating with fountains, while others imitated nature. They were often used for concerts or theatrical performances. Some of the early groves were altered beyond recognition by later monarchs, but the most famous bosquets, Le Nôtre's Salle de Bal (literally, "ballroom"), also known as the Bosquet des Rocailles (c. 1685), and Hardouin-Mansart's Bosquet de la Colonnade, have both been restored to the way they were under Louis XIV. Other notable groves include Les Dômes, the Bosquet d'Encelade (after Enceladus, c. 1675), the Théâtre d'Eau (Water Theater), and the Bains d'Apollon (Baths of Apollo). Some are now decorated with contemporary works of art.[98]
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+ Peristyle of the Grand Trianon
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+ West facade of the Petit Trianon
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+ The Temple of Love
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+ The Queen's Theater at the Petit Trianon
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+ In 1668 Louis XIV decided to build a smaller palace some distance from the main palace, where he could spend quieter time away from the crowds and formality of his Court. He purchased a village called Trianon which adjoined the park, and constructed a pavilion covered with blue and white porcelain in the fashionable Chinese style; it was finished in 1670, and became known as the Porcelain Trianon. In 1687, he replaced it with the Grand Trianon, a larger and more classical pavilion designed by Mansart, with a terrace and walls faced with different colored slabs of marble. After the Revolution, the Trianon served as a residence for both Napoleon I and later for King Louis-Philippe when they visited Versailles. It is decorated today largely as it was under Napoleon and Louis-Philippe.[98]
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+ The Petit Trianon was created between 1763 and 1768 by Ange-Jacques Gabriel for Louis XV. The square shaped building, with each facade different, was a prototype of Neoclassicism in France. The most ornate facade, with Corinthian columns, faced the French landscape garden. Louis XVI gave the Petit Trianon as a gift to his bride, Marie-Antoinette. She asked the architect Richard Mique and painter Hubert Robert to design a new English-style landscape garden to replace the formal French garden. Not far from the Petit Trianon she had the Rock Pavilion constructed, and added the classical rotunda of the Temple of Love, built in 1777. In 1780, she built a small theater at the Petit Trianon. In her theater she played a part in one of the first performances of the play The Marriage of Figaro by Pierre Beaumarchais, which helped ensure its success. She was at the Petit Trianon in July 1789 when she first heard the news from Paris of the storming of the Bastille and the beginning of the French Revolution.[98]
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+ One of the most celebrated features of the park is the Hameau de la Reine, a small rustic hamlet near the Petit Trianon created for Queen Marie Antoinette between 1783 and 1785 by the royal architect Richard Mique with the help of the painter Hubert Robert. It replaced a botanical garden created by Louis XV, and consisted of twelve structures, ten of which still exist, in the style of villages in Normandy. It was designed for the Queen and her friends to amuse themselves by playing peasants, and included a farmhouse with a dairy, a mill, a boudoir, a pigeon loft, a tower in the form of a lighthouse from which one could fish in the pond, a belvedere, a cascade and grotto, and a luxuriously furnished cottage with a billiard room for the Queen.[99]
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+ The palace still serves political functions. Heads of state are regaled in the Hall of Mirrors; the bicameral French Parliament—consisting of the Senate (Sénat) and the National Assembly (Assemblée nationale)—meet in joint session (a congress of the French Parliament) in Versailles[100] to revise or otherwise amend the French Constitution, a tradition that came into effect with the promulgation of the 1875 Constitution.[102] For example, the Parliament met in joint session at Versailles to pass constitutional amendments in June 1999 (for domestic applicability of International Criminal Court decisions and for gender equality in candidate lists), in January 2000 (ratifying the Treaty of Amsterdam), and in March 2003 (specifying the "decentralized organization" of the French Republic).[100]
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+ In 2009, President Nicolas Sarkozy addressed the global financial crisis before a congress in Versailles, the first time that this had been done since 1848, when Charles-Louis Napoleon Bonaparte gave an address before the French Second Republic.[103][104][105] Following the November 2015 Paris attacks, President François Hollande gave a speech before a rare joint session of parliament at the Palace of Versailles.[106] This was the third time since 1848 that a French president addressed a joint session of the French Parliament at Versailles.[107] The president of the National Assembly has an official apartment at the Palace of Versailles.[108]
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+ One of the most baffling aspects to the study of Versailles is the cost – how much Louis XIV and his successors spent on Versailles. Owing to the nature of the construction of Versailles and the evolution of the role of the palace, construction costs were essentially a private matter. Initially, Versailles was planned to be an occasional residence for Louis XIV and was referred to as the "king's house".[109] Accordingly, much of the early funding for construction came from the king's own purse, funded by revenues received from his appanage as well as revenues from the province of New France (Canada), which, while part of France, was a private possession of the king and therefore exempt from the control of the Parliaments.[110]
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+ Once Louis XIV embarked on his building campaigns, expenses for Versailles became more of a matter for public record, especially after Jean-Baptiste Colbert assumed the post of finance minister. Expenditures on Versailles have been recorded in the compendium known as the Comptes des bâtiments du roi sous le règne de Louis XIV and which were edited and published in five volumes by Jules Guiffrey in the 19th century. These volumes provide valuable archival material pursuant to the financial expenditure on all aspects of Versailles such as the payments disbursed for many trades as varied as artists and mole catchers.[111]
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+ To counter the costs of Versailles during the early years of Louis XIV's personal reign, Colbert decided that Versailles should be the "showcase" of France.[112] Accordingly, all materials that went into the construction and decoration of Versailles were manufactured in France. Even the mirrors used in the decoration of the Hall of Mirrors were made in France. While Venice in the 17th century had the monopoly on the manufacture of mirrors, Colbert succeeded in enticing a number of artisans from Venice to make the mirrors for Versailles. However, owing to Venetian proprietary claims on the technology of mirror manufacture, the Venetian government ordered the assassination of the artisans to keep the secrets proprietary to the Venetian Republic.[112] To meet the demands for decorating and furnishing Versailles, Colbert nationalised the tapestry factory owned by the Gobelin family, to become the Manufacture royale des Gobelins.[112]
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+ In 1667, the name of the enterprise was changed to the Manufacture royale des Meubles de la Couronne. The Gobelins were charged with all decoration needs of the palace, which was under the direction of Charles Le Brun.[112]
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+ One of the most costly elements in the furnishing of the grands appartements during the early years of the personal reign of Louis XIV was the silver furniture, which can be taken as a standard – with other criteria – for determining a plausible cost for Versailles. The Comptes meticulously list the expenditures on the silver furniture – disbursements to artists, final payments, delivery – as well as descriptions and weight of items purchased. Entries for 1681 and 1682 concerning the silver balustrade used in the salon de Mercure serve as an example:
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+ II. 5 In anticipation: For the silver balustrade for the king's bedroom: 90,000 livres
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+ II. 7 18 November to Sieur du Metz, 43,475 livres 5 sols for delivery to Sr. Lois and to Sr. de Villers for payment of 142,196 livres for the silver balustrade that they are making for the king's bedroom and 404 livres for tax: 48,861 livres 5 sol.
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+ II. 15 16 June 1681 – 23 January 1682 to Sr. Lois and Sr. de Villers silversmiths on account for the silver balustrade that they are making for the king's use (four payments): 88,457 livres 5 sols.
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+ II. 111 25 March – 18 April to Sr. Lois and Sr. de Villers silversmiths who are working on a silver balustrade for the king, for continued work (two payments): 40,000 livres
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+ II. 129 21 March to Sr. Jehannot de Bartillay 4,970 livres 12 sols for the delivery to Sr. Lois and de Villers silversmiths for, with 136,457 livres 5 sol to one and 25,739 livres 10 sols to another, making the 38 balusters, 17 pilasters, the base and the cornice for the balustrade for the château of Versailles weighing 4,076 marc at the rate of 41 livres the marc[c] including 41 livres 2 sols for tax: 4,970 livres 12 sols.[111]
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+ Accordingly, the silver balustrade, which contained in excess of one ton of silver, cost in excess of 560,000 livres. It is difficult – if not impossible – to give an accurate rate of exchange between 1682 and today.[d] However, Frances Buckland provides valuable information that provides an idea of the true cost of the expenditures at Versailles during the time of Louis XIV. In 1679, Mme de Maintenon stated that the cost of providing light and food for twelve people for one day amounted to slightly more than 14 livres.[113] In December 1689, to defray the cost of the War of the League of Augsburg, Louis XIV ordered all the silver furniture and articles of silver at Versailles – including chamber pots – sent to the mint to be melted.[114]
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+ Clearly, the silver furniture alone represented a significant outlay in the finances of Versailles. While the decoration of the palace was costly, certain other costs were minimised. For example, labour for construction was often low, due largely to the fact that the army during times of peace and during the winter, when wars were not waged, was pressed into action at Versailles. Additionally, given the quality and uniqueness of the items produced at the Gobelins for use and display at Versailles, the palace served as a venue to showcase not only the success of Colbert's mercantilism, but also to display the finest that France could produce.[115]
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+ Estimates of the amount spent to build Versailles are speculative. An estimate in 2000 placed the amount spent during the Ancien Régime as US$2 billion,[116] this figure being, in all probability, an under-evaluation. France's Fifth Republic expenditures alone, directed to restoration and maintenance at Versailles, may have surpassed those of the Sun King.
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+ Films
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+ Music
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+ Television
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+ Video games
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+ Panoramic view from the park
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+ Panoramic view from the city
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+ This article often employs shortened footnotes. The full citations can be found in the immediately following section.
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+ A castle is a type of fortified structure built during the Middle Ages predominantly by the nobility or royalty and by military orders. Scholars debate the scope of the word castle, but usually consider it to be the private fortified residence of a lord or noble. This is distinct from a palace, which is not fortified; from a fortress, which was not always a residence for royalty or nobility; and from a fortified settlement, which was a public defence – though there are many similarities among these types of construction. Usage of the term has varied over time and has been applied to structures as diverse as hill forts and country houses. Over the approximately 900 years that castles were built, they took on a great many forms with many different features, although some, such as curtain walls, arrowslits, and portcullises, were commonplace.
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+ European-style castles originated in the 9th and 10th centuries, after the fall of the Carolingian Empire resulted in its territory being divided among individual lords and princes. These nobles built castles to control the area immediately surrounding them and the castles were both offensive and defensive structures; they provided a base from which raids could be launched as well as offered protection from enemies. Although their military origins are often emphasised in castle studies, the structures also served as centres of administration and symbols of power. Urban castles were used to control the local populace and important travel routes, and rural castles were often situated near features that were integral to life in the community, such as mills, fertile land, or a water source.
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+ Many northern European castles were originally built from earth and timber, but had their defences replaced later by stone. Early castles often exploited natural defences, lacking features such as towers and arrowslits and relying on a central keep. In the late 12th and early 13th centuries, a scientific approach to castle defence emerged. This led to the proliferation of towers, with an emphasis on flanking fire. Many new castles were polygonal or relied on concentric defence – several stages of defence within each other that could all function at the same time to maximise the castle's firepower. These changes in defence have been attributed to a mixture of castle technology from the Crusades, such as concentric fortification, and inspiration from earlier defences, such as Roman forts. Not all the elements of castle architecture were military in nature, so that devices such as moats evolved from their original purpose of defence into symbols of power. Some grand castles had long winding approaches intended to impress and dominate their landscape.
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+ Although gunpowder was introduced to Europe in the 14th century, it did not significantly affect castle building until the 15th century, when artillery became powerful enough to break through stone walls. While castles continued to be built well into the 16th century, new techniques to deal with improved cannon fire made them uncomfortable and undesirable places to live. As a result, true castles went into decline and were replaced by artillery forts with no role in civil administration, and country houses that were indefensible. From the 18th century onwards, there was a renewed interest in castles with the construction of mock castles, part of a romantic revival of Gothic architecture, but they had no military purpose.
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+ The word castle is derived from the Latin word castellum, which is a diminutive of the word castrum, meaning "fortified place". The Old English castel, Old French castel or chastel, French château, Spanish castillo, Portuguese castelo, Italian castello, and a number of words in other languages also derive from castellum.[1] The word castle was introduced into English shortly before the Norman Conquest to denote this type of building, which was then new to England.[2]
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+ In its simplest terms, the definition of a castle accepted amongst academics is "a private fortified residence".[3] This contrasts with earlier fortifications, such as Anglo-Saxon burhs and walled cities such as Constantinople and Antioch in the Middle East; castles were not communal defences but were built and owned by the local feudal lords, either for themselves or for their monarch.[4] Feudalism was the link between a lord and his vassal where, in return for military service and the expectation of loyalty, the lord would grant the vassal land.[5] In the late 20th century, there was a trend to refine the definition of a castle by including the criterion of feudal ownership, thus tying castles to the medieval period; however, this does not necessarily reflect the terminology used in the medieval period. During the First Crusade (1096–1099), the Frankish armies encountered walled settlements and forts that they indiscriminately referred to as castles, but which would not be considered as such under the modern definition.[3]
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+ Castles served a range of purposes, the most important of which were military, administrative, and domestic. As well as defensive structures, castles were also offensive tools which could be used as a base of operations in enemy territory. Castles were established by Norman invaders of England for both defensive purposes and to pacify the country's inhabitants.[6] As William the Conqueror advanced through England, he fortified key positions to secure the land he had taken. Between 1066 and 1087, he established 36 castles such as Warwick Castle, which he used to guard against rebellion in the English Midlands.[7][8]
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+ Towards the end of the Middle Ages, castles tended to lose their military significance due to the advent of powerful cannons and permanent artillery fortifications;[9] as a result, castles became more important as residences and statements of power.[10] A castle could act as a stronghold and prison but was also a place where a knight or lord could entertain his peers.[11] Over time the aesthetics of the design became more important, as the castle's appearance and size began to reflect the prestige and power of its occupant. Comfortable homes were often fashioned within their fortified walls. Although castles still provided protection from low levels of violence in later periods, eventually they were succeeded by country houses as high status residences.[12]
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+ Castle is sometimes used as a catch-all term for all kinds of fortifications and, as a result, has been misapplied in the technical sense. An example of this is Maiden Castle which, despite the name, is an Iron Age hill fort which had a very different origin and purpose.[13]
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+ Although "castle" has not become a generic term for a manor house (like château in French and Schloss in German), many manor houses contain "castle" in their name while having few if any of the architectural characteristics, usually as their owners liked to maintain a link to the past and felt the term "castle" was a masculine expression of their power.[14] In scholarship the castle, as defined above, is generally accepted as a coherent concept, originating in Europe and later spreading to parts of the Middle East, where they were introduced by European Crusaders. This coherent group shared a common origin, dealt with a particular mode of warfare, and exchanged influences.[15]
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+ In different areas of the world, analogous structures shared features of fortification and other defining characteristics associated with the concept of a castle, though they originated in different periods and circumstances and experienced differing evolutions and influences. For example, shiro in Japan, described as castles by historian Stephen Turnbull, underwent "a completely different developmental history, were built in a completely different way and were designed to withstand attacks of a completely different nature".[16] While European castles built from the late 12th and early 13th century onwards were generally stone, shiro were predominantly timber buildings into the 16th century.[17]
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+ By the 16th century, when Japanese and European cultures met, fortification in Europe had moved beyond castles and relied on innovations such as the Italian trace italienne and star forts.[16] Forts in India present a similar case; when they were encountered by the British in the 17th century, castles in Europe had generally fallen out of use militarily. Like shiro, the Indian forts, durga or durg in Sanskrit, shared features with castles in Europe such as acting as a domicile for a lord as well as being fortifications. They too developed differently from the structures known as castles that had their origins in Europe.[18]
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+ A motte was an earthen mound with a flat top. It was often artificial, although sometimes it incorporated a pre-existing feature of the landscape. The excavation of earth to make the mound left a ditch around the motte, called a moat (which could be either wet or dry). "Motte" and "moat" derive from the same Old French word, indicating that the features were originally associated and depended on each other for their construction. Although the motte is commonly associated with the bailey to form a motte-and-bailey castle, this was not always the case and there are instances where a motte existed on its own.[19]
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+ "Motte" refers to the mound alone, but it was often surmounted by a fortified structure, such as a keep, and the flat top would be surrounded by a palisade.[19] It was common for the motte to be reached over a flying bridge (a bridge over the ditch from the counterscarp of the ditch to the edge of the top of the mound), as shown in the Bayeux Tapestry's depiction of Château de Dinan.[20] Sometimes a motte covered an older castle or hall, whose rooms became underground storage areas and prisons beneath a new keep.[21]
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+ A bailey, also called a ward, was a fortified enclosure. It was a common feature of castles, and most had at least one. The keep on top of the motte was the domicile of the lord in charge of the castle and a bastion of last defence, while the bailey was the home of the rest of the lord's household and gave them protection. The barracks for the garrison, stables, workshops, and storage facilities were often found in the bailey. Water was supplied by a well or cistern. Over time the focus of high status accommodation shifted from the keep to the bailey; this resulted in the creation of another bailey that separated the high status buildings – such as the lord's chambers and the chapel – from the everyday structures such as the workshops and barracks.[22]
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+ From the late 12th century there was a trend for knights to move out of the small houses they had previously occupied within the bailey to live in fortified houses in the countryside.[23] Although often associated with the motte-and-bailey type of castle, baileys could also be found as independent defensive structures. These simple fortifications were called ringworks.[24] The enceinte was the castle's main defensive enclosure, and the terms "bailey" and "enceinte" are linked. A castle could have several baileys but only one enceinte. Castles with no keep, which relied on their outer defences for protection, are sometimes called enceinte castles;[25] these were the earliest form of castles, before the keep was introduced in the 10th century.[26]
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+ A keep was a great tower and usually the most strongly defended point of a castle before the introduction of concentric defence. "Keep" was not a term used in the medieval period – the term was applied from the 16th century onwards – instead "donjon" was used to refer to great towers,[27] or turris in Latin. In motte-and-bailey castles, the keep was on top of the motte.[19] "Dungeon" is a corrupted form of "donjon" and means a dark, unwelcoming prison.[28] Although often the strongest part of a castle and a last place of refuge if the outer defences fell, the keep was not left empty in case of attack but was used as a residence by the lord who owned the castle, or his guests or representatives.[29]
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+ At first this was usual only in England, when after the Norman Conquest of 1066 the "conquerors lived for a long time in a constant state of alert";[30] elsewhere the lord's wife presided over a separate residence (domus, aula or mansio in Latin) close to the keep, and the donjon was a barracks and headquarters. Gradually, the two functions merged into the same building, and the highest residential storeys had large windows; as a result for many structures, it is difficult to find an appropriate term.[31] The massive internal spaces seen in many surviving donjons can be misleading; they would have been divided into several rooms by light partitions, as in a modern office building. Even in some large castles the great hall was separated only by a partition from the lord's "chamber", his bedroom and to some extent his office.[32]
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+ Curtain walls were defensive walls enclosing a bailey. They had to be high enough to make scaling the walls with ladders difficult and thick enough to withstand bombardment from siege engines which, from the 15th century onwards, included gunpowder artillery. A typical wall could be 3 m (10 ft) thick and 12 m (39 ft) tall, although sizes varied greatly between castles. To protect them from undermining, curtain walls were sometimes given a stone skirt around their bases. Walkways along the tops of the curtain walls allowed defenders to rain missiles on enemies below, and battlements gave them further protection. Curtain walls were studded with towers to allow enfilading fire along the wall.[33] Arrowslits in the walls did not become common in Europe until the 13th century, for fear that they might compromise the wall's strength.[34]
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+ The entrance was often the weakest part in a circuit of defences. To overcome this, the gatehouse was developed, allowing those inside the castle to control the flow of traffic. In earth and timber castles, the gateway was usually the first feature to be rebuilt in stone. The front of the gateway was a blind spot and to overcome this, projecting towers were added on each side of the gate in a style similar to that developed by the Romans.[35] The gatehouse contained a series of defences to make a direct assault more difficult than battering down a simple gate. Typically, there were one or more portcullises – a wooden grille reinforced with metal to block a passage – and arrowslits to allow defenders to harry the enemy. The passage through the gatehouse was lengthened to increase the amount of time an assailant had to spend under fire in a confined space and unable to retaliate.[36]
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+ It is a popular myth that so-called murder holes – openings in the ceiling of the gateway passage – were used to pour boiling oil or molten lead on attackers; the price of oil and lead and the distance of the gatehouse from fires meant that this was impractical.[37] This method was, however, a common practice in the MENA region and the Mediterranean castles and fortifications where such resources were abundant.[38][39] They were most likely used to drop objects on attackers, or to allow water to be poured on fires to extinguish them.[37] Provision was made in the upper storey of the gatehouse for accommodation so the gate was never left undefended, although this arrangement later evolved to become more comfortable at the expense of defence.[40]
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+ During the 13th and 14th centuries the barbican was developed.[41] This consisted of a rampart, ditch, and possibly a tower, in front of the gatehouse[42] which could be used to further protect the entrance. The purpose of a barbican was not just to provide another line of defence but also to dictate the only approach to the gate.[43]
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+ A moat was a defensive ditch with steep sides, and could be either dry or filled with water. Its purpose was twofold; to stop devices such as siege towers from reaching the curtain wall and to prevent the walls from being undermined. Water moats were found in low-lying areas and were usually crossed by a drawbridge, although these were often replaced by stone bridges. Fortified islands could be added to the moat, adding another layer of defence. Water defences, such as moats or natural lakes, had the benefit of dictating the enemy's approach to the castle.[44] The site of the 13th-century Caerphilly Castle in Wales covers over 30 acres (12 ha) and the water defences, created by flooding the valley to the south of the castle, are some of the largest in Western Europe.[45]
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+ Battlements were most often found surmounting curtain walls and the tops of gatehouses, and comprised several elements: crenellations, hoardings, machicolations, and loopholes. Crenellation is the collective name for alternating crenels and merlons: gaps and solid blocks on top of a wall. Hoardings were wooden constructs that projected beyond the wall, allowing defenders to shoot at, or drop objects on, attackers at the base of the wall without having to lean perilously over the crenellations, thereby exposing themselves to retaliatory fire. Machicolations were stone projections on top of a wall with openings that allowed objects to be dropped on an enemy at the base of the wall in a similar fashion to hoardings.[46]
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+ Arrowslits, also commonly called loopholes, were narrow vertical openings in defensive walls which allowed arrows or crossbow bolts to be fired on attackers. The narrow slits were intended to protect the defender by providing a very small target, but the size of the opening could also impede the defender if it was too small. A smaller horizontal opening could be added to give an archer a better view for aiming.[47] Sometimes a sally port was included; this could allow the garrison to leave the castle and engage besieging forces.[48] It was usual for the latrines to empty down the external walls of a castle and into the surrounding ditch.[49]
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+ A postern is a secondary door or gate.
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+ Historian Charles Coulson states that the accumulation of wealth and resources, such as food, led to the need for defensive structures. The earliest fortifications originated in the Fertile Crescent, the Indus Valley, Egypt, and China where settlements were protected by large walls. Northern Europe was slower than the East to develop defensive structures and it was not until the Bronze Age that hill forts were developed, which then proliferated across Europe in the Iron Age. These structures differed from their eastern counterparts in that they used earthworks rather than stone as a building material.[51] Many earthworks survive today, along with evidence of palisades to accompany the ditches. In Europe, oppida emerged in the 2nd century BC; these were densely inhabited fortified settlements, such as the oppidum of Manching, and developed from hill forts.[52] The Romans encountered fortified settlements such as hill forts and oppida when expanding their territory into northern Europe.[52] Although primitive, they were often effective, and were only overcome by the extensive use of siege engines and other siege warfare techniques, such as at the Battle of Alesia. The Romans' own fortifications (castra) varied from simple temporary earthworks thrown up by armies on the move, to elaborate permanent stone constructions, notably the milecastles of Hadrian's Wall. Roman forts were generally rectangular with rounded corners – a "playing-card shape".[53]
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+ In the medieval period, castles were influenced by earlier forms of elite architecture, contributing to regional variations. Importantly, while castles had military aspects, they contained a recognisable household structure within their walls, reflecting the multi-functional use of these buildings.[54]
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+ The subject of the emergence of castles in Europe is a complex matter which has led to considerable debate. Discussions have typically attributed the rise of the castle to a reaction to attacks by Magyars, Muslims, and Vikings and a need for private defence.[55] The breakdown of the Carolingian Empire led to the privatisation of government, and local lords assumed responsibility for the economy and justice.[56] However, while castles proliferated in the 9th and 10th centuries the link between periods of insecurity and building fortifications is not always straightforward. Some high concentrations of castles occur in secure places, while some border regions had relatively few castles.[57]
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+ It is likely that the castle evolved from the practice of fortifying a lordly home. The greatest threat to a lord's home or hall was fire as it was usually a wooden structure. To protect against this, and keep other threats at bay, there were several courses of action available: create encircling earthworks to keep an enemy at a distance; build the hall in stone; or raise it up on an artificial mound, known as a motte, to present an obstacle to attackers.[58] While the concept of ditches, ramparts, and stone walls as defensive measures is ancient, raising a motte is a medieval innovation.[59]
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+ A bank and ditch enclosure was a simple form of defence, and when found without an associated motte is called a ringwork; when the site was in use for a prolonged period, it was sometimes replaced by a more complex structure or enhanced by the addition of a stone curtain wall.[60] Building the hall in stone did not necessarily make it immune to fire as it still had windows and a wooden door. This led to the elevation of windows to the second storey – to make it harder to throw objects in – and to move the entrance from ground level to the second storey. These features are seen in many surviving castle keeps, which were the more sophisticated version of halls.[61] Castles were not just defensive sites but also enhanced a lord's control over his lands. They allowed the garrison to control the surrounding area,[62] and formed a centre of administration, providing the lord with a place to hold court.[63]
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+ Building a castle sometimes required the permission of the king or other high authority. In 864 the King of West Francia, Charles the Bald, prohibited the construction of castella without his permission and ordered them all to be destroyed. This is perhaps the earliest reference to castles, though military historian R. Allen Brown points out that the word castella may have applied to any fortification at the time.[64]
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+ In some countries the monarch had little control over lords, or required the construction of new castles to aid in securing the land so was unconcerned about granting permission – as was the case in England in the aftermath of the Norman Conquest and the Holy Land during the Crusades. Switzerland is an extreme case of there being no state control over who built castles, and as a result there were 4,000 in the country.[65] There are very few castles dated with certainty from the mid-9th century. Converted into a donjon around 950, Château de Doué-la-Fontaine in France is the oldest standing castle in Europe.[66]
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+ From 1000 onwards, references to castles in texts such as charters increased greatly. Historians have interpreted this as evidence of a sudden increase in the number of castles in Europe around this time; this has been supported by archaeological investigation which has dated the construction of castle sites through the examination of ceramics.[67] The increase in Italy began in the 950s, with numbers of castles increasing by a factor of three to five every 50 years, whereas in other parts of Europe such as France and Spain the growth was slower. In 950 Provence was home to 12 castles, by 1000 this figure had risen to 30, and by 1030 it was over 100.[68] Although the increase was slower in Spain, the 1020s saw a particular growth in the number of castles in the region, particularly in contested border areas between Christian and Muslim lands.[69]
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+ Despite the common period in which castles rose to prominence in Europe, their form and design varied from region to region. In the early 11th century, the motte and keep – an artificial mound surmounted by a palisade and tower – was the most common form of castle in Europe, everywhere except Scandinavia.[68] While Britain, France, and Italy shared a tradition of timber construction that was continued in castle architecture, Spain more commonly used stone or mud-brick as the main building material.[70]
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+ The Muslim invasion of the Iberian Peninsula in the 8th century introduced a style of building developed in North Africa reliant on tapial, pebbles in cement, where timber was in short supply.[71] Although stone construction would later become common elsewhere, from the 11th century onwards it was the primary building material for Christian castles in Spain,[72] while at the same time timber was still the dominant building material in north-west Europe.[69]
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+ Historians have interpreted the widespread presence of castles across Europe in the 11th and 12th centuries as evidence that warfare was common, and usually between local lords.[74] Castles were introduced into England shortly before the Norman Conquest in 1066.[75] Before the 12th century castles were as uncommon in Denmark as they had been in England before the Norman Conquest. The introduction of castles to Denmark was a reaction to attacks from Wendish pirates, and they were usually intended as coastal defences.[65] The motte and bailey remained the dominant form of castle in England, Wales, and Ireland well into the 12th��century.[76] At the same time, castle architecture in mainland Europe became more sophisticated.[77]
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+ The donjon[78] was at the centre of this change in castle architecture in the 12th century. Central towers proliferated, and typically had a square plan, with walls 3 to 4 m (9.8 to 13.1 ft) thick. Their decoration emulated Romanesque architecture, and sometimes incorporated double windows similar to those found in church bell towers. Donjons, which were the residence of the lord of the castle, evolved to become more spacious. The design emphasis of donjons changed to reflect a shift from functional to decorative requirements, imposing a symbol of lordly power upon the landscape. This sometimes led to compromising defence for the sake of display.[77]
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+ Until the 12th century, stone-built and earth and timber castles were contemporary,[79] but by the late 12th century the number of castles being built went into decline. This has been partly attributed to the higher cost of stone-built fortifications, and the obsolescence of timber and earthwork sites, which meant it was preferable to build in more durable stone.[80] Although superseded by their stone successors, timber and earthwork castles were by no means useless.[81] This is evidenced by the continual maintenance of timber castles over long periods, sometimes several centuries; Owain Glyndŵr's 11th-century timber castle at Sycharth was still in use by the start of the 15th century, its structure having been maintained for four centuries.[82][83]
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+
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+ At the same time there was a change in castle architecture. Until the late 12th century castles generally had few towers; a gateway with few defensive features such as arrowslits or a portcullis; a great keep or donjon, usually square and without arrowslits; and the shape would have been dictated by the lay of the land (the result was often irregular or curvilinear structures). The design of castles was not uniform, but these were features that could be found in a typical castle in the mid-12th century.[84] By the end of the 12th century or the early 13th century, a newly constructed castle could be expected to be polygonal in shape, with towers at the corners to provide enfilading fire for the walls. The towers would have protruded from the walls and featured arrowslits on each level to allow archers to target anyone nearing or at the curtain wall.[85]
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+ These later castles did not always have a keep, but this may have been because the more complex design of the castle as a whole drove up costs and the keep was sacrificed to save money. The larger towers provided space for habitation to make up for the loss of the donjon. Where keeps did exist, they were no longer square but polygonal or cylindrical. Gateways were more strongly defended, with the entrance to the castle usually between two half-round towers which were connected by a passage above the gateway – although there was great variety in the styles of gateway and entrances – and one or more portcullis.[85]
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+ A peculiar feature of Muslim castles in the Iberian Peninsula was the use of detached towers, called Albarrana towers, around the perimeter as can be seen at the Alcazaba of Badajoz. Probably developed in the 12th century, the towers provided flanking fire. They were connected to the castle by removable wooden bridges, so if the towers were captured the rest of the castle was not accessible.[86]
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+ When seeking to explain this change in the complexity and style of castles, antiquarians found their answer in the Crusades. It seemed that the Crusaders had learned much about fortification from their conflicts with the Saracens and exposure to Byzantine architecture. There were legends such as that of Lalys – an architect from Palestine who reputedly went to Wales after the Crusades and greatly enhanced the castles in the south of the country – and it was assumed that great architects such as James of Saint George originated in the East. In the mid-20th century this view was cast into doubt. Legends were discredited, and in the case of James of Saint George it was proven that he came from Saint-Georges-d'Espéranche, in France. If the innovations in fortification had derived from the East, it would have been expected for their influence to be seen from 1100 onwards, immediately after the Christians were victorious in the First Crusade (1096–1099), rather than nearly 100 years later.[88] Remains of Roman structures in Western Europe were still standing in many places, some of which had flanking round-towers and entrances between two flanking towers.
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+ The castle builders of Western Europe were aware of and influenced by Roman design; late Roman coastal forts on the English "Saxon Shore" were reused and in Spain the wall around the city of Ávila imitated Roman architecture when it was built in 1091.[88] Historian Smail in Crusading warfare argued that the case for the influence of Eastern fortification on the West has been overstated, and that Crusaders of the 12th century in fact learned very little about scientific design from Byzantine and Saracen defences.[89] A well-sited castle that made use of natural defences and had strong ditches and walls had no need for a scientific design. An example of this approach is Kerak. Although there were no scientific elements to its design, it was almost impregnable, and in 1187 Saladin chose to lay siege to the castle and starve out its garrison rather than risk an assault.[89]
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+ During the late 11th and 12th centuries in what is now south-central Turkey the Hospitallers, Teutonic Knights and Templars established themselves in the Armenian Kingdom of Cilicia, where they discovered an extensive network of sophisticated fortifications which had a profound impact on the architecture of Crusader castles. Most of the Armenian military sites in Cilicia are characterized by: multiple bailey walls laid with irregular plans to follow the sinuosities of the outcrops; rounded and especially horseshoe-shaped towers; finely-cut often rusticated ashlar facing stones with intricate poured cores; concealed postern gates and complex bent entrances with slot machicolations; embrasured loopholes for archers; barrel, pointed or groined vaults over undercrofts, gates and chapels; and cisterns with elaborate scarped drains.[90] Civilian settlement are often found in the immediate proximity of these fortifications.[91] After the First Crusade, Crusaders who did not return to their homes in Europe helped found the Crusader states of the Principality of Antioch, the County of Edessa, the Kingdom of Jerusalem, and the County of Tripoli. The castles they founded to secure their acquisitions were designed mostly by Syrian master-masons. Their design was very similar to that of a Roman fort or Byzantine tetrapyrgia which were square in plan and had square towers at each corner that did not project much beyond the curtain wall. The keep of these Crusader castles would have had a square plan and generally be undecorated.[92]
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+ While castles were used to hold a site and control movement of armies, in the Holy Land some key strategic positions were left unfortified.[93] Castle architecture in the East became more complex around the late 12th and early 13th centuries after the stalemate of the Third Crusade (1189–1192). Both Christians and Muslims created fortifications, and the character of each was different. Saphadin, the 13th-century ruler of the Saracens, created structures with large rectangular towers that influenced Muslim architecture and were copied again and again, however they had little influence on Crusader castles.[94]
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+ In the early 13th century, Crusader castles were mostly built by Military Orders including the Knights Hospitaller, Knights Templar, and Teutonic Knights. The orders were responsible for the foundation of sites such as Krak des Chevaliers, Margat, and Belvoir. Design varied not just between orders, but between individual castles, though it was common for those founded in this period to have concentric defences.[96]
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+ The concept, which originated in castles such as Krak des Chevaliers, was to remove the reliance on a central strongpoint and to emphasise the defence of the curtain walls. There would be multiple rings of defensive walls, one inside the other, with the inner ring rising above the outer so that its field of fire was not completely obscured. If assailants made it past the first line of defence they would be caught in the killing ground between the inner and outer walls and have to assault the second wall.[97]
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+ Concentric castles were widely copied across Europe, for instance when Edward I of England – who had himself been on Crusade – built castles in Wales in the late 13th century, four of the eight he founded had a concentric design.[96][97] Not all the features of the Crusader castles from the 13th century were emulated in Europe. For instance, it was common in Crusader castles to have the main gate in the side of a tower and for there to be two turns in the passageway, lengthening the time it took for someone to reach the outer enclosure. It is rare for this bent entrance to be found in Europe.[96]
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+ One of the effects of the Livonian Crusade in the Baltic was the introduction of stone and brick fortifications. Although there were hundreds of wooden castles in Prussia and Livonia, the use of bricks and mortar was unknown in the region before the Crusaders. Until the 13th century and start of the 14th centuries, their design was heterogeneous, however this period saw the emergence of a standard plan in the region: a square plan, with four wings around a central courtyard.[98] It was common for castles in the East to have arrowslits in the curtain wall at multiple levels; contemporary builders in Europe were wary of this as they believed it weakened the wall. Arrowslits did not compromise the wall's strength, but it was not until Edward I's programme of castle building that they were widely adopted in Europe.[34]
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+ The Crusades also led to the introduction of machicolations into Western architecture. Until the 13th century, the tops of towers had been surrounded by wooden galleries, allowing defenders to drop objects on assailants below. Although machicolations performed the same purpose as the wooden galleries, they were probably an Eastern invention rather than an evolution of the wooden form. Machicolations were used in the East long before the arrival of the Crusaders, and perhaps as early as the first half of the 8th century in Syria.[99]
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+ The greatest period of castle building in Spain was in the 11th to 13th centuries, and they were most commonly found in the disputed borders between Christian and Muslim lands. Conflict and interaction between the two groups led to an exchange of architectural ideas, and Spanish Christians adopted the use of detached towers. The Spanish Reconquista, driving the Muslims out of the Iberian Peninsula, was complete in 1492.[86]
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+ Although France has been described as "the heartland of medieval architecture", the English were at the forefront of castle architecture in the 12th century. French historian François Gebelin wrote: "The great revival in military architecture was led, as one would naturally expect, by the powerful kings and princes of the time; by the sons of William the Conqueror and their descendants, the Plantagenets, when they became dukes of Normandy. These were the men who built all the most typical twelfth-century fortified castles remaining to-day".[101] Despite this, by the beginning of the 15th century, the rate of castle construction in England and Wales went into decline. The new castles were generally of a lighter build than earlier structures and presented few innovations, although strong sites were still created such as that of Raglan in Wales. At the same time, French castle architecture came to the fore and led the way in the field of medieval fortifications. Across Europe – particularly the Baltic, Germany, and Scotland – castles were built well into the 16th century.[102]
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+ Artillery powered by gunpowder was introduced to Europe in the 1320s and spread quickly. Handguns, which were initially unpredictable and inaccurate weapons, were not recorded until the 1380s.[103] Castles were adapted to allow small artillery pieces – averaging between 19.6 and 22 kg (43 and 49 lb) – to fire from towers. These guns were too heavy for a man to carry and fire, but if he supported the butt end and rested the muzzle on the edge of the gun port he could fire the weapon. The gun ports developed in this period show a unique feature, that of a horizontal timber across the opening. A hook on the end of the gun could be latched over the timber so the gunner did not have to take the full recoil of the weapon. This adaptation is found across Europe, and although the timber rarely survives, there is an intact example at Castle Doornenburg in the Netherlands. Gunports were keyhole shaped, with a circular hole at the bottom for the weapon and a narrow slit on top to allow the gunner to aim.[104]
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+ This form is very common in castles adapted for guns, found in Egypt, Italy, Scotland, and Spain, and elsewhere in between. Other types of port, though less common, were horizontal slits – allowing only lateral movement – and large square openings, which allowed greater movement.[104] The use of guns for defence gave rise to artillery castles, such as that of Château de Ham in France. Defences against guns were not developed until a later stage.[105] Ham is an example of the trend for new castles to dispense with earlier features such as machicolations, tall towers, and crenellations.[106]
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+ Bigger guns were developed, and in the 15th century became an alternative to siege engines such as the trebuchet. The benefits of large guns over trebuchets – the most effective siege engine of the Middle Ages before the advent of gunpowder – were those of a greater range and power. In an effort to make them more effective, guns were made ever bigger, although this hampered their ability to reach remote castles. By the 1450s guns were the preferred siege weapon, and their effectiveness was demonstrated by Mehmed II at the Fall of Constantinople.[107]
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+ The response towards more effective cannons was to build thicker walls and to prefer round towers, as the curving sides were more likely to deflect a shot than a flat surface. While this sufficed for new castles, pre-existing structures had to find a way to cope with being battered by cannon. An earthen bank could be piled behind a castle's curtain wall to absorb some of the shock of impact.[108]
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+ Often, castles constructed before the age of gunpowder were incapable of using guns as their wall-walks were too narrow. A solution to this was to pull down the top of a tower and to fill the lower part with the rubble to provide a surface for the guns to fire from. Lowering the defences in this way had the effect of making them easier to scale with ladders. A more popular alternative defence, which avoided damaging the castle, was to establish bulwarks beyond the castle's defences. These could be built from earth or stone and were used to mount weapons.[109]
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+ Around 1500, the innovation of the angled bastion was developed in Italy.[110] With developments such as these, Italy pioneered permanent artillery fortifications, which took over from the defensive role of castles. From this evolved star forts, also known as trace italienne.[9] The elite responsible for castle construction had to choose between the new type that could withstand cannon fire and the earlier, more elaborate style. The first was ugly and uncomfortable and the latter was less secure, although it did offer greater aesthetic appeal and value as a status symbol. The second choice proved to be more popular as it became apparent that there was little point in trying to make the site genuinely defensible in the face of cannon.[111] For a variety of reasons, not least of which is that many castles have no recorded history, there is no firm number of castles built in the medieval period. However, it has been estimated that between 75,000 and 100,000 were built in western Europe;[112] of these around 1,700 were in England and Wales[113] and around 14,000 in German-speaking areas.[114]
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+ Some true castles were built in the Americas by the Spanish and French colonies. The first stage of Spanish fort construction has been termed the "castle period", which lasted from 1492 until the end of the 16th century.[115] Starting with Fortaleza Ozama, "these castles were essentially European medieval castles transposed to America".[116] Among other defensive structures (including forts and citadels), castles were also built in New France towards the end of the 17th century.[117] In Montreal the artillery was not as developed as on the battle-fields of Europe, some of the region's outlying forts were built like the fortified manor houses of France. Fort Longueuil, built from 1695–1698 by a baronial family, has been described as "the most medieval-looking fort built in Canada".[118] The manor house and stables were within a fortified bailey, with a tall round turret in each corner. The "most substantial castle-like fort" near Montréal was Fort Senneville, built in 1692 with square towers connected by thick stone walls, as well as a fortified windmill.[119] Stone forts such as these served as defensive residences, as well as imposing structures to prevent Iroquois incursions.[120]
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+ Although castle construction faded towards the end of the 16th century, castles did not necessarily all fall out of use. Some retained a role in local administration and became law courts, while others are still handed down in aristocratic families as hereditary seats. A particularly famous example of this is Windsor Castle in England which was founded in the 11th century and is home to the monarch of the United Kingdom.[121] In other cases they still had a role in defence. Tower houses, which are closely related to castles and include pele towers, were defended towers that were permanent residences built in the 14th to 17th centuries. Especially common in Ireland and Scotland, they could be up to five storeys high and succeeded common enclosure castles and were built by a greater social range of people. While unlikely to provide as much protection as a more complex castle, they offered security against raiders and other small threats.[122][123]
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+ According to archaeologists Oliver Creighton and Robert Higham, "the great country houses of the seventeenth to twentieth centuries were, in a social sense, the castles of their day".[124] Though there was a trend for the elite to move from castles into country houses in the 17th century, castles were not completely useless. In later conflicts, such as the English Civil War (1641–1651), many castles were refortified, although subsequently slighted to prevent them from being used again.[125] Some country residences, which were not meant to be fortified, were given a castle appearance to scare away potential invaders such as adding turrets and using small windows. An example of this is the 16th century Bubaqra Castle in Bubaqra, Malta, which was modified in the 18th century.[126]
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+ Revival or mock castles became popular as a manifestation of a Romantic interest in the Middle Ages and chivalry, and as part of the broader Gothic Revival in architecture. Examples of these castles include Chapultepec in Mexico,[127] Neuschwanstein in Germany,[128] and Edwin Lutyens' Castle Drogo (1911–1930) – the last flicker of this movement in the British Isles.[129] While churches and cathedrals in a Gothic style could faithfully imitate medieval examples, new country houses built in a "castle style" differed internally from their medieval predecessors. This was because to be faithful to medieval design would have left the houses cold and dark by contemporary standards.[130]
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+ Artificial ruins, built to resemble remnants of historic edifices, were also a hallmark of the period. They were usually built as centre pieces in aristocratic planned landscapes. Follies were similar, although they differed from artificial ruins in that they were not part of a planned landscape, but rather seemed to have no reason for being built. Both drew on elements of castle architecture such as castellation and towers, but served no military purpose and were solely for display.[131] A toy castle is used as a common children attraction in playing fields and fun parks, such as the castle of the Playmobil FunPark in Ħal Far, Malta.[132][133]
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+ Once the site of a castle had been selected – whether a strategic position or one intended to dominate the landscape as a mark of power – the building material had to be selected. An earth and timber castle was cheaper and easier to erect than one built from stone. The costs involved in construction are not well-recorded, and most surviving records relate to royal castles.[134] A castle with earthen ramparts, a motte, timber defences and buildings could have been constructed by an unskilled workforce. The source of man-power was probably from the local lordship, and the tenants would already have the necessary skills of felling trees, digging, and working timber necessary for an earth and timber castle. Possibly coerced into working for their lord, the construction of an earth and timber castle would not have been a drain on a client's funds. In terms of time, it has been estimated that an average sized motte – 5 m (16 ft) high and 15 m (49 ft) wide at the summit – would have taken 50 people about 40 working days. An exceptionally expensive motte and bailey was that of Clones in Ireland, built in 1211 for £20. The high cost, relative to other castles of its type, was because labourers had to be imported.[134]
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+ The cost of building a castle varied according to factors such as their complexity and transport costs for material. It is certain that stone castles cost a great deal more than those built from earth and timber. Even a very small tower, such as Peveril Castle, would have cost around £200. In the middle were castles such as Orford, which was built in the late 12th century for £1,400, and at the upper end were those such as Dover, which cost about £7,000 between 1181 and 1191.[135] Spending on the scale of the vast castles such as Château Gaillard (an estimated £15,000 to £20,000 between 1196 and 1198) was easily supported by The Crown, but for lords of smaller areas, castle building was a very serious and costly undertaking. It was usual for a stone castle to take the best part of a decade to finish. The cost of a large castle built over this time (anywhere from £1,000 to £10,000) would take the income from several manors, severely impacting a lord's finances.[136] Costs in the late 13th century were of a similar order, with castles such as Beaumaris and Rhuddlan costing £14,500 and £9,000 respectively. Edward I's campaign of castle-building in Wales cost £80,000 between 1277 and 1304, and £95,000 between 1277 and 1329.[137] Renowned designer Master James of Saint George, responsible for the construction of Beaumaris, explained the cost:
136
+
137
+ In case you should wonder where so much money could go in a week, we would have you know that we have needed – and shall continue to need 400 masons, both cutters and layers, together with 2,000 less skilled workmen, 100 carts, 60 wagons and 30 boats bringing stone and sea coal; 200 quarrymen; 30 smiths; and carpenters for putting in the joists and floor boards and other necessary jobs. All this takes no account of the garrison ... nor of purchases of material. Of which there will have to be a great quantity ... The men's pay has been and still is very much in arrears, and we are having the greatest difficulty in keeping them because they have simply nothing to live on.
138
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139
+ Not only were stone castles expensive to build in the first place, but their maintenance was a constant drain. They contained a lot of timber, which was often unseasoned and as a result needed careful upkeep. For example, it is documented that in the late 12th century repairs at castles such as Exeter and Gloucester cost between £20 and £50 annually.[139]
140
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141
+ Medieval machines and inventions, such as the treadwheel crane, became indispensable during construction, and techniques of building wooden scaffolding were improved upon from Antiquity.[140] When building in stone a prominent concern of medieval builders was to have quarries close at hand. There are examples of some castles where stone was quarried on site, such as Chinon, Château de Coucy and Château Gaillard.[141] When it was built in 992 in France the stone tower at Château de Langeais was 16 metres (52 ft) high, 17.5 metres (57 ft) wide, and 10 metres (33 ft) long with walls averaging 1.5 metres (4 ft 11 in). The walls contain 1,200 cubic metres (42,000 cu ft) of stone and have a total surface (both inside and out) of 1,600 square metres (17,000 sq ft). The tower is estimated to have taken 83,000 average working days to complete, most of which was unskilled labour.[142]
142
+
143
+ Many countries had both timber and stone castles,[143] however Denmark had few quarries and as a result most of its castles are earth and timber affairs, or later on built from brick.[144] Brick-built structures were not necessarily weaker than their stone-built counterparts. Brick castles are less common in England than stone or earth and timber constructions, and often it was chosen for its aesthetic appeal or because it was fashionable, encouraged by the brick architecture of the Low Countries. For example, when Tattershall Castle was built between 1430 and 1450, there was plenty of stone available nearby, but the owner, Lord Cromwell, chose to use brick. About 700,000 bricks were used to build the castle, which has been described as "the finest piece of medieval brick-work in England".[145] Most Spanish castles were built from stone, whereas castles in Eastern Europe were usually of timber construction.[146]
144
+
145
+ Due to the lord's presence in a castle, it was a centre of administration from where he controlled his lands. He relied on the support of those below him, as without the support of his more powerful tenants a lord could expect his power to be undermined. Successful lords regularly held court with those immediately below them on the social scale, but absentees could expect to find their influence weakened. Larger lordships could be vast, and it would be impractical for a lord to visit all his properties regularly so deputies were appointed. This especially applied to royalty, who sometimes owned land in different countries.[149]
146
+
147
+ To allow the lord to concentrate on his duties regarding administration, he had a household of servants to take care of chores such as providing food. The household was run by a chamberlain, while a treasurer took care of the estate's written records. Royal households took essentially the same form as baronial households, although on a much larger scale and the positions were more prestigious.[150] An important role of the household servants was the preparation of food; the castle kitchens would have been a busy place when the castle was occupied, called on to provide large meals.[151] Without the presence of a lord's household, usually because he was staying elsewhere, a castle would have been a quiet place with few residents, focused on maintaining the castle.[152]
148
+
149
+ As social centres castles were important places for display. Builders took the opportunity to draw on symbolism, through the use of motifs, to evoke a sense of chivalry that was aspired to in the Middle Ages amongst the elite. Later structures of the Romantic Revival would draw on elements of castle architecture such as battlements for the same purpose. Castles have been compared with cathedrals as objects of architectural pride, and some castles incorporated gardens as ornamental features.[153] The right to crenellate, when granted by a monarch – though it was not always necessary – was important not just as it allowed a lord to defend his property but because crenellations and other accoutrements associated with castles were prestigious through their use by the elite.[154] Licences to crenellate were also proof of a relationship with or favour from the monarch, who was the one responsible for granting permission.[155]
150
+
151
+ Courtly love was the eroticisation of love between the nobility. Emphasis was placed on restraint between lovers. Though sometimes expressed through chivalric events such as tournaments, where knights would fight wearing a token from their lady, it could also be private and conducted in secret. The legend of Tristan and Iseult is one example of stories of courtly love told in the Middle Ages.[156] It was an ideal of love between two people not married to each other, although the man might be married to someone else. It was not uncommon or ignoble for a lord to be adulterous – Henry I of England had over 20 bastards for instance – but for a lady to be promiscuous was seen as dishonourable.[157]
152
+
153
+ The purpose of marriage between the medieval elites was to secure land. Girls were married in their teens, but boys did not marry until they came of age.[158] There is a popular conception that women played a peripheral role in the medieval castle household, and that it was dominated by the lord himself. This derives from the image of the castle as a martial institution, but most castles in England, France, Ireland, and Scotland were never involved in conflicts or sieges, so the domestic life is a neglected facet.[159] The lady was given a dower of her husband's estates – usually about a third – which was hers for life, and her husband would inherit on her death. It was her duty to administer them directly, as the lord administered his own land.[160] Despite generally being excluded from military service, a woman could be in charge of a castle, either on behalf of her husband or if she was widowed. Because of their influence within the medieval household, women influenced construction and design, sometimes through direct patronage; historian Charles Coulson emphasises the role of women in applying "a refined aristocratic taste" to castles due to their long term residence.[161]
154
+
155
+ The positioning of castles was influenced by the available terrain. Whereas hill castles such as Marksburg were common in Germany, where 66 per cent of all known medieval were highland area while 34 per cent were on low-lying land,[163] they formed a minority of sites in England.[162] Because of the range of functions they had to fulfil, castles were built in a variety of locations. Multiple factors were considered when choosing a site, balancing between the need for a defendable position with other considerations such as proximity to resources. For instance many castles are located near Roman roads, which remained important transport routes in the Middle Ages, or could lead to the alteration or creation of new road systems in the area. Where available it was common to exploit pre-existing defences such as building with a Roman fort or the ramparts of an Iron Age hillfort. A prominent site that overlooked the surrounding area and offered some natural defences may also have been chosen because its visibility made it a symbol of power.[164] Urban castles were particularly important in controlling centres of population and production, especially with an invading force, for instance in the aftermath of the Norman Conquest of England in the 11th century the majority of royal castles were built in or near towns.[165]
156
+
157
+ As castles were not simply military buildings but centres of administration and symbols of power, they had a significant impact on the surrounding landscape. Placed by a frequently-used road or river, the toll castle ensured that a lord would get his due toll money from merchants. Rural castles were often associated with mills and field systems due to their role in managing the lord's estate,[166] which gave them greater influence over resources.[167] Others were adjacent to or in royal forests or deer parks and were important in their upkeep. Fish ponds were a luxury of the lordly elite, and many were found next to castles. Not only were they practical in that they ensured a water supply and fresh fish, but they were a status symbol as they were expensive to build and maintain.[168]
158
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159
+ Although sometimes the construction of a castle led to the destruction of a village, such as at Eaton Socon in England, it was more common for the villages nearby to have grown as a result of the presence of a castle. Sometimes planned towns or villages were created around a castle.[166] The benefits of castle building on settlements was not confined to Europe. When the 13th-century Safad Castle was founded in Galilee in the Holy Land, the 260 villages benefitted from the inhabitants' newfound ability to move freely.[169] When built, a castle could result in the restructuring of the local landscape, with roads moved for the convenience of the lord.[170] Settlements could also grow naturally around a castle, rather than being planned, due to the benefits of proximity to an economic centre in a rural landscape and the safety given by the defences. Not all such settlements survived, as once the castle lost its importance – perhaps succeeded by a manor house as the centre of administration – the benefits of living next to a castle vanished and the settlement depopulated.[171]
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+ During and shortly after the Norman Conquest of England, castles were inserted into important pre-existing towns to control and subdue the populace. They were usually located near any existing town defences, such as Roman walls, although this sometimes resulted in the demolition of structures occupying the desired site. In Lincoln, 166 houses were destroyed to clear space for the castle, and in York agricultural land was flooded to create a moat for the castle. As the military importance of urban castles waned from their early origins, they became more important as centres of administration, and their financial and judicial roles.[172] When the Normans invaded Ireland, Scotland, and Wales in the 11th and 12th centuries, settlement in those countries was predominantly non-urban, and the foundation of towns was often linked with the creation of a castle.[173]
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+ The location of castles in relation to high status features, such as fish ponds, was a statement of power and control of resources. Also often found near a castle, sometimes within its defences, was the parish church.[176] This signified a close relationship between feudal lords and the Church, one of the most important institutions of medieval society.[177] Even elements of castle architecture that have usually been interpreted as military could be used for display. The water features of Kenilworth Castle in England – comprising a moat and several satellite ponds – forced anyone approaching a water castle entrance to take a very indirect route, walking around the defences before the final approach towards the gateway.[178] Another example is that of the 14th-century Bodiam Castle, also in England; although it appears to be a state of the art, advanced castle it is in a site of little strategic importance, and the moat was shallow and more likely intended to make the site appear impressive than as a defence against mining. The approach was long and took the viewer around the castle, ensuring they got a good look before entering. Moreover, the gunports were impractical and unlikely to have been effective.[179]
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+ As a static structure, castles could often be avoided. Their immediate area of influence was about 400 metres (1,300 ft) and their weapons had a short range even early in the age of artillery. However, leaving an enemy behind would allow them to interfere with communications and make raids. Garrisons were expensive and as a result often small unless the castle was important.[181] Cost also meant that in peacetime garrisons were smaller, and small castles were manned by perhaps a couple of watchmen and gate-guards. Even in war, garrisons were not necessarily large as too many people in a defending force would strain supplies and impair the castle's ability to withstand a long siege. In 1403, a force of 37 archers successfully defended Caernarfon Castle against two assaults by Owain Glyndŵr's allies during a long siege, demonstrating that a small force could be effective.[182]
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+ Early on, manning a castle was a feudal duty of vassals to their magnates, and magnates to their kings, however this was later replaced with paid forces.[182][183] A garrison was usually commanded by a constable whose peacetime role would have been looking after the castle in the owner's absence. Under him would have been knights who by benefit of their military training would have acted as a type of officer class. Below them were archers and bowmen, whose role was to prevent the enemy reaching the walls as can be seen by the positioning of arrowslits.[184]
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+ If it was necessary to seize control of a castle an army could either launch an assault or lay siege. It was more efficient to starve the garrison out than to assault it, particularly for the most heavily defended sites. Without relief from an external source, the defenders would eventually submit. Sieges could last weeks, months, and in rare cases years if the supplies of food and water were plentiful. A long siege could slow down the army, allowing help to come or for the enemy to prepare a larger force for later.[185] Such an approach was not confined to castles, but was also applied to the fortified towns of the day.[186] On occasion, siege castles would be built to defend the besiegers from a sudden sally and would have been abandoned after the siege ended one way or another.[187]
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+ If forced to assault a castle, there were many options available to the attackers. For wooden structures, such as early motte-and-baileys, fire was a real threat and attempts would be made to set them alight as can be seen in the Bayeux Tapestry.[188] Projectile weapons had been used since antiquity and the mangonel and petraria – from Eastern and Roman origins respectively – were the main two that were used into the Middle Ages. The trebuchet, which probably evolved from the petraria in the 13th century, was the most effective siege weapon before the development of cannons. These weapons were vulnerable to fire from the castle as they had a short range and were large machines. Conversely, weapons such as trebuchets could be fired from within the castle due to the high trajectory of its projectile, and would be protected from direct fire by the curtain walls.[189]
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+ Ballistas or springalds were siege engines that worked on the same principles as crossbows. With their origins in Ancient Greece, tension was used to project a bolt or javelin. Missiles fired from these engines had a lower trajectory than trebuchets or mangonels and were more accurate. They were more commonly used against the garrison rather than the buildings of a castle.[190] Eventually cannons developed to the point where they were more powerful and had a greater range than the trebuchet, and became the main weapon in siege warfare.[107]
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+ Walls could be undermined by a sap. A mine leading to the wall would be dug and once the target had been reached, the wooden supports preventing the tunnel from collapsing would be burned. It would cave in and bring down the structure above.[191] Building a castle on a rock outcrop or surrounding it with a wide, deep moat helped prevent this. A counter-mine could be dug towards the besiegers' tunnel; assuming the two converged, this would result in underground hand-to-hand combat. Mining was so effective that during the siege of Margat in 1285 when the garrison were informed a sap was being dug they surrendered.[192] Battering rams were also used, usually in the form of a tree trunk given an iron cap. They were used to force open the castle gates, although they were sometimes used against walls with less effect.[193]
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+ As an alternative to the time-consuming task of creating a breach, an escalade could be attempted to capture the walls with fighting along the walkways behind the battlements.[194] In this instance, attackers would be vulnerable to arrowfire.[195] A safer option for those assaulting a castle was to use a siege tower, sometimes called a belfry. Once ditches around a castle were partially filled in, these wooden, movable towers could be pushed against the curtain wall. As well as offering some protection for those inside, a siege tower could overlook the interior of a castle, giving bowmen an advantageous position from which to unleash missiles.[194]
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+ HM The Emperor EmeritusHM The Empress Emerita
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+ HIH The Princess Mikasa
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+ Akihito (明仁, Japanese: [akiꜜçi̥to], English: /ˌækiˈhiːtoʊ/ (listen) or /ˌɑːk-/; born 23 December 1933) is a member of the Imperial House of Japan who reigned as the 125th emperor of Japan, according to the traditional order of succession, from 7 January 1989 until 30 April 2019, Heisei era. He succeeded to the Chrysanthemum Throne upon the death of his father, Emperor Showa (Hirohito). Upon his abdication due to his age and declining health,[1] he became Emperor Emeritus. He was succeeded by his eldest son, Naruhito, on 1 May 2019.
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+ In Japan, during his reign, Akihito was never referred to by his given name, but rather was referred to as "His Majesty the Emperor" (天皇陛下, Tenno Heika) which may be shortened to "His Majesty" (陛下, Heika).[2][failed verification] The era of Akihito's reign from 1989 to 2019 bears the name Heisei (平成), and according to custom he will be renamed Emperor Heisei (平成天皇, Heisei Tennō, see "posthumous name") as the 125th Emperor of Japan by order of the Cabinet after his death.
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+ Upon Akihito's abdication on 30 April 2019, he received the title of Jōkō (上皇, Emperor Emeritus), an abbreviated form of Daijō Tennō (太上天皇, 'abdicated sovereign').[3][4][5] A new era, Reiwa (令和), was established when his son, Emperor Naruhito, acceded to the throne.
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+ Prince Akihito (明仁親王, Akihito Shinnō) was born on 23 December 1933 at morning of 6:39 am in the Tokyo Imperial Palace, Tokyo, Japan as the fifth child and the eldest son of the Emperor Shōwa (father; Hirohito) and the Empress Kōjun (mother; Nagako), they had seven children, two sons and five daughters as their parents. Titled Prince Tsugu (継宮, Tsugu-no-miya) as a child, the emperor was educated by his private tutors prior to attending the elementary and secondary departments of the Peers' School (Gakushūin) from 1940 to 1952.[6] Unlike his predecessors in the Imperial family, he did not receive a commission as an army officer, at the request of his father, the Emperor Hirohito.
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+ During the American firebombing raids on Tokyo in March 1945, Akihito and his younger brother, Prince Masahito (Yoshi-no-miya), were evacuated from the city. During the Allied occupation of Japan following the World War II, Prince Akihito was tutored in the English language and the Western manners by Elizabeth Gray Vining. He briefly studied at the Department of Political Science at Gakushuin University in Tokyo, though he never received a degree.
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+ Akihito was heir-apparent to the Chrysanthemum Throne from the moment of his birth. His formal Investiture as Crown Prince (立太子の礼, Rittaishi-no-rei) was held at the Tokyo Imperial Palace on 10 November 1952. In June 1953 Akihito represented Japan at the Coronation of Queen Elizabeth II in London, the UK.[6]
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+ Crown Prince Akihito and Crown Princess Michiko made official visits to thirty-seven countries. As an Imperial Prince, Akihito compared the role of Japanese royalty to that of a robot. He expressed the desire to help bring the Imperial family closer to the people of Japan.[7]
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+ Upon the death of Emperor Hirohito on 7 January 1989, Akihito acceded to the throne,[8][9] became the 125th Emperor of Japan with the enthronement ceremony taking place on 12 November 1990.[6] In 1998, during a state visit to the United Kingdom, he was invested with the UK Order of the Garter.
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+ On 23 December 2001, during his annual birthday meeting with reporters, the Emperor, in response to a reporter's question about tensions with South Korea, remarked that he felt a kinship with Koreans and went on to explain that, in the Shoku Nihongi, the mother of Emperor Kammu (736–806) is related to Muryeong of Korea, King of Baekje, a fact that was considered taboo for discussion.[10][11]
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+ Emperor Akihito underwent surgery for prostate cancer on 14 January 2003.[12]
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+ In response to the 2011 Tōhoku earthquake and tsunami and the Fukushima I nuclear crisis, the Emperor made a historic televised appearance[13] urging his people not to give up hope and to help each other.[14] The Emperor and Empress also made a visit on Wednesday, 30 March 2011 to a temporary shelter housing refugees of the disaster, in order to inspire hope in the people. This kind of event is also extremely rare, though in line with the Emperor's attempts to bring the Imperial family closer to the people.[15]
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+ Later in 2011 he was admitted to hospital suffering from pneumonia.[16] In February 2012, it was announced that the Emperor would be having a coronary examination;[17] he underwent successful heart bypass surgery on 18 February 2012.[18]
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+ In August 1957, he met Michiko Shōda[6][19] on a tennis court at Karuizawa near Nagano. Initially there was low enthusiasm for the relationship between the couple. Michiko Shōda was considered too low-born for the young Crown Prince and was educated in a Catholic environment. Therefore, in September 1958, she was sent away to Brussels to attend an international conference of the Alumnae du Sacré-Cœur. The Crown Prince was determined to keep in contact with his girlfriend but also didn't want to commit a diplomatic incident. Therefore, he contacted the young King Baudouin of Belgium to send his messages directly towards his loved one. Later King Baudouin also negotiated the marriage of the couple with the Emperor directly stating that if the Crown Prince is happy with Michiko, he would be a better emperor later on.[20]
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+ The Imperial Household Council formally approved the engagement of the Crown Prince to Michiko Shōda on 27 November 1958. At that time, the media presented their encounter as a real "fairy tale",[21] or the "romance of the tennis court". It was the first time a commoner had married into the Imperial Family, breaking more than 2,600 years of tradition.[22] The engagement ceremony took place on 14 January 1959, and the marriage on 10 April 1959.
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+ The Emperor Emeritus Akihito and the Empress Emerita Michiko had three children: two sons Naruhito (born 23 February 1960; Prince Naruhito Hiro-no-miya, the 126th Emperor of Japan) and Fumihito, Prince Akishino (born 30 November 1965; Prince Fumihito Aya-no-miya), and a daughter Mrs. Sayako Kuroda (born 18 April 1969; Princess Sayako Nori-no-miya before marriage), The three children were born at Imperial Household Agency Hospital, Tokyo Imperial Palace in Tokyo.[6]
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+ The announcement about the then-Crown Prince Akihito's engagement and marriage to the then-Ms. Michiko Shōda drew opposition from traditionalist groups, because Shōda came from a Roman Catholic family.[23] Although Shōda was never baptized, she was educated in Catholic schools and seemed to share the faith of her parents. Rumors also speculated that his mother, Empress Kōjun had opposed the engagement. After the death of Empress Kōjun on 16 June 2000, Reuters reported that she was one of the strongest opponents of her son's marriage, and that in the 1960s, she had driven her daughter-in-law and grandchildren to depression by persistently accusing her of not being suitable for her son.[24][failed verification]
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+ According to the Constitution of Japan, the Emperor is "the symbol of the State and of the unity of the people". Unlike any other constitutional monarchs, his function is defined as entirely representative and ceremonial in nature, without even a nominal role in government. He is limited to acting in matters of state as delineated in the Constitution, and even in those matters, he is bound by the requirements of the Constitution and the binding advice of the Cabinet. For instance, while he formally appoints the Prime Minister, he is required to appoint the person designated by the Diet, without the option to decline appointment.
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+ Despite being strictly constrained by his constitutional position, he also issued several wide-ranging statements of remorse to Asian countries, for their suffering under Japanese occupation, beginning with an expression of remorse to China made in April 1989, three months after the death of his father, the Emperor Showa (Hirohito).
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+ In June 2005, the Emperor Akihito and the Empress Michiko visited the island of Saipan (part of the Northern Mariana Islands, a U.S. territory),[25] the site of a battle in the World War II from 15 June to 9 July 1944 (known as the Battle of Saipan). Accompanied by Empress Michiko, he offered prayers and flowers at several memorials, honoring not only the Japanese who died, but also American soldiers, Korean labourers, and local islanders. It was the first trip by a Japanese monarch to a World War II battlefield abroad. The Saipan journey was received with high praise by the Japanese people, as were the Emperor's visits to war memorials in Tokyo, Hiroshima Prefecture, Nagasaki Prefecture and Okinawa Prefecture in 1995.
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+ Since succeeding to the throne, Akihito has made an effort to bring the Imperial family closer to the Japanese people. He and Michiko have made official visits to eighteen countries and to all forty-seven Prefectures of Japan.[6]
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+ On 6 September 2006, the Emperor celebrated the birth of his first grandson, Prince Hisahito, the third child of the Emperor's younger son. Prince Hisahito is the first male heir born to the Japanese imperial family in 41 years (since his father Prince Akishino) and could avert a possible succession crisis as the Emperor's elder son, the then Crown Prince Naruhito, has only one daughter, Princess Aiko. Under Japan's male-only succession law, Princess Aiko is not eligible for the throne. The birth of Prince Hisahito could mean that proposed changes to the law to allow Aiko to ascend the Chrysanthemum Throne will not go through after being temporarily shelved following the announcement of Princess Kiko's third pregnancy in February 2006.[26] The supporters of changes criticized the current law as it placed a burden on the few aging males old enough to perform royal duties as females left the family.[27]
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+ On 13 July 2016, national broadcaster NHK reported that the Emperor intended to abdicate in favor of his eldest son Crown Prince Naruhito within a few years, citing his age. An abdication within the Imperial Family has not occurred since Emperor Kōkaku in 1817. However, senior officials within the Imperial Household Agency denied that there was any official plan for the monarch to abdicate. Abdication by the Emperor required an amendment to the Imperial Household Law, which had no provisions for such a move.[28][29] On 8 August 2016, the Emperor gave a rare televised address, where he emphasized his advanced age and declining health;[30] this address was interpreted as an implication of his intention to abdicate.[31]
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+ On 19 May 2017, the bill that would allow Akihito to abdicate was issued by the Japanese government's cabinet. On 8 June 2017, the National Diet passed a one-off bill allowing Akihito to abdicate, and for the government to begin arranging the process of handing over the position to Crown Prince Naruhito.[32] The Japanese government (Prime Minister Shinzo Abe) announced in December 2017 that the 125th Emperor Akihito would abdicate on 30 April 2019, and that the 126th Emperor Naruhito's reign would begin as of 1 May 2019.[1]
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+ On 19 March 2020, the Emperor Emeritus Akihito and his wife the Empress Emerita Michiko moved out of the Imperial Palace, marking their first public appearance since the abdication.[33]
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+ On 31 March 2020, they moved in to the Takanawa Residence.
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+ In extension of his father's interest in marine biology, who published taxonomic works on the Hydrozoa, the Emperor Emeritus is a published ichthyological researcher, and has specialized in studies within the taxonomy of the family Gobiidae.[34] He has written papers for scholarly journals such as Gene, Ichthyological Research, and the Japanese Journal of Ichthyology.[35][36]
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+ He has also written papers about the history of science during the Edo and Meiji eras, which were published in Science[37] and Nature.[38] In 2005, a newly described goby was named Exyrias akihito in his honour, and in 2007 a genus Akihito of gobies native to Vanuatu also received his name.
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+ Akihito as Knight of the Garter
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+ Akihito as Knight of the Golden Fleece
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+ Akihito as Knight of the Royal Order of the Seraphim
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+ The following table includes the official visits made by Emperor Akihito, along with Empress Michiko, following succession to the throne on 7 January 1989.[52][53][54] The list includes all the visits made up to 31 December 2017. Although Empress Michiko has made two official visits on her own, in 2002 (to Switzerland) and 2014 (to Belgium), they did not include the Emperor and are not included in this table.
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+ The Emperor emeritus Akihito and the Empress emerita have three children, two sons and a daughter as their parents.
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+ Akihito's patriline is the line from which he is descended father to son.
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+ Patrilineal descent is the principle behind membership in royal houses, as it can be traced back through the generations, which means that Akihito is a member of the Imperial House of Japan.
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+ Unless otherwise noted (as BC), years are in CE / AD  * Imperial Consort and Regent Empress Jingū is not traditionally listed.
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+ A castle is a type of fortified structure built during the Middle Ages predominantly by the nobility or royalty and by military orders. Scholars debate the scope of the word castle, but usually consider it to be the private fortified residence of a lord or noble. This is distinct from a palace, which is not fortified; from a fortress, which was not always a residence for royalty or nobility; and from a fortified settlement, which was a public defence – though there are many similarities among these types of construction. Usage of the term has varied over time and has been applied to structures as diverse as hill forts and country houses. Over the approximately 900 years that castles were built, they took on a great many forms with many different features, although some, such as curtain walls, arrowslits, and portcullises, were commonplace.
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+ European-style castles originated in the 9th and 10th centuries, after the fall of the Carolingian Empire resulted in its territory being divided among individual lords and princes. These nobles built castles to control the area immediately surrounding them and the castles were both offensive and defensive structures; they provided a base from which raids could be launched as well as offered protection from enemies. Although their military origins are often emphasised in castle studies, the structures also served as centres of administration and symbols of power. Urban castles were used to control the local populace and important travel routes, and rural castles were often situated near features that were integral to life in the community, such as mills, fertile land, or a water source.
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+ Many northern European castles were originally built from earth and timber, but had their defences replaced later by stone. Early castles often exploited natural defences, lacking features such as towers and arrowslits and relying on a central keep. In the late 12th and early 13th centuries, a scientific approach to castle defence emerged. This led to the proliferation of towers, with an emphasis on flanking fire. Many new castles were polygonal or relied on concentric defence – several stages of defence within each other that could all function at the same time to maximise the castle's firepower. These changes in defence have been attributed to a mixture of castle technology from the Crusades, such as concentric fortification, and inspiration from earlier defences, such as Roman forts. Not all the elements of castle architecture were military in nature, so that devices such as moats evolved from their original purpose of defence into symbols of power. Some grand castles had long winding approaches intended to impress and dominate their landscape.
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+ Although gunpowder was introduced to Europe in the 14th century, it did not significantly affect castle building until the 15th century, when artillery became powerful enough to break through stone walls. While castles continued to be built well into the 16th century, new techniques to deal with improved cannon fire made them uncomfortable and undesirable places to live. As a result, true castles went into decline and were replaced by artillery forts with no role in civil administration, and country houses that were indefensible. From the 18th century onwards, there was a renewed interest in castles with the construction of mock castles, part of a romantic revival of Gothic architecture, but they had no military purpose.
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+ The word castle is derived from the Latin word castellum, which is a diminutive of the word castrum, meaning "fortified place". The Old English castel, Old French castel or chastel, French château, Spanish castillo, Portuguese castelo, Italian castello, and a number of words in other languages also derive from castellum.[1] The word castle was introduced into English shortly before the Norman Conquest to denote this type of building, which was then new to England.[2]
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+ In its simplest terms, the definition of a castle accepted amongst academics is "a private fortified residence".[3] This contrasts with earlier fortifications, such as Anglo-Saxon burhs and walled cities such as Constantinople and Antioch in the Middle East; castles were not communal defences but were built and owned by the local feudal lords, either for themselves or for their monarch.[4] Feudalism was the link between a lord and his vassal where, in return for military service and the expectation of loyalty, the lord would grant the vassal land.[5] In the late 20th century, there was a trend to refine the definition of a castle by including the criterion of feudal ownership, thus tying castles to the medieval period; however, this does not necessarily reflect the terminology used in the medieval period. During the First Crusade (1096–1099), the Frankish armies encountered walled settlements and forts that they indiscriminately referred to as castles, but which would not be considered as such under the modern definition.[3]
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+ Castles served a range of purposes, the most important of which were military, administrative, and domestic. As well as defensive structures, castles were also offensive tools which could be used as a base of operations in enemy territory. Castles were established by Norman invaders of England for both defensive purposes and to pacify the country's inhabitants.[6] As William the Conqueror advanced through England, he fortified key positions to secure the land he had taken. Between 1066 and 1087, he established 36 castles such as Warwick Castle, which he used to guard against rebellion in the English Midlands.[7][8]
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+ Towards the end of the Middle Ages, castles tended to lose their military significance due to the advent of powerful cannons and permanent artillery fortifications;[9] as a result, castles became more important as residences and statements of power.[10] A castle could act as a stronghold and prison but was also a place where a knight or lord could entertain his peers.[11] Over time the aesthetics of the design became more important, as the castle's appearance and size began to reflect the prestige and power of its occupant. Comfortable homes were often fashioned within their fortified walls. Although castles still provided protection from low levels of violence in later periods, eventually they were succeeded by country houses as high status residences.[12]
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+ Castle is sometimes used as a catch-all term for all kinds of fortifications and, as a result, has been misapplied in the technical sense. An example of this is Maiden Castle which, despite the name, is an Iron Age hill fort which had a very different origin and purpose.[13]
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+ Although "castle" has not become a generic term for a manor house (like château in French and Schloss in German), many manor houses contain "castle" in their name while having few if any of the architectural characteristics, usually as their owners liked to maintain a link to the past and felt the term "castle" was a masculine expression of their power.[14] In scholarship the castle, as defined above, is generally accepted as a coherent concept, originating in Europe and later spreading to parts of the Middle East, where they were introduced by European Crusaders. This coherent group shared a common origin, dealt with a particular mode of warfare, and exchanged influences.[15]
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+ In different areas of the world, analogous structures shared features of fortification and other defining characteristics associated with the concept of a castle, though they originated in different periods and circumstances and experienced differing evolutions and influences. For example, shiro in Japan, described as castles by historian Stephen Turnbull, underwent "a completely different developmental history, were built in a completely different way and were designed to withstand attacks of a completely different nature".[16] While European castles built from the late 12th and early 13th century onwards were generally stone, shiro were predominantly timber buildings into the 16th century.[17]
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+ By the 16th century, when Japanese and European cultures met, fortification in Europe had moved beyond castles and relied on innovations such as the Italian trace italienne and star forts.[16] Forts in India present a similar case; when they were encountered by the British in the 17th century, castles in Europe had generally fallen out of use militarily. Like shiro, the Indian forts, durga or durg in Sanskrit, shared features with castles in Europe such as acting as a domicile for a lord as well as being fortifications. They too developed differently from the structures known as castles that had their origins in Europe.[18]
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+ A motte was an earthen mound with a flat top. It was often artificial, although sometimes it incorporated a pre-existing feature of the landscape. The excavation of earth to make the mound left a ditch around the motte, called a moat (which could be either wet or dry). "Motte" and "moat" derive from the same Old French word, indicating that the features were originally associated and depended on each other for their construction. Although the motte is commonly associated with the bailey to form a motte-and-bailey castle, this was not always the case and there are instances where a motte existed on its own.[19]
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+ "Motte" refers to the mound alone, but it was often surmounted by a fortified structure, such as a keep, and the flat top would be surrounded by a palisade.[19] It was common for the motte to be reached over a flying bridge (a bridge over the ditch from the counterscarp of the ditch to the edge of the top of the mound), as shown in the Bayeux Tapestry's depiction of Château de Dinan.[20] Sometimes a motte covered an older castle or hall, whose rooms became underground storage areas and prisons beneath a new keep.[21]
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+ A bailey, also called a ward, was a fortified enclosure. It was a common feature of castles, and most had at least one. The keep on top of the motte was the domicile of the lord in charge of the castle and a bastion of last defence, while the bailey was the home of the rest of the lord's household and gave them protection. The barracks for the garrison, stables, workshops, and storage facilities were often found in the bailey. Water was supplied by a well or cistern. Over time the focus of high status accommodation shifted from the keep to the bailey; this resulted in the creation of another bailey that separated the high status buildings – such as the lord's chambers and the chapel – from the everyday structures such as the workshops and barracks.[22]
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+ From the late 12th century there was a trend for knights to move out of the small houses they had previously occupied within the bailey to live in fortified houses in the countryside.[23] Although often associated with the motte-and-bailey type of castle, baileys could also be found as independent defensive structures. These simple fortifications were called ringworks.[24] The enceinte was the castle's main defensive enclosure, and the terms "bailey" and "enceinte" are linked. A castle could have several baileys but only one enceinte. Castles with no keep, which relied on their outer defences for protection, are sometimes called enceinte castles;[25] these were the earliest form of castles, before the keep was introduced in the 10th century.[26]
36
+
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+ A keep was a great tower and usually the most strongly defended point of a castle before the introduction of concentric defence. "Keep" was not a term used in the medieval period – the term was applied from the 16th century onwards – instead "donjon" was used to refer to great towers,[27] or turris in Latin. In motte-and-bailey castles, the keep was on top of the motte.[19] "Dungeon" is a corrupted form of "donjon" and means a dark, unwelcoming prison.[28] Although often the strongest part of a castle and a last place of refuge if the outer defences fell, the keep was not left empty in case of attack but was used as a residence by the lord who owned the castle, or his guests or representatives.[29]
38
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+ At first this was usual only in England, when after the Norman Conquest of 1066 the "conquerors lived for a long time in a constant state of alert";[30] elsewhere the lord's wife presided over a separate residence (domus, aula or mansio in Latin) close to the keep, and the donjon was a barracks and headquarters. Gradually, the two functions merged into the same building, and the highest residential storeys had large windows; as a result for many structures, it is difficult to find an appropriate term.[31] The massive internal spaces seen in many surviving donjons can be misleading; they would have been divided into several rooms by light partitions, as in a modern office building. Even in some large castles the great hall was separated only by a partition from the lord's "chamber", his bedroom and to some extent his office.[32]
40
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+ Curtain walls were defensive walls enclosing a bailey. They had to be high enough to make scaling the walls with ladders difficult and thick enough to withstand bombardment from siege engines which, from the 15th century onwards, included gunpowder artillery. A typical wall could be 3 m (10 ft) thick and 12 m (39 ft) tall, although sizes varied greatly between castles. To protect them from undermining, curtain walls were sometimes given a stone skirt around their bases. Walkways along the tops of the curtain walls allowed defenders to rain missiles on enemies below, and battlements gave them further protection. Curtain walls were studded with towers to allow enfilading fire along the wall.[33] Arrowslits in the walls did not become common in Europe until the 13th century, for fear that they might compromise the wall's strength.[34]
42
+
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+ The entrance was often the weakest part in a circuit of defences. To overcome this, the gatehouse was developed, allowing those inside the castle to control the flow of traffic. In earth and timber castles, the gateway was usually the first feature to be rebuilt in stone. The front of the gateway was a blind spot and to overcome this, projecting towers were added on each side of the gate in a style similar to that developed by the Romans.[35] The gatehouse contained a series of defences to make a direct assault more difficult than battering down a simple gate. Typically, there were one or more portcullises – a wooden grille reinforced with metal to block a passage – and arrowslits to allow defenders to harry the enemy. The passage through the gatehouse was lengthened to increase the amount of time an assailant had to spend under fire in a confined space and unable to retaliate.[36]
44
+
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+ It is a popular myth that so-called murder holes – openings in the ceiling of the gateway passage – were used to pour boiling oil or molten lead on attackers; the price of oil and lead and the distance of the gatehouse from fires meant that this was impractical.[37] This method was, however, a common practice in the MENA region and the Mediterranean castles and fortifications where such resources were abundant.[38][39] They were most likely used to drop objects on attackers, or to allow water to be poured on fires to extinguish them.[37] Provision was made in the upper storey of the gatehouse for accommodation so the gate was never left undefended, although this arrangement later evolved to become more comfortable at the expense of defence.[40]
46
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+ During the 13th and 14th centuries the barbican was developed.[41] This consisted of a rampart, ditch, and possibly a tower, in front of the gatehouse[42] which could be used to further protect the entrance. The purpose of a barbican was not just to provide another line of defence but also to dictate the only approach to the gate.[43]
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49
+ A moat was a defensive ditch with steep sides, and could be either dry or filled with water. Its purpose was twofold; to stop devices such as siege towers from reaching the curtain wall and to prevent the walls from being undermined. Water moats were found in low-lying areas and were usually crossed by a drawbridge, although these were often replaced by stone bridges. Fortified islands could be added to the moat, adding another layer of defence. Water defences, such as moats or natural lakes, had the benefit of dictating the enemy's approach to the castle.[44] The site of the 13th-century Caerphilly Castle in Wales covers over 30 acres (12 ha) and the water defences, created by flooding the valley to the south of the castle, are some of the largest in Western Europe.[45]
50
+
51
+ Battlements were most often found surmounting curtain walls and the tops of gatehouses, and comprised several elements: crenellations, hoardings, machicolations, and loopholes. Crenellation is the collective name for alternating crenels and merlons: gaps and solid blocks on top of a wall. Hoardings were wooden constructs that projected beyond the wall, allowing defenders to shoot at, or drop objects on, attackers at the base of the wall without having to lean perilously over the crenellations, thereby exposing themselves to retaliatory fire. Machicolations were stone projections on top of a wall with openings that allowed objects to be dropped on an enemy at the base of the wall in a similar fashion to hoardings.[46]
52
+
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+ Arrowslits, also commonly called loopholes, were narrow vertical openings in defensive walls which allowed arrows or crossbow bolts to be fired on attackers. The narrow slits were intended to protect the defender by providing a very small target, but the size of the opening could also impede the defender if it was too small. A smaller horizontal opening could be added to give an archer a better view for aiming.[47] Sometimes a sally port was included; this could allow the garrison to leave the castle and engage besieging forces.[48] It was usual for the latrines to empty down the external walls of a castle and into the surrounding ditch.[49]
54
+
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+ A postern is a secondary door or gate.
56
+
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+ Historian Charles Coulson states that the accumulation of wealth and resources, such as food, led to the need for defensive structures. The earliest fortifications originated in the Fertile Crescent, the Indus Valley, Egypt, and China where settlements were protected by large walls. Northern Europe was slower than the East to develop defensive structures and it was not until the Bronze Age that hill forts were developed, which then proliferated across Europe in the Iron Age. These structures differed from their eastern counterparts in that they used earthworks rather than stone as a building material.[51] Many earthworks survive today, along with evidence of palisades to accompany the ditches. In Europe, oppida emerged in the 2nd century BC; these were densely inhabited fortified settlements, such as the oppidum of Manching, and developed from hill forts.[52] The Romans encountered fortified settlements such as hill forts and oppida when expanding their territory into northern Europe.[52] Although primitive, they were often effective, and were only overcome by the extensive use of siege engines and other siege warfare techniques, such as at the Battle of Alesia. The Romans' own fortifications (castra) varied from simple temporary earthworks thrown up by armies on the move, to elaborate permanent stone constructions, notably the milecastles of Hadrian's Wall. Roman forts were generally rectangular with rounded corners – a "playing-card shape".[53]
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+ In the medieval period, castles were influenced by earlier forms of elite architecture, contributing to regional variations. Importantly, while castles had military aspects, they contained a recognisable household structure within their walls, reflecting the multi-functional use of these buildings.[54]
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+ The subject of the emergence of castles in Europe is a complex matter which has led to considerable debate. Discussions have typically attributed the rise of the castle to a reaction to attacks by Magyars, Muslims, and Vikings and a need for private defence.[55] The breakdown of the Carolingian Empire led to the privatisation of government, and local lords assumed responsibility for the economy and justice.[56] However, while castles proliferated in the 9th and 10th centuries the link between periods of insecurity and building fortifications is not always straightforward. Some high concentrations of castles occur in secure places, while some border regions had relatively few castles.[57]
62
+
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+ It is likely that the castle evolved from the practice of fortifying a lordly home. The greatest threat to a lord's home or hall was fire as it was usually a wooden structure. To protect against this, and keep other threats at bay, there were several courses of action available: create encircling earthworks to keep an enemy at a distance; build the hall in stone; or raise it up on an artificial mound, known as a motte, to present an obstacle to attackers.[58] While the concept of ditches, ramparts, and stone walls as defensive measures is ancient, raising a motte is a medieval innovation.[59]
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+ A bank and ditch enclosure was a simple form of defence, and when found without an associated motte is called a ringwork; when the site was in use for a prolonged period, it was sometimes replaced by a more complex structure or enhanced by the addition of a stone curtain wall.[60] Building the hall in stone did not necessarily make it immune to fire as it still had windows and a wooden door. This led to the elevation of windows to the second storey – to make it harder to throw objects in – and to move the entrance from ground level to the second storey. These features are seen in many surviving castle keeps, which were the more sophisticated version of halls.[61] Castles were not just defensive sites but also enhanced a lord's control over his lands. They allowed the garrison to control the surrounding area,[62] and formed a centre of administration, providing the lord with a place to hold court.[63]
66
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+ Building a castle sometimes required the permission of the king or other high authority. In 864 the King of West Francia, Charles the Bald, prohibited the construction of castella without his permission and ordered them all to be destroyed. This is perhaps the earliest reference to castles, though military historian R. Allen Brown points out that the word castella may have applied to any fortification at the time.[64]
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+ In some countries the monarch had little control over lords, or required the construction of new castles to aid in securing the land so was unconcerned about granting permission – as was the case in England in the aftermath of the Norman Conquest and the Holy Land during the Crusades. Switzerland is an extreme case of there being no state control over who built castles, and as a result there were 4,000 in the country.[65] There are very few castles dated with certainty from the mid-9th century. Converted into a donjon around 950, Château de Doué-la-Fontaine in France is the oldest standing castle in Europe.[66]
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+ From 1000 onwards, references to castles in texts such as charters increased greatly. Historians have interpreted this as evidence of a sudden increase in the number of castles in Europe around this time; this has been supported by archaeological investigation which has dated the construction of castle sites through the examination of ceramics.[67] The increase in Italy began in the 950s, with numbers of castles increasing by a factor of three to five every 50 years, whereas in other parts of Europe such as France and Spain the growth was slower. In 950 Provence was home to 12 castles, by 1000 this figure had risen to 30, and by 1030 it was over 100.[68] Although the increase was slower in Spain, the 1020s saw a particular growth in the number of castles in the region, particularly in contested border areas between Christian and Muslim lands.[69]
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+ Despite the common period in which castles rose to prominence in Europe, their form and design varied from region to region. In the early 11th century, the motte and keep – an artificial mound surmounted by a palisade and tower – was the most common form of castle in Europe, everywhere except Scandinavia.[68] While Britain, France, and Italy shared a tradition of timber construction that was continued in castle architecture, Spain more commonly used stone or mud-brick as the main building material.[70]
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+ The Muslim invasion of the Iberian Peninsula in the 8th century introduced a style of building developed in North Africa reliant on tapial, pebbles in cement, where timber was in short supply.[71] Although stone construction would later become common elsewhere, from the 11th century onwards it was the primary building material for Christian castles in Spain,[72] while at the same time timber was still the dominant building material in north-west Europe.[69]
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+ Historians have interpreted the widespread presence of castles across Europe in the 11th and 12th centuries as evidence that warfare was common, and usually between local lords.[74] Castles were introduced into England shortly before the Norman Conquest in 1066.[75] Before the 12th century castles were as uncommon in Denmark as they had been in England before the Norman Conquest. The introduction of castles to Denmark was a reaction to attacks from Wendish pirates, and they were usually intended as coastal defences.[65] The motte and bailey remained the dominant form of castle in England, Wales, and Ireland well into the 12th��century.[76] At the same time, castle architecture in mainland Europe became more sophisticated.[77]
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+ The donjon[78] was at the centre of this change in castle architecture in the 12th century. Central towers proliferated, and typically had a square plan, with walls 3 to 4 m (9.8 to 13.1 ft) thick. Their decoration emulated Romanesque architecture, and sometimes incorporated double windows similar to those found in church bell towers. Donjons, which were the residence of the lord of the castle, evolved to become more spacious. The design emphasis of donjons changed to reflect a shift from functional to decorative requirements, imposing a symbol of lordly power upon the landscape. This sometimes led to compromising defence for the sake of display.[77]
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+ Until the 12th century, stone-built and earth and timber castles were contemporary,[79] but by the late 12th century the number of castles being built went into decline. This has been partly attributed to the higher cost of stone-built fortifications, and the obsolescence of timber and earthwork sites, which meant it was preferable to build in more durable stone.[80] Although superseded by their stone successors, timber and earthwork castles were by no means useless.[81] This is evidenced by the continual maintenance of timber castles over long periods, sometimes several centuries; Owain Glyndŵr's 11th-century timber castle at Sycharth was still in use by the start of the 15th century, its structure having been maintained for four centuries.[82][83]
82
+
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+ At the same time there was a change in castle architecture. Until the late 12th century castles generally had few towers; a gateway with few defensive features such as arrowslits or a portcullis; a great keep or donjon, usually square and without arrowslits; and the shape would have been dictated by the lay of the land (the result was often irregular or curvilinear structures). The design of castles was not uniform, but these were features that could be found in a typical castle in the mid-12th century.[84] By the end of the 12th century or the early 13th century, a newly constructed castle could be expected to be polygonal in shape, with towers at the corners to provide enfilading fire for the walls. The towers would have protruded from the walls and featured arrowslits on each level to allow archers to target anyone nearing or at the curtain wall.[85]
84
+
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+ These later castles did not always have a keep, but this may have been because the more complex design of the castle as a whole drove up costs and the keep was sacrificed to save money. The larger towers provided space for habitation to make up for the loss of the donjon. Where keeps did exist, they were no longer square but polygonal or cylindrical. Gateways were more strongly defended, with the entrance to the castle usually between two half-round towers which were connected by a passage above the gateway – although there was great variety in the styles of gateway and entrances – and one or more portcullis.[85]
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+
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+ A peculiar feature of Muslim castles in the Iberian Peninsula was the use of detached towers, called Albarrana towers, around the perimeter as can be seen at the Alcazaba of Badajoz. Probably developed in the 12th century, the towers provided flanking fire. They were connected to the castle by removable wooden bridges, so if the towers were captured the rest of the castle was not accessible.[86]
88
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+ When seeking to explain this change in the complexity and style of castles, antiquarians found their answer in the Crusades. It seemed that the Crusaders had learned much about fortification from their conflicts with the Saracens and exposure to Byzantine architecture. There were legends such as that of Lalys – an architect from Palestine who reputedly went to Wales after the Crusades and greatly enhanced the castles in the south of the country – and it was assumed that great architects such as James of Saint George originated in the East. In the mid-20th century this view was cast into doubt. Legends were discredited, and in the case of James of Saint George it was proven that he came from Saint-Georges-d'Espéranche, in France. If the innovations in fortification had derived from the East, it would have been expected for their influence to be seen from 1100 onwards, immediately after the Christians were victorious in the First Crusade (1096–1099), rather than nearly 100 years later.[88] Remains of Roman structures in Western Europe were still standing in many places, some of which had flanking round-towers and entrances between two flanking towers.
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+
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+ The castle builders of Western Europe were aware of and influenced by Roman design; late Roman coastal forts on the English "Saxon Shore" were reused and in Spain the wall around the city of Ávila imitated Roman architecture when it was built in 1091.[88] Historian Smail in Crusading warfare argued that the case for the influence of Eastern fortification on the West has been overstated, and that Crusaders of the 12th century in fact learned very little about scientific design from Byzantine and Saracen defences.[89] A well-sited castle that made use of natural defences and had strong ditches and walls had no need for a scientific design. An example of this approach is Kerak. Although there were no scientific elements to its design, it was almost impregnable, and in 1187 Saladin chose to lay siege to the castle and starve out its garrison rather than risk an assault.[89]
92
+
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+ During the late 11th and 12th centuries in what is now south-central Turkey the Hospitallers, Teutonic Knights and Templars established themselves in the Armenian Kingdom of Cilicia, where they discovered an extensive network of sophisticated fortifications which had a profound impact on the architecture of Crusader castles. Most of the Armenian military sites in Cilicia are characterized by: multiple bailey walls laid with irregular plans to follow the sinuosities of the outcrops; rounded and especially horseshoe-shaped towers; finely-cut often rusticated ashlar facing stones with intricate poured cores; concealed postern gates and complex bent entrances with slot machicolations; embrasured loopholes for archers; barrel, pointed or groined vaults over undercrofts, gates and chapels; and cisterns with elaborate scarped drains.[90] Civilian settlement are often found in the immediate proximity of these fortifications.[91] After the First Crusade, Crusaders who did not return to their homes in Europe helped found the Crusader states of the Principality of Antioch, the County of Edessa, the Kingdom of Jerusalem, and the County of Tripoli. The castles they founded to secure their acquisitions were designed mostly by Syrian master-masons. Their design was very similar to that of a Roman fort or Byzantine tetrapyrgia which were square in plan and had square towers at each corner that did not project much beyond the curtain wall. The keep of these Crusader castles would have had a square plan and generally be undecorated.[92]
94
+
95
+ While castles were used to hold a site and control movement of armies, in the Holy Land some key strategic positions were left unfortified.[93] Castle architecture in the East became more complex around the late 12th and early 13th centuries after the stalemate of the Third Crusade (1189–1192). Both Christians and Muslims created fortifications, and the character of each was different. Saphadin, the 13th-century ruler of the Saracens, created structures with large rectangular towers that influenced Muslim architecture and were copied again and again, however they had little influence on Crusader castles.[94]
96
+
97
+ In the early 13th century, Crusader castles were mostly built by Military Orders including the Knights Hospitaller, Knights Templar, and Teutonic Knights. The orders were responsible for the foundation of sites such as Krak des Chevaliers, Margat, and Belvoir. Design varied not just between orders, but between individual castles, though it was common for those founded in this period to have concentric defences.[96]
98
+
99
+ The concept, which originated in castles such as Krak des Chevaliers, was to remove the reliance on a central strongpoint and to emphasise the defence of the curtain walls. There would be multiple rings of defensive walls, one inside the other, with the inner ring rising above the outer so that its field of fire was not completely obscured. If assailants made it past the first line of defence they would be caught in the killing ground between the inner and outer walls and have to assault the second wall.[97]
100
+
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+ Concentric castles were widely copied across Europe, for instance when Edward I of England – who had himself been on Crusade – built castles in Wales in the late 13th century, four of the eight he founded had a concentric design.[96][97] Not all the features of the Crusader castles from the 13th century were emulated in Europe. For instance, it was common in Crusader castles to have the main gate in the side of a tower and for there to be two turns in the passageway, lengthening the time it took for someone to reach the outer enclosure. It is rare for this bent entrance to be found in Europe.[96]
102
+
103
+ One of the effects of the Livonian Crusade in the Baltic was the introduction of stone and brick fortifications. Although there were hundreds of wooden castles in Prussia and Livonia, the use of bricks and mortar was unknown in the region before the Crusaders. Until the 13th century and start of the 14th centuries, their design was heterogeneous, however this period saw the emergence of a standard plan in the region: a square plan, with four wings around a central courtyard.[98] It was common for castles in the East to have arrowslits in the curtain wall at multiple levels; contemporary builders in Europe were wary of this as they believed it weakened the wall. Arrowslits did not compromise the wall's strength, but it was not until Edward I's programme of castle building that they were widely adopted in Europe.[34]
104
+
105
+ The Crusades also led to the introduction of machicolations into Western architecture. Until the 13th century, the tops of towers had been surrounded by wooden galleries, allowing defenders to drop objects on assailants below. Although machicolations performed the same purpose as the wooden galleries, they were probably an Eastern invention rather than an evolution of the wooden form. Machicolations were used in the East long before the arrival of the Crusaders, and perhaps as early as the first half of the 8th century in Syria.[99]
106
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107
+ The greatest period of castle building in Spain was in the 11th to 13th centuries, and they were most commonly found in the disputed borders between Christian and Muslim lands. Conflict and interaction between the two groups led to an exchange of architectural ideas, and Spanish Christians adopted the use of detached towers. The Spanish Reconquista, driving the Muslims out of the Iberian Peninsula, was complete in 1492.[86]
108
+
109
+ Although France has been described as "the heartland of medieval architecture", the English were at the forefront of castle architecture in the 12th century. French historian François Gebelin wrote: "The great revival in military architecture was led, as one would naturally expect, by the powerful kings and princes of the time; by the sons of William the Conqueror and their descendants, the Plantagenets, when they became dukes of Normandy. These were the men who built all the most typical twelfth-century fortified castles remaining to-day".[101] Despite this, by the beginning of the 15th century, the rate of castle construction in England and Wales went into decline. The new castles were generally of a lighter build than earlier structures and presented few innovations, although strong sites were still created such as that of Raglan in Wales. At the same time, French castle architecture came to the fore and led the way in the field of medieval fortifications. Across Europe – particularly the Baltic, Germany, and Scotland – castles were built well into the 16th century.[102]
110
+
111
+ Artillery powered by gunpowder was introduced to Europe in the 1320s and spread quickly. Handguns, which were initially unpredictable and inaccurate weapons, were not recorded until the 1380s.[103] Castles were adapted to allow small artillery pieces – averaging between 19.6 and 22 kg (43 and 49 lb) – to fire from towers. These guns were too heavy for a man to carry and fire, but if he supported the butt end and rested the muzzle on the edge of the gun port he could fire the weapon. The gun ports developed in this period show a unique feature, that of a horizontal timber across the opening. A hook on the end of the gun could be latched over the timber so the gunner did not have to take the full recoil of the weapon. This adaptation is found across Europe, and although the timber rarely survives, there is an intact example at Castle Doornenburg in the Netherlands. Gunports were keyhole shaped, with a circular hole at the bottom for the weapon and a narrow slit on top to allow the gunner to aim.[104]
112
+
113
+ This form is very common in castles adapted for guns, found in Egypt, Italy, Scotland, and Spain, and elsewhere in between. Other types of port, though less common, were horizontal slits – allowing only lateral movement – and large square openings, which allowed greater movement.[104] The use of guns for defence gave rise to artillery castles, such as that of Château de Ham in France. Defences against guns were not developed until a later stage.[105] Ham is an example of the trend for new castles to dispense with earlier features such as machicolations, tall towers, and crenellations.[106]
114
+
115
+ Bigger guns were developed, and in the 15th century became an alternative to siege engines such as the trebuchet. The benefits of large guns over trebuchets – the most effective siege engine of the Middle Ages before the advent of gunpowder – were those of a greater range and power. In an effort to make them more effective, guns were made ever bigger, although this hampered their ability to reach remote castles. By the 1450s guns were the preferred siege weapon, and their effectiveness was demonstrated by Mehmed II at the Fall of Constantinople.[107]
116
+
117
+ The response towards more effective cannons was to build thicker walls and to prefer round towers, as the curving sides were more likely to deflect a shot than a flat surface. While this sufficed for new castles, pre-existing structures had to find a way to cope with being battered by cannon. An earthen bank could be piled behind a castle's curtain wall to absorb some of the shock of impact.[108]
118
+
119
+ Often, castles constructed before the age of gunpowder were incapable of using guns as their wall-walks were too narrow. A solution to this was to pull down the top of a tower and to fill the lower part with the rubble to provide a surface for the guns to fire from. Lowering the defences in this way had the effect of making them easier to scale with ladders. A more popular alternative defence, which avoided damaging the castle, was to establish bulwarks beyond the castle's defences. These could be built from earth or stone and were used to mount weapons.[109]
120
+
121
+ Around 1500, the innovation of the angled bastion was developed in Italy.[110] With developments such as these, Italy pioneered permanent artillery fortifications, which took over from the defensive role of castles. From this evolved star forts, also known as trace italienne.[9] The elite responsible for castle construction had to choose between the new type that could withstand cannon fire and the earlier, more elaborate style. The first was ugly and uncomfortable and the latter was less secure, although it did offer greater aesthetic appeal and value as a status symbol. The second choice proved to be more popular as it became apparent that there was little point in trying to make the site genuinely defensible in the face of cannon.[111] For a variety of reasons, not least of which is that many castles have no recorded history, there is no firm number of castles built in the medieval period. However, it has been estimated that between 75,000 and 100,000 were built in western Europe;[112] of these around 1,700 were in England and Wales[113] and around 14,000 in German-speaking areas.[114]
122
+
123
+ Some true castles were built in the Americas by the Spanish and French colonies. The first stage of Spanish fort construction has been termed the "castle period", which lasted from 1492 until the end of the 16th century.[115] Starting with Fortaleza Ozama, "these castles were essentially European medieval castles transposed to America".[116] Among other defensive structures (including forts and citadels), castles were also built in New France towards the end of the 17th century.[117] In Montreal the artillery was not as developed as on the battle-fields of Europe, some of the region's outlying forts were built like the fortified manor houses of France. Fort Longueuil, built from 1695–1698 by a baronial family, has been described as "the most medieval-looking fort built in Canada".[118] The manor house and stables were within a fortified bailey, with a tall round turret in each corner. The "most substantial castle-like fort" near Montréal was Fort Senneville, built in 1692 with square towers connected by thick stone walls, as well as a fortified windmill.[119] Stone forts such as these served as defensive residences, as well as imposing structures to prevent Iroquois incursions.[120]
124
+
125
+ Although castle construction faded towards the end of the 16th century, castles did not necessarily all fall out of use. Some retained a role in local administration and became law courts, while others are still handed down in aristocratic families as hereditary seats. A particularly famous example of this is Windsor Castle in England which was founded in the 11th century and is home to the monarch of the United Kingdom.[121] In other cases they still had a role in defence. Tower houses, which are closely related to castles and include pele towers, were defended towers that were permanent residences built in the 14th to 17th centuries. Especially common in Ireland and Scotland, they could be up to five storeys high and succeeded common enclosure castles and were built by a greater social range of people. While unlikely to provide as much protection as a more complex castle, they offered security against raiders and other small threats.[122][123]
126
+
127
+ According to archaeologists Oliver Creighton and Robert Higham, "the great country houses of the seventeenth to twentieth centuries were, in a social sense, the castles of their day".[124] Though there was a trend for the elite to move from castles into country houses in the 17th century, castles were not completely useless. In later conflicts, such as the English Civil War (1641–1651), many castles were refortified, although subsequently slighted to prevent them from being used again.[125] Some country residences, which were not meant to be fortified, were given a castle appearance to scare away potential invaders such as adding turrets and using small windows. An example of this is the 16th century Bubaqra Castle in Bubaqra, Malta, which was modified in the 18th century.[126]
128
+
129
+ Revival or mock castles became popular as a manifestation of a Romantic interest in the Middle Ages and chivalry, and as part of the broader Gothic Revival in architecture. Examples of these castles include Chapultepec in Mexico,[127] Neuschwanstein in Germany,[128] and Edwin Lutyens' Castle Drogo (1911–1930) – the last flicker of this movement in the British Isles.[129] While churches and cathedrals in a Gothic style could faithfully imitate medieval examples, new country houses built in a "castle style" differed internally from their medieval predecessors. This was because to be faithful to medieval design would have left the houses cold and dark by contemporary standards.[130]
130
+
131
+ Artificial ruins, built to resemble remnants of historic edifices, were also a hallmark of the period. They were usually built as centre pieces in aristocratic planned landscapes. Follies were similar, although they differed from artificial ruins in that they were not part of a planned landscape, but rather seemed to have no reason for being built. Both drew on elements of castle architecture such as castellation and towers, but served no military purpose and were solely for display.[131] A toy castle is used as a common children attraction in playing fields and fun parks, such as the castle of the Playmobil FunPark in Ħal Far, Malta.[132][133]
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+ Once the site of a castle had been selected – whether a strategic position or one intended to dominate the landscape as a mark of power – the building material had to be selected. An earth and timber castle was cheaper and easier to erect than one built from stone. The costs involved in construction are not well-recorded, and most surviving records relate to royal castles.[134] A castle with earthen ramparts, a motte, timber defences and buildings could have been constructed by an unskilled workforce. The source of man-power was probably from the local lordship, and the tenants would already have the necessary skills of felling trees, digging, and working timber necessary for an earth and timber castle. Possibly coerced into working for their lord, the construction of an earth and timber castle would not have been a drain on a client's funds. In terms of time, it has been estimated that an average sized motte – 5 m (16 ft) high and 15 m (49 ft) wide at the summit – would have taken 50 people about 40 working days. An exceptionally expensive motte and bailey was that of Clones in Ireland, built in 1211 for £20. The high cost, relative to other castles of its type, was because labourers had to be imported.[134]
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+ The cost of building a castle varied according to factors such as their complexity and transport costs for material. It is certain that stone castles cost a great deal more than those built from earth and timber. Even a very small tower, such as Peveril Castle, would have cost around £200. In the middle were castles such as Orford, which was built in the late 12th century for £1,400, and at the upper end were those such as Dover, which cost about £7,000 between 1181 and 1191.[135] Spending on the scale of the vast castles such as Château Gaillard (an estimated £15,000 to £20,000 between 1196 and 1198) was easily supported by The Crown, but for lords of smaller areas, castle building was a very serious and costly undertaking. It was usual for a stone castle to take the best part of a decade to finish. The cost of a large castle built over this time (anywhere from £1,000 to £10,000) would take the income from several manors, severely impacting a lord's finances.[136] Costs in the late 13th century were of a similar order, with castles such as Beaumaris and Rhuddlan costing £14,500 and £9,000 respectively. Edward I's campaign of castle-building in Wales cost £80,000 between 1277 and 1304, and £95,000 between 1277 and 1329.[137] Renowned designer Master James of Saint George, responsible for the construction of Beaumaris, explained the cost:
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+ In case you should wonder where so much money could go in a week, we would have you know that we have needed – and shall continue to need 400 masons, both cutters and layers, together with 2,000 less skilled workmen, 100 carts, 60 wagons and 30 boats bringing stone and sea coal; 200 quarrymen; 30 smiths; and carpenters for putting in the joists and floor boards and other necessary jobs. All this takes no account of the garrison ... nor of purchases of material. Of which there will have to be a great quantity ... The men's pay has been and still is very much in arrears, and we are having the greatest difficulty in keeping them because they have simply nothing to live on.
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+ Not only were stone castles expensive to build in the first place, but their maintenance was a constant drain. They contained a lot of timber, which was often unseasoned and as a result needed careful upkeep. For example, it is documented that in the late 12th century repairs at castles such as Exeter and Gloucester cost between £20 and £50 annually.[139]
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+ Medieval machines and inventions, such as the treadwheel crane, became indispensable during construction, and techniques of building wooden scaffolding were improved upon from Antiquity.[140] When building in stone a prominent concern of medieval builders was to have quarries close at hand. There are examples of some castles where stone was quarried on site, such as Chinon, Château de Coucy and Château Gaillard.[141] When it was built in 992 in France the stone tower at Château de Langeais was 16 metres (52 ft) high, 17.5 metres (57 ft) wide, and 10 metres (33 ft) long with walls averaging 1.5 metres (4 ft 11 in). The walls contain 1,200 cubic metres (42,000 cu ft) of stone and have a total surface (both inside and out) of 1,600 square metres (17,000 sq ft). The tower is estimated to have taken 83,000 average working days to complete, most of which was unskilled labour.[142]
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+ Many countries had both timber and stone castles,[143] however Denmark had few quarries and as a result most of its castles are earth and timber affairs, or later on built from brick.[144] Brick-built structures were not necessarily weaker than their stone-built counterparts. Brick castles are less common in England than stone or earth and timber constructions, and often it was chosen for its aesthetic appeal or because it was fashionable, encouraged by the brick architecture of the Low Countries. For example, when Tattershall Castle was built between 1430 and 1450, there was plenty of stone available nearby, but the owner, Lord Cromwell, chose to use brick. About 700,000 bricks were used to build the castle, which has been described as "the finest piece of medieval brick-work in England".[145] Most Spanish castles were built from stone, whereas castles in Eastern Europe were usually of timber construction.[146]
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+ Due to the lord's presence in a castle, it was a centre of administration from where he controlled his lands. He relied on the support of those below him, as without the support of his more powerful tenants a lord could expect his power to be undermined. Successful lords regularly held court with those immediately below them on the social scale, but absentees could expect to find their influence weakened. Larger lordships could be vast, and it would be impractical for a lord to visit all his properties regularly so deputies were appointed. This especially applied to royalty, who sometimes owned land in different countries.[149]
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+ To allow the lord to concentrate on his duties regarding administration, he had a household of servants to take care of chores such as providing food. The household was run by a chamberlain, while a treasurer took care of the estate's written records. Royal households took essentially the same form as baronial households, although on a much larger scale and the positions were more prestigious.[150] An important role of the household servants was the preparation of food; the castle kitchens would have been a busy place when the castle was occupied, called on to provide large meals.[151] Without the presence of a lord's household, usually because he was staying elsewhere, a castle would have been a quiet place with few residents, focused on maintaining the castle.[152]
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+ As social centres castles were important places for display. Builders took the opportunity to draw on symbolism, through the use of motifs, to evoke a sense of chivalry that was aspired to in the Middle Ages amongst the elite. Later structures of the Romantic Revival would draw on elements of castle architecture such as battlements for the same purpose. Castles have been compared with cathedrals as objects of architectural pride, and some castles incorporated gardens as ornamental features.[153] The right to crenellate, when granted by a monarch – though it was not always necessary – was important not just as it allowed a lord to defend his property but because crenellations and other accoutrements associated with castles were prestigious through their use by the elite.[154] Licences to crenellate were also proof of a relationship with or favour from the monarch, who was the one responsible for granting permission.[155]
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+ Courtly love was the eroticisation of love between the nobility. Emphasis was placed on restraint between lovers. Though sometimes expressed through chivalric events such as tournaments, where knights would fight wearing a token from their lady, it could also be private and conducted in secret. The legend of Tristan and Iseult is one example of stories of courtly love told in the Middle Ages.[156] It was an ideal of love between two people not married to each other, although the man might be married to someone else. It was not uncommon or ignoble for a lord to be adulterous – Henry I of England had over 20 bastards for instance – but for a lady to be promiscuous was seen as dishonourable.[157]
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+ The purpose of marriage between the medieval elites was to secure land. Girls were married in their teens, but boys did not marry until they came of age.[158] There is a popular conception that women played a peripheral role in the medieval castle household, and that it was dominated by the lord himself. This derives from the image of the castle as a martial institution, but most castles in England, France, Ireland, and Scotland were never involved in conflicts or sieges, so the domestic life is a neglected facet.[159] The lady was given a dower of her husband's estates – usually about a third – which was hers for life, and her husband would inherit on her death. It was her duty to administer them directly, as the lord administered his own land.[160] Despite generally being excluded from military service, a woman could be in charge of a castle, either on behalf of her husband or if she was widowed. Because of their influence within the medieval household, women influenced construction and design, sometimes through direct patronage; historian Charles Coulson emphasises the role of women in applying "a refined aristocratic taste" to castles due to their long term residence.[161]
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+ The positioning of castles was influenced by the available terrain. Whereas hill castles such as Marksburg were common in Germany, where 66 per cent of all known medieval were highland area while 34 per cent were on low-lying land,[163] they formed a minority of sites in England.[162] Because of the range of functions they had to fulfil, castles were built in a variety of locations. Multiple factors were considered when choosing a site, balancing between the need for a defendable position with other considerations such as proximity to resources. For instance many castles are located near Roman roads, which remained important transport routes in the Middle Ages, or could lead to the alteration or creation of new road systems in the area. Where available it was common to exploit pre-existing defences such as building with a Roman fort or the ramparts of an Iron Age hillfort. A prominent site that overlooked the surrounding area and offered some natural defences may also have been chosen because its visibility made it a symbol of power.[164] Urban castles were particularly important in controlling centres of population and production, especially with an invading force, for instance in the aftermath of the Norman Conquest of England in the 11th century the majority of royal castles were built in or near towns.[165]
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+ As castles were not simply military buildings but centres of administration and symbols of power, they had a significant impact on the surrounding landscape. Placed by a frequently-used road or river, the toll castle ensured that a lord would get his due toll money from merchants. Rural castles were often associated with mills and field systems due to their role in managing the lord's estate,[166] which gave them greater influence over resources.[167] Others were adjacent to or in royal forests or deer parks and were important in their upkeep. Fish ponds were a luxury of the lordly elite, and many were found next to castles. Not only were they practical in that they ensured a water supply and fresh fish, but they were a status symbol as they were expensive to build and maintain.[168]
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+ Although sometimes the construction of a castle led to the destruction of a village, such as at Eaton Socon in England, it was more common for the villages nearby to have grown as a result of the presence of a castle. Sometimes planned towns or villages were created around a castle.[166] The benefits of castle building on settlements was not confined to Europe. When the 13th-century Safad Castle was founded in Galilee in the Holy Land, the 260 villages benefitted from the inhabitants' newfound ability to move freely.[169] When built, a castle could result in the restructuring of the local landscape, with roads moved for the convenience of the lord.[170] Settlements could also grow naturally around a castle, rather than being planned, due to the benefits of proximity to an economic centre in a rural landscape and the safety given by the defences. Not all such settlements survived, as once the castle lost its importance – perhaps succeeded by a manor house as the centre of administration – the benefits of living next to a castle vanished and the settlement depopulated.[171]
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+ During and shortly after the Norman Conquest of England, castles were inserted into important pre-existing towns to control and subdue the populace. They were usually located near any existing town defences, such as Roman walls, although this sometimes resulted in the demolition of structures occupying the desired site. In Lincoln, 166 houses were destroyed to clear space for the castle, and in York agricultural land was flooded to create a moat for the castle. As the military importance of urban castles waned from their early origins, they became more important as centres of administration, and their financial and judicial roles.[172] When the Normans invaded Ireland, Scotland, and Wales in the 11th and 12th centuries, settlement in those countries was predominantly non-urban, and the foundation of towns was often linked with the creation of a castle.[173]
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+ The location of castles in relation to high status features, such as fish ponds, was a statement of power and control of resources. Also often found near a castle, sometimes within its defences, was the parish church.[176] This signified a close relationship between feudal lords and the Church, one of the most important institutions of medieval society.[177] Even elements of castle architecture that have usually been interpreted as military could be used for display. The water features of Kenilworth Castle in England – comprising a moat and several satellite ponds – forced anyone approaching a water castle entrance to take a very indirect route, walking around the defences before the final approach towards the gateway.[178] Another example is that of the 14th-century Bodiam Castle, also in England; although it appears to be a state of the art, advanced castle it is in a site of little strategic importance, and the moat was shallow and more likely intended to make the site appear impressive than as a defence against mining. The approach was long and took the viewer around the castle, ensuring they got a good look before entering. Moreover, the gunports were impractical and unlikely to have been effective.[179]
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+ As a static structure, castles could often be avoided. Their immediate area of influence was about 400 metres (1,300 ft) and their weapons had a short range even early in the age of artillery. However, leaving an enemy behind would allow them to interfere with communications and make raids. Garrisons were expensive and as a result often small unless the castle was important.[181] Cost also meant that in peacetime garrisons were smaller, and small castles were manned by perhaps a couple of watchmen and gate-guards. Even in war, garrisons were not necessarily large as too many people in a defending force would strain supplies and impair the castle's ability to withstand a long siege. In 1403, a force of 37 archers successfully defended Caernarfon Castle against two assaults by Owain Glyndŵr's allies during a long siege, demonstrating that a small force could be effective.[182]
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+ Early on, manning a castle was a feudal duty of vassals to their magnates, and magnates to their kings, however this was later replaced with paid forces.[182][183] A garrison was usually commanded by a constable whose peacetime role would have been looking after the castle in the owner's absence. Under him would have been knights who by benefit of their military training would have acted as a type of officer class. Below them were archers and bowmen, whose role was to prevent the enemy reaching the walls as can be seen by the positioning of arrowslits.[184]
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+ If it was necessary to seize control of a castle an army could either launch an assault or lay siege. It was more efficient to starve the garrison out than to assault it, particularly for the most heavily defended sites. Without relief from an external source, the defenders would eventually submit. Sieges could last weeks, months, and in rare cases years if the supplies of food and water were plentiful. A long siege could slow down the army, allowing help to come or for the enemy to prepare a larger force for later.[185] Such an approach was not confined to castles, but was also applied to the fortified towns of the day.[186] On occasion, siege castles would be built to defend the besiegers from a sudden sally and would have been abandoned after the siege ended one way or another.[187]
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+ If forced to assault a castle, there were many options available to the attackers. For wooden structures, such as early motte-and-baileys, fire was a real threat and attempts would be made to set them alight as can be seen in the Bayeux Tapestry.[188] Projectile weapons had been used since antiquity and the mangonel and petraria – from Eastern and Roman origins respectively – were the main two that were used into the Middle Ages. The trebuchet, which probably evolved from the petraria in the 13th century, was the most effective siege weapon before the development of cannons. These weapons were vulnerable to fire from the castle as they had a short range and were large machines. Conversely, weapons such as trebuchets could be fired from within the castle due to the high trajectory of its projectile, and would be protected from direct fire by the curtain walls.[189]
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+ Ballistas or springalds were siege engines that worked on the same principles as crossbows. With their origins in Ancient Greece, tension was used to project a bolt or javelin. Missiles fired from these engines had a lower trajectory than trebuchets or mangonels and were more accurate. They were more commonly used against the garrison rather than the buildings of a castle.[190] Eventually cannons developed to the point where they were more powerful and had a greater range than the trebuchet, and became the main weapon in siege warfare.[107]
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+ Walls could be undermined by a sap. A mine leading to the wall would be dug and once the target had been reached, the wooden supports preventing the tunnel from collapsing would be burned. It would cave in and bring down the structure above.[191] Building a castle on a rock outcrop or surrounding it with a wide, deep moat helped prevent this. A counter-mine could be dug towards the besiegers' tunnel; assuming the two converged, this would result in underground hand-to-hand combat. Mining was so effective that during the siege of Margat in 1285 when the garrison were informed a sap was being dug they surrendered.[192] Battering rams were also used, usually in the form of a tree trunk given an iron cap. They were used to force open the castle gates, although they were sometimes used against walls with less effect.[193]
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+ As an alternative to the time-consuming task of creating a breach, an escalade could be attempted to capture the walls with fighting along the walkways behind the battlements.[194] In this instance, attackers would be vulnerable to arrowfire.[195] A safer option for those assaulting a castle was to use a siege tower, sometimes called a belfry. Once ditches around a castle were partially filled in, these wooden, movable towers could be pushed against the curtain wall. As well as offering some protection for those inside, a siege tower could overlook the interior of a castle, giving bowmen an advantageous position from which to unleash missiles.[194]
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+ A castle is a type of fortified structure built during the Middle Ages predominantly by the nobility or royalty and by military orders. Scholars debate the scope of the word castle, but usually consider it to be the private fortified residence of a lord or noble. This is distinct from a palace, which is not fortified; from a fortress, which was not always a residence for royalty or nobility; and from a fortified settlement, which was a public defence – though there are many similarities among these types of construction. Usage of the term has varied over time and has been applied to structures as diverse as hill forts and country houses. Over the approximately 900 years that castles were built, they took on a great many forms with many different features, although some, such as curtain walls, arrowslits, and portcullises, were commonplace.
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+ European-style castles originated in the 9th and 10th centuries, after the fall of the Carolingian Empire resulted in its territory being divided among individual lords and princes. These nobles built castles to control the area immediately surrounding them and the castles were both offensive and defensive structures; they provided a base from which raids could be launched as well as offered protection from enemies. Although their military origins are often emphasised in castle studies, the structures also served as centres of administration and symbols of power. Urban castles were used to control the local populace and important travel routes, and rural castles were often situated near features that were integral to life in the community, such as mills, fertile land, or a water source.
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+ Many northern European castles were originally built from earth and timber, but had their defences replaced later by stone. Early castles often exploited natural defences, lacking features such as towers and arrowslits and relying on a central keep. In the late 12th and early 13th centuries, a scientific approach to castle defence emerged. This led to the proliferation of towers, with an emphasis on flanking fire. Many new castles were polygonal or relied on concentric defence – several stages of defence within each other that could all function at the same time to maximise the castle's firepower. These changes in defence have been attributed to a mixture of castle technology from the Crusades, such as concentric fortification, and inspiration from earlier defences, such as Roman forts. Not all the elements of castle architecture were military in nature, so that devices such as moats evolved from their original purpose of defence into symbols of power. Some grand castles had long winding approaches intended to impress and dominate their landscape.
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+ Although gunpowder was introduced to Europe in the 14th century, it did not significantly affect castle building until the 15th century, when artillery became powerful enough to break through stone walls. While castles continued to be built well into the 16th century, new techniques to deal with improved cannon fire made them uncomfortable and undesirable places to live. As a result, true castles went into decline and were replaced by artillery forts with no role in civil administration, and country houses that were indefensible. From the 18th century onwards, there was a renewed interest in castles with the construction of mock castles, part of a romantic revival of Gothic architecture, but they had no military purpose.
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+ The word castle is derived from the Latin word castellum, which is a diminutive of the word castrum, meaning "fortified place". The Old English castel, Old French castel or chastel, French château, Spanish castillo, Portuguese castelo, Italian castello, and a number of words in other languages also derive from castellum.[1] The word castle was introduced into English shortly before the Norman Conquest to denote this type of building, which was then new to England.[2]
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+ In its simplest terms, the definition of a castle accepted amongst academics is "a private fortified residence".[3] This contrasts with earlier fortifications, such as Anglo-Saxon burhs and walled cities such as Constantinople and Antioch in the Middle East; castles were not communal defences but were built and owned by the local feudal lords, either for themselves or for their monarch.[4] Feudalism was the link between a lord and his vassal where, in return for military service and the expectation of loyalty, the lord would grant the vassal land.[5] In the late 20th century, there was a trend to refine the definition of a castle by including the criterion of feudal ownership, thus tying castles to the medieval period; however, this does not necessarily reflect the terminology used in the medieval period. During the First Crusade (1096–1099), the Frankish armies encountered walled settlements and forts that they indiscriminately referred to as castles, but which would not be considered as such under the modern definition.[3]
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+ Castles served a range of purposes, the most important of which were military, administrative, and domestic. As well as defensive structures, castles were also offensive tools which could be used as a base of operations in enemy territory. Castles were established by Norman invaders of England for both defensive purposes and to pacify the country's inhabitants.[6] As William the Conqueror advanced through England, he fortified key positions to secure the land he had taken. Between 1066 and 1087, he established 36 castles such as Warwick Castle, which he used to guard against rebellion in the English Midlands.[7][8]
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+ Towards the end of the Middle Ages, castles tended to lose their military significance due to the advent of powerful cannons and permanent artillery fortifications;[9] as a result, castles became more important as residences and statements of power.[10] A castle could act as a stronghold and prison but was also a place where a knight or lord could entertain his peers.[11] Over time the aesthetics of the design became more important, as the castle's appearance and size began to reflect the prestige and power of its occupant. Comfortable homes were often fashioned within their fortified walls. Although castles still provided protection from low levels of violence in later periods, eventually they were succeeded by country houses as high status residences.[12]
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+ Castle is sometimes used as a catch-all term for all kinds of fortifications and, as a result, has been misapplied in the technical sense. An example of this is Maiden Castle which, despite the name, is an Iron Age hill fort which had a very different origin and purpose.[13]
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+ Although "castle" has not become a generic term for a manor house (like château in French and Schloss in German), many manor houses contain "castle" in their name while having few if any of the architectural characteristics, usually as their owners liked to maintain a link to the past and felt the term "castle" was a masculine expression of their power.[14] In scholarship the castle, as defined above, is generally accepted as a coherent concept, originating in Europe and later spreading to parts of the Middle East, where they were introduced by European Crusaders. This coherent group shared a common origin, dealt with a particular mode of warfare, and exchanged influences.[15]
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+ In different areas of the world, analogous structures shared features of fortification and other defining characteristics associated with the concept of a castle, though they originated in different periods and circumstances and experienced differing evolutions and influences. For example, shiro in Japan, described as castles by historian Stephen Turnbull, underwent "a completely different developmental history, were built in a completely different way and were designed to withstand attacks of a completely different nature".[16] While European castles built from the late 12th and early 13th century onwards were generally stone, shiro were predominantly timber buildings into the 16th century.[17]
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+ By the 16th century, when Japanese and European cultures met, fortification in Europe had moved beyond castles and relied on innovations such as the Italian trace italienne and star forts.[16] Forts in India present a similar case; when they were encountered by the British in the 17th century, castles in Europe had generally fallen out of use militarily. Like shiro, the Indian forts, durga or durg in Sanskrit, shared features with castles in Europe such as acting as a domicile for a lord as well as being fortifications. They too developed differently from the structures known as castles that had their origins in Europe.[18]
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+ A motte was an earthen mound with a flat top. It was often artificial, although sometimes it incorporated a pre-existing feature of the landscape. The excavation of earth to make the mound left a ditch around the motte, called a moat (which could be either wet or dry). "Motte" and "moat" derive from the same Old French word, indicating that the features were originally associated and depended on each other for their construction. Although the motte is commonly associated with the bailey to form a motte-and-bailey castle, this was not always the case and there are instances where a motte existed on its own.[19]
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+ "Motte" refers to the mound alone, but it was often surmounted by a fortified structure, such as a keep, and the flat top would be surrounded by a palisade.[19] It was common for the motte to be reached over a flying bridge (a bridge over the ditch from the counterscarp of the ditch to the edge of the top of the mound), as shown in the Bayeux Tapestry's depiction of Château de Dinan.[20] Sometimes a motte covered an older castle or hall, whose rooms became underground storage areas and prisons beneath a new keep.[21]
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+ A bailey, also called a ward, was a fortified enclosure. It was a common feature of castles, and most had at least one. The keep on top of the motte was the domicile of the lord in charge of the castle and a bastion of last defence, while the bailey was the home of the rest of the lord's household and gave them protection. The barracks for the garrison, stables, workshops, and storage facilities were often found in the bailey. Water was supplied by a well or cistern. Over time the focus of high status accommodation shifted from the keep to the bailey; this resulted in the creation of another bailey that separated the high status buildings – such as the lord's chambers and the chapel – from the everyday structures such as the workshops and barracks.[22]
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+ From the late 12th century there was a trend for knights to move out of the small houses they had previously occupied within the bailey to live in fortified houses in the countryside.[23] Although often associated with the motte-and-bailey type of castle, baileys could also be found as independent defensive structures. These simple fortifications were called ringworks.[24] The enceinte was the castle's main defensive enclosure, and the terms "bailey" and "enceinte" are linked. A castle could have several baileys but only one enceinte. Castles with no keep, which relied on their outer defences for protection, are sometimes called enceinte castles;[25] these were the earliest form of castles, before the keep was introduced in the 10th century.[26]
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+ A keep was a great tower and usually the most strongly defended point of a castle before the introduction of concentric defence. "Keep" was not a term used in the medieval period – the term was applied from the 16th century onwards – instead "donjon" was used to refer to great towers,[27] or turris in Latin. In motte-and-bailey castles, the keep was on top of the motte.[19] "Dungeon" is a corrupted form of "donjon" and means a dark, unwelcoming prison.[28] Although often the strongest part of a castle and a last place of refuge if the outer defences fell, the keep was not left empty in case of attack but was used as a residence by the lord who owned the castle, or his guests or representatives.[29]
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+ At first this was usual only in England, when after the Norman Conquest of 1066 the "conquerors lived for a long time in a constant state of alert";[30] elsewhere the lord's wife presided over a separate residence (domus, aula or mansio in Latin) close to the keep, and the donjon was a barracks and headquarters. Gradually, the two functions merged into the same building, and the highest residential storeys had large windows; as a result for many structures, it is difficult to find an appropriate term.[31] The massive internal spaces seen in many surviving donjons can be misleading; they would have been divided into several rooms by light partitions, as in a modern office building. Even in some large castles the great hall was separated only by a partition from the lord's "chamber", his bedroom and to some extent his office.[32]
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+ Curtain walls were defensive walls enclosing a bailey. They had to be high enough to make scaling the walls with ladders difficult and thick enough to withstand bombardment from siege engines which, from the 15th century onwards, included gunpowder artillery. A typical wall could be 3 m (10 ft) thick and 12 m (39 ft) tall, although sizes varied greatly between castles. To protect them from undermining, curtain walls were sometimes given a stone skirt around their bases. Walkways along the tops of the curtain walls allowed defenders to rain missiles on enemies below, and battlements gave them further protection. Curtain walls were studded with towers to allow enfilading fire along the wall.[33] Arrowslits in the walls did not become common in Europe until the 13th century, for fear that they might compromise the wall's strength.[34]
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+ The entrance was often the weakest part in a circuit of defences. To overcome this, the gatehouse was developed, allowing those inside the castle to control the flow of traffic. In earth and timber castles, the gateway was usually the first feature to be rebuilt in stone. The front of the gateway was a blind spot and to overcome this, projecting towers were added on each side of the gate in a style similar to that developed by the Romans.[35] The gatehouse contained a series of defences to make a direct assault more difficult than battering down a simple gate. Typically, there were one or more portcullises – a wooden grille reinforced with metal to block a passage – and arrowslits to allow defenders to harry the enemy. The passage through the gatehouse was lengthened to increase the amount of time an assailant had to spend under fire in a confined space and unable to retaliate.[36]
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+ It is a popular myth that so-called murder holes – openings in the ceiling of the gateway passage – were used to pour boiling oil or molten lead on attackers; the price of oil and lead and the distance of the gatehouse from fires meant that this was impractical.[37] This method was, however, a common practice in the MENA region and the Mediterranean castles and fortifications where such resources were abundant.[38][39] They were most likely used to drop objects on attackers, or to allow water to be poured on fires to extinguish them.[37] Provision was made in the upper storey of the gatehouse for accommodation so the gate was never left undefended, although this arrangement later evolved to become more comfortable at the expense of defence.[40]
46
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+ During the 13th and 14th centuries the barbican was developed.[41] This consisted of a rampart, ditch, and possibly a tower, in front of the gatehouse[42] which could be used to further protect the entrance. The purpose of a barbican was not just to provide another line of defence but also to dictate the only approach to the gate.[43]
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+ A moat was a defensive ditch with steep sides, and could be either dry or filled with water. Its purpose was twofold; to stop devices such as siege towers from reaching the curtain wall and to prevent the walls from being undermined. Water moats were found in low-lying areas and were usually crossed by a drawbridge, although these were often replaced by stone bridges. Fortified islands could be added to the moat, adding another layer of defence. Water defences, such as moats or natural lakes, had the benefit of dictating the enemy's approach to the castle.[44] The site of the 13th-century Caerphilly Castle in Wales covers over 30 acres (12 ha) and the water defences, created by flooding the valley to the south of the castle, are some of the largest in Western Europe.[45]
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+ Battlements were most often found surmounting curtain walls and the tops of gatehouses, and comprised several elements: crenellations, hoardings, machicolations, and loopholes. Crenellation is the collective name for alternating crenels and merlons: gaps and solid blocks on top of a wall. Hoardings were wooden constructs that projected beyond the wall, allowing defenders to shoot at, or drop objects on, attackers at the base of the wall without having to lean perilously over the crenellations, thereby exposing themselves to retaliatory fire. Machicolations were stone projections on top of a wall with openings that allowed objects to be dropped on an enemy at the base of the wall in a similar fashion to hoardings.[46]
52
+
53
+ Arrowslits, also commonly called loopholes, were narrow vertical openings in defensive walls which allowed arrows or crossbow bolts to be fired on attackers. The narrow slits were intended to protect the defender by providing a very small target, but the size of the opening could also impede the defender if it was too small. A smaller horizontal opening could be added to give an archer a better view for aiming.[47] Sometimes a sally port was included; this could allow the garrison to leave the castle and engage besieging forces.[48] It was usual for the latrines to empty down the external walls of a castle and into the surrounding ditch.[49]
54
+
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+ A postern is a secondary door or gate.
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+ Historian Charles Coulson states that the accumulation of wealth and resources, such as food, led to the need for defensive structures. The earliest fortifications originated in the Fertile Crescent, the Indus Valley, Egypt, and China where settlements were protected by large walls. Northern Europe was slower than the East to develop defensive structures and it was not until the Bronze Age that hill forts were developed, which then proliferated across Europe in the Iron Age. These structures differed from their eastern counterparts in that they used earthworks rather than stone as a building material.[51] Many earthworks survive today, along with evidence of palisades to accompany the ditches. In Europe, oppida emerged in the 2nd century BC; these were densely inhabited fortified settlements, such as the oppidum of Manching, and developed from hill forts.[52] The Romans encountered fortified settlements such as hill forts and oppida when expanding their territory into northern Europe.[52] Although primitive, they were often effective, and were only overcome by the extensive use of siege engines and other siege warfare techniques, such as at the Battle of Alesia. The Romans' own fortifications (castra) varied from simple temporary earthworks thrown up by armies on the move, to elaborate permanent stone constructions, notably the milecastles of Hadrian's Wall. Roman forts were generally rectangular with rounded corners – a "playing-card shape".[53]
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+ In the medieval period, castles were influenced by earlier forms of elite architecture, contributing to regional variations. Importantly, while castles had military aspects, they contained a recognisable household structure within their walls, reflecting the multi-functional use of these buildings.[54]
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+ The subject of the emergence of castles in Europe is a complex matter which has led to considerable debate. Discussions have typically attributed the rise of the castle to a reaction to attacks by Magyars, Muslims, and Vikings and a need for private defence.[55] The breakdown of the Carolingian Empire led to the privatisation of government, and local lords assumed responsibility for the economy and justice.[56] However, while castles proliferated in the 9th and 10th centuries the link between periods of insecurity and building fortifications is not always straightforward. Some high concentrations of castles occur in secure places, while some border regions had relatively few castles.[57]
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+
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+ It is likely that the castle evolved from the practice of fortifying a lordly home. The greatest threat to a lord's home or hall was fire as it was usually a wooden structure. To protect against this, and keep other threats at bay, there were several courses of action available: create encircling earthworks to keep an enemy at a distance; build the hall in stone; or raise it up on an artificial mound, known as a motte, to present an obstacle to attackers.[58] While the concept of ditches, ramparts, and stone walls as defensive measures is ancient, raising a motte is a medieval innovation.[59]
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+ A bank and ditch enclosure was a simple form of defence, and when found without an associated motte is called a ringwork; when the site was in use for a prolonged period, it was sometimes replaced by a more complex structure or enhanced by the addition of a stone curtain wall.[60] Building the hall in stone did not necessarily make it immune to fire as it still had windows and a wooden door. This led to the elevation of windows to the second storey – to make it harder to throw objects in – and to move the entrance from ground level to the second storey. These features are seen in many surviving castle keeps, which were the more sophisticated version of halls.[61] Castles were not just defensive sites but also enhanced a lord's control over his lands. They allowed the garrison to control the surrounding area,[62] and formed a centre of administration, providing the lord with a place to hold court.[63]
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+ Building a castle sometimes required the permission of the king or other high authority. In 864 the King of West Francia, Charles the Bald, prohibited the construction of castella without his permission and ordered them all to be destroyed. This is perhaps the earliest reference to castles, though military historian R. Allen Brown points out that the word castella may have applied to any fortification at the time.[64]
68
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+ In some countries the monarch had little control over lords, or required the construction of new castles to aid in securing the land so was unconcerned about granting permission – as was the case in England in the aftermath of the Norman Conquest and the Holy Land during the Crusades. Switzerland is an extreme case of there being no state control over who built castles, and as a result there were 4,000 in the country.[65] There are very few castles dated with certainty from the mid-9th century. Converted into a donjon around 950, Château de Doué-la-Fontaine in France is the oldest standing castle in Europe.[66]
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+ From 1000 onwards, references to castles in texts such as charters increased greatly. Historians have interpreted this as evidence of a sudden increase in the number of castles in Europe around this time; this has been supported by archaeological investigation which has dated the construction of castle sites through the examination of ceramics.[67] The increase in Italy began in the 950s, with numbers of castles increasing by a factor of three to five every 50 years, whereas in other parts of Europe such as France and Spain the growth was slower. In 950 Provence was home to 12 castles, by 1000 this figure had risen to 30, and by 1030 it was over 100.[68] Although the increase was slower in Spain, the 1020s saw a particular growth in the number of castles in the region, particularly in contested border areas between Christian and Muslim lands.[69]
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+ Despite the common period in which castles rose to prominence in Europe, their form and design varied from region to region. In the early 11th century, the motte and keep – an artificial mound surmounted by a palisade and tower – was the most common form of castle in Europe, everywhere except Scandinavia.[68] While Britain, France, and Italy shared a tradition of timber construction that was continued in castle architecture, Spain more commonly used stone or mud-brick as the main building material.[70]
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+ The Muslim invasion of the Iberian Peninsula in the 8th century introduced a style of building developed in North Africa reliant on tapial, pebbles in cement, where timber was in short supply.[71] Although stone construction would later become common elsewhere, from the 11th century onwards it was the primary building material for Christian castles in Spain,[72] while at the same time timber was still the dominant building material in north-west Europe.[69]
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+ Historians have interpreted the widespread presence of castles across Europe in the 11th and 12th centuries as evidence that warfare was common, and usually between local lords.[74] Castles were introduced into England shortly before the Norman Conquest in 1066.[75] Before the 12th century castles were as uncommon in Denmark as they had been in England before the Norman Conquest. The introduction of castles to Denmark was a reaction to attacks from Wendish pirates, and they were usually intended as coastal defences.[65] The motte and bailey remained the dominant form of castle in England, Wales, and Ireland well into the 12th��century.[76] At the same time, castle architecture in mainland Europe became more sophisticated.[77]
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+ The donjon[78] was at the centre of this change in castle architecture in the 12th century. Central towers proliferated, and typically had a square plan, with walls 3 to 4 m (9.8 to 13.1 ft) thick. Their decoration emulated Romanesque architecture, and sometimes incorporated double windows similar to those found in church bell towers. Donjons, which were the residence of the lord of the castle, evolved to become more spacious. The design emphasis of donjons changed to reflect a shift from functional to decorative requirements, imposing a symbol of lordly power upon the landscape. This sometimes led to compromising defence for the sake of display.[77]
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+ Until the 12th century, stone-built and earth and timber castles were contemporary,[79] but by the late 12th century the number of castles being built went into decline. This has been partly attributed to the higher cost of stone-built fortifications, and the obsolescence of timber and earthwork sites, which meant it was preferable to build in more durable stone.[80] Although superseded by their stone successors, timber and earthwork castles were by no means useless.[81] This is evidenced by the continual maintenance of timber castles over long periods, sometimes several centuries; Owain Glyndŵr's 11th-century timber castle at Sycharth was still in use by the start of the 15th century, its structure having been maintained for four centuries.[82][83]
82
+
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+ At the same time there was a change in castle architecture. Until the late 12th century castles generally had few towers; a gateway with few defensive features such as arrowslits or a portcullis; a great keep or donjon, usually square and without arrowslits; and the shape would have been dictated by the lay of the land (the result was often irregular or curvilinear structures). The design of castles was not uniform, but these were features that could be found in a typical castle in the mid-12th century.[84] By the end of the 12th century or the early 13th century, a newly constructed castle could be expected to be polygonal in shape, with towers at the corners to provide enfilading fire for the walls. The towers would have protruded from the walls and featured arrowslits on each level to allow archers to target anyone nearing or at the curtain wall.[85]
84
+
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+ These later castles did not always have a keep, but this may have been because the more complex design of the castle as a whole drove up costs and the keep was sacrificed to save money. The larger towers provided space for habitation to make up for the loss of the donjon. Where keeps did exist, they were no longer square but polygonal or cylindrical. Gateways were more strongly defended, with the entrance to the castle usually between two half-round towers which were connected by a passage above the gateway – although there was great variety in the styles of gateway and entrances – and one or more portcullis.[85]
86
+
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+ A peculiar feature of Muslim castles in the Iberian Peninsula was the use of detached towers, called Albarrana towers, around the perimeter as can be seen at the Alcazaba of Badajoz. Probably developed in the 12th century, the towers provided flanking fire. They were connected to the castle by removable wooden bridges, so if the towers were captured the rest of the castle was not accessible.[86]
88
+
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+ When seeking to explain this change in the complexity and style of castles, antiquarians found their answer in the Crusades. It seemed that the Crusaders had learned much about fortification from their conflicts with the Saracens and exposure to Byzantine architecture. There were legends such as that of Lalys – an architect from Palestine who reputedly went to Wales after the Crusades and greatly enhanced the castles in the south of the country – and it was assumed that great architects such as James of Saint George originated in the East. In the mid-20th century this view was cast into doubt. Legends were discredited, and in the case of James of Saint George it was proven that he came from Saint-Georges-d'Espéranche, in France. If the innovations in fortification had derived from the East, it would have been expected for their influence to be seen from 1100 onwards, immediately after the Christians were victorious in the First Crusade (1096–1099), rather than nearly 100 years later.[88] Remains of Roman structures in Western Europe were still standing in many places, some of which had flanking round-towers and entrances between two flanking towers.
90
+
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+ The castle builders of Western Europe were aware of and influenced by Roman design; late Roman coastal forts on the English "Saxon Shore" were reused and in Spain the wall around the city of Ávila imitated Roman architecture when it was built in 1091.[88] Historian Smail in Crusading warfare argued that the case for the influence of Eastern fortification on the West has been overstated, and that Crusaders of the 12th century in fact learned very little about scientific design from Byzantine and Saracen defences.[89] A well-sited castle that made use of natural defences and had strong ditches and walls had no need for a scientific design. An example of this approach is Kerak. Although there were no scientific elements to its design, it was almost impregnable, and in 1187 Saladin chose to lay siege to the castle and starve out its garrison rather than risk an assault.[89]
92
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+ During the late 11th and 12th centuries in what is now south-central Turkey the Hospitallers, Teutonic Knights and Templars established themselves in the Armenian Kingdom of Cilicia, where they discovered an extensive network of sophisticated fortifications which had a profound impact on the architecture of Crusader castles. Most of the Armenian military sites in Cilicia are characterized by: multiple bailey walls laid with irregular plans to follow the sinuosities of the outcrops; rounded and especially horseshoe-shaped towers; finely-cut often rusticated ashlar facing stones with intricate poured cores; concealed postern gates and complex bent entrances with slot machicolations; embrasured loopholes for archers; barrel, pointed or groined vaults over undercrofts, gates and chapels; and cisterns with elaborate scarped drains.[90] Civilian settlement are often found in the immediate proximity of these fortifications.[91] After the First Crusade, Crusaders who did not return to their homes in Europe helped found the Crusader states of the Principality of Antioch, the County of Edessa, the Kingdom of Jerusalem, and the County of Tripoli. The castles they founded to secure their acquisitions were designed mostly by Syrian master-masons. Their design was very similar to that of a Roman fort or Byzantine tetrapyrgia which were square in plan and had square towers at each corner that did not project much beyond the curtain wall. The keep of these Crusader castles would have had a square plan and generally be undecorated.[92]
94
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95
+ While castles were used to hold a site and control movement of armies, in the Holy Land some key strategic positions were left unfortified.[93] Castle architecture in the East became more complex around the late 12th and early 13th centuries after the stalemate of the Third Crusade (1189–1192). Both Christians and Muslims created fortifications, and the character of each was different. Saphadin, the 13th-century ruler of the Saracens, created structures with large rectangular towers that influenced Muslim architecture and were copied again and again, however they had little influence on Crusader castles.[94]
96
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+ In the early 13th century, Crusader castles were mostly built by Military Orders including the Knights Hospitaller, Knights Templar, and Teutonic Knights. The orders were responsible for the foundation of sites such as Krak des Chevaliers, Margat, and Belvoir. Design varied not just between orders, but between individual castles, though it was common for those founded in this period to have concentric defences.[96]
98
+
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+ The concept, which originated in castles such as Krak des Chevaliers, was to remove the reliance on a central strongpoint and to emphasise the defence of the curtain walls. There would be multiple rings of defensive walls, one inside the other, with the inner ring rising above the outer so that its field of fire was not completely obscured. If assailants made it past the first line of defence they would be caught in the killing ground between the inner and outer walls and have to assault the second wall.[97]
100
+
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+ Concentric castles were widely copied across Europe, for instance when Edward I of England – who had himself been on Crusade – built castles in Wales in the late 13th century, four of the eight he founded had a concentric design.[96][97] Not all the features of the Crusader castles from the 13th century were emulated in Europe. For instance, it was common in Crusader castles to have the main gate in the side of a tower and for there to be two turns in the passageway, lengthening the time it took for someone to reach the outer enclosure. It is rare for this bent entrance to be found in Europe.[96]
102
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+ One of the effects of the Livonian Crusade in the Baltic was the introduction of stone and brick fortifications. Although there were hundreds of wooden castles in Prussia and Livonia, the use of bricks and mortar was unknown in the region before the Crusaders. Until the 13th century and start of the 14th centuries, their design was heterogeneous, however this period saw the emergence of a standard plan in the region: a square plan, with four wings around a central courtyard.[98] It was common for castles in the East to have arrowslits in the curtain wall at multiple levels; contemporary builders in Europe were wary of this as they believed it weakened the wall. Arrowslits did not compromise the wall's strength, but it was not until Edward I's programme of castle building that they were widely adopted in Europe.[34]
104
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105
+ The Crusades also led to the introduction of machicolations into Western architecture. Until the 13th century, the tops of towers had been surrounded by wooden galleries, allowing defenders to drop objects on assailants below. Although machicolations performed the same purpose as the wooden galleries, they were probably an Eastern invention rather than an evolution of the wooden form. Machicolations were used in the East long before the arrival of the Crusaders, and perhaps as early as the first half of the 8th century in Syria.[99]
106
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107
+ The greatest period of castle building in Spain was in the 11th to 13th centuries, and they were most commonly found in the disputed borders between Christian and Muslim lands. Conflict and interaction between the two groups led to an exchange of architectural ideas, and Spanish Christians adopted the use of detached towers. The Spanish Reconquista, driving the Muslims out of the Iberian Peninsula, was complete in 1492.[86]
108
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+ Although France has been described as "the heartland of medieval architecture", the English were at the forefront of castle architecture in the 12th century. French historian François Gebelin wrote: "The great revival in military architecture was led, as one would naturally expect, by the powerful kings and princes of the time; by the sons of William the Conqueror and their descendants, the Plantagenets, when they became dukes of Normandy. These were the men who built all the most typical twelfth-century fortified castles remaining to-day".[101] Despite this, by the beginning of the 15th century, the rate of castle construction in England and Wales went into decline. The new castles were generally of a lighter build than earlier structures and presented few innovations, although strong sites were still created such as that of Raglan in Wales. At the same time, French castle architecture came to the fore and led the way in the field of medieval fortifications. Across Europe – particularly the Baltic, Germany, and Scotland – castles were built well into the 16th century.[102]
110
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+ Artillery powered by gunpowder was introduced to Europe in the 1320s and spread quickly. Handguns, which were initially unpredictable and inaccurate weapons, were not recorded until the 1380s.[103] Castles were adapted to allow small artillery pieces – averaging between 19.6 and 22 kg (43 and 49 lb) – to fire from towers. These guns were too heavy for a man to carry and fire, but if he supported the butt end and rested the muzzle on the edge of the gun port he could fire the weapon. The gun ports developed in this period show a unique feature, that of a horizontal timber across the opening. A hook on the end of the gun could be latched over the timber so the gunner did not have to take the full recoil of the weapon. This adaptation is found across Europe, and although the timber rarely survives, there is an intact example at Castle Doornenburg in the Netherlands. Gunports were keyhole shaped, with a circular hole at the bottom for the weapon and a narrow slit on top to allow the gunner to aim.[104]
112
+
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+ This form is very common in castles adapted for guns, found in Egypt, Italy, Scotland, and Spain, and elsewhere in between. Other types of port, though less common, were horizontal slits – allowing only lateral movement – and large square openings, which allowed greater movement.[104] The use of guns for defence gave rise to artillery castles, such as that of Château de Ham in France. Defences against guns were not developed until a later stage.[105] Ham is an example of the trend for new castles to dispense with earlier features such as machicolations, tall towers, and crenellations.[106]
114
+
115
+ Bigger guns were developed, and in the 15th century became an alternative to siege engines such as the trebuchet. The benefits of large guns over trebuchets – the most effective siege engine of the Middle Ages before the advent of gunpowder – were those of a greater range and power. In an effort to make them more effective, guns were made ever bigger, although this hampered their ability to reach remote castles. By the 1450s guns were the preferred siege weapon, and their effectiveness was demonstrated by Mehmed II at the Fall of Constantinople.[107]
116
+
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+ The response towards more effective cannons was to build thicker walls and to prefer round towers, as the curving sides were more likely to deflect a shot than a flat surface. While this sufficed for new castles, pre-existing structures had to find a way to cope with being battered by cannon. An earthen bank could be piled behind a castle's curtain wall to absorb some of the shock of impact.[108]
118
+
119
+ Often, castles constructed before the age of gunpowder were incapable of using guns as their wall-walks were too narrow. A solution to this was to pull down the top of a tower and to fill the lower part with the rubble to provide a surface for the guns to fire from. Lowering the defences in this way had the effect of making them easier to scale with ladders. A more popular alternative defence, which avoided damaging the castle, was to establish bulwarks beyond the castle's defences. These could be built from earth or stone and were used to mount weapons.[109]
120
+
121
+ Around 1500, the innovation of the angled bastion was developed in Italy.[110] With developments such as these, Italy pioneered permanent artillery fortifications, which took over from the defensive role of castles. From this evolved star forts, also known as trace italienne.[9] The elite responsible for castle construction had to choose between the new type that could withstand cannon fire and the earlier, more elaborate style. The first was ugly and uncomfortable and the latter was less secure, although it did offer greater aesthetic appeal and value as a status symbol. The second choice proved to be more popular as it became apparent that there was little point in trying to make the site genuinely defensible in the face of cannon.[111] For a variety of reasons, not least of which is that many castles have no recorded history, there is no firm number of castles built in the medieval period. However, it has been estimated that between 75,000 and 100,000 were built in western Europe;[112] of these around 1,700 were in England and Wales[113] and around 14,000 in German-speaking areas.[114]
122
+
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+ Some true castles were built in the Americas by the Spanish and French colonies. The first stage of Spanish fort construction has been termed the "castle period", which lasted from 1492 until the end of the 16th century.[115] Starting with Fortaleza Ozama, "these castles were essentially European medieval castles transposed to America".[116] Among other defensive structures (including forts and citadels), castles were also built in New France towards the end of the 17th century.[117] In Montreal the artillery was not as developed as on the battle-fields of Europe, some of the region's outlying forts were built like the fortified manor houses of France. Fort Longueuil, built from 1695–1698 by a baronial family, has been described as "the most medieval-looking fort built in Canada".[118] The manor house and stables were within a fortified bailey, with a tall round turret in each corner. The "most substantial castle-like fort" near Montréal was Fort Senneville, built in 1692 with square towers connected by thick stone walls, as well as a fortified windmill.[119] Stone forts such as these served as defensive residences, as well as imposing structures to prevent Iroquois incursions.[120]
124
+
125
+ Although castle construction faded towards the end of the 16th century, castles did not necessarily all fall out of use. Some retained a role in local administration and became law courts, while others are still handed down in aristocratic families as hereditary seats. A particularly famous example of this is Windsor Castle in England which was founded in the 11th century and is home to the monarch of the United Kingdom.[121] In other cases they still had a role in defence. Tower houses, which are closely related to castles and include pele towers, were defended towers that were permanent residences built in the 14th to 17th centuries. Especially common in Ireland and Scotland, they could be up to five storeys high and succeeded common enclosure castles and were built by a greater social range of people. While unlikely to provide as much protection as a more complex castle, they offered security against raiders and other small threats.[122][123]
126
+
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+ According to archaeologists Oliver Creighton and Robert Higham, "the great country houses of the seventeenth to twentieth centuries were, in a social sense, the castles of their day".[124] Though there was a trend for the elite to move from castles into country houses in the 17th century, castles were not completely useless. In later conflicts, such as the English Civil War (1641–1651), many castles were refortified, although subsequently slighted to prevent them from being used again.[125] Some country residences, which were not meant to be fortified, were given a castle appearance to scare away potential invaders such as adding turrets and using small windows. An example of this is the 16th century Bubaqra Castle in Bubaqra, Malta, which was modified in the 18th century.[126]
128
+
129
+ Revival or mock castles became popular as a manifestation of a Romantic interest in the Middle Ages and chivalry, and as part of the broader Gothic Revival in architecture. Examples of these castles include Chapultepec in Mexico,[127] Neuschwanstein in Germany,[128] and Edwin Lutyens' Castle Drogo (1911–1930) – the last flicker of this movement in the British Isles.[129] While churches and cathedrals in a Gothic style could faithfully imitate medieval examples, new country houses built in a "castle style" differed internally from their medieval predecessors. This was because to be faithful to medieval design would have left the houses cold and dark by contemporary standards.[130]
130
+
131
+ Artificial ruins, built to resemble remnants of historic edifices, were also a hallmark of the period. They were usually built as centre pieces in aristocratic planned landscapes. Follies were similar, although they differed from artificial ruins in that they were not part of a planned landscape, but rather seemed to have no reason for being built. Both drew on elements of castle architecture such as castellation and towers, but served no military purpose and were solely for display.[131] A toy castle is used as a common children attraction in playing fields and fun parks, such as the castle of the Playmobil FunPark in Ħal Far, Malta.[132][133]
132
+
133
+ Once the site of a castle had been selected – whether a strategic position or one intended to dominate the landscape as a mark of power – the building material had to be selected. An earth and timber castle was cheaper and easier to erect than one built from stone. The costs involved in construction are not well-recorded, and most surviving records relate to royal castles.[134] A castle with earthen ramparts, a motte, timber defences and buildings could have been constructed by an unskilled workforce. The source of man-power was probably from the local lordship, and the tenants would already have the necessary skills of felling trees, digging, and working timber necessary for an earth and timber castle. Possibly coerced into working for their lord, the construction of an earth and timber castle would not have been a drain on a client's funds. In terms of time, it has been estimated that an average sized motte – 5 m (16 ft) high and 15 m (49 ft) wide at the summit – would have taken 50 people about 40 working days. An exceptionally expensive motte and bailey was that of Clones in Ireland, built in 1211 for £20. The high cost, relative to other castles of its type, was because labourers had to be imported.[134]
134
+
135
+ The cost of building a castle varied according to factors such as their complexity and transport costs for material. It is certain that stone castles cost a great deal more than those built from earth and timber. Even a very small tower, such as Peveril Castle, would have cost around £200. In the middle were castles such as Orford, which was built in the late 12th century for £1,400, and at the upper end were those such as Dover, which cost about £7,000 between 1181 and 1191.[135] Spending on the scale of the vast castles such as Château Gaillard (an estimated £15,000 to £20,000 between 1196 and 1198) was easily supported by The Crown, but for lords of smaller areas, castle building was a very serious and costly undertaking. It was usual for a stone castle to take the best part of a decade to finish. The cost of a large castle built over this time (anywhere from £1,000 to £10,000) would take the income from several manors, severely impacting a lord's finances.[136] Costs in the late 13th century were of a similar order, with castles such as Beaumaris and Rhuddlan costing £14,500 and £9,000 respectively. Edward I's campaign of castle-building in Wales cost £80,000 between 1277 and 1304, and £95,000 between 1277 and 1329.[137] Renowned designer Master James of Saint George, responsible for the construction of Beaumaris, explained the cost:
136
+
137
+ In case you should wonder where so much money could go in a week, we would have you know that we have needed – and shall continue to need 400 masons, both cutters and layers, together with 2,000 less skilled workmen, 100 carts, 60 wagons and 30 boats bringing stone and sea coal; 200 quarrymen; 30 smiths; and carpenters for putting in the joists and floor boards and other necessary jobs. All this takes no account of the garrison ... nor of purchases of material. Of which there will have to be a great quantity ... The men's pay has been and still is very much in arrears, and we are having the greatest difficulty in keeping them because they have simply nothing to live on.
138
+
139
+ Not only were stone castles expensive to build in the first place, but their maintenance was a constant drain. They contained a lot of timber, which was often unseasoned and as a result needed careful upkeep. For example, it is documented that in the late 12th century repairs at castles such as Exeter and Gloucester cost between £20 and £50 annually.[139]
140
+
141
+ Medieval machines and inventions, such as the treadwheel crane, became indispensable during construction, and techniques of building wooden scaffolding were improved upon from Antiquity.[140] When building in stone a prominent concern of medieval builders was to have quarries close at hand. There are examples of some castles where stone was quarried on site, such as Chinon, Château de Coucy and Château Gaillard.[141] When it was built in 992 in France the stone tower at Château de Langeais was 16 metres (52 ft) high, 17.5 metres (57 ft) wide, and 10 metres (33 ft) long with walls averaging 1.5 metres (4 ft 11 in). The walls contain 1,200 cubic metres (42,000 cu ft) of stone and have a total surface (both inside and out) of 1,600 square metres (17,000 sq ft). The tower is estimated to have taken 83,000 average working days to complete, most of which was unskilled labour.[142]
142
+
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+ Many countries had both timber and stone castles,[143] however Denmark had few quarries and as a result most of its castles are earth and timber affairs, or later on built from brick.[144] Brick-built structures were not necessarily weaker than their stone-built counterparts. Brick castles are less common in England than stone or earth and timber constructions, and often it was chosen for its aesthetic appeal or because it was fashionable, encouraged by the brick architecture of the Low Countries. For example, when Tattershall Castle was built between 1430 and 1450, there was plenty of stone available nearby, but the owner, Lord Cromwell, chose to use brick. About 700,000 bricks were used to build the castle, which has been described as "the finest piece of medieval brick-work in England".[145] Most Spanish castles were built from stone, whereas castles in Eastern Europe were usually of timber construction.[146]
144
+
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+ Due to the lord's presence in a castle, it was a centre of administration from where he controlled his lands. He relied on the support of those below him, as without the support of his more powerful tenants a lord could expect his power to be undermined. Successful lords regularly held court with those immediately below them on the social scale, but absentees could expect to find their influence weakened. Larger lordships could be vast, and it would be impractical for a lord to visit all his properties regularly so deputies were appointed. This especially applied to royalty, who sometimes owned land in different countries.[149]
146
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+ To allow the lord to concentrate on his duties regarding administration, he had a household of servants to take care of chores such as providing food. The household was run by a chamberlain, while a treasurer took care of the estate's written records. Royal households took essentially the same form as baronial households, although on a much larger scale and the positions were more prestigious.[150] An important role of the household servants was the preparation of food; the castle kitchens would have been a busy place when the castle was occupied, called on to provide large meals.[151] Without the presence of a lord's household, usually because he was staying elsewhere, a castle would have been a quiet place with few residents, focused on maintaining the castle.[152]
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+ As social centres castles were important places for display. Builders took the opportunity to draw on symbolism, through the use of motifs, to evoke a sense of chivalry that was aspired to in the Middle Ages amongst the elite. Later structures of the Romantic Revival would draw on elements of castle architecture such as battlements for the same purpose. Castles have been compared with cathedrals as objects of architectural pride, and some castles incorporated gardens as ornamental features.[153] The right to crenellate, when granted by a monarch – though it was not always necessary – was important not just as it allowed a lord to defend his property but because crenellations and other accoutrements associated with castles were prestigious through their use by the elite.[154] Licences to crenellate were also proof of a relationship with or favour from the monarch, who was the one responsible for granting permission.[155]
150
+
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+ Courtly love was the eroticisation of love between the nobility. Emphasis was placed on restraint between lovers. Though sometimes expressed through chivalric events such as tournaments, where knights would fight wearing a token from their lady, it could also be private and conducted in secret. The legend of Tristan and Iseult is one example of stories of courtly love told in the Middle Ages.[156] It was an ideal of love between two people not married to each other, although the man might be married to someone else. It was not uncommon or ignoble for a lord to be adulterous – Henry I of England had over 20 bastards for instance – but for a lady to be promiscuous was seen as dishonourable.[157]
152
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+ The purpose of marriage between the medieval elites was to secure land. Girls were married in their teens, but boys did not marry until they came of age.[158] There is a popular conception that women played a peripheral role in the medieval castle household, and that it was dominated by the lord himself. This derives from the image of the castle as a martial institution, but most castles in England, France, Ireland, and Scotland were never involved in conflicts or sieges, so the domestic life is a neglected facet.[159] The lady was given a dower of her husband's estates – usually about a third – which was hers for life, and her husband would inherit on her death. It was her duty to administer them directly, as the lord administered his own land.[160] Despite generally being excluded from military service, a woman could be in charge of a castle, either on behalf of her husband or if she was widowed. Because of their influence within the medieval household, women influenced construction and design, sometimes through direct patronage; historian Charles Coulson emphasises the role of women in applying "a refined aristocratic taste" to castles due to their long term residence.[161]
154
+
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+ The positioning of castles was influenced by the available terrain. Whereas hill castles such as Marksburg were common in Germany, where 66 per cent of all known medieval were highland area while 34 per cent were on low-lying land,[163] they formed a minority of sites in England.[162] Because of the range of functions they had to fulfil, castles were built in a variety of locations. Multiple factors were considered when choosing a site, balancing between the need for a defendable position with other considerations such as proximity to resources. For instance many castles are located near Roman roads, which remained important transport routes in the Middle Ages, or could lead to the alteration or creation of new road systems in the area. Where available it was common to exploit pre-existing defences such as building with a Roman fort or the ramparts of an Iron Age hillfort. A prominent site that overlooked the surrounding area and offered some natural defences may also have been chosen because its visibility made it a symbol of power.[164] Urban castles were particularly important in controlling centres of population and production, especially with an invading force, for instance in the aftermath of the Norman Conquest of England in the 11th century the majority of royal castles were built in or near towns.[165]
156
+
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+ As castles were not simply military buildings but centres of administration and symbols of power, they had a significant impact on the surrounding landscape. Placed by a frequently-used road or river, the toll castle ensured that a lord would get his due toll money from merchants. Rural castles were often associated with mills and field systems due to their role in managing the lord's estate,[166] which gave them greater influence over resources.[167] Others were adjacent to or in royal forests or deer parks and were important in their upkeep. Fish ponds were a luxury of the lordly elite, and many were found next to castles. Not only were they practical in that they ensured a water supply and fresh fish, but they were a status symbol as they were expensive to build and maintain.[168]
158
+
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+ Although sometimes the construction of a castle led to the destruction of a village, such as at Eaton Socon in England, it was more common for the villages nearby to have grown as a result of the presence of a castle. Sometimes planned towns or villages were created around a castle.[166] The benefits of castle building on settlements was not confined to Europe. When the 13th-century Safad Castle was founded in Galilee in the Holy Land, the 260 villages benefitted from the inhabitants' newfound ability to move freely.[169] When built, a castle could result in the restructuring of the local landscape, with roads moved for the convenience of the lord.[170] Settlements could also grow naturally around a castle, rather than being planned, due to the benefits of proximity to an economic centre in a rural landscape and the safety given by the defences. Not all such settlements survived, as once the castle lost its importance – perhaps succeeded by a manor house as the centre of administration – the benefits of living next to a castle vanished and the settlement depopulated.[171]
160
+
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+ During and shortly after the Norman Conquest of England, castles were inserted into important pre-existing towns to control and subdue the populace. They were usually located near any existing town defences, such as Roman walls, although this sometimes resulted in the demolition of structures occupying the desired site. In Lincoln, 166 houses were destroyed to clear space for the castle, and in York agricultural land was flooded to create a moat for the castle. As the military importance of urban castles waned from their early origins, they became more important as centres of administration, and their financial and judicial roles.[172] When the Normans invaded Ireland, Scotland, and Wales in the 11th and 12th centuries, settlement in those countries was predominantly non-urban, and the foundation of towns was often linked with the creation of a castle.[173]
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+ The location of castles in relation to high status features, such as fish ponds, was a statement of power and control of resources. Also often found near a castle, sometimes within its defences, was the parish church.[176] This signified a close relationship between feudal lords and the Church, one of the most important institutions of medieval society.[177] Even elements of castle architecture that have usually been interpreted as military could be used for display. The water features of Kenilworth Castle in England – comprising a moat and several satellite ponds – forced anyone approaching a water castle entrance to take a very indirect route, walking around the defences before the final approach towards the gateway.[178] Another example is that of the 14th-century Bodiam Castle, also in England; although it appears to be a state of the art, advanced castle it is in a site of little strategic importance, and the moat was shallow and more likely intended to make the site appear impressive than as a defence against mining. The approach was long and took the viewer around the castle, ensuring they got a good look before entering. Moreover, the gunports were impractical and unlikely to have been effective.[179]
164
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+ As a static structure, castles could often be avoided. Their immediate area of influence was about 400 metres (1,300 ft) and their weapons had a short range even early in the age of artillery. However, leaving an enemy behind would allow them to interfere with communications and make raids. Garrisons were expensive and as a result often small unless the castle was important.[181] Cost also meant that in peacetime garrisons were smaller, and small castles were manned by perhaps a couple of watchmen and gate-guards. Even in war, garrisons were not necessarily large as too many people in a defending force would strain supplies and impair the castle's ability to withstand a long siege. In 1403, a force of 37 archers successfully defended Caernarfon Castle against two assaults by Owain Glyndŵr's allies during a long siege, demonstrating that a small force could be effective.[182]
166
+
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+ Early on, manning a castle was a feudal duty of vassals to their magnates, and magnates to their kings, however this was later replaced with paid forces.[182][183] A garrison was usually commanded by a constable whose peacetime role would have been looking after the castle in the owner's absence. Under him would have been knights who by benefit of their military training would have acted as a type of officer class. Below them were archers and bowmen, whose role was to prevent the enemy reaching the walls as can be seen by the positioning of arrowslits.[184]
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+ If it was necessary to seize control of a castle an army could either launch an assault or lay siege. It was more efficient to starve the garrison out than to assault it, particularly for the most heavily defended sites. Without relief from an external source, the defenders would eventually submit. Sieges could last weeks, months, and in rare cases years if the supplies of food and water were plentiful. A long siege could slow down the army, allowing help to come or for the enemy to prepare a larger force for later.[185] Such an approach was not confined to castles, but was also applied to the fortified towns of the day.[186] On occasion, siege castles would be built to defend the besiegers from a sudden sally and would have been abandoned after the siege ended one way or another.[187]
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+ If forced to assault a castle, there were many options available to the attackers. For wooden structures, such as early motte-and-baileys, fire was a real threat and attempts would be made to set them alight as can be seen in the Bayeux Tapestry.[188] Projectile weapons had been used since antiquity and the mangonel and petraria – from Eastern and Roman origins respectively – were the main two that were used into the Middle Ages. The trebuchet, which probably evolved from the petraria in the 13th century, was the most effective siege weapon before the development of cannons. These weapons were vulnerable to fire from the castle as they had a short range and were large machines. Conversely, weapons such as trebuchets could be fired from within the castle due to the high trajectory of its projectile, and would be protected from direct fire by the curtain walls.[189]
172
+
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+ Ballistas or springalds were siege engines that worked on the same principles as crossbows. With their origins in Ancient Greece, tension was used to project a bolt or javelin. Missiles fired from these engines had a lower trajectory than trebuchets or mangonels and were more accurate. They were more commonly used against the garrison rather than the buildings of a castle.[190] Eventually cannons developed to the point where they were more powerful and had a greater range than the trebuchet, and became the main weapon in siege warfare.[107]
174
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+ Walls could be undermined by a sap. A mine leading to the wall would be dug and once the target had been reached, the wooden supports preventing the tunnel from collapsing would be burned. It would cave in and bring down the structure above.[191] Building a castle on a rock outcrop or surrounding it with a wide, deep moat helped prevent this. A counter-mine could be dug towards the besiegers' tunnel; assuming the two converged, this would result in underground hand-to-hand combat. Mining was so effective that during the siege of Margat in 1285 when the garrison were informed a sap was being dug they surrendered.[192] Battering rams were also used, usually in the form of a tree trunk given an iron cap. They were used to force open the castle gates, although they were sometimes used against walls with less effect.[193]
176
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+ As an alternative to the time-consuming task of creating a breach, an escalade could be attempted to capture the walls with fighting along the walkways behind the battlements.[194] In this instance, attackers would be vulnerable to arrowfire.[195] A safer option for those assaulting a castle was to use a siege tower, sometimes called a belfry. Once ditches around a castle were partially filled in, these wooden, movable towers could be pushed against the curtain wall. As well as offering some protection for those inside, a siege tower could overlook the interior of a castle, giving bowmen an advantageous position from which to unleash missiles.[194]
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1
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2
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+ The cat (Felis catus) is a domestic species of small carnivorous mammal.[1][2] It is the only domesticated species in the family Felidae and is often referred to as the domestic cat to distinguish it from the wild members of the family.[4] A cat can either be a house cat, a farm cat or a feral cat; the latter ranges freely and avoids human contact.[5] Domestic cats are valued by humans for companionship and their ability to hunt rodents. About 60 cat breeds are recognized by various cat registries.[6]
6
+
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+ The cat is similar in anatomy to the other felid species: it has a strong flexible body, quick reflexes, sharp teeth and retractable claws adapted to killing small prey. Its night vision and sense of smell are well developed. Cat communication includes vocalizations like meowing, purring, trilling, hissing, growling and grunting as well as cat-specific body language. It is a solitary hunter but a social species. It can hear sounds too faint or too high in frequency for human ears, such as those made by mice and other small mammals. It is a predator that is most active at dawn and dusk.[7] It secretes and perceives pheromones.[8]
8
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+ Female domestic cats can have kittens from spring to late autumn, with litter sizes often ranging from two to five kittens.[9] Domestic cats are bred and shown at events as registered pedigreed cats, a hobby known as cat fancy. Failure to control breeding of pet cats by spaying and neutering, as well as abandonment of pets, resulted in large numbers of feral cats worldwide, contributing to the extinction of entire bird, mammal, and reptile species, and evoking population control.[10]
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+ Cats were first domesticated in the Near East around 7500 BC.[11] It was long thought that cat domestication was initiated in Ancient Egypt, as since around 3100 BC veneration was given to cats in ancient Egypt.[12][13]
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+ As of 2017[update], the domestic cat was the second-most popular pet in the United States by number of pets owned, after freshwater fish,[14] with 95 million cats owned.[15][16] In the United Kingdom, around 7.3 million cats lived in more than 4.8 million households as of 2019[update].[17]
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+
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+ The origin of the English word 'cat', Old English catt, is thought to be the Late Latin word cattus, which was first used at the beginning of the 6th century.[18] It was suggested that the word 'cattus' is derived from an Egyptian precursor of Coptic ϣⲁⲩ šau, "tomcat", or its feminine form suffixed with -t.[19]
16
+ The Late Latin word is also thought to be derived from Afro-Asiatic languages.[20] The Nubian word kaddîska "wildcat" and Nobiin kadīs are possible sources or cognates.[21] The Nubian word may be a loan from Arabic قَطّ‎ qaṭṭ ~ قِطّ qiṭṭ. It is "equally likely that the forms might derive from an ancient Germanic word, imported into Latin and thence to Greek and to Syriac and Arabic".[22] The word may be derived from Germanic and Northern European languages, and ultimately be borrowed from Uralic, cf. Northern Sami gáđfi, "female stoat", and Hungarian hölgy, "stoat"; from Proto-Uralic *käďwä, "female (of a furred animal)".[23]
17
+
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+ The English puss, extended as pussy and pussycat, is attested from the 16th century and may have been introduced from Dutch poes or from Low German puuskatte, related to Swedish kattepus, or Norwegian pus, pusekatt. Similar forms exist in Lithuanian puižė and Irish puisín or puiscín. The etymology of this word is unknown, but it may have simply arisen from a sound used to attract a cat.[24][25]
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+ A male cat is called a tom or tomcat[26] (or a gib,[27] if neutered) An unspayed female is called a queen,[28] especially in a cat-breeding context. A juvenile cat is referred to as a kitten. In Early Modern English, the word kitten was interchangeable with the now-obsolete word catling.[29] A group of cats can be referred to as a clowder or a glaring.[30]
21
+
22
+ The scientific name Felis catus was proposed by Carl Linnaeus in 1758 for a domestic cat.[1][2]
23
+ Felis catus domesticus was proposed by Johann Christian Polycarp Erxleben in 1777.[3]
24
+ Felis daemon proposed by Konstantin Alekseevich Satunin in 1904 was a black cat from the Transcaucasus, later identified as a domestic cat.[31][32]
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+
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+ In 2003, the International Commission on Zoological Nomenclature ruled that the domestic cat is a distinct species, namely Felis catus.[33][34]
27
+ In 2007, it was considered a subspecies of the European wildcat, F. silvestris catus, following results of phylogenetic research.[35][36] In 2017, the IUCN Cat Classification Taskforce followed the recommendation of the ICZN in regarding the domestic cat as a distinct species, Felis catus.[37]
28
+
29
+ The domestic cat is a member of the Felidae, a family that had a common ancestor about 10–15 million years ago.[38]
30
+ The genus Felis diverged from the Felidae around 6–7 million years ago.[39]
31
+ Results of phylogenetic research confirm that the wild Felis species evolved through sympatric or parapatric speciation, whereas the domestic cat evolved through artificial selection.[40] The domesticated cat and its closest wild ancestor are both diploid organisms that possess 38 chromosomes[41] and roughly 20,000 genes.[42]
32
+ The leopard cat (Prionailurus bengalensis) was tamed independently in China around 5500 BCE. This line of partially domesticated cats leaves no trace in the domestic cat populations of today.[43]
33
+
34
+ The earliest known indication for the taming of an African wildcat (F. lybica) was excavated close by a human Neolithic grave in Shillourokambos, southern Cyprus, dating to about 9,200 to 9,500 years before present. Since there is no evidence of native mammalian fauna on Cyprus, the inhabitants of this Neolithic village most likely brought the cat and other wild mammals to the island from the Middle Eastern mainland.[44] Scientists therefore assume that African wildcats were attracted to early human settlements in the Fertile Crescent by rodents, in particular the house mouse (Mus musculus), and were tamed by Neolithic farmers. This commensal relationship between early farmers and tamed cats lasted thousands of years. As agricultural practices spread, so did tame and domesticated cats.[11][6] Wildcats of Egypt contributed to the maternal gene pool of the domestic cat at a later time.[45]
35
+ The earliest known evidence for the occurrence of the domestic cat in Greece dates to around 1200 BCE. Greek, Phoenician, Carthaginian and Etruscan traders introduced domestic cats to southern Europe.[46]
36
+ During the Roman Empire they were introduced to Corsica and Sardinia before the beginning of the 1st millennium.[47]
37
+ By the 5th century BCE, they were familiar animals around settlements in Magna Graecia and Etruria.[48]
38
+ By the end of the Roman Empire in the 5th century, the Egyptian domestic cat lineage had arrived in a Baltic Sea port in northern Germany.[45]
39
+
40
+ During domestication, cats have undergone only minor changes in anatomy and behavior, and they are still capable of surviving in the wild. Several natural behaviors and characteristics of wildcats may have pre-adapted them for domestication as pets. These traits include their small size, social nature, obvious body language, love of play and relatively high intelligence. Captive Leopardus cats may also display affectionate behavior toward humans, but were not domesticated.[49] House cats often mate with feral cats,[50] producing hybrids such as the Kellas cat in Scotland.[51] Hybridisation between domestic and other Felinae species is also possible.[52]
41
+
42
+ Development of cat breeds started in the mid 19th century.[53]
43
+ An analysis of the domestic cat genome revealed that the ancestral wildcat genome was significantly altered in the process of domestication, as specific mutations were selected to develop cat breeds.[54] Most breeds are founded on random-bred domestic cats. Genetic diversity of these breeds varies between regions, and is lowest in purebred populations, which show more than 20 deleterious genetic disorders.[55]
44
+
45
+ The domestic cat has a smaller skull and shorter bones than the European wildcat.[56]
46
+ It averages about 46 cm (18 in) in head-to-body length and 23–25 cm (9–10 in) in height, with about 30 cm (12 in) long tails. Males are larger than females.[57]
47
+ Adult domestic cats typically weigh between 4 and 5 kg (9 and 11 lb).[40]
48
+
49
+ Cats have seven cervical vertebrae (as do most mammals); 13 thoracic vertebrae (humans have 12); seven lumbar vertebrae (humans have five); three sacral vertebrae (as do most mammals, but humans have five); and a variable number of caudal vertebrae in the tail (humans have only vestigial caudal vertebrae, fused into an internal coccyx).[58]:11 The extra lumbar and thoracic vertebrae account for the cat's spinal mobility and flexibility. Attached to the spine are 13 ribs, the shoulder, and the pelvis.[58]:16 Unlike human arms, cat forelimbs are attached to the shoulder by free-floating clavicle bones which allow them to pass their body through any space into which they can fit their head.[59]
50
+
51
+ The cat skull is unusual among mammals in having very large eye sockets and a powerful specialized jaw.[60]:35 Within the jaw, cats have teeth adapted for killing prey and tearing meat. When it overpowers its prey, a cat delivers a lethal neck bite with its two long canine teeth, inserting them between two of the prey's vertebrae and severing its spinal cord, causing irreversible paralysis and death.[61] Compared to other felines, domestic cats have narrowly spaced canine teeth relative to the size of their jaw, which is an adaptation to their preferred prey of small rodents, which have small vertebrae.[61] The premolar and first molar together compose the carnassial pair on each side of the mouth, which efficiently shears meat into small pieces, like a pair of scissors. These are vital in feeding, since cats' small molars cannot chew food effectively, and cats are largely incapable of mastication.[60]:37 Although cats tend to have better teeth than most humans, with decay generally less likely because of a thicker protective layer of enamel, a less damaging saliva, less retention of food particles between teeth, and a diet mostly devoid of sugar, they are nonetheless subject to occasional tooth loss and infection.[62]
52
+
53
+ The cat is digitigrade. It walks on the toes, with the bones of the feet making up the lower part of the visible leg.[63] Unlike most mammals, it uses a "pacing" gait and moves both legs on one side of the body before the legs on the other side. It registers directly by placing each hind paw close to the track of the corresponding fore paw, minimizing noise and visible tracks. This also provides sure footing for hind paws when navigating rough terrain. As it speeds up walking to trotting, its gait changes to a "diagonal" gait: The diagonally opposite hind and fore legs move simultaneously.[64]
54
+
55
+ Cats have protractable and retractable claws.[65] In their normal, relaxed position, the claws are sheathed with the skin and fur around the paw's toe pads. This keeps the claws sharp by preventing wear from contact with the ground and allows the silent stalking of prey. The claws on the fore feet are typically sharper than those on the hind feet.[66] Cats can voluntarily extend their claws on one or more paws. They may extend their claws in hunting or self-defense, climbing, kneading, or for extra traction on soft surfaces. Cats shed the outside layer of their claw sheaths when scratching rough surfaces.[67]
56
+
57
+ Most cats have five claws on their front paws, and four on their rear paws. The dewclaw is proximal to the other claws. More proximally is a protrusion which appears to be a sixth "finger". This special feature of the front paws, on the inside of the wrists has no function in normal walking, but is thought to be an antiskidding device used while jumping. Some cat breeds are prone to having extra digits (“polydactyly”).[68] Polydactylous cats occur along North America's northeast coast and in Great Britain.[69]
58
+
59
+ Cats have excellent night vision and can see at only one-sixth the light level required for human vision.[60]:43 This is partly the result of cat eyes having a tapetum lucidum, which reflects any light that passes through the retina back into the eye, thereby increasing the eye's sensitivity to dim light.[70] Large pupils are an adaptation to dim light. The domestic cat has slit pupils, which allow it to focus bright light without chromatic aberration.[71] At low light, a cat's pupils expand to cover most of the exposed surface of its eyes.[72] However, the domestic cat has rather poor color vision and only two types of cone cells, optimized for sensitivity to blue and yellowish green; its ability to distinguish between red and green is limited.[73] A response to middle wavelengths from a system other than the rod cells might be due to a third type of cone. However, this appears to be an adaptation to low light levels rather than representing true trichromatic vision.[74]
60
+
61
+ The domestic cat's hearing is most acute in the range of 500 Hz to 32 kHz.[75] It can detect an extremely broad range of frequencies ranging from 55 Hz to 79,000 Hz. It can hear a range of 10.5 octaves, while humans and dogs can hear ranges of about 9 octaves.[76][77]
62
+ Its hearing sensitivity is enhanced by its large movable outer ears, the pinnae, which amplify sounds and help detect the location of a noise. It can detect ultrasound, which enables it to detect ultrasonic calls made by rodent prey.[78][79]
63
+
64
+ Cats have an acute sense of smell, due in part to their well-developed olfactory bulb and a large surface of olfactory mucosa, about 5.8 square centimetres (29⁄32 square inch) in area, which is about twice that of humans.[80] Cats and many other animals have a Jacobson's organ in their mouths that is used in the behavioral process of flehmening. It allows them to sense certain aromas in a way that humans cannot. Cats are sensitive to pheromones such as 3-mercapto-3-methylbutan-1-ol,[81] which they use to communicate through urine spraying and marking with scent glands.[82] Many cats also respond strongly to plants that contain nepetalactone, especially catnip, as they can detect that substance at less than one part per billion.[83] About 70–80% of cats are affected by nepetalactone.[84] This response is also produced by other plants, such as silver vine (Actinidia polygama) and the herb valerian; it may be caused by the smell of these plants mimicking a pheromone and stimulating cats' social or sexual behaviors.[85]
65
+
66
+ Cats have relatively few taste buds compared to humans (470 or so versus more than 9,000 on the human tongue).[86] Domestic and wild cats share a taste receptor gene mutation that keeps their sweet taste buds from binding to sugary molecules, leaving them with no ability to taste sweetness.[87] Their taste buds instead respond to acids, amino acids like protein, and bitter tastes.[88] Cats also have a distinct temperature preference for their food, preferring food with a temperature around 38 °C (100 °F) which is similar to that of a fresh kill and routinely rejecting food presented cold or refrigerated (which would signal to the cat that the "prey" item is long dead and therefore possibly toxic or decomposing).[86]
67
+
68
+ To aid with navigation and sensation, cats have dozens of movable whiskers (vibrissae) over their body, especially their faces. These provide information on the width of gaps and on the location of objects in the dark, both by touching objects directly and by sensing air currents; they also trigger protective blink reflexes to protect the eyes from damage.[60]:47
69
+
70
+ Most breeds of cat have a noted fondness for sitting in high places, or perching. A higher place may serve as a concealed site from which to hunt; domestic cats strike prey by pouncing from a perch such as a tree branch. Another possible explanation is that height gives the cat a better observation point, allowing it to survey its territory. A cat falling from heights of up to 3 meters can right itself and land on its paws.[89]
71
+ During a fall from a high place, a cat reflexively twists its body and rights itself to land on its feet using its acute sense of balance and flexibility. This reflex is known as the cat righting reflex.[90]
72
+ An individual cat always rights itself in the same way during a fall, provided it has sufficient time to do so. The height required for this to occur is around 90 cm (2 ft 11 in).[91]
73
+ Several explanations have been proposed for this phenomenon since the late 19th century:
74
+
75
+ Outdoor cats are active both day and night, although they tend to be slightly more active at night.[95] Domestic cats spend the majority of their time in the vicinity of their homes, but can range many hundreds of meters from this central point. They establish territories that vary considerably in size, in one study ranging from 7 to 28 hectares (17–69 acres).[96] The timing of cats' activity is quite flexible and varied, which means house cats may be more active in the morning and evening, as a response to greater human activity at these times.[97]
76
+
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+ Cats conserve energy by sleeping more than most animals, especially as they grow older. The daily duration of sleep varies, usually between 12 and 16 hours, with 13 and 14 being the average. Some cats can sleep as much as 20 hours. The term "cat nap" for a short rest refers to the cat's tendency to fall asleep (lightly) for a brief period. While asleep, cats experience short periods of rapid eye movement sleep often accompanied by muscle twitches, which suggests they are dreaming.[98]
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+
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+ The social behavior of the domestic cat ranges from widely dispersed individuals to feral cat colonies that gather around a food source, based on groups of co-operating females.[99][100] Within such groups, one cat is usually dominant over the others.[101] Each cat in a colony holds a distinct territory, with sexually active males having the largest territories, which are about 10 times larger than those of female cats and may overlap with several females' territories. These territories are marked by urine spraying, by rubbing objects at head height with secretions from facial glands, and by defecation.[82] Between these territories are neutral areas where cats watch and greet one another without territorial conflicts. Outside these neutral areas, territory holders usually chase away stranger cats, at first by staring, hissing, and growling and, if that does not work, by short but noisy and violent attacks. Despite some cats cohabiting in colonies, they do not have a social survival strategy, or a pack mentality and always hunt alone.[102]
80
+
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+ However, some pet cats are poorly socialized. In particular, older cats show aggressiveness towards newly arrived kittens, which include biting and scratching; this type of behavior is known as feline asocial aggression.[103]
82
+
83
+ Life in proximity to humans and other domestic animals has led to a symbiotic social adaptation in cats, and cats may express great affection toward humans or other animals. Ethologically, the human keeper of a cat functions as a sort of surrogate for the cat's mother.[104] Adult cats live their lives in a kind of extended kittenhood, a form of behavioral neoteny. Their high-pitched sounds may mimic the cries of a hungry human infant, making them particularly difficult for humans to ignore.[105]
84
+
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+ Domestic cats' scent rubbing behavior towards humans or other cats is thought to be a feline means for social bonding.[106]
86
+
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+ Domestic cats use many vocalizations for communication, including purring, trilling, hissing, growling/snarling, grunting, and several different forms of meowing.[7] Their body language, including position of ears and tail, relaxation of the whole body, and kneading of the paws, are all indicators of mood. The tail and ears are particularly important social signal mechanisms in cats. A raised tail indicates a friendly greeting, and flattened ears indicates hostility. Tail-raising also indicates the cat's position in the group's social hierarchy, with dominant individuals raising their tails less often than subordinate ones.[107] Feral cats are generally silent.[108]:208 Nose-to-nose touching is also a common greeting and may be followed by social grooming, which is solicited by one of the cats raising and tilting its head.[100]
88
+
89
+ Purring may have developed as an evolutionary advantage as a signalling mechanism of reassurance between mother cats and nursing kittens. Post-nursing cats often purr as a sign of contentment: when being petted, becoming relaxed,[109][110] or eating. The mechanism by which cats purr is elusive. The cat has no unique anatomical feature that is clearly responsible for the sound.[111]
90
+
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+ Cats are known for spending considerable amounts of time licking their coats to keep them clean.[112] The cat's tongue has backwards-facing spines about 500 μm long, which are called papillae. These contain keratin which makes them rigid[113] so the papillae act like a hairbrush. Some cats, particularly longhaired cats, occasionally regurgitate hairballs of fur that have collected in their stomachs from grooming. These clumps of fur are usually sausage-shaped and about 2–3 cm (3⁄4–1 1⁄4 in) long. Hairballs can be prevented with remedies that ease elimination of the hair through the gut, as well as regular grooming of the coat with a comb or stiff brush.[112]
92
+
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+ Among domestic cats, males are more likely to fight than females.[114] Among feral cats, the most common reason for cat fighting is competition between two males to mate with a female. In such cases, most fights are won by the heavier male.[115] Another common reason for fighting in domestic cats is the difficulty of establishing territories within a small home.[114] Female cats also fight over territory or to defend their kittens. Neutering will decrease or eliminate this behavior in many cases, suggesting that the behavior is linked to sex hormones.[116]
94
+
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+ When cats become aggressive, they try to make themselves appear larger and more threatening by raising their fur, arching their backs, turning sideways and hissing or spitting.[117] Often, the ears are pointed down and back to avoid damage to the inner ear and potentially listen for any changes behind them while focused forward. They may also vocalize loudly and bare their teeth in an effort to further intimidate their opponent. Fights usually consist of grappling and delivering powerful slaps to the face and body with the forepaws as well as bites. Cats also throw themselves to the ground in a defensive posture to rake their opponent's belly with their powerful hind legs.[118]
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+
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+ Serious damage is rare, as the fights are usually short in duration, with the loser running away with little more than a few scratches to the face and ears. However, fights for mating rights are typically more severe and injuries may include deep puncture wounds and lacerations. Normally, serious injuries from fighting are limited to infections of scratches and bites, though these can occasionally kill cats if untreated. In addition, bites are probably the main route of transmission of feline immunodeficiency virus.[119] Sexually active males are usually involved in many fights during their lives, and often have decidedly battered faces with obvious scars and cuts to their ears and nose.[120]
98
+
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+ The shape and structure of cats' cheeks is insufficient to suck. They lap with the tongue to draw liquid upwards into their mouths. Lapping at a rate of four times a second, the cat touches the smooth tip of its tongue to the surface of the water, and quickly retracts it like a corkscrew, drawing water upwards.[121][122]
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+
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+ Feral cats and free-fed house cats consume several small meals in a day. The frequency and size of meals varies between individuals. They select food based on its temperature, smell and texture; they dislike chilled foods and respond most strongly to moist foods rich in amino acids, which are similar to meat. Cats reject novel flavors (a response termed neophobia) and learn quickly to avoid foods that have tasted unpleasant in the past.[102][123] They also avoid sweet food and milk. Most adult cats are lactose intolerant; the sugar in milk is not easily digested and may cause soft stools or diarrhea.[124] Some also develop odd eating habits and like to eat or chew on things like wool, plastic, cables, paper, string, aluminum foil, or even coal. This condition, pica, can threaten their health, depending on the amount and toxicity of the items eaten.[125]
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+
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+ Cats hunt small prey, primarily birds and rodents,[126] and are often used as a form of pest control.[127][128] Cats use two hunting strategies, either stalking prey actively, or waiting in ambush until an animal comes close enough to be captured.[129] The strategy used depends on the prey species in the area, with cats waiting in ambush outside burrows, but tending to actively stalk birds.[130]:153 Domestic cats are a major predator of wildlife in the United States, killing an estimated 1.4 to 3.7 billion birds and 6.9 to 20.7 billion mammals annually.[131]
104
+ Certain species appear more susceptible than others; for example, 30% of house sparrow mortality is linked to the domestic cat.[132] In the recovery of ringed robins (Erithacus rubecula) and dunnocks (Prunella modularis), 31% of deaths were a result of cat predation.[133] In parts of North America, the presence of larger carnivores such as coyotes which prey on cats and other small predators reduces the effect of predation by cats and other small predators such as opossums and raccoons on bird numbers and variety.[134]
105
+
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+ Perhaps the best-known element of cats' hunting behavior, which is commonly misunderstood and often appalls cat owners because it looks like torture, is that cats often appear to "play" with prey by releasing it after capture. This cat and mouse behavior is due to an instinctive imperative to ensure that the prey is weak enough to be killed without endangering the cat.[135]
107
+ Another poorly understood element of cat hunting behavior is the presentation of prey to human guardians. One explanation is that cats adopt humans into their social group and share excess kill with others in the group according to the dominance hierarchy, in which humans are reacted to as if they are at, or near, the top.[136] Another explanation is that they attempt to teach their guardians to hunt or to help their human as if feeding "an elderly cat, or an inept kitten".[137] This hypothesis is inconsistent with the fact that male cats also bring home prey, despite males having negligible involvement in raising kittens.[130]:153
108
+
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+ On islands, birds can contribute as much as 60% of a cat's diet.[138] In nearly all cases, however, the cat cannot be identified as the sole cause for reducing the numbers of island birds, and in some instances, eradication of cats has caused a "mesopredator release" effect;[139] where the suppression of top carnivores creates an abundance of smaller predators that cause a severe decline in their shared prey. Domestic cats are, however, known to be a contributing factor to the decline of many species, a factor that has ultimately led, in some cases, to extinction. The South Island piopio, Chatham rail,[133] and the New Zealand merganser[140] are a few from a long list, with the most extreme case being the flightless Lyall's wren, which was driven to extinction only a few years after its discovery.[141][142]
110
+ One feral cat in New Zealand killed 102 New Zealand lesser short-tailed bats in seven days.[143] In the US, feral and free-ranging domestic cats kill an estimated 6.3 – 22.3 billion mammals annually.[131]
111
+
112
+ In Australia, the impact of cats on mammal populations is even greater than the impact of habitat loss.[144] More than one million reptiles are killed by feral cats each day, representing 258 species.[145] Cats have contributed to the extinction of the Navassa curly-tailed lizard and Chioninia coctei.[146]
113
+
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+ Domestic cats, especially young kittens, are known for their love of play. This behavior mimics hunting and is important in helping kittens learn to stalk, capture, and kill prey.[147] Cats also engage in play fighting, with each other and with humans. This behavior may be a way for cats to practice the skills needed for real combat, and might also reduce any fear they associate with launching attacks on other animals.[148]
115
+
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+ Cats also tend to play with toys more when they are hungry.[149] Owing to the close similarity between play and hunting, cats prefer to play with objects that resemble prey, such as small furry toys that move rapidly, but rapidly lose interest. They become habituated to a toy they have played with before.[150] String is often used as a toy, but if it is eaten, it can become caught at the base of the cat's tongue and then move into the intestines, a medical emergency which can cause serious illness, even death.[151] Owing to the risks posed by cats eating string, it is sometimes replaced with a laser pointer's dot, which cats may chase.[152]
117
+
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+ Female cats called queens are polyestrous with several estrus cycles during a year, lasting usually 21 days. They are usually ready to mate between early February and August.[153]
119
+
120
+ Several males, called tomcats, are attracted to a female in heat. They fight over her, and the victor wins the right to mate. At first, the female rejects the male, but eventually, the female allows the male to mate. The female utters a loud yowl as the male pulls out of her because a male cat's penis has a band of about 120–150 backward-pointing penile spines, which are about 1 mm (1⁄32 in) long; upon withdrawal of the penis, the spines rake the walls of the female's vagina, which acts to induce ovulation. This act also occurs to clear the vagina of other sperm in the context of a second (or more) mating, thus giving the later males a larger chance of conception.[154]
121
+
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+ After mating, the female cleans her vulva thoroughly. If a male attempts to mate with her at this point, the female attacks him. After about 20 to 30 minutes, once the female is finished grooming, the cycle will repeat.[155]
123
+ Because ovulation is not always triggered by a single mating, females may not be impregnated by the first male with which they mate.[156] Furthermore, cats are superfecund; that is, a female may mate with more than one male when she is in heat, with the result that different kittens in a litter may have different fathers.[155]
124
+
125
+ The morula forms 124 hours after conception. At 148 hours, early blastocysts form. At 10–12 days, implantation occurs.[157]
126
+ The gestation of queens lasts between 64 and 67 days, with an average of 65 days.[153][158]
127
+ Data on the reproductive capacity of more than 2,300 free-ranging queens were collected during a study between May 1998 and October 2000. They had one to six kittens per litter, with an average of three kittens. They produced a mean of 1.4 litters per year, but a maximum of three litters in a year. Of 169 kittens, 127 died before they were six months old due to a trauma caused in most cases by dog attacks and road accidents.[9]
128
+ The first litter is usually smaller than subsequent litters. Kittens are weaned between six and seven weeks of age. Queens normally reach sexual maturity at 5–10 months, and males at 5–7 months. This varies depending on breed.[155] Kittens reach puberty at the age of 9–10 months.[153]
129
+
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+ Cats are ready to go to new homes at about 12 weeks of age, when they are ready to leave their mother.[159] They can be surgically sterilized (spayed or castrated) as early as seven weeks to limit unwanted reproduction.[160] This surgery also prevents undesirable sex-related behavior, such as aggression, territory marking (spraying urine) in males and yowling (calling) in females. Traditionally, this surgery was performed at around six to nine months of age, but it is increasingly being performed before puberty, at about three to six months.[161] In the United States, about 80% of household cats are neutered.[162]
131
+
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+ The average lifespan of pet cats has risen in recent decades. In the early 1980s, it was about seven years,[163]:33[164] rising to 9.4 years in 1995[163]:33 and 15.1 years in 2018.[165] Some cats have been reported as surviving into their 30s,[166] with the oldest known cat, Creme Puff, dying at a verified age of 38.[167]
133
+
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+ Spaying or neutering increases life expectancy: one study found neutered male cats live twice as long as intact males, while spayed female cats live 62% longer than intact females.[163]:35 Having a cat neutered confers health benefits, because castrated males cannot develop testicular cancer, spayed females cannot develop uterine or ovarian cancer, and both have a reduced risk of mammary cancer.[168]
135
+
136
+ Despite widespread concern about the welfare of free-roaming cats, the lifespans of neutered feral cats in managed colonies compare favorably with those of pet cats.[169]:45[170]:1358[171][172][173][174]
137
+
138
+ About two hundred fifty heritable genetic disorders have been identified in cats, many similar to human inborn errors of metabolism.[175] The high level of similarity among the metabolism of mammals allows many of these feline diseases to be diagnosed using genetic tests that were originally developed for use in humans, as well as the use of cats as animal models in the study of the human diseases.[176][177]
139
+ Diseases affecting domestic cats include acute infections, parasitic infestations, injuries, and chronic diseases such as kidney disease, thyroid disease, and arthritis. Vaccinations are available for many infectious diseases, as are treatments to eliminate parasites such as worms and fleas.[178]
140
+
141
+ The domestic cat is a cosmopolitan species and occurs across much of the world.[55] It is adaptable and now present on all continents except Antarctica, and on 118 of the 131 main groups of islands—even on isolated islands such as the Kerguelen Islands.[179][180]
142
+ Due to its ability to thrive in almost any terrestrial habitat, it is among the world's most invasive species.[181]
143
+ As it is little altered from the wildcat, it can readily interbreed with the wildcat. This hybridization poses a danger to the genetic distinctiveness of some wildcat populations, particularly in Scotland and Hungary and possibly also the Iberian Peninsula.[52] It lives on small islands with no human inhabitants.[182]
144
+ Feral cats can live in forests, grasslands, tundra, coastal areas, agricultural land, scrublands, urban areas, and wetlands.[183]
145
+
146
+ Feral cats are domestic cats that were born in or have reverted to a wild state. They are unfamiliar with and wary of humans and roam freely in urban and rural areas.[10] The numbers of feral cats is not known, but estimates of the United States feral population range from twenty-five to sixty million.[10] Feral cats may live alone, but most are found in large colonies, which occupy a specific territory and are usually associated with a source of food.[184] Famous feral cat colonies are found in Rome around the Colosseum and Forum Romanum, with cats at some of these sites being fed and given medical attention by volunteers.[185]
147
+
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+ Public attitudes towards feral cats vary widely, ranging from seeing them as free-ranging pets, to regarding them as vermin.[186] One common approach to reducing the feral cat population is termed "trap-neuter-return", where the cats are trapped, neutered, immunized against diseases such as rabies and the feline panleukopenia and leukemia viruses, and then released.[187] Before releasing them back into their feral colonies, the attending veterinarian often nips the tip off one ear to mark it as neutered and inoculated, since these cats may be trapped again. Volunteers continue to feed and give care to these cats throughout their lives. Given this support, their lifespans are increased, and behavior and nuisance problems caused by competition for food are reduced.[184]
149
+
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+ Some feral cats can be successfully socialised and 're-tamed' for adoption; young cats, especially kittens[188] and cats that have had prior experience and contact with humans are the most receptive to these efforts.
151
+
152
+ Cats are common pets throughout the world, and their worldwide population exceeds 500 million as of 2007.[189] Cats have been used for millennia to control rodents, notably around grain stores and aboard ships, and both uses extend to the present day.[190][191]
153
+
154
+ As well as being kept as pets, cats are also used in the international fur[192] and leather industries for making coats, hats, blankets, and stuffed toys;[193] and shoes, gloves, and musical instruments respectively[194] (about 24 cats are needed to make a cat-fur coat).[195] This use has been outlawed in the United States, Australia, and the European Union in 2007.[196] Cat pelts have been used for superstitious purposes as part of the practise of witchcraft,[197] and are still made into blankets in Switzerland as folk remedies believed to help rheumatism.[198] In the Western intellectual tradition, the idea of cats as everyday objects have served to illustrate problems of quantum mechanics in the Schrödinger's cat thought experiment.
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+ A few attempts to build a cat census have been made over the years, both through associations or national and international organizations (such as the Canadian Federation of Humane Societies's one[199]) and over the Internet,[200][201] but such a task does not seem simple to achieve. General estimates for the global population of domestic cats range widely from anywhere between 200 million to 600 million.[202][203][204][205][206]
157
+ Walter Chandoha made his career photographing cats after his 1949 images of Loco, an especially charming stray taken in, were published around the world. He is reported to have photographed 90,000 cats during his career and maintained an archive of 225,000 images that he drew from for publications during his lifetime.[207]
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+ A cat show is a judged event in which the owners of cats compete to win titles in various cat-registering organizations by entering their cats to be judged after a breed standard.[208][209] Both pedigreed and non-purebred companion ("moggy") cats are admissible, although the rules differ from organization to organization. Competing cats are compared to the applicable breed standard,[210] and assessed for temperament and apparent health; the owners of those judged to be most ideal awarded a prize. Moggies are judged based on their temperament and healthy appearance. Some events also include activity judging, such as trained navigation of obstacle course. Often, at the end of the year, all of the points accrued at various shows are added up and more national and regional titles are awarded to champion cats.
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+ Cats can be infected or infested with viruses, bacteria, fungus, protozoans, arthropods or worms that can transmit diseases to humans.[211] In some cases, the cat exhibits no symptoms of the disease,[212] However, the same disease can then become evident in a human. The likelihood that a person will become diseased depends on the age and immune status of the person. Humans who have cats living in their home or in close association are more likely to become infected, however, those who do not keep cats as pets might also acquire infections from cat feces and parasites exiting the cat's body.[211][213] Some of the infections of most concern include salmonella, cat-scratch disease and toxoplasmosis.[212]
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+ In ancient Egypt, cats were worshipped, and the goddess Bastet often depicted in cat form, sometimes taking on the war-like aspect of a lioness. The Greek historian Herodotus reported that killing a cat was forbidden, and when a household cat died, the entire family mourned and shaved their eyebrows. Families took their dead cats to the sacred city of Bubastis, where they were embalmed and buried in sacred repositories. Herodotus expressed astonishment at the domestic cats in Egypt, because he had only ever seen wildcats.[214]
164
+ Ancient Greeks and Romans kept weasels as pets, which were seen as the ideal rodent-killers. The earliest unmistakable evidence of the Greeks having domestic cats comes from two coins from Magna Graecia dating to the mid-fifth century BC showing Iokastos and Phalanthos, the legendary founders of Rhegion and Taras respectively, playing with their pet cats. The usual ancient Greek word for 'cat' was ailouros, meaning 'thing with the waving tail'. Cats are rarely mentioned in ancient Greek literature. Aristotle remarked in his History of Animals that "female cats are naturally lecherous." The Greeks later syncretized their own goddess Artemis with the Egyptian goddess Bastet, adopting Bastet's associations with cats and ascribing them to Artemis. In Ovid's Metamorphoses, when the deities flee to Egypt and take animal forms, the goddess Diana turns into a cat.[215][216] Cats eventually displaced ferrets as the pest control of choice because they were more pleasant to have around the house and were more enthusiastic hunters of mice. During the Middle Ages, many of Artemis's associations with cats were grafted onto the Virgin Mary. Cats are often shown in icons of Annunciation and of the Holy Family and, according to Italian folklore, on the same night that Mary gave birth to Jesus, a cat in Bethlehem gave birth to a kitten.[217] Domestic cats were spread throughout much of the rest of the world during the Age of Discovery, as ships' cats were carried on sailing ships to control shipboard rodents and as good-luck charms.[46]
165
+
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+ Several ancient religions believed cats are exalted souls, companions or guides for humans, that are all-knowing but mute so they cannot influence decisions made by humans. In Japan, the maneki neko cat is a symbol of good fortune.[218] In Norse mythology, Freyja, the goddess of love, beauty, and fertility, is depicted as riding a chariot drawn by cats.[219] In Jewish legend, the first cat was living in the house of the first man Adam as a pet that got rid of mice. The cat was once partnering with the first dog before the latter broke an oath they had made which resulted in enmity between the descendants of these two animals. It is also written that neither cats nor foxes are represented in the water, while every other animal has an incarnation species in the water.[220] Although no species are sacred in Islam, cats are revered by Muslims. Some Western writers have stated Muhammad had a favorite cat, Muezza.[221] He is reported to have loved cats so much, "he would do without his cloak rather than disturb one that was sleeping on it".[222] The story has no origin in early Muslim writers, and seems to confuse a story of a later Sufi saint, Ahmed ar-Rifa'i, centuries after Muhammad.[223] One of the companions of Muhammad was known as Abu Hurayrah ("father of the kitten"), in reference to his documented affection to cats.[224]
167
+
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+ Many cultures have negative superstitions about cats. An example would be the belief that a black cat "crossing one's path" leads to bad luck, or that cats are witches' familiars used to augment a witch's powers and skills. The killing of cats in Medieval Ypres, Belgium, is commemorated in the innocuous present-day Kattenstoet (cat parade).[225] In medieval France, cats would be burnt alive as a form of entertainment. According to Norman Davies, the assembled people "shrieked with laughter as the animals, howling with pain, were singed, roasted, and finally carbonized".[226]
169
+
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+ "It was the custom to burn a basket, barrel, or sack full of live cats, which was hung from a tall mast in the midst of the bonfire; sometimes a fox was burned. The people collected the embers and ashes of the fire and took them home, believing that they brought good luck. The French kings often witnessed these spectacles and even lit the bonfire with their own hands. In 1648 Louis XIV, crowned with a wreath of roses and carrying a bunch of roses in his hand, kindled the fire, danced at it and partook of the banquet afterwards in the town hall. But this was the last occasion when a monarch presided at the midsummer bonfire in Paris. At Metz midsummer fires were lighted with great pomp on the esplanade, and a dozen cats, enclosed in wicker cages, were burned alive in them, to the amusement of the people. Similarly at Gap, in the department of the Hautes-Alpes, cats used to be roasted over the midsummer bonfire."[227]
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+ According to a myth in many cultures, cats have multiple lives. In many countries, they are believed to have nine lives, but in Italy, Germany, Greece, Brazil and some Spanish-speaking regions, they are said to have seven lives,[228][229] while in Turkish and Arabic traditions, the number of lives is six.[230] The myth is attributed to the natural suppleness and swiftness cats exhibit to escape life-threatening situations. Also lending credence to this myth is the fact that falling cats often land on their feet, using an instinctive righting reflex to twist their bodies around. Nonetheless, cats can still be injured or killed by a high fall.[231]
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1
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+ The cat (Felis catus) is a domestic species of small carnivorous mammal.[1][2] It is the only domesticated species in the family Felidae and is often referred to as the domestic cat to distinguish it from the wild members of the family.[4] A cat can either be a house cat, a farm cat or a feral cat; the latter ranges freely and avoids human contact.[5] Domestic cats are valued by humans for companionship and their ability to hunt rodents. About 60 cat breeds are recognized by various cat registries.[6]
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+
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+ The cat is similar in anatomy to the other felid species: it has a strong flexible body, quick reflexes, sharp teeth and retractable claws adapted to killing small prey. Its night vision and sense of smell are well developed. Cat communication includes vocalizations like meowing, purring, trilling, hissing, growling and grunting as well as cat-specific body language. It is a solitary hunter but a social species. It can hear sounds too faint or too high in frequency for human ears, such as those made by mice and other small mammals. It is a predator that is most active at dawn and dusk.[7] It secretes and perceives pheromones.[8]
8
+
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+ Female domestic cats can have kittens from spring to late autumn, with litter sizes often ranging from two to five kittens.[9] Domestic cats are bred and shown at events as registered pedigreed cats, a hobby known as cat fancy. Failure to control breeding of pet cats by spaying and neutering, as well as abandonment of pets, resulted in large numbers of feral cats worldwide, contributing to the extinction of entire bird, mammal, and reptile species, and evoking population control.[10]
10
+
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+ Cats were first domesticated in the Near East around 7500 BC.[11] It was long thought that cat domestication was initiated in Ancient Egypt, as since around 3100 BC veneration was given to cats in ancient Egypt.[12][13]
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+ As of 2017[update], the domestic cat was the second-most popular pet in the United States by number of pets owned, after freshwater fish,[14] with 95 million cats owned.[15][16] In the United Kingdom, around 7.3 million cats lived in more than 4.8 million households as of 2019[update].[17]
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+
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+ The origin of the English word 'cat', Old English catt, is thought to be the Late Latin word cattus, which was first used at the beginning of the 6th century.[18] It was suggested that the word 'cattus' is derived from an Egyptian precursor of Coptic ϣⲁⲩ šau, "tomcat", or its feminine form suffixed with -t.[19]
16
+ The Late Latin word is also thought to be derived from Afro-Asiatic languages.[20] The Nubian word kaddîska "wildcat" and Nobiin kadīs are possible sources or cognates.[21] The Nubian word may be a loan from Arabic قَطّ‎ qaṭṭ ~ قِطّ qiṭṭ. It is "equally likely that the forms might derive from an ancient Germanic word, imported into Latin and thence to Greek and to Syriac and Arabic".[22] The word may be derived from Germanic and Northern European languages, and ultimately be borrowed from Uralic, cf. Northern Sami gáđfi, "female stoat", and Hungarian hölgy, "stoat"; from Proto-Uralic *käďwä, "female (of a furred animal)".[23]
17
+
18
+ The English puss, extended as pussy and pussycat, is attested from the 16th century and may have been introduced from Dutch poes or from Low German puuskatte, related to Swedish kattepus, or Norwegian pus, pusekatt. Similar forms exist in Lithuanian puižė and Irish puisín or puiscín. The etymology of this word is unknown, but it may have simply arisen from a sound used to attract a cat.[24][25]
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+ A male cat is called a tom or tomcat[26] (or a gib,[27] if neutered) An unspayed female is called a queen,[28] especially in a cat-breeding context. A juvenile cat is referred to as a kitten. In Early Modern English, the word kitten was interchangeable with the now-obsolete word catling.[29] A group of cats can be referred to as a clowder or a glaring.[30]
21
+
22
+ The scientific name Felis catus was proposed by Carl Linnaeus in 1758 for a domestic cat.[1][2]
23
+ Felis catus domesticus was proposed by Johann Christian Polycarp Erxleben in 1777.[3]
24
+ Felis daemon proposed by Konstantin Alekseevich Satunin in 1904 was a black cat from the Transcaucasus, later identified as a domestic cat.[31][32]
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+
26
+ In 2003, the International Commission on Zoological Nomenclature ruled that the domestic cat is a distinct species, namely Felis catus.[33][34]
27
+ In 2007, it was considered a subspecies of the European wildcat, F. silvestris catus, following results of phylogenetic research.[35][36] In 2017, the IUCN Cat Classification Taskforce followed the recommendation of the ICZN in regarding the domestic cat as a distinct species, Felis catus.[37]
28
+
29
+ The domestic cat is a member of the Felidae, a family that had a common ancestor about 10–15 million years ago.[38]
30
+ The genus Felis diverged from the Felidae around 6–7 million years ago.[39]
31
+ Results of phylogenetic research confirm that the wild Felis species evolved through sympatric or parapatric speciation, whereas the domestic cat evolved through artificial selection.[40] The domesticated cat and its closest wild ancestor are both diploid organisms that possess 38 chromosomes[41] and roughly 20,000 genes.[42]
32
+ The leopard cat (Prionailurus bengalensis) was tamed independently in China around 5500 BCE. This line of partially domesticated cats leaves no trace in the domestic cat populations of today.[43]
33
+
34
+ The earliest known indication for the taming of an African wildcat (F. lybica) was excavated close by a human Neolithic grave in Shillourokambos, southern Cyprus, dating to about 9,200 to 9,500 years before present. Since there is no evidence of native mammalian fauna on Cyprus, the inhabitants of this Neolithic village most likely brought the cat and other wild mammals to the island from the Middle Eastern mainland.[44] Scientists therefore assume that African wildcats were attracted to early human settlements in the Fertile Crescent by rodents, in particular the house mouse (Mus musculus), and were tamed by Neolithic farmers. This commensal relationship between early farmers and tamed cats lasted thousands of years. As agricultural practices spread, so did tame and domesticated cats.[11][6] Wildcats of Egypt contributed to the maternal gene pool of the domestic cat at a later time.[45]
35
+ The earliest known evidence for the occurrence of the domestic cat in Greece dates to around 1200 BCE. Greek, Phoenician, Carthaginian and Etruscan traders introduced domestic cats to southern Europe.[46]
36
+ During the Roman Empire they were introduced to Corsica and Sardinia before the beginning of the 1st millennium.[47]
37
+ By the 5th century BCE, they were familiar animals around settlements in Magna Graecia and Etruria.[48]
38
+ By the end of the Roman Empire in the 5th century, the Egyptian domestic cat lineage had arrived in a Baltic Sea port in northern Germany.[45]
39
+
40
+ During domestication, cats have undergone only minor changes in anatomy and behavior, and they are still capable of surviving in the wild. Several natural behaviors and characteristics of wildcats may have pre-adapted them for domestication as pets. These traits include their small size, social nature, obvious body language, love of play and relatively high intelligence. Captive Leopardus cats may also display affectionate behavior toward humans, but were not domesticated.[49] House cats often mate with feral cats,[50] producing hybrids such as the Kellas cat in Scotland.[51] Hybridisation between domestic and other Felinae species is also possible.[52]
41
+
42
+ Development of cat breeds started in the mid 19th century.[53]
43
+ An analysis of the domestic cat genome revealed that the ancestral wildcat genome was significantly altered in the process of domestication, as specific mutations were selected to develop cat breeds.[54] Most breeds are founded on random-bred domestic cats. Genetic diversity of these breeds varies between regions, and is lowest in purebred populations, which show more than 20 deleterious genetic disorders.[55]
44
+
45
+ The domestic cat has a smaller skull and shorter bones than the European wildcat.[56]
46
+ It averages about 46 cm (18 in) in head-to-body length and 23–25 cm (9–10 in) in height, with about 30 cm (12 in) long tails. Males are larger than females.[57]
47
+ Adult domestic cats typically weigh between 4 and 5 kg (9 and 11 lb).[40]
48
+
49
+ Cats have seven cervical vertebrae (as do most mammals); 13 thoracic vertebrae (humans have 12); seven lumbar vertebrae (humans have five); three sacral vertebrae (as do most mammals, but humans have five); and a variable number of caudal vertebrae in the tail (humans have only vestigial caudal vertebrae, fused into an internal coccyx).[58]:11 The extra lumbar and thoracic vertebrae account for the cat's spinal mobility and flexibility. Attached to the spine are 13 ribs, the shoulder, and the pelvis.[58]:16 Unlike human arms, cat forelimbs are attached to the shoulder by free-floating clavicle bones which allow them to pass their body through any space into which they can fit their head.[59]
50
+
51
+ The cat skull is unusual among mammals in having very large eye sockets and a powerful specialized jaw.[60]:35 Within the jaw, cats have teeth adapted for killing prey and tearing meat. When it overpowers its prey, a cat delivers a lethal neck bite with its two long canine teeth, inserting them between two of the prey's vertebrae and severing its spinal cord, causing irreversible paralysis and death.[61] Compared to other felines, domestic cats have narrowly spaced canine teeth relative to the size of their jaw, which is an adaptation to their preferred prey of small rodents, which have small vertebrae.[61] The premolar and first molar together compose the carnassial pair on each side of the mouth, which efficiently shears meat into small pieces, like a pair of scissors. These are vital in feeding, since cats' small molars cannot chew food effectively, and cats are largely incapable of mastication.[60]:37 Although cats tend to have better teeth than most humans, with decay generally less likely because of a thicker protective layer of enamel, a less damaging saliva, less retention of food particles between teeth, and a diet mostly devoid of sugar, they are nonetheless subject to occasional tooth loss and infection.[62]
52
+
53
+ The cat is digitigrade. It walks on the toes, with the bones of the feet making up the lower part of the visible leg.[63] Unlike most mammals, it uses a "pacing" gait and moves both legs on one side of the body before the legs on the other side. It registers directly by placing each hind paw close to the track of the corresponding fore paw, minimizing noise and visible tracks. This also provides sure footing for hind paws when navigating rough terrain. As it speeds up walking to trotting, its gait changes to a "diagonal" gait: The diagonally opposite hind and fore legs move simultaneously.[64]
54
+
55
+ Cats have protractable and retractable claws.[65] In their normal, relaxed position, the claws are sheathed with the skin and fur around the paw's toe pads. This keeps the claws sharp by preventing wear from contact with the ground and allows the silent stalking of prey. The claws on the fore feet are typically sharper than those on the hind feet.[66] Cats can voluntarily extend their claws on one or more paws. They may extend their claws in hunting or self-defense, climbing, kneading, or for extra traction on soft surfaces. Cats shed the outside layer of their claw sheaths when scratching rough surfaces.[67]
56
+
57
+ Most cats have five claws on their front paws, and four on their rear paws. The dewclaw is proximal to the other claws. More proximally is a protrusion which appears to be a sixth "finger". This special feature of the front paws, on the inside of the wrists has no function in normal walking, but is thought to be an antiskidding device used while jumping. Some cat breeds are prone to having extra digits (“polydactyly”).[68] Polydactylous cats occur along North America's northeast coast and in Great Britain.[69]
58
+
59
+ Cats have excellent night vision and can see at only one-sixth the light level required for human vision.[60]:43 This is partly the result of cat eyes having a tapetum lucidum, which reflects any light that passes through the retina back into the eye, thereby increasing the eye's sensitivity to dim light.[70] Large pupils are an adaptation to dim light. The domestic cat has slit pupils, which allow it to focus bright light without chromatic aberration.[71] At low light, a cat's pupils expand to cover most of the exposed surface of its eyes.[72] However, the domestic cat has rather poor color vision and only two types of cone cells, optimized for sensitivity to blue and yellowish green; its ability to distinguish between red and green is limited.[73] A response to middle wavelengths from a system other than the rod cells might be due to a third type of cone. However, this appears to be an adaptation to low light levels rather than representing true trichromatic vision.[74]
60
+
61
+ The domestic cat's hearing is most acute in the range of 500 Hz to 32 kHz.[75] It can detect an extremely broad range of frequencies ranging from 55 Hz to 79,000 Hz. It can hear a range of 10.5 octaves, while humans and dogs can hear ranges of about 9 octaves.[76][77]
62
+ Its hearing sensitivity is enhanced by its large movable outer ears, the pinnae, which amplify sounds and help detect the location of a noise. It can detect ultrasound, which enables it to detect ultrasonic calls made by rodent prey.[78][79]
63
+
64
+ Cats have an acute sense of smell, due in part to their well-developed olfactory bulb and a large surface of olfactory mucosa, about 5.8 square centimetres (29⁄32 square inch) in area, which is about twice that of humans.[80] Cats and many other animals have a Jacobson's organ in their mouths that is used in the behavioral process of flehmening. It allows them to sense certain aromas in a way that humans cannot. Cats are sensitive to pheromones such as 3-mercapto-3-methylbutan-1-ol,[81] which they use to communicate through urine spraying and marking with scent glands.[82] Many cats also respond strongly to plants that contain nepetalactone, especially catnip, as they can detect that substance at less than one part per billion.[83] About 70–80% of cats are affected by nepetalactone.[84] This response is also produced by other plants, such as silver vine (Actinidia polygama) and the herb valerian; it may be caused by the smell of these plants mimicking a pheromone and stimulating cats' social or sexual behaviors.[85]
65
+
66
+ Cats have relatively few taste buds compared to humans (470 or so versus more than 9,000 on the human tongue).[86] Domestic and wild cats share a taste receptor gene mutation that keeps their sweet taste buds from binding to sugary molecules, leaving them with no ability to taste sweetness.[87] Their taste buds instead respond to acids, amino acids like protein, and bitter tastes.[88] Cats also have a distinct temperature preference for their food, preferring food with a temperature around 38 °C (100 °F) which is similar to that of a fresh kill and routinely rejecting food presented cold or refrigerated (which would signal to the cat that the "prey" item is long dead and therefore possibly toxic or decomposing).[86]
67
+
68
+ To aid with navigation and sensation, cats have dozens of movable whiskers (vibrissae) over their body, especially their faces. These provide information on the width of gaps and on the location of objects in the dark, both by touching objects directly and by sensing air currents; they also trigger protective blink reflexes to protect the eyes from damage.[60]:47
69
+
70
+ Most breeds of cat have a noted fondness for sitting in high places, or perching. A higher place may serve as a concealed site from which to hunt; domestic cats strike prey by pouncing from a perch such as a tree branch. Another possible explanation is that height gives the cat a better observation point, allowing it to survey its territory. A cat falling from heights of up to 3 meters can right itself and land on its paws.[89]
71
+ During a fall from a high place, a cat reflexively twists its body and rights itself to land on its feet using its acute sense of balance and flexibility. This reflex is known as the cat righting reflex.[90]
72
+ An individual cat always rights itself in the same way during a fall, provided it has sufficient time to do so. The height required for this to occur is around 90 cm (2 ft 11 in).[91]
73
+ Several explanations have been proposed for this phenomenon since the late 19th century:
74
+
75
+ Outdoor cats are active both day and night, although they tend to be slightly more active at night.[95] Domestic cats spend the majority of their time in the vicinity of their homes, but can range many hundreds of meters from this central point. They establish territories that vary considerably in size, in one study ranging from 7 to 28 hectares (17–69 acres).[96] The timing of cats' activity is quite flexible and varied, which means house cats may be more active in the morning and evening, as a response to greater human activity at these times.[97]
76
+
77
+ Cats conserve energy by sleeping more than most animals, especially as they grow older. The daily duration of sleep varies, usually between 12 and 16 hours, with 13 and 14 being the average. Some cats can sleep as much as 20 hours. The term "cat nap" for a short rest refers to the cat's tendency to fall asleep (lightly) for a brief period. While asleep, cats experience short periods of rapid eye movement sleep often accompanied by muscle twitches, which suggests they are dreaming.[98]
78
+
79
+ The social behavior of the domestic cat ranges from widely dispersed individuals to feral cat colonies that gather around a food source, based on groups of co-operating females.[99][100] Within such groups, one cat is usually dominant over the others.[101] Each cat in a colony holds a distinct territory, with sexually active males having the largest territories, which are about 10 times larger than those of female cats and may overlap with several females' territories. These territories are marked by urine spraying, by rubbing objects at head height with secretions from facial glands, and by defecation.[82] Between these territories are neutral areas where cats watch and greet one another without territorial conflicts. Outside these neutral areas, territory holders usually chase away stranger cats, at first by staring, hissing, and growling and, if that does not work, by short but noisy and violent attacks. Despite some cats cohabiting in colonies, they do not have a social survival strategy, or a pack mentality and always hunt alone.[102]
80
+
81
+ However, some pet cats are poorly socialized. In particular, older cats show aggressiveness towards newly arrived kittens, which include biting and scratching; this type of behavior is known as feline asocial aggression.[103]
82
+
83
+ Life in proximity to humans and other domestic animals has led to a symbiotic social adaptation in cats, and cats may express great affection toward humans or other animals. Ethologically, the human keeper of a cat functions as a sort of surrogate for the cat's mother.[104] Adult cats live their lives in a kind of extended kittenhood, a form of behavioral neoteny. Their high-pitched sounds may mimic the cries of a hungry human infant, making them particularly difficult for humans to ignore.[105]
84
+
85
+ Domestic cats' scent rubbing behavior towards humans or other cats is thought to be a feline means for social bonding.[106]
86
+
87
+ Domestic cats use many vocalizations for communication, including purring, trilling, hissing, growling/snarling, grunting, and several different forms of meowing.[7] Their body language, including position of ears and tail, relaxation of the whole body, and kneading of the paws, are all indicators of mood. The tail and ears are particularly important social signal mechanisms in cats. A raised tail indicates a friendly greeting, and flattened ears indicates hostility. Tail-raising also indicates the cat's position in the group's social hierarchy, with dominant individuals raising their tails less often than subordinate ones.[107] Feral cats are generally silent.[108]:208 Nose-to-nose touching is also a common greeting and may be followed by social grooming, which is solicited by one of the cats raising and tilting its head.[100]
88
+
89
+ Purring may have developed as an evolutionary advantage as a signalling mechanism of reassurance between mother cats and nursing kittens. Post-nursing cats often purr as a sign of contentment: when being petted, becoming relaxed,[109][110] or eating. The mechanism by which cats purr is elusive. The cat has no unique anatomical feature that is clearly responsible for the sound.[111]
90
+
91
+ Cats are known for spending considerable amounts of time licking their coats to keep them clean.[112] The cat's tongue has backwards-facing spines about 500 μm long, which are called papillae. These contain keratin which makes them rigid[113] so the papillae act like a hairbrush. Some cats, particularly longhaired cats, occasionally regurgitate hairballs of fur that have collected in their stomachs from grooming. These clumps of fur are usually sausage-shaped and about 2–3 cm (3⁄4–1 1⁄4 in) long. Hairballs can be prevented with remedies that ease elimination of the hair through the gut, as well as regular grooming of the coat with a comb or stiff brush.[112]
92
+
93
+ Among domestic cats, males are more likely to fight than females.[114] Among feral cats, the most common reason for cat fighting is competition between two males to mate with a female. In such cases, most fights are won by the heavier male.[115] Another common reason for fighting in domestic cats is the difficulty of establishing territories within a small home.[114] Female cats also fight over territory or to defend their kittens. Neutering will decrease or eliminate this behavior in many cases, suggesting that the behavior is linked to sex hormones.[116]
94
+
95
+ When cats become aggressive, they try to make themselves appear larger and more threatening by raising their fur, arching their backs, turning sideways and hissing or spitting.[117] Often, the ears are pointed down and back to avoid damage to the inner ear and potentially listen for any changes behind them while focused forward. They may also vocalize loudly and bare their teeth in an effort to further intimidate their opponent. Fights usually consist of grappling and delivering powerful slaps to the face and body with the forepaws as well as bites. Cats also throw themselves to the ground in a defensive posture to rake their opponent's belly with their powerful hind legs.[118]
96
+
97
+ Serious damage is rare, as the fights are usually short in duration, with the loser running away with little more than a few scratches to the face and ears. However, fights for mating rights are typically more severe and injuries may include deep puncture wounds and lacerations. Normally, serious injuries from fighting are limited to infections of scratches and bites, though these can occasionally kill cats if untreated. In addition, bites are probably the main route of transmission of feline immunodeficiency virus.[119] Sexually active males are usually involved in many fights during their lives, and often have decidedly battered faces with obvious scars and cuts to their ears and nose.[120]
98
+
99
+ The shape and structure of cats' cheeks is insufficient to suck. They lap with the tongue to draw liquid upwards into their mouths. Lapping at a rate of four times a second, the cat touches the smooth tip of its tongue to the surface of the water, and quickly retracts it like a corkscrew, drawing water upwards.[121][122]
100
+
101
+ Feral cats and free-fed house cats consume several small meals in a day. The frequency and size of meals varies between individuals. They select food based on its temperature, smell and texture; they dislike chilled foods and respond most strongly to moist foods rich in amino acids, which are similar to meat. Cats reject novel flavors (a response termed neophobia) and learn quickly to avoid foods that have tasted unpleasant in the past.[102][123] They also avoid sweet food and milk. Most adult cats are lactose intolerant; the sugar in milk is not easily digested and may cause soft stools or diarrhea.[124] Some also develop odd eating habits and like to eat or chew on things like wool, plastic, cables, paper, string, aluminum foil, or even coal. This condition, pica, can threaten their health, depending on the amount and toxicity of the items eaten.[125]
102
+
103
+ Cats hunt small prey, primarily birds and rodents,[126] and are often used as a form of pest control.[127][128] Cats use two hunting strategies, either stalking prey actively, or waiting in ambush until an animal comes close enough to be captured.[129] The strategy used depends on the prey species in the area, with cats waiting in ambush outside burrows, but tending to actively stalk birds.[130]:153 Domestic cats are a major predator of wildlife in the United States, killing an estimated 1.4 to 3.7 billion birds and 6.9 to 20.7 billion mammals annually.[131]
104
+ Certain species appear more susceptible than others; for example, 30% of house sparrow mortality is linked to the domestic cat.[132] In the recovery of ringed robins (Erithacus rubecula) and dunnocks (Prunella modularis), 31% of deaths were a result of cat predation.[133] In parts of North America, the presence of larger carnivores such as coyotes which prey on cats and other small predators reduces the effect of predation by cats and other small predators such as opossums and raccoons on bird numbers and variety.[134]
105
+
106
+ Perhaps the best-known element of cats' hunting behavior, which is commonly misunderstood and often appalls cat owners because it looks like torture, is that cats often appear to "play" with prey by releasing it after capture. This cat and mouse behavior is due to an instinctive imperative to ensure that the prey is weak enough to be killed without endangering the cat.[135]
107
+ Another poorly understood element of cat hunting behavior is the presentation of prey to human guardians. One explanation is that cats adopt humans into their social group and share excess kill with others in the group according to the dominance hierarchy, in which humans are reacted to as if they are at, or near, the top.[136] Another explanation is that they attempt to teach their guardians to hunt or to help their human as if feeding "an elderly cat, or an inept kitten".[137] This hypothesis is inconsistent with the fact that male cats also bring home prey, despite males having negligible involvement in raising kittens.[130]:153
108
+
109
+ On islands, birds can contribute as much as 60% of a cat's diet.[138] In nearly all cases, however, the cat cannot be identified as the sole cause for reducing the numbers of island birds, and in some instances, eradication of cats has caused a "mesopredator release" effect;[139] where the suppression of top carnivores creates an abundance of smaller predators that cause a severe decline in their shared prey. Domestic cats are, however, known to be a contributing factor to the decline of many species, a factor that has ultimately led, in some cases, to extinction. The South Island piopio, Chatham rail,[133] and the New Zealand merganser[140] are a few from a long list, with the most extreme case being the flightless Lyall's wren, which was driven to extinction only a few years after its discovery.[141][142]
110
+ One feral cat in New Zealand killed 102 New Zealand lesser short-tailed bats in seven days.[143] In the US, feral and free-ranging domestic cats kill an estimated 6.3 – 22.3 billion mammals annually.[131]
111
+
112
+ In Australia, the impact of cats on mammal populations is even greater than the impact of habitat loss.[144] More than one million reptiles are killed by feral cats each day, representing 258 species.[145] Cats have contributed to the extinction of the Navassa curly-tailed lizard and Chioninia coctei.[146]
113
+
114
+ Domestic cats, especially young kittens, are known for their love of play. This behavior mimics hunting and is important in helping kittens learn to stalk, capture, and kill prey.[147] Cats also engage in play fighting, with each other and with humans. This behavior may be a way for cats to practice the skills needed for real combat, and might also reduce any fear they associate with launching attacks on other animals.[148]
115
+
116
+ Cats also tend to play with toys more when they are hungry.[149] Owing to the close similarity between play and hunting, cats prefer to play with objects that resemble prey, such as small furry toys that move rapidly, but rapidly lose interest. They become habituated to a toy they have played with before.[150] String is often used as a toy, but if it is eaten, it can become caught at the base of the cat's tongue and then move into the intestines, a medical emergency which can cause serious illness, even death.[151] Owing to the risks posed by cats eating string, it is sometimes replaced with a laser pointer's dot, which cats may chase.[152]
117
+
118
+ Female cats called queens are polyestrous with several estrus cycles during a year, lasting usually 21 days. They are usually ready to mate between early February and August.[153]
119
+
120
+ Several males, called tomcats, are attracted to a female in heat. They fight over her, and the victor wins the right to mate. At first, the female rejects the male, but eventually, the female allows the male to mate. The female utters a loud yowl as the male pulls out of her because a male cat's penis has a band of about 120–150 backward-pointing penile spines, which are about 1 mm (1⁄32 in) long; upon withdrawal of the penis, the spines rake the walls of the female's vagina, which acts to induce ovulation. This act also occurs to clear the vagina of other sperm in the context of a second (or more) mating, thus giving the later males a larger chance of conception.[154]
121
+
122
+ After mating, the female cleans her vulva thoroughly. If a male attempts to mate with her at this point, the female attacks him. After about 20 to 30 minutes, once the female is finished grooming, the cycle will repeat.[155]
123
+ Because ovulation is not always triggered by a single mating, females may not be impregnated by the first male with which they mate.[156] Furthermore, cats are superfecund; that is, a female may mate with more than one male when she is in heat, with the result that different kittens in a litter may have different fathers.[155]
124
+
125
+ The morula forms 124 hours after conception. At 148 hours, early blastocysts form. At 10–12 days, implantation occurs.[157]
126
+ The gestation of queens lasts between 64 and 67 days, with an average of 65 days.[153][158]
127
+ Data on the reproductive capacity of more than 2,300 free-ranging queens were collected during a study between May 1998 and October 2000. They had one to six kittens per litter, with an average of three kittens. They produced a mean of 1.4 litters per year, but a maximum of three litters in a year. Of 169 kittens, 127 died before they were six months old due to a trauma caused in most cases by dog attacks and road accidents.[9]
128
+ The first litter is usually smaller than subsequent litters. Kittens are weaned between six and seven weeks of age. Queens normally reach sexual maturity at 5–10 months, and males at 5–7 months. This varies depending on breed.[155] Kittens reach puberty at the age of 9–10 months.[153]
129
+
130
+ Cats are ready to go to new homes at about 12 weeks of age, when they are ready to leave their mother.[159] They can be surgically sterilized (spayed or castrated) as early as seven weeks to limit unwanted reproduction.[160] This surgery also prevents undesirable sex-related behavior, such as aggression, territory marking (spraying urine) in males and yowling (calling) in females. Traditionally, this surgery was performed at around six to nine months of age, but it is increasingly being performed before puberty, at about three to six months.[161] In the United States, about 80% of household cats are neutered.[162]
131
+
132
+ The average lifespan of pet cats has risen in recent decades. In the early 1980s, it was about seven years,[163]:33[164] rising to 9.4 years in 1995[163]:33 and 15.1 years in 2018.[165] Some cats have been reported as surviving into their 30s,[166] with the oldest known cat, Creme Puff, dying at a verified age of 38.[167]
133
+
134
+ Spaying or neutering increases life expectancy: one study found neutered male cats live twice as long as intact males, while spayed female cats live 62% longer than intact females.[163]:35 Having a cat neutered confers health benefits, because castrated males cannot develop testicular cancer, spayed females cannot develop uterine or ovarian cancer, and both have a reduced risk of mammary cancer.[168]
135
+
136
+ Despite widespread concern about the welfare of free-roaming cats, the lifespans of neutered feral cats in managed colonies compare favorably with those of pet cats.[169]:45[170]:1358[171][172][173][174]
137
+
138
+ About two hundred fifty heritable genetic disorders have been identified in cats, many similar to human inborn errors of metabolism.[175] The high level of similarity among the metabolism of mammals allows many of these feline diseases to be diagnosed using genetic tests that were originally developed for use in humans, as well as the use of cats as animal models in the study of the human diseases.[176][177]
139
+ Diseases affecting domestic cats include acute infections, parasitic infestations, injuries, and chronic diseases such as kidney disease, thyroid disease, and arthritis. Vaccinations are available for many infectious diseases, as are treatments to eliminate parasites such as worms and fleas.[178]
140
+
141
+ The domestic cat is a cosmopolitan species and occurs across much of the world.[55] It is adaptable and now present on all continents except Antarctica, and on 118 of the 131 main groups of islands—even on isolated islands such as the Kerguelen Islands.[179][180]
142
+ Due to its ability to thrive in almost any terrestrial habitat, it is among the world's most invasive species.[181]
143
+ As it is little altered from the wildcat, it can readily interbreed with the wildcat. This hybridization poses a danger to the genetic distinctiveness of some wildcat populations, particularly in Scotland and Hungary and possibly also the Iberian Peninsula.[52] It lives on small islands with no human inhabitants.[182]
144
+ Feral cats can live in forests, grasslands, tundra, coastal areas, agricultural land, scrublands, urban areas, and wetlands.[183]
145
+
146
+ Feral cats are domestic cats that were born in or have reverted to a wild state. They are unfamiliar with and wary of humans and roam freely in urban and rural areas.[10] The numbers of feral cats is not known, but estimates of the United States feral population range from twenty-five to sixty million.[10] Feral cats may live alone, but most are found in large colonies, which occupy a specific territory and are usually associated with a source of food.[184] Famous feral cat colonies are found in Rome around the Colosseum and Forum Romanum, with cats at some of these sites being fed and given medical attention by volunteers.[185]
147
+
148
+ Public attitudes towards feral cats vary widely, ranging from seeing them as free-ranging pets, to regarding them as vermin.[186] One common approach to reducing the feral cat population is termed "trap-neuter-return", where the cats are trapped, neutered, immunized against diseases such as rabies and the feline panleukopenia and leukemia viruses, and then released.[187] Before releasing them back into their feral colonies, the attending veterinarian often nips the tip off one ear to mark it as neutered and inoculated, since these cats may be trapped again. Volunteers continue to feed and give care to these cats throughout their lives. Given this support, their lifespans are increased, and behavior and nuisance problems caused by competition for food are reduced.[184]
149
+
150
+ Some feral cats can be successfully socialised and 're-tamed' for adoption; young cats, especially kittens[188] and cats that have had prior experience and contact with humans are the most receptive to these efforts.
151
+
152
+ Cats are common pets throughout the world, and their worldwide population exceeds 500 million as of 2007.[189] Cats have been used for millennia to control rodents, notably around grain stores and aboard ships, and both uses extend to the present day.[190][191]
153
+
154
+ As well as being kept as pets, cats are also used in the international fur[192] and leather industries for making coats, hats, blankets, and stuffed toys;[193] and shoes, gloves, and musical instruments respectively[194] (about 24 cats are needed to make a cat-fur coat).[195] This use has been outlawed in the United States, Australia, and the European Union in 2007.[196] Cat pelts have been used for superstitious purposes as part of the practise of witchcraft,[197] and are still made into blankets in Switzerland as folk remedies believed to help rheumatism.[198] In the Western intellectual tradition, the idea of cats as everyday objects have served to illustrate problems of quantum mechanics in the Schrödinger's cat thought experiment.
155
+
156
+ A few attempts to build a cat census have been made over the years, both through associations or national and international organizations (such as the Canadian Federation of Humane Societies's one[199]) and over the Internet,[200][201] but such a task does not seem simple to achieve. General estimates for the global population of domestic cats range widely from anywhere between 200 million to 600 million.[202][203][204][205][206]
157
+ Walter Chandoha made his career photographing cats after his 1949 images of Loco, an especially charming stray taken in, were published around the world. He is reported to have photographed 90,000 cats during his career and maintained an archive of 225,000 images that he drew from for publications during his lifetime.[207]
158
+
159
+ A cat show is a judged event in which the owners of cats compete to win titles in various cat-registering organizations by entering their cats to be judged after a breed standard.[208][209] Both pedigreed and non-purebred companion ("moggy") cats are admissible, although the rules differ from organization to organization. Competing cats are compared to the applicable breed standard,[210] and assessed for temperament and apparent health; the owners of those judged to be most ideal awarded a prize. Moggies are judged based on their temperament and healthy appearance. Some events also include activity judging, such as trained navigation of obstacle course. Often, at the end of the year, all of the points accrued at various shows are added up and more national and regional titles are awarded to champion cats.
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+ Cats can be infected or infested with viruses, bacteria, fungus, protozoans, arthropods or worms that can transmit diseases to humans.[211] In some cases, the cat exhibits no symptoms of the disease,[212] However, the same disease can then become evident in a human. The likelihood that a person will become diseased depends on the age and immune status of the person. Humans who have cats living in their home or in close association are more likely to become infected, however, those who do not keep cats as pets might also acquire infections from cat feces and parasites exiting the cat's body.[211][213] Some of the infections of most concern include salmonella, cat-scratch disease and toxoplasmosis.[212]
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+ In ancient Egypt, cats were worshipped, and the goddess Bastet often depicted in cat form, sometimes taking on the war-like aspect of a lioness. The Greek historian Herodotus reported that killing a cat was forbidden, and when a household cat died, the entire family mourned and shaved their eyebrows. Families took their dead cats to the sacred city of Bubastis, where they were embalmed and buried in sacred repositories. Herodotus expressed astonishment at the domestic cats in Egypt, because he had only ever seen wildcats.[214]
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+ Ancient Greeks and Romans kept weasels as pets, which were seen as the ideal rodent-killers. The earliest unmistakable evidence of the Greeks having domestic cats comes from two coins from Magna Graecia dating to the mid-fifth century BC showing Iokastos and Phalanthos, the legendary founders of Rhegion and Taras respectively, playing with their pet cats. The usual ancient Greek word for 'cat' was ailouros, meaning 'thing with the waving tail'. Cats are rarely mentioned in ancient Greek literature. Aristotle remarked in his History of Animals that "female cats are naturally lecherous." The Greeks later syncretized their own goddess Artemis with the Egyptian goddess Bastet, adopting Bastet's associations with cats and ascribing them to Artemis. In Ovid's Metamorphoses, when the deities flee to Egypt and take animal forms, the goddess Diana turns into a cat.[215][216] Cats eventually displaced ferrets as the pest control of choice because they were more pleasant to have around the house and were more enthusiastic hunters of mice. During the Middle Ages, many of Artemis's associations with cats were grafted onto the Virgin Mary. Cats are often shown in icons of Annunciation and of the Holy Family and, according to Italian folklore, on the same night that Mary gave birth to Jesus, a cat in Bethlehem gave birth to a kitten.[217] Domestic cats were spread throughout much of the rest of the world during the Age of Discovery, as ships' cats were carried on sailing ships to control shipboard rodents and as good-luck charms.[46]
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+ Several ancient religions believed cats are exalted souls, companions or guides for humans, that are all-knowing but mute so they cannot influence decisions made by humans. In Japan, the maneki neko cat is a symbol of good fortune.[218] In Norse mythology, Freyja, the goddess of love, beauty, and fertility, is depicted as riding a chariot drawn by cats.[219] In Jewish legend, the first cat was living in the house of the first man Adam as a pet that got rid of mice. The cat was once partnering with the first dog before the latter broke an oath they had made which resulted in enmity between the descendants of these two animals. It is also written that neither cats nor foxes are represented in the water, while every other animal has an incarnation species in the water.[220] Although no species are sacred in Islam, cats are revered by Muslims. Some Western writers have stated Muhammad had a favorite cat, Muezza.[221] He is reported to have loved cats so much, "he would do without his cloak rather than disturb one that was sleeping on it".[222] The story has no origin in early Muslim writers, and seems to confuse a story of a later Sufi saint, Ahmed ar-Rifa'i, centuries after Muhammad.[223] One of the companions of Muhammad was known as Abu Hurayrah ("father of the kitten"), in reference to his documented affection to cats.[224]
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+ Many cultures have negative superstitions about cats. An example would be the belief that a black cat "crossing one's path" leads to bad luck, or that cats are witches' familiars used to augment a witch's powers and skills. The killing of cats in Medieval Ypres, Belgium, is commemorated in the innocuous present-day Kattenstoet (cat parade).[225] In medieval France, cats would be burnt alive as a form of entertainment. According to Norman Davies, the assembled people "shrieked with laughter as the animals, howling with pain, were singed, roasted, and finally carbonized".[226]
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+ "It was the custom to burn a basket, barrel, or sack full of live cats, which was hung from a tall mast in the midst of the bonfire; sometimes a fox was burned. The people collected the embers and ashes of the fire and took them home, believing that they brought good luck. The French kings often witnessed these spectacles and even lit the bonfire with their own hands. In 1648 Louis XIV, crowned with a wreath of roses and carrying a bunch of roses in his hand, kindled the fire, danced at it and partook of the banquet afterwards in the town hall. But this was the last occasion when a monarch presided at the midsummer bonfire in Paris. At Metz midsummer fires were lighted with great pomp on the esplanade, and a dozen cats, enclosed in wicker cages, were burned alive in them, to the amusement of the people. Similarly at Gap, in the department of the Hautes-Alpes, cats used to be roasted over the midsummer bonfire."[227]
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+ According to a myth in many cultures, cats have multiple lives. In many countries, they are believed to have nine lives, but in Italy, Germany, Greece, Brazil and some Spanish-speaking regions, they are said to have seven lives,[228][229] while in Turkish and Arabic traditions, the number of lives is six.[230] The myth is attributed to the natural suppleness and swiftness cats exhibit to escape life-threatening situations. Also lending credence to this myth is the fact that falling cats often land on their feet, using an instinctive righting reflex to twist their bodies around. Nonetheless, cats can still be injured or killed by a high fall.[231]
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+ The cat (Felis catus) is a domestic species of small carnivorous mammal.[1][2] It is the only domesticated species in the family Felidae and is often referred to as the domestic cat to distinguish it from the wild members of the family.[4] A cat can either be a house cat, a farm cat or a feral cat; the latter ranges freely and avoids human contact.[5] Domestic cats are valued by humans for companionship and their ability to hunt rodents. About 60 cat breeds are recognized by various cat registries.[6]
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+ The cat is similar in anatomy to the other felid species: it has a strong flexible body, quick reflexes, sharp teeth and retractable claws adapted to killing small prey. Its night vision and sense of smell are well developed. Cat communication includes vocalizations like meowing, purring, trilling, hissing, growling and grunting as well as cat-specific body language. It is a solitary hunter but a social species. It can hear sounds too faint or too high in frequency for human ears, such as those made by mice and other small mammals. It is a predator that is most active at dawn and dusk.[7] It secretes and perceives pheromones.[8]
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+ Female domestic cats can have kittens from spring to late autumn, with litter sizes often ranging from two to five kittens.[9] Domestic cats are bred and shown at events as registered pedigreed cats, a hobby known as cat fancy. Failure to control breeding of pet cats by spaying and neutering, as well as abandonment of pets, resulted in large numbers of feral cats worldwide, contributing to the extinction of entire bird, mammal, and reptile species, and evoking population control.[10]
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+ Cats were first domesticated in the Near East around 7500 BC.[11] It was long thought that cat domestication was initiated in Ancient Egypt, as since around 3100 BC veneration was given to cats in ancient Egypt.[12][13]
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+ As of 2017[update], the domestic cat was the second-most popular pet in the United States by number of pets owned, after freshwater fish,[14] with 95 million cats owned.[15][16] In the United Kingdom, around 7.3 million cats lived in more than 4.8 million households as of 2019[update].[17]
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+ The origin of the English word 'cat', Old English catt, is thought to be the Late Latin word cattus, which was first used at the beginning of the 6th century.[18] It was suggested that the word 'cattus' is derived from an Egyptian precursor of Coptic ϣⲁⲩ šau, "tomcat", or its feminine form suffixed with -t.[19]
16
+ The Late Latin word is also thought to be derived from Afro-Asiatic languages.[20] The Nubian word kaddîska "wildcat" and Nobiin kadīs are possible sources or cognates.[21] The Nubian word may be a loan from Arabic قَطّ‎ qaṭṭ ~ قِطّ qiṭṭ. It is "equally likely that the forms might derive from an ancient Germanic word, imported into Latin and thence to Greek and to Syriac and Arabic".[22] The word may be derived from Germanic and Northern European languages, and ultimately be borrowed from Uralic, cf. Northern Sami gáđfi, "female stoat", and Hungarian hölgy, "stoat"; from Proto-Uralic *käďwä, "female (of a furred animal)".[23]
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+ The English puss, extended as pussy and pussycat, is attested from the 16th century and may have been introduced from Dutch poes or from Low German puuskatte, related to Swedish kattepus, or Norwegian pus, pusekatt. Similar forms exist in Lithuanian puižė and Irish puisín or puiscín. The etymology of this word is unknown, but it may have simply arisen from a sound used to attract a cat.[24][25]
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+ A male cat is called a tom or tomcat[26] (or a gib,[27] if neutered) An unspayed female is called a queen,[28] especially in a cat-breeding context. A juvenile cat is referred to as a kitten. In Early Modern English, the word kitten was interchangeable with the now-obsolete word catling.[29] A group of cats can be referred to as a clowder or a glaring.[30]
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+
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+ The scientific name Felis catus was proposed by Carl Linnaeus in 1758 for a domestic cat.[1][2]
23
+ Felis catus domesticus was proposed by Johann Christian Polycarp Erxleben in 1777.[3]
24
+ Felis daemon proposed by Konstantin Alekseevich Satunin in 1904 was a black cat from the Transcaucasus, later identified as a domestic cat.[31][32]
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+
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+ In 2003, the International Commission on Zoological Nomenclature ruled that the domestic cat is a distinct species, namely Felis catus.[33][34]
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+ In 2007, it was considered a subspecies of the European wildcat, F. silvestris catus, following results of phylogenetic research.[35][36] In 2017, the IUCN Cat Classification Taskforce followed the recommendation of the ICZN in regarding the domestic cat as a distinct species, Felis catus.[37]
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+
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+ The domestic cat is a member of the Felidae, a family that had a common ancestor about 10–15 million years ago.[38]
30
+ The genus Felis diverged from the Felidae around 6–7 million years ago.[39]
31
+ Results of phylogenetic research confirm that the wild Felis species evolved through sympatric or parapatric speciation, whereas the domestic cat evolved through artificial selection.[40] The domesticated cat and its closest wild ancestor are both diploid organisms that possess 38 chromosomes[41] and roughly 20,000 genes.[42]
32
+ The leopard cat (Prionailurus bengalensis) was tamed independently in China around 5500 BCE. This line of partially domesticated cats leaves no trace in the domestic cat populations of today.[43]
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+
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+ The earliest known indication for the taming of an African wildcat (F. lybica) was excavated close by a human Neolithic grave in Shillourokambos, southern Cyprus, dating to about 9,200 to 9,500 years before present. Since there is no evidence of native mammalian fauna on Cyprus, the inhabitants of this Neolithic village most likely brought the cat and other wild mammals to the island from the Middle Eastern mainland.[44] Scientists therefore assume that African wildcats were attracted to early human settlements in the Fertile Crescent by rodents, in particular the house mouse (Mus musculus), and were tamed by Neolithic farmers. This commensal relationship between early farmers and tamed cats lasted thousands of years. As agricultural practices spread, so did tame and domesticated cats.[11][6] Wildcats of Egypt contributed to the maternal gene pool of the domestic cat at a later time.[45]
35
+ The earliest known evidence for the occurrence of the domestic cat in Greece dates to around 1200 BCE. Greek, Phoenician, Carthaginian and Etruscan traders introduced domestic cats to southern Europe.[46]
36
+ During the Roman Empire they were introduced to Corsica and Sardinia before the beginning of the 1st millennium.[47]
37
+ By the 5th century BCE, they were familiar animals around settlements in Magna Graecia and Etruria.[48]
38
+ By the end of the Roman Empire in the 5th century, the Egyptian domestic cat lineage had arrived in a Baltic Sea port in northern Germany.[45]
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+
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+ During domestication, cats have undergone only minor changes in anatomy and behavior, and they are still capable of surviving in the wild. Several natural behaviors and characteristics of wildcats may have pre-adapted them for domestication as pets. These traits include their small size, social nature, obvious body language, love of play and relatively high intelligence. Captive Leopardus cats may also display affectionate behavior toward humans, but were not domesticated.[49] House cats often mate with feral cats,[50] producing hybrids such as the Kellas cat in Scotland.[51] Hybridisation between domestic and other Felinae species is also possible.[52]
41
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+ Development of cat breeds started in the mid 19th century.[53]
43
+ An analysis of the domestic cat genome revealed that the ancestral wildcat genome was significantly altered in the process of domestication, as specific mutations were selected to develop cat breeds.[54] Most breeds are founded on random-bred domestic cats. Genetic diversity of these breeds varies between regions, and is lowest in purebred populations, which show more than 20 deleterious genetic disorders.[55]
44
+
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+ The domestic cat has a smaller skull and shorter bones than the European wildcat.[56]
46
+ It averages about 46 cm (18 in) in head-to-body length and 23–25 cm (9–10 in) in height, with about 30 cm (12 in) long tails. Males are larger than females.[57]
47
+ Adult domestic cats typically weigh between 4 and 5 kg (9 and 11 lb).[40]
48
+
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+ Cats have seven cervical vertebrae (as do most mammals); 13 thoracic vertebrae (humans have 12); seven lumbar vertebrae (humans have five); three sacral vertebrae (as do most mammals, but humans have five); and a variable number of caudal vertebrae in the tail (humans have only vestigial caudal vertebrae, fused into an internal coccyx).[58]:11 The extra lumbar and thoracic vertebrae account for the cat's spinal mobility and flexibility. Attached to the spine are 13 ribs, the shoulder, and the pelvis.[58]:16 Unlike human arms, cat forelimbs are attached to the shoulder by free-floating clavicle bones which allow them to pass their body through any space into which they can fit their head.[59]
50
+
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+ The cat skull is unusual among mammals in having very large eye sockets and a powerful specialized jaw.[60]:35 Within the jaw, cats have teeth adapted for killing prey and tearing meat. When it overpowers its prey, a cat delivers a lethal neck bite with its two long canine teeth, inserting them between two of the prey's vertebrae and severing its spinal cord, causing irreversible paralysis and death.[61] Compared to other felines, domestic cats have narrowly spaced canine teeth relative to the size of their jaw, which is an adaptation to their preferred prey of small rodents, which have small vertebrae.[61] The premolar and first molar together compose the carnassial pair on each side of the mouth, which efficiently shears meat into small pieces, like a pair of scissors. These are vital in feeding, since cats' small molars cannot chew food effectively, and cats are largely incapable of mastication.[60]:37 Although cats tend to have better teeth than most humans, with decay generally less likely because of a thicker protective layer of enamel, a less damaging saliva, less retention of food particles between teeth, and a diet mostly devoid of sugar, they are nonetheless subject to occasional tooth loss and infection.[62]
52
+
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+ The cat is digitigrade. It walks on the toes, with the bones of the feet making up the lower part of the visible leg.[63] Unlike most mammals, it uses a "pacing" gait and moves both legs on one side of the body before the legs on the other side. It registers directly by placing each hind paw close to the track of the corresponding fore paw, minimizing noise and visible tracks. This also provides sure footing for hind paws when navigating rough terrain. As it speeds up walking to trotting, its gait changes to a "diagonal" gait: The diagonally opposite hind and fore legs move simultaneously.[64]
54
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+ Cats have protractable and retractable claws.[65] In their normal, relaxed position, the claws are sheathed with the skin and fur around the paw's toe pads. This keeps the claws sharp by preventing wear from contact with the ground and allows the silent stalking of prey. The claws on the fore feet are typically sharper than those on the hind feet.[66] Cats can voluntarily extend their claws on one or more paws. They may extend their claws in hunting or self-defense, climbing, kneading, or for extra traction on soft surfaces. Cats shed the outside layer of their claw sheaths when scratching rough surfaces.[67]
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+ Most cats have five claws on their front paws, and four on their rear paws. The dewclaw is proximal to the other claws. More proximally is a protrusion which appears to be a sixth "finger". This special feature of the front paws, on the inside of the wrists has no function in normal walking, but is thought to be an antiskidding device used while jumping. Some cat breeds are prone to having extra digits (“polydactyly”).[68] Polydactylous cats occur along North America's northeast coast and in Great Britain.[69]
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+ Cats have excellent night vision and can see at only one-sixth the light level required for human vision.[60]:43 This is partly the result of cat eyes having a tapetum lucidum, which reflects any light that passes through the retina back into the eye, thereby increasing the eye's sensitivity to dim light.[70] Large pupils are an adaptation to dim light. The domestic cat has slit pupils, which allow it to focus bright light without chromatic aberration.[71] At low light, a cat's pupils expand to cover most of the exposed surface of its eyes.[72] However, the domestic cat has rather poor color vision and only two types of cone cells, optimized for sensitivity to blue and yellowish green; its ability to distinguish between red and green is limited.[73] A response to middle wavelengths from a system other than the rod cells might be due to a third type of cone. However, this appears to be an adaptation to low light levels rather than representing true trichromatic vision.[74]
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+
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+ The domestic cat's hearing is most acute in the range of 500 Hz to 32 kHz.[75] It can detect an extremely broad range of frequencies ranging from 55 Hz to 79,000 Hz. It can hear a range of 10.5 octaves, while humans and dogs can hear ranges of about 9 octaves.[76][77]
62
+ Its hearing sensitivity is enhanced by its large movable outer ears, the pinnae, which amplify sounds and help detect the location of a noise. It can detect ultrasound, which enables it to detect ultrasonic calls made by rodent prey.[78][79]
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+
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+ Cats have an acute sense of smell, due in part to their well-developed olfactory bulb and a large surface of olfactory mucosa, about 5.8 square centimetres (29⁄32 square inch) in area, which is about twice that of humans.[80] Cats and many other animals have a Jacobson's organ in their mouths that is used in the behavioral process of flehmening. It allows them to sense certain aromas in a way that humans cannot. Cats are sensitive to pheromones such as 3-mercapto-3-methylbutan-1-ol,[81] which they use to communicate through urine spraying and marking with scent glands.[82] Many cats also respond strongly to plants that contain nepetalactone, especially catnip, as they can detect that substance at less than one part per billion.[83] About 70–80% of cats are affected by nepetalactone.[84] This response is also produced by other plants, such as silver vine (Actinidia polygama) and the herb valerian; it may be caused by the smell of these plants mimicking a pheromone and stimulating cats' social or sexual behaviors.[85]
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+
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+ Cats have relatively few taste buds compared to humans (470 or so versus more than 9,000 on the human tongue).[86] Domestic and wild cats share a taste receptor gene mutation that keeps their sweet taste buds from binding to sugary molecules, leaving them with no ability to taste sweetness.[87] Their taste buds instead respond to acids, amino acids like protein, and bitter tastes.[88] Cats also have a distinct temperature preference for their food, preferring food with a temperature around 38 °C (100 °F) which is similar to that of a fresh kill and routinely rejecting food presented cold or refrigerated (which would signal to the cat that the "prey" item is long dead and therefore possibly toxic or decomposing).[86]
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+
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+ To aid with navigation and sensation, cats have dozens of movable whiskers (vibrissae) over their body, especially their faces. These provide information on the width of gaps and on the location of objects in the dark, both by touching objects directly and by sensing air currents; they also trigger protective blink reflexes to protect the eyes from damage.[60]:47
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+
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+ Most breeds of cat have a noted fondness for sitting in high places, or perching. A higher place may serve as a concealed site from which to hunt; domestic cats strike prey by pouncing from a perch such as a tree branch. Another possible explanation is that height gives the cat a better observation point, allowing it to survey its territory. A cat falling from heights of up to 3 meters can right itself and land on its paws.[89]
71
+ During a fall from a high place, a cat reflexively twists its body and rights itself to land on its feet using its acute sense of balance and flexibility. This reflex is known as the cat righting reflex.[90]
72
+ An individual cat always rights itself in the same way during a fall, provided it has sufficient time to do so. The height required for this to occur is around 90 cm (2 ft 11 in).[91]
73
+ Several explanations have been proposed for this phenomenon since the late 19th century:
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+
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+ Outdoor cats are active both day and night, although they tend to be slightly more active at night.[95] Domestic cats spend the majority of their time in the vicinity of their homes, but can range many hundreds of meters from this central point. They establish territories that vary considerably in size, in one study ranging from 7 to 28 hectares (17–69 acres).[96] The timing of cats' activity is quite flexible and varied, which means house cats may be more active in the morning and evening, as a response to greater human activity at these times.[97]
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+
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+ Cats conserve energy by sleeping more than most animals, especially as they grow older. The daily duration of sleep varies, usually between 12 and 16 hours, with 13 and 14 being the average. Some cats can sleep as much as 20 hours. The term "cat nap" for a short rest refers to the cat's tendency to fall asleep (lightly) for a brief period. While asleep, cats experience short periods of rapid eye movement sleep often accompanied by muscle twitches, which suggests they are dreaming.[98]
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+ The social behavior of the domestic cat ranges from widely dispersed individuals to feral cat colonies that gather around a food source, based on groups of co-operating females.[99][100] Within such groups, one cat is usually dominant over the others.[101] Each cat in a colony holds a distinct territory, with sexually active males having the largest territories, which are about 10 times larger than those of female cats and may overlap with several females' territories. These territories are marked by urine spraying, by rubbing objects at head height with secretions from facial glands, and by defecation.[82] Between these territories are neutral areas where cats watch and greet one another without territorial conflicts. Outside these neutral areas, territory holders usually chase away stranger cats, at first by staring, hissing, and growling and, if that does not work, by short but noisy and violent attacks. Despite some cats cohabiting in colonies, they do not have a social survival strategy, or a pack mentality and always hunt alone.[102]
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+ However, some pet cats are poorly socialized. In particular, older cats show aggressiveness towards newly arrived kittens, which include biting and scratching; this type of behavior is known as feline asocial aggression.[103]
82
+
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+ Life in proximity to humans and other domestic animals has led to a symbiotic social adaptation in cats, and cats may express great affection toward humans or other animals. Ethologically, the human keeper of a cat functions as a sort of surrogate for the cat's mother.[104] Adult cats live their lives in a kind of extended kittenhood, a form of behavioral neoteny. Their high-pitched sounds may mimic the cries of a hungry human infant, making them particularly difficult for humans to ignore.[105]
84
+
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+ Domestic cats' scent rubbing behavior towards humans or other cats is thought to be a feline means for social bonding.[106]
86
+
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+ Domestic cats use many vocalizations for communication, including purring, trilling, hissing, growling/snarling, grunting, and several different forms of meowing.[7] Their body language, including position of ears and tail, relaxation of the whole body, and kneading of the paws, are all indicators of mood. The tail and ears are particularly important social signal mechanisms in cats. A raised tail indicates a friendly greeting, and flattened ears indicates hostility. Tail-raising also indicates the cat's position in the group's social hierarchy, with dominant individuals raising their tails less often than subordinate ones.[107] Feral cats are generally silent.[108]:208 Nose-to-nose touching is also a common greeting and may be followed by social grooming, which is solicited by one of the cats raising and tilting its head.[100]
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+
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+ Purring may have developed as an evolutionary advantage as a signalling mechanism of reassurance between mother cats and nursing kittens. Post-nursing cats often purr as a sign of contentment: when being petted, becoming relaxed,[109][110] or eating. The mechanism by which cats purr is elusive. The cat has no unique anatomical feature that is clearly responsible for the sound.[111]
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+ Cats are known for spending considerable amounts of time licking their coats to keep them clean.[112] The cat's tongue has backwards-facing spines about 500 μm long, which are called papillae. These contain keratin which makes them rigid[113] so the papillae act like a hairbrush. Some cats, particularly longhaired cats, occasionally regurgitate hairballs of fur that have collected in their stomachs from grooming. These clumps of fur are usually sausage-shaped and about 2–3 cm (3⁄4–1 1⁄4 in) long. Hairballs can be prevented with remedies that ease elimination of the hair through the gut, as well as regular grooming of the coat with a comb or stiff brush.[112]
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+
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+ Among domestic cats, males are more likely to fight than females.[114] Among feral cats, the most common reason for cat fighting is competition between two males to mate with a female. In such cases, most fights are won by the heavier male.[115] Another common reason for fighting in domestic cats is the difficulty of establishing territories within a small home.[114] Female cats also fight over territory or to defend their kittens. Neutering will decrease or eliminate this behavior in many cases, suggesting that the behavior is linked to sex hormones.[116]
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+
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+ When cats become aggressive, they try to make themselves appear larger and more threatening by raising their fur, arching their backs, turning sideways and hissing or spitting.[117] Often, the ears are pointed down and back to avoid damage to the inner ear and potentially listen for any changes behind them while focused forward. They may also vocalize loudly and bare their teeth in an effort to further intimidate their opponent. Fights usually consist of grappling and delivering powerful slaps to the face and body with the forepaws as well as bites. Cats also throw themselves to the ground in a defensive posture to rake their opponent's belly with their powerful hind legs.[118]
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+
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+ Serious damage is rare, as the fights are usually short in duration, with the loser running away with little more than a few scratches to the face and ears. However, fights for mating rights are typically more severe and injuries may include deep puncture wounds and lacerations. Normally, serious injuries from fighting are limited to infections of scratches and bites, though these can occasionally kill cats if untreated. In addition, bites are probably the main route of transmission of feline immunodeficiency virus.[119] Sexually active males are usually involved in many fights during their lives, and often have decidedly battered faces with obvious scars and cuts to their ears and nose.[120]
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+ The shape and structure of cats' cheeks is insufficient to suck. They lap with the tongue to draw liquid upwards into their mouths. Lapping at a rate of four times a second, the cat touches the smooth tip of its tongue to the surface of the water, and quickly retracts it like a corkscrew, drawing water upwards.[121][122]
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+ Feral cats and free-fed house cats consume several small meals in a day. The frequency and size of meals varies between individuals. They select food based on its temperature, smell and texture; they dislike chilled foods and respond most strongly to moist foods rich in amino acids, which are similar to meat. Cats reject novel flavors (a response termed neophobia) and learn quickly to avoid foods that have tasted unpleasant in the past.[102][123] They also avoid sweet food and milk. Most adult cats are lactose intolerant; the sugar in milk is not easily digested and may cause soft stools or diarrhea.[124] Some also develop odd eating habits and like to eat or chew on things like wool, plastic, cables, paper, string, aluminum foil, or even coal. This condition, pica, can threaten their health, depending on the amount and toxicity of the items eaten.[125]
102
+
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+ Cats hunt small prey, primarily birds and rodents,[126] and are often used as a form of pest control.[127][128] Cats use two hunting strategies, either stalking prey actively, or waiting in ambush until an animal comes close enough to be captured.[129] The strategy used depends on the prey species in the area, with cats waiting in ambush outside burrows, but tending to actively stalk birds.[130]:153 Domestic cats are a major predator of wildlife in the United States, killing an estimated 1.4 to 3.7 billion birds and 6.9 to 20.7 billion mammals annually.[131]
104
+ Certain species appear more susceptible than others; for example, 30% of house sparrow mortality is linked to the domestic cat.[132] In the recovery of ringed robins (Erithacus rubecula) and dunnocks (Prunella modularis), 31% of deaths were a result of cat predation.[133] In parts of North America, the presence of larger carnivores such as coyotes which prey on cats and other small predators reduces the effect of predation by cats and other small predators such as opossums and raccoons on bird numbers and variety.[134]
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+
106
+ Perhaps the best-known element of cats' hunting behavior, which is commonly misunderstood and often appalls cat owners because it looks like torture, is that cats often appear to "play" with prey by releasing it after capture. This cat and mouse behavior is due to an instinctive imperative to ensure that the prey is weak enough to be killed without endangering the cat.[135]
107
+ Another poorly understood element of cat hunting behavior is the presentation of prey to human guardians. One explanation is that cats adopt humans into their social group and share excess kill with others in the group according to the dominance hierarchy, in which humans are reacted to as if they are at, or near, the top.[136] Another explanation is that they attempt to teach their guardians to hunt or to help their human as if feeding "an elderly cat, or an inept kitten".[137] This hypothesis is inconsistent with the fact that male cats also bring home prey, despite males having negligible involvement in raising kittens.[130]:153
108
+
109
+ On islands, birds can contribute as much as 60% of a cat's diet.[138] In nearly all cases, however, the cat cannot be identified as the sole cause for reducing the numbers of island birds, and in some instances, eradication of cats has caused a "mesopredator release" effect;[139] where the suppression of top carnivores creates an abundance of smaller predators that cause a severe decline in their shared prey. Domestic cats are, however, known to be a contributing factor to the decline of many species, a factor that has ultimately led, in some cases, to extinction. The South Island piopio, Chatham rail,[133] and the New Zealand merganser[140] are a few from a long list, with the most extreme case being the flightless Lyall's wren, which was driven to extinction only a few years after its discovery.[141][142]
110
+ One feral cat in New Zealand killed 102 New Zealand lesser short-tailed bats in seven days.[143] In the US, feral and free-ranging domestic cats kill an estimated 6.3 – 22.3 billion mammals annually.[131]
111
+
112
+ In Australia, the impact of cats on mammal populations is even greater than the impact of habitat loss.[144] More than one million reptiles are killed by feral cats each day, representing 258 species.[145] Cats have contributed to the extinction of the Navassa curly-tailed lizard and Chioninia coctei.[146]
113
+
114
+ Domestic cats, especially young kittens, are known for their love of play. This behavior mimics hunting and is important in helping kittens learn to stalk, capture, and kill prey.[147] Cats also engage in play fighting, with each other and with humans. This behavior may be a way for cats to practice the skills needed for real combat, and might also reduce any fear they associate with launching attacks on other animals.[148]
115
+
116
+ Cats also tend to play with toys more when they are hungry.[149] Owing to the close similarity between play and hunting, cats prefer to play with objects that resemble prey, such as small furry toys that move rapidly, but rapidly lose interest. They become habituated to a toy they have played with before.[150] String is often used as a toy, but if it is eaten, it can become caught at the base of the cat's tongue and then move into the intestines, a medical emergency which can cause serious illness, even death.[151] Owing to the risks posed by cats eating string, it is sometimes replaced with a laser pointer's dot, which cats may chase.[152]
117
+
118
+ Female cats called queens are polyestrous with several estrus cycles during a year, lasting usually 21 days. They are usually ready to mate between early February and August.[153]
119
+
120
+ Several males, called tomcats, are attracted to a female in heat. They fight over her, and the victor wins the right to mate. At first, the female rejects the male, but eventually, the female allows the male to mate. The female utters a loud yowl as the male pulls out of her because a male cat's penis has a band of about 120–150 backward-pointing penile spines, which are about 1 mm (1⁄32 in) long; upon withdrawal of the penis, the spines rake the walls of the female's vagina, which acts to induce ovulation. This act also occurs to clear the vagina of other sperm in the context of a second (or more) mating, thus giving the later males a larger chance of conception.[154]
121
+
122
+ After mating, the female cleans her vulva thoroughly. If a male attempts to mate with her at this point, the female attacks him. After about 20 to 30 minutes, once the female is finished grooming, the cycle will repeat.[155]
123
+ Because ovulation is not always triggered by a single mating, females may not be impregnated by the first male with which they mate.[156] Furthermore, cats are superfecund; that is, a female may mate with more than one male when she is in heat, with the result that different kittens in a litter may have different fathers.[155]
124
+
125
+ The morula forms 124 hours after conception. At 148 hours, early blastocysts form. At 10–12 days, implantation occurs.[157]
126
+ The gestation of queens lasts between 64 and 67 days, with an average of 65 days.[153][158]
127
+ Data on the reproductive capacity of more than 2,300 free-ranging queens were collected during a study between May 1998 and October 2000. They had one to six kittens per litter, with an average of three kittens. They produced a mean of 1.4 litters per year, but a maximum of three litters in a year. Of 169 kittens, 127 died before they were six months old due to a trauma caused in most cases by dog attacks and road accidents.[9]
128
+ The first litter is usually smaller than subsequent litters. Kittens are weaned between six and seven weeks of age. Queens normally reach sexual maturity at 5–10 months, and males at 5–7 months. This varies depending on breed.[155] Kittens reach puberty at the age of 9–10 months.[153]
129
+
130
+ Cats are ready to go to new homes at about 12 weeks of age, when they are ready to leave their mother.[159] They can be surgically sterilized (spayed or castrated) as early as seven weeks to limit unwanted reproduction.[160] This surgery also prevents undesirable sex-related behavior, such as aggression, territory marking (spraying urine) in males and yowling (calling) in females. Traditionally, this surgery was performed at around six to nine months of age, but it is increasingly being performed before puberty, at about three to six months.[161] In the United States, about 80% of household cats are neutered.[162]
131
+
132
+ The average lifespan of pet cats has risen in recent decades. In the early 1980s, it was about seven years,[163]:33[164] rising to 9.4 years in 1995[163]:33 and 15.1 years in 2018.[165] Some cats have been reported as surviving into their 30s,[166] with the oldest known cat, Creme Puff, dying at a verified age of 38.[167]
133
+
134
+ Spaying or neutering increases life expectancy: one study found neutered male cats live twice as long as intact males, while spayed female cats live 62% longer than intact females.[163]:35 Having a cat neutered confers health benefits, because castrated males cannot develop testicular cancer, spayed females cannot develop uterine or ovarian cancer, and both have a reduced risk of mammary cancer.[168]
135
+
136
+ Despite widespread concern about the welfare of free-roaming cats, the lifespans of neutered feral cats in managed colonies compare favorably with those of pet cats.[169]:45[170]:1358[171][172][173][174]
137
+
138
+ About two hundred fifty heritable genetic disorders have been identified in cats, many similar to human inborn errors of metabolism.[175] The high level of similarity among the metabolism of mammals allows many of these feline diseases to be diagnosed using genetic tests that were originally developed for use in humans, as well as the use of cats as animal models in the study of the human diseases.[176][177]
139
+ Diseases affecting domestic cats include acute infections, parasitic infestations, injuries, and chronic diseases such as kidney disease, thyroid disease, and arthritis. Vaccinations are available for many infectious diseases, as are treatments to eliminate parasites such as worms and fleas.[178]
140
+
141
+ The domestic cat is a cosmopolitan species and occurs across much of the world.[55] It is adaptable and now present on all continents except Antarctica, and on 118 of the 131 main groups of islands—even on isolated islands such as the Kerguelen Islands.[179][180]
142
+ Due to its ability to thrive in almost any terrestrial habitat, it is among the world's most invasive species.[181]
143
+ As it is little altered from the wildcat, it can readily interbreed with the wildcat. This hybridization poses a danger to the genetic distinctiveness of some wildcat populations, particularly in Scotland and Hungary and possibly also the Iberian Peninsula.[52] It lives on small islands with no human inhabitants.[182]
144
+ Feral cats can live in forests, grasslands, tundra, coastal areas, agricultural land, scrublands, urban areas, and wetlands.[183]
145
+
146
+ Feral cats are domestic cats that were born in or have reverted to a wild state. They are unfamiliar with and wary of humans and roam freely in urban and rural areas.[10] The numbers of feral cats is not known, but estimates of the United States feral population range from twenty-five to sixty million.[10] Feral cats may live alone, but most are found in large colonies, which occupy a specific territory and are usually associated with a source of food.[184] Famous feral cat colonies are found in Rome around the Colosseum and Forum Romanum, with cats at some of these sites being fed and given medical attention by volunteers.[185]
147
+
148
+ Public attitudes towards feral cats vary widely, ranging from seeing them as free-ranging pets, to regarding them as vermin.[186] One common approach to reducing the feral cat population is termed "trap-neuter-return", where the cats are trapped, neutered, immunized against diseases such as rabies and the feline panleukopenia and leukemia viruses, and then released.[187] Before releasing them back into their feral colonies, the attending veterinarian often nips the tip off one ear to mark it as neutered and inoculated, since these cats may be trapped again. Volunteers continue to feed and give care to these cats throughout their lives. Given this support, their lifespans are increased, and behavior and nuisance problems caused by competition for food are reduced.[184]
149
+
150
+ Some feral cats can be successfully socialised and 're-tamed' for adoption; young cats, especially kittens[188] and cats that have had prior experience and contact with humans are the most receptive to these efforts.
151
+
152
+ Cats are common pets throughout the world, and their worldwide population exceeds 500 million as of 2007.[189] Cats have been used for millennia to control rodents, notably around grain stores and aboard ships, and both uses extend to the present day.[190][191]
153
+
154
+ As well as being kept as pets, cats are also used in the international fur[192] and leather industries for making coats, hats, blankets, and stuffed toys;[193] and shoes, gloves, and musical instruments respectively[194] (about 24 cats are needed to make a cat-fur coat).[195] This use has been outlawed in the United States, Australia, and the European Union in 2007.[196] Cat pelts have been used for superstitious purposes as part of the practise of witchcraft,[197] and are still made into blankets in Switzerland as folk remedies believed to help rheumatism.[198] In the Western intellectual tradition, the idea of cats as everyday objects have served to illustrate problems of quantum mechanics in the Schrödinger's cat thought experiment.
155
+
156
+ A few attempts to build a cat census have been made over the years, both through associations or national and international organizations (such as the Canadian Federation of Humane Societies's one[199]) and over the Internet,[200][201] but such a task does not seem simple to achieve. General estimates for the global population of domestic cats range widely from anywhere between 200 million to 600 million.[202][203][204][205][206]
157
+ Walter Chandoha made his career photographing cats after his 1949 images of Loco, an especially charming stray taken in, were published around the world. He is reported to have photographed 90,000 cats during his career and maintained an archive of 225,000 images that he drew from for publications during his lifetime.[207]
158
+
159
+ A cat show is a judged event in which the owners of cats compete to win titles in various cat-registering organizations by entering their cats to be judged after a breed standard.[208][209] Both pedigreed and non-purebred companion ("moggy") cats are admissible, although the rules differ from organization to organization. Competing cats are compared to the applicable breed standard,[210] and assessed for temperament and apparent health; the owners of those judged to be most ideal awarded a prize. Moggies are judged based on their temperament and healthy appearance. Some events also include activity judging, such as trained navigation of obstacle course. Often, at the end of the year, all of the points accrued at various shows are added up and more national and regional titles are awarded to champion cats.
160
+
161
+ Cats can be infected or infested with viruses, bacteria, fungus, protozoans, arthropods or worms that can transmit diseases to humans.[211] In some cases, the cat exhibits no symptoms of the disease,[212] However, the same disease can then become evident in a human. The likelihood that a person will become diseased depends on the age and immune status of the person. Humans who have cats living in their home or in close association are more likely to become infected, however, those who do not keep cats as pets might also acquire infections from cat feces and parasites exiting the cat's body.[211][213] Some of the infections of most concern include salmonella, cat-scratch disease and toxoplasmosis.[212]
162
+
163
+ In ancient Egypt, cats were worshipped, and the goddess Bastet often depicted in cat form, sometimes taking on the war-like aspect of a lioness. The Greek historian Herodotus reported that killing a cat was forbidden, and when a household cat died, the entire family mourned and shaved their eyebrows. Families took their dead cats to the sacred city of Bubastis, where they were embalmed and buried in sacred repositories. Herodotus expressed astonishment at the domestic cats in Egypt, because he had only ever seen wildcats.[214]
164
+ Ancient Greeks and Romans kept weasels as pets, which were seen as the ideal rodent-killers. The earliest unmistakable evidence of the Greeks having domestic cats comes from two coins from Magna Graecia dating to the mid-fifth century BC showing Iokastos and Phalanthos, the legendary founders of Rhegion and Taras respectively, playing with their pet cats. The usual ancient Greek word for 'cat' was ailouros, meaning 'thing with the waving tail'. Cats are rarely mentioned in ancient Greek literature. Aristotle remarked in his History of Animals that "female cats are naturally lecherous." The Greeks later syncretized their own goddess Artemis with the Egyptian goddess Bastet, adopting Bastet's associations with cats and ascribing them to Artemis. In Ovid's Metamorphoses, when the deities flee to Egypt and take animal forms, the goddess Diana turns into a cat.[215][216] Cats eventually displaced ferrets as the pest control of choice because they were more pleasant to have around the house and were more enthusiastic hunters of mice. During the Middle Ages, many of Artemis's associations with cats were grafted onto the Virgin Mary. Cats are often shown in icons of Annunciation and of the Holy Family and, according to Italian folklore, on the same night that Mary gave birth to Jesus, a cat in Bethlehem gave birth to a kitten.[217] Domestic cats were spread throughout much of the rest of the world during the Age of Discovery, as ships' cats were carried on sailing ships to control shipboard rodents and as good-luck charms.[46]
165
+
166
+ Several ancient religions believed cats are exalted souls, companions or guides for humans, that are all-knowing but mute so they cannot influence decisions made by humans. In Japan, the maneki neko cat is a symbol of good fortune.[218] In Norse mythology, Freyja, the goddess of love, beauty, and fertility, is depicted as riding a chariot drawn by cats.[219] In Jewish legend, the first cat was living in the house of the first man Adam as a pet that got rid of mice. The cat was once partnering with the first dog before the latter broke an oath they had made which resulted in enmity between the descendants of these two animals. It is also written that neither cats nor foxes are represented in the water, while every other animal has an incarnation species in the water.[220] Although no species are sacred in Islam, cats are revered by Muslims. Some Western writers have stated Muhammad had a favorite cat, Muezza.[221] He is reported to have loved cats so much, "he would do without his cloak rather than disturb one that was sleeping on it".[222] The story has no origin in early Muslim writers, and seems to confuse a story of a later Sufi saint, Ahmed ar-Rifa'i, centuries after Muhammad.[223] One of the companions of Muhammad was known as Abu Hurayrah ("father of the kitten"), in reference to his documented affection to cats.[224]
167
+
168
+ Many cultures have negative superstitions about cats. An example would be the belief that a black cat "crossing one's path" leads to bad luck, or that cats are witches' familiars used to augment a witch's powers and skills. The killing of cats in Medieval Ypres, Belgium, is commemorated in the innocuous present-day Kattenstoet (cat parade).[225] In medieval France, cats would be burnt alive as a form of entertainment. According to Norman Davies, the assembled people "shrieked with laughter as the animals, howling with pain, were singed, roasted, and finally carbonized".[226]
169
+
170
+ "It was the custom to burn a basket, barrel, or sack full of live cats, which was hung from a tall mast in the midst of the bonfire; sometimes a fox was burned. The people collected the embers and ashes of the fire and took them home, believing that they brought good luck. The French kings often witnessed these spectacles and even lit the bonfire with their own hands. In 1648 Louis XIV, crowned with a wreath of roses and carrying a bunch of roses in his hand, kindled the fire, danced at it and partook of the banquet afterwards in the town hall. But this was the last occasion when a monarch presided at the midsummer bonfire in Paris. At Metz midsummer fires were lighted with great pomp on the esplanade, and a dozen cats, enclosed in wicker cages, were burned alive in them, to the amusement of the people. Similarly at Gap, in the department of the Hautes-Alpes, cats used to be roasted over the midsummer bonfire."[227]
171
+
172
+ According to a myth in many cultures, cats have multiple lives. In many countries, they are believed to have nine lives, but in Italy, Germany, Greece, Brazil and some Spanish-speaking regions, they are said to have seven lives,[228][229] while in Turkish and Arabic traditions, the number of lives is six.[230] The myth is attributed to the natural suppleness and swiftness cats exhibit to escape life-threatening situations. Also lending credence to this myth is the fact that falling cats often land on their feet, using an instinctive righting reflex to twist their bodies around. Nonetheless, cats can still be injured or killed by a high fall.[231]
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1
+
2
+
3
+ In thermodynamics, heat is energy in transfer to or from a thermodynamic system, by mechanisms other than thermodynamic work or transfer of matter.[1][2][3][4][5][6][7] The various mechanisms of energy transfer that define heat are stated in the next section of this article.
4
+
5
+ Like thermodynamic work, heat transfer is a process involving more than one system, not a property of any one system. In thermodynamics, energy transferred as heat contributes to change in the system's cardinal energy variable of state, for example its internal energy, or for example its enthalpy. This is to be distinguished from the ordinary language conception of heat as a property of an isolated system.
6
+
7
+ The quantity of energy transferred as heat in a process is the amount of transferred energy excluding any thermodynamic work that was done and any energy contained in matter transferred. For the precise definition of heat, it is necessary that it occur by a path that does not include transfer of matter.[8]
8
+
9
+ Though not immediately by the definition, but in special kinds of process, quantity of energy transferred as heat can be measured by its effect on the states of interacting bodies. For example, respectively in special circumstances, heat transfer can be measured by the amount of ice melted, or by change in temperature of a body in the surroundings of the system.[9] Such methods are called calorimetry.
10
+
11
+ The conventional symbol used to represent the amount of heat transferred in a thermodynamic process is Q. As an amount of energy (being transferred), the SI unit of heat is the joule (J).
12
+
13
+ The mechanisms of energy transfer that define heat include conduction, through direct contact of immobile bodies, or through a wall or barrier that is impermeable to matter; or radiation between separated bodies; or friction due to isochoric mechanical or electrical or magnetic or gravitational work done by the surroundings on the system of interest, such as Joule heating due to an electric current driven through the system of interest by an external system, or through a magnetic stirrer. When there is a suitable path between two systems with different temperatures, heat transfer occurs necessarily, immediately, and spontaneously from the hotter to the colder system. Thermal conduction occurs by the stochastic (random) motion of microscopic particles (such as atoms or molecules). In contrast, thermodynamic work is defined by mechanisms that act macroscopically and directly on the system's whole-body state variables; for example, change of the system's volume through a piston's motion with externally measurable force; or change of the system's internal electric polarization through an externally measurable change in electric field. The definition of heat transfer does not require that the process be in any sense smooth. For example, a bolt of lightning may transfer heat to a body.
14
+
15
+ Convective circulation allows one body to heat another, through an intermediate circulating fluid that carries energy from a boundary of one to a boundary of the other; the actual heat transfer is by conduction and radiation between the fluid and the respective bodies.[10][11][12] Convective circulation, though spontaneous, does not necessarily and immediately occur simply because of some slight temperature difference; for it to occur in a given arrangement of systems, there is a threshold that must be crossed.
16
+
17
+ Although heat flows spontaneously from a hotter body to a cooler one, it is possible to construct a heat pump which expends work to transfer energy from a colder body to a hotter body. In contrast, a heat engine reduces an existing temperature difference to supply work to another system. Another thermodynamic type of heat transfer device is an active heat spreader, which expends work to speed up transfer of energy to colder surroundings from a hotter body, for example a computer component.[13]
18
+
19
+ As a form of energy, heat has the unit joule (J) in the International System of Units (SI). However, in many applied fields in engineering the British thermal unit (BTU) and the calorie are often used. The standard unit for the rate of heat transferred is the watt (W), defined as one joule per second.
20
+
21
+ Use of the symbol Q for the total amount of energy transferred as heat is due to Rudolf Clausius in 1850:
22
+
23
+ Heat released by a system into its surroundings is by convention a negative quantity (Q < 0); when a system absorbs heat from its surroundings, it is positive (Q > 0). Heat transfer rate, or heat flow per unit time, is denoted by
24
+
25
+
26
+
27
+
28
+
29
+
30
+ Q
31
+ ˙
32
+
33
+
34
+
35
+
36
+
37
+ {\displaystyle {\dot {Q}}}
38
+
39
+ . This should not be confused with a time derivative of a function of state (which can also be written with the dot notation) since heat is not a function of state.[15]
40
+ Heat flux is defined as rate of heat transfer per unit cross-sectional area (units watts per square metre).
41
+
42
+ In 1856, Rudolf Clausius, referring to closed systems, in which transfers of matter do not occur, defined the second fundamental theorem (the second law of thermodynamics) in the mechanical theory of heat (thermodynamics): "if two transformations which, without necessitating any other permanent change, can mutually replace one another, be called equivalent, then the generations of the quantity of heat Q from work at the temperature T, has the equivalence-value:"[16][17]
43
+
44
+ In 1865, he came to define the entropy symbolized by S, such that, due to the supply of the amount of heat Q at temperature T the entropy of the system is increased by
45
+
46
+ In a transfer of energy as heat without work being done, there are changes of entropy in both the surroundings which lose heat and the system which gains it. The increase, ΔS, of entropy in the system may be considered to consist of two parts, an increment, ΔS′ that matches, or 'compensates', the change, −ΔS′, of entropy in the surroundings, and a further increment, ΔS′′ that may be considered to be 'generated' or 'produced' in the system, and is said therefore to be 'uncompensated'. Thus
47
+
48
+ This may also be written
49
+
50
+ The total change of entropy in the system and surroundings is thus
51
+
52
+ This may also be written
53
+
54
+ It is then said that an amount of entropy ΔS′ has been transferred from the surroundings to the system. Because entropy is not a conserved quantity, this is an exception to the general way of speaking, in which an amount transferred is of a conserved quantity.
55
+
56
+ From the second law of thermodynamics follows that in a spontaneous transfer of heat, in which the temperature of the system is different from that of the surroundings:
57
+
58
+ For purposes of mathematical analysis of transfers, one thinks of fictive processes that are called reversible, with the temperature T of the system being hardly less than that of the surroundings, and the transfer taking place at an imperceptibly slow rate.
59
+
60
+ Following the definition above in formula (1), for such a fictive reversible process, a quantity of transferred heat δQ (an inexact differential) is analyzed as a quantity T dS, with dS (an exact differential):
61
+
62
+ This equality is only valid for a fictive transfer in which there is no production of entropy, that is to say, in which there is no uncompensated entropy.
63
+
64
+ If, in contrast, the process is natural, and can really occur, with irreversibility, then there is entropy production, with dSuncompensated > 0. The quantity T dSuncompensated was termed by Clausius the "uncompensated heat", though that does not accord with present-day terminology. Then one has
65
+
66
+ This leads to the statement
67
+
68
+ which is the second law of thermodynamics for closed systems.
69
+
70
+ In non-equilibrium thermodynamics that approximates by assuming the hypothesis of local thermodynamic equilibrium, there is a special notation for this. The transfer of energy as heat is assumed to take place across an infinitesimal temperature difference, so that the system element and its surroundings have near enough the same temperature T. Then one writes
71
+
72
+ where by definition
73
+
74
+ The second law for a natural process asserts that
75
+
76
+ For a closed system (a system from which no matter can enter or exit), one version of the first law of thermodynamics states that the change in internal energy ΔU of the system is equal to the amount of heat Q supplied to the system minus the amount of work W done by system on its surroundings. The foregoing sign convention for work is used in the present article, but an alternate sign convention, followed by IUPAC, for work, is to consider the work performed on the system by its surroundings as positive. This is the convention adopted by many modern textbooks of physical chemistry, such as those by Peter Atkins and Ira Levine, but many textbooks on physics define work as work done by the system.
77
+
78
+ This formula can be re-written so as to express a definition of quantity of energy transferred as heat, based purely on the concept of adiabatic work, if it is supposed that ΔU is defined and measured solely by processes of adiabatic work:
79
+
80
+ The work done by the system includes boundary work (when the system increases its volume against an external force, such as that exerted by a piston) and other work (e.g. shaft work performed by a compressor fan), which is called isochoric work:
81
+
82
+ In this Section we will neglect the "other-" or isochoric work contribution.
83
+
84
+ The internal energy, U, is a state function. In cyclical processes, such as the operation of a heat engine, state functions of the working substance return to their initial values upon completion of a cycle.
85
+
86
+ The differential, or infinitesimal increment, for the internal energy in an infinitesimal process is an exact differential dU. The symbol for exact differentials is the lowercase letter d.
87
+
88
+ In contrast, neither of the infinitesimal increments δQ nor δW in an infinitesimal process represents the state of the system. Thus, infinitesimal increments of heat and work are inexact differentials. The lowercase Greek letter delta, δ, is the symbol for inexact differentials. The integral of any inexact differential over the time it takes for a system to leave and return to the same thermodynamic state does not necessarily equal zero.
89
+
90
+ As recounted below, in the section headed Entropy, the second law of thermodynamics observes that if heat is supplied to a system in which no irreversible processes take place and which has a well-defined temperature T, the increment of heat δQ and the temperature T form the exact differential
91
+
92
+ and that S, the entropy of the working body, is a function of state. Likewise, with a well-defined pressure, P, behind the moving boundary, the work differential, δW, and the pressure, P, combine to form the exact differential
93
+
94
+ with V the volume of the system, which is a state variable. In general, for homogeneous systems,
95
+
96
+ Associated with this differential equation is that the internal energy may be considered to be a function U (S,V) of its natural variables S and V. The internal energy representation of the fundamental thermodynamic relation is written
97
+
98
+ If V is constant
99
+
100
+ and if P is constant
101
+
102
+ with H the enthalpy defined by
103
+
104
+ The enthalpy may be considered to be a function H (S,P) of its natural variables S and P. The enthalpy representation of the fundamental thermodynamic relation is written
105
+
106
+ The internal energy representation and the enthalpy representation are partial Legendre transforms of one another. They contain the same physical information, written in different ways. Like the internal energy, the enthalpy stated as a function of its natural variables is a thermodynamic potential and contains all thermodynamic information about a body.[24][25]
107
+
108
+ If a quantity Q of heat is added to a body while it does expansion work W on its surroundings, one has
109
+
110
+ If this is constrained to happen at constant pressure with ΔP = 0, the expansion work W done by the body is given by W = P ΔV; recalling the first law of thermodynamics, one has
111
+
112
+ Consequently, by substitution one has
113
+
114
+ In this scenario, the increase in enthalpy is equal to the quantity of heat added to the system. Since many processes do take place at constant pressure, or approximately at atmospheric pressure, the enthalpy is therefore sometimes given the misleading name of 'heat content'.[26] It is sometimes also called the heat function.[27]
115
+
116
+ In terms of the natural variables S and P of the state function H, this process of change of state from state 1 to state 2 can be expressed as
117
+
118
+ It is known that the temperature T(S, P) is identically stated by
119
+
120
+ Consequently,
121
+
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+ In this case, the integral specifies a quantity of heat transferred at constant pressure.
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+
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+ As a common noun, English heat or warmth (just as French chaleur, German Wärme, Latin calor, Greek θάλπος, etc.) refers to (the human perception of) either thermal energy or temperature. Speculation on thermal energy or "heat" as a separate form of matter has a long history, see caloric theory, phlogiston and fire (classical element).
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+
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+ The modern understanding of thermal energy originates with Thompson's 1798 mechanical theory of heat (An Experimental Enquiry Concerning the Source of the Heat which is Excited by Friction), postulating a mechanical equivalent of heat.
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+ A collaboration between Nicolas Clément and Sadi Carnot (Reflections on the Motive Power of Fire) in the 1820s had some related thinking near the same lines.[28] In 1845, Joule published a paper entitled The Mechanical Equivalent of Heat, in which he specified a numerical value for the amount of mechanical work required to "produce a unit of heat".
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+ The theory of classical thermodynamics matured in the 1850s to 1860s. John Tyndall's Heat Considered as Mode of Motion (1863) was instrumental in popularising the idea of heat as motion to the English-speaking public.
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+ The theory was developed in academic publications in French, English and German. From an early time, the French technical term chaleur used by Carnot was taken as equivalent to the English heat and German Wärme (lit. "warmth", the equivalent of heat would be German Hitze).
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+
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+ The process function Q was introduced by Rudolf Clausius in 1850.
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+ Clausius described it with the German compound Wärmemenge, translated as "amount of heat".[14]
133
+
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+ James Clerk Maxwell in his 1871 Theory of Heat outlines four stipulations for the definition of heat:
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+
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+ The process function Q is referred to as Wärmemenge by Clausius, or as "amount of heat" in translation.
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+ Use of "heat" as an abbreviated form of the specific concept of "quantity of energy transferred as heat" led to some terminological confusion by the early 20th century. The generic meaning of "heat", even in classical thermodynamics, is just "thermal energy".[30]
138
+ Since the 1920s, it has been recommended practice to use enthalpy to refer to the "heat content at constant volume", and to thermal energy when "heat" in the general sense is intended, while "heat" is reserved for the very specific context of the transfer of thermal energy between two systems.
139
+ Leonard Benedict Loeb in his Kinetic Theory of Gases (1927) makes a point of using "quanitity of heat"
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+ or "heat–quantity" when referring to Q:[31]
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+
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+ [32]
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+
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+ A frequent definition of heat is based on the work of Carathéodory (1909), referring to processes in a closed system.[33][34][35][36][37][38]
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+ The internal energy UX of a body in an arbitrary state X can be determined by amounts of work adiabatically performed by the body on its surroundings when it starts from a reference state O. Such work is assessed through quantities defined in the surroundings of the body. It is supposed that such work can be assessed accurately, without error due to friction in the surroundings; friction in the body is not excluded by this definition. The adiabatic performance of work is defined in terms of adiabatic walls, which allow transfer of energy as work, but no other transfer, of energy or matter. In particular they do not allow the passage of energy as heat. According to this definition, work performed adiabatically is in general accompanied by friction within the thermodynamic system or body. On the other hand, according to Carathéodory (1909), there also exist non-adiabatic, diathermal walls, which are postulated to be permeable only to heat.
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+
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+ For the definition of quantity of energy transferred as heat, it is customarily envisaged that an arbitrary state of interest Y is reached from state O by a process with two components, one adiabatic and the other not adiabatic. For convenience one may say that the adiabatic component was the sum of work done by the body through volume change through movement of the walls while the non-adiabatic wall was temporarily rendered adiabatic, and of isochoric adiabatic work. Then the non-adiabatic component is a process of energy transfer through the wall that passes only heat, newly made accessible for the purpose of this transfer, from the surroundings to the body. The change in internal energy to reach the state Y from the state O is the difference of the two amounts of energy transferred.
149
+
150
+ Although Carathéodory himself did not state such a definition, following his work it is customary in theoretical studies to define heat, Q, to the body from its surroundings, in the combined process of change to state Y from the state O, as the change in internal energy, ΔUY, minus the amount of work, W, done by the body on its surrounds by the adiabatic process, so that Q = ΔUY − W.
151
+
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+ In this definition, for the sake of conceptual rigour, the quantity of energy transferred as heat is not specified directly in terms of the non-adiabatic process. It is defined through knowledge of precisely two variables, the change of internal energy and the amount of adiabatic work done, for the combined process of change from the reference state O to the arbitrary state Y. It is important that this does not explicitly involve the amount of energy transferred in the non-adiabatic component of the combined process. It is assumed here that the amount of energy required to pass from state O to state Y, the change of internal energy, is known, independently of the combined process, by a determination through a purely adiabatic process, like that for the determination of the internal energy of state X above. The rigour that is prized in this definition is that there is one and only one kind of energy transfer admitted as fundamental: energy transferred as work. Energy transfer as heat is considered as a derived quantity. The uniqueness of work in this scheme is considered to guarantee rigor and purity of conception. The conceptual purity of this definition, based on the concept of energy transferred as work as an ideal notion, relies on the idea that some frictionless and otherwise non-dissipative processes of energy transfer can be realized in physical actuality. The second law of thermodynamics, on the other hand, assures us that such processes are not found in nature.
153
+
154
+ Before the rigorous mathematical definition of heat based on Carathéodory's 1909 paper,
155
+ historically, heat, temperature, and thermal equilibrium were presented in thermodynamics textbooks as jointly primitive notions.[39] Carathéodory introduced his 1909 paper thus: "The proposition that the discipline of thermodynamics can be justified without recourse to any hypothesis that cannot be verified experimentally must be regarded as one of the most noteworthy results of the research in thermodynamics that was accomplished during the last century." Referring to the "point of view adopted by most authors who were active in the last fifty years", Carathéodory wrote: "There exists a physical quantity called heat that is not identical with the mechanical quantities (mass, force, pressure, etc.) and whose variations can be determined by calorimetric measurements." James Serrin introduces an account of the theory of thermodynamics thus: "In the following section, we shall use the classical notions of heat, work, and hotness as primitive elements, ... That heat is an appropriate and natural primitive for thermodynamics was already accepted by Carnot. Its continued validity as a primitive element of thermodynamical structure is due to the fact that it synthesizes an essential physical concept, as well as to its successful use in recent work to unify different constitutive theories."[40][41] This traditional kind of presentation of the basis of thermodynamics includes ideas that may be summarized by the statement that heat transfer is purely due to spatial non-uniformity of temperature, and is by conduction and radiation, from hotter to colder bodies. It is sometimes proposed that this traditional kind of presentation necessarily rests on "circular reasoning"; against this proposal, there stands the rigorously logical mathematical development of the theory presented by Truesdell and Bharatha (1977).[42]
156
+
157
+ This alternative approach to the definition of quantity of energy transferred as heat differs in logical structure from that of Carathéodory, recounted just above.
158
+
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+ This alternative approach admits calorimetry as a primary or direct way to measure quantity of energy transferred as heat. It relies on temperature as one of its primitive concepts, and used in calorimetry.[43] It is presupposed that enough processes exist physically to allow measurement of differences in internal energies. Such processes are not restricted to adiabatic transfers of energy as work. They include calorimetry, which is the commonest practical way of finding internal energy differences.[44] The needed temperature can be either empirical or absolute thermodynamic.
160
+
161
+ In contrast, the Carathéodory way recounted just above does not use calorimetry or temperature in its primary definition of quantity of energy transferred as heat. The Carathéodory way regards calorimetry only as a secondary or indirect way of measuring quantity of energy transferred as heat. As recounted in more detail just above, the Carathéodory way regards quantity of energy transferred as heat in a process as primarily or directly defined as a residual quantity. It is calculated from the difference of the internal energies of the initial and final states of the system, and from the actual work done by the system during the process. That internal energy difference is supposed to have been measured in advance through processes of purely adiabatic transfer of energy as work, processes that take the system between the initial and final states. By the Carathéodory way it is presupposed as known from experiment that there actually physically exist enough such adiabatic processes, so that there need be no recourse to calorimetry for measurement of quantity of energy transferred as heat. This presupposition is essential but is explicitly labeled neither as a law of thermodynamics nor as an axiom of the Carathéodory way. In fact, the actual physical existence of such adiabatic processes is indeed mostly supposition, and those supposed processes have in most cases not been actually verified empirically to exist.[45]
162
+
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+ Referring to conduction, Partington writes: "If a hot body is brought in conducting contact with a cold body, the temperature of the hot body falls and that of the cold body rises, and it is said that a quantity of heat has passed from the hot body to the cold body."[46]
164
+
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+ Referring to radiation, Maxwell writes: "In Radiation, the hotter body loses heat, and the colder body receives heat by means of a process occurring in some intervening medium which does not itself thereby become hot."[47]
166
+
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+ Maxwell writes that convection as such "is not a purely thermal phenomenon".[48] In thermodynamics, convection in general is regarded as transport of internal energy. If, however, the convection is enclosed and circulatory, then it may be regarded as an intermediary that transfers energy as heat between source and destination bodies, because it transfers only energy and not matter from the source to the destination body.[12]
168
+
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+ In accordance with the first law for closed systems, energy transferred solely as heat leaves one body and enters another, changing the internal energies of each. Transfer, between bodies, of energy as work is a complementary way of changing internal energies. Though it is not logically rigorous from the viewpoint of strict physical concepts, a common form of words that expresses this is to say that heat and work are interconvertible.
170
+
171
+ Cyclically operating engines, that use only heat and work transfers, have two thermal reservoirs, a hot and a cold one. They may be classified by the range of operating temperatures of the working body, relative to those reservoirs. In a heat engine, the working body is at all times colder than the hot reservoir and hotter than the cold reservoir. In a sense, it uses heat transfer to produce work. In a heat pump, the working body, at stages of the cycle, goes both hotter than the hot reservoir, and colder than the cold reservoir. In a sense, it uses work to produce heat transfer.
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+
173
+ In classical thermodynamics, a commonly considered model is the heat engine. It consists of four bodies: the working body, the hot reservoir, the cold reservoir, and the work reservoir. A cyclic process leaves the working body in an unchanged state, and is envisaged as being repeated indefinitely often. Work transfers between the working body and the work reservoir are envisaged as reversible, and thus only one work reservoir is needed. But two thermal reservoirs are needed, because transfer of energy as heat is irreversible. A single cycle sees energy taken by the working body from the hot reservoir and sent to the two other reservoirs, the work reservoir and the cold reservoir. The hot reservoir always and only supplies energy and the cold reservoir always and only receives energy. The second law of thermodynamics requires that no cycle can occur in which no energy is received by the cold reservoir. Heat engines achieve higher efficiency when the difference between initial and final temperature is greater.
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+
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+ Another commonly considered model is the heat pump or refrigerator. Again there are four bodies: the working body, the hot reservoir, the cold reservoir, and the work reservoir. A single cycle starts with the working body colder than the cold reservoir, and then energy is taken in as heat by the working body from the cold reservoir. Then the work reservoir does work on the working body, adding more to its internal energy, making it hotter than the hot reservoir. The hot working body passes heat to the hot reservoir, but still remains hotter than the cold reservoir. Then, by allowing it to expand without doing work on another body and without passing heat to another body, the working body is made colder than the cold reservoir. It can now accept heat transfer from the cold reservoir to start another cycle.
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+
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+ The device has transported energy from a colder to a hotter reservoir, but this is not regarded as by an inanimate agency; rather, it is regarded as by the harnessing of work . This is because work is supplied from the work reservoir, not just by a simple thermodynamic process, but by a cycle of thermodynamic operations and processes, which may be regarded as directed by an animate or harnessing agency. Accordingly, the cycle is still in accord with the second law of thermodynamics. The efficiency of a heat pump is best when the temperature difference between the hot and cold reservoirs is least.
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+
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+ Functionally, such engines are used in two ways, distinguishing a target reservoir and a resource or surrounding reservoir. A heat pump transfers heat, to the hot reservoir as the target, from the resource or surrounding reservoir. A refrigerator transfers heat, from the cold reservoir as the target, to the resource or surrounding reservoir. The target reservoir may be regarded as leaking: when the target leaks hotness to the surroundings, heat pumping is used; when the target leaks coldness to the surroundings, refrigeration is used. The engines harness work to overcome the leaks.
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+
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+ According to Planck, there are three main conceptual approaches to heat.[49] One is the microscopic or kinetic theory approach. The other two are macroscopic approaches. One is the approach through the law of conservation of energy taken as prior to thermodynamics, with a mechanical analysis of processes, for example in the work of Helmholtz. This mechanical view is taken in this article as currently customary for thermodynamic theory. The other macroscopic approach is the thermodynamic one, which admits heat as a primitive concept, which contributes, by scientific induction[50] to knowledge of the law of conservation of energy. This view is widely taken as the practical one, quantity of heat being measured by calorimetry.
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+
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+ Bailyn also distinguishes the two macroscopic approaches as the mechanical and the thermodynamic.[51] The thermodynamic view was taken by the founders of thermodynamics in the nineteenth century. It regards quantity of energy transferred as heat as a primitive concept coherent with a primitive concept of temperature, measured primarily by calorimetry. A calorimeter is a body in the surroundings of the system, with its own temperature and internal energy; when it is connected to the system by a path for heat transfer, changes in it measure heat transfer. The mechanical view was pioneered by Helmholtz and developed and used in the twentieth century, largely through the influence of Max Born.[52] It regards quantity of heat transferred as heat as a derived concept, defined for closed systems as quantity of heat transferred by mechanisms other than work transfer, the latter being regarded as primitive for thermodynamics, defined by macroscopic mechanics. According to Born, the transfer of internal energy between open systems that accompanies transfer of matter "cannot be reduced to mechanics".[53] It follows that there is no well-founded definition of quantities of energy transferred as heat or as work associated with transfer of matter.
184
+
185
+ Nevertheless, for the thermodynamical description of non-equilibrium processes, it is desired to consider the effect of a temperature gradient established by the surroundings across the system of interest when there is no physical barrier or wall between system and surroundings, that is to say, when they are open with respect to one another. The impossibility of a mechanical definition in terms of work for this circumstance does not alter the physical fact that a temperature gradient causes a diffusive flux of internal energy, a process that, in the thermodynamic view, might be proposed as a candidate concept for transfer of energy as heat.
186
+
187
+ In this circumstance, it may be expected that there may also be active other drivers of diffusive flux of internal energy, such as gradient of chemical potential which drives transfer of matter, and gradient of electric potential which drives electric current and iontophoresis; such effects usually interact with diffusive flux of internal energy driven by temperature gradient, and such interactions are known as cross-effects.[54]
188
+
189
+ If cross-effects that result in diffusive transfer of internal energy were also labeled as heat transfers, they would sometimes violate the rule that pure heat transfer occurs only down a temperature gradient, never up one. They would also contradict the principle that all heat transfer is of one and the same kind, a principle founded on the idea of heat conduction between closed systems. One might to try to think narrowly of heat flux driven purely by temperature gradient as a conceptual component of diffusive internal energy flux, in the thermodynamic view, the concept resting specifically on careful calculations based on detailed knowledge of the processes and being indirectly assessed. In these circumstances, if perchance it happens that no transfer of matter is actualized, and there are no cross-effects, then the thermodynamic concept and the mechanical concept coincide, as if one were dealing with closed systems. But when there is transfer of matter, the exact laws by which temperature gradient drives diffusive flux of internal energy, rather than being exactly knowable, mostly need to be assumed, and in many cases are practically unverifiable. Consequently, when there is transfer of matter, the calculation of the pure 'heat flux' component of the diffusive flux of internal energy rests on practically unverifiable assumptions.[55][quotations 1][56] This is a reason to think of heat as a specialized concept that relates primarily and precisely to closed systems, and applicable only in a very restricted way to open systems.
190
+
191
+ In many writings in this context, the term "heat flux" is used when what is meant is therefore more accurately called diffusive flux of internal energy; such usage of the term "heat flux" is a residue of older and now obsolete language usage that allowed that a body may have a "heat content".[57]
192
+
193
+ In the kinetic theory, heat is explained in terms of the microscopic motions and interactions of constituent particles, such as electrons, atoms, and molecules.[58] The immediate meaning of the kinetic energy of the constituent particles is not as heat. It is as a component of internal energy.
194
+ In microscopic terms, heat is a transfer quantity, and is described by a transport theory, not as steadily localized kinetic energy of particles. Heat transfer arises from temperature gradients or differences, through the diffuse exchange of microscopic kinetic and potential particle energy, by particle collisions and other interactions. An early and vague expression of this was made by Francis Bacon.[59][60] Precise and detailed versions of it were developed in the nineteenth century.[61]
195
+
196
+ In statistical mechanics, for a closed system (no transfer of matter), heat is the energy transfer associated with a disordered, microscopic action on the system, associated with jumps in occupation numbers of the energy levels of the system, without change in the values of the energy levels themselves.[62] It is possible for macroscopic thermodynamic work to alter the occupation numbers without change in the values of the system energy levels themselves, but what distinguishes transfer as heat is that the transfer is entirely due to disordered, microscopic action, including radiative transfer. A mathematical definition can be formulated for small increments of quasi-static adiabatic work in terms of the statistical distribution of an ensemble of microstates.
197
+
198
+ Quantity of heat transferred can be measured by calorimetry, or determined through calculations based on other quantities.
199
+
200
+ Calorimetry is the empirical basis of the idea of quantity of heat transferred in a process. The transferred heat is measured by changes in a body of known properties, for example, temperature rise, change in volume or length, or phase change, such as melting of ice.[63][64]
201
+
202
+ A calculation of quantity of heat transferred can rely on a hypothetical quantity of energy transferred as adiabatic work and on the first law of thermodynamics. Such calculation is the primary approach of many theoretical studies of quantity of heat transferred.[33][65][66]
203
+
204
+ The discipline of heat transfer, typically considered an aspect of mechanical engineering and chemical engineering, deals with specific applied methods by which thermal energy in a system is generated, or converted, or transferred to another system. Although the definition of heat implicitly means the transfer of energy, the term heat transfer encompasses this traditional usage in many engineering disciplines and laymen language.
205
+
206
+ Heat transfer is generally described as including the mechanisms of heat conduction, heat convection, thermal radiation, but may include mass transfer and heat in processes of phase changes.
207
+
208
+ Convection may be described as the combined effects of conduction and fluid flow. From the thermodynamic point of view, heat flows into a fluid by diffusion to increase its energy, the fluid then transfers (advects) this increased internal energy (not heat) from one location to another, and this is then followed by a second thermal interaction which transfers heat to a second body or system, again by diffusion. This entire process is often regarded as an additional mechanism of heat transfer, although technically, "heat transfer" and thus heating and cooling occurs only on either end of such a conductive flow, but not as a result of flow. Thus, conduction can be said to "transfer" heat only as a net result of the process, but may not do so at every time within the complicated convective process.
209
+
210
+ In an 1847 lecture entitled On Matter, Living Force, and Heat, James Prescott Joule characterized the terms latent heat and sensible heat as components of heat each affecting distinct physical phenomena, namely the potential and kinetic energy of particles, respectively.[67][quotations 2]
211
+ He described latent energy as the energy possessed via a distancing of particles where attraction was over a greater distance, i.e. a form of potential energy, and the sensible heat as an energy involving the motion of particles, i.e. kinetic energy.
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+
213
+ Latent heat is the heat released or absorbed by a chemical substance or a thermodynamic system during a change of state that occurs without a change in temperature. Such a process may be a phase transition, such as the melting of ice or the boiling of water.[68][69]
214
+
215
+ Heat capacity is a measurable physical quantity equal to the ratio of the heat added to an object to the resulting temperature change.[70] The molar heat capacity is the heat capacity per unit amount (SI unit: mole) of a pure substance, and the specific heat capacity, often called simply specific heat, is the heat capacity per unit mass of a material. Heat capacity is a physical property of a substance, which means that it depends on the state and properties of the substance under consideration.
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217
+ The specific heats of monatomic gases, such as helium, are nearly constant with temperature. Diatomic gases such as hydrogen display some temperature dependence, and triatomic gases (e.g., carbon dioxide) still more.
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+
219
+ Before the development of the laws of thermodynamics, heat was measured by changes in the states of the participating bodies.
220
+
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+ Some general rules, with important exceptions, can be stated as follows.
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+ In general, most bodies expand on heating. In this circumstance, heating a body at a constant volume increases the pressure it exerts on its constraining walls, while heating at a constant pressure increases its volume.
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+
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+ Beyond this, most substances have three ordinarily recognized states of matter, solid, liquid, and gas. Some can also exist in a plasma. Many have further, more finely differentiated, states of matter, such as for example, glass, and liquid crystal. In many cases, at fixed temperature and pressure, a substance can exist in several distinct states of matter in what might be viewed as the same 'body'. For example, ice may float in a glass of water. Then the ice and the water are said to constitute two phases within the 'body'. Definite rules are known, telling how distinct phases may coexist in a 'body'. Mostly, at a fixed pressure, there is a definite temperature at which heating causes a solid to melt or evaporate, and a definite temperature at which heating causes a liquid to evaporate. In such cases, cooling has the reverse effects.
226
+
227
+ All of these, the commonest cases, fit with a rule that heating can be measured by changes of state of a body. Such cases supply what are called thermometric bodies, that allow the definition of empirical temperatures. Before 1848, all temperatures were defined in this way. There was thus a tight link, apparently logically determined, between heat and temperature, though they were recognized as conceptually thoroughly distinct, especially by Joseph Black in the later eighteenth century.
228
+
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+ There are important exceptions. They break the obviously apparent link between heat and temperature. They make it clear that empirical definitions of temperature are contingent on the peculiar properties of particular thermometric substances, and are thus precluded from the title 'absolute'. For example, water contracts on being heated near 277 K. It cannot be used as a thermometric substance near that temperature. Also, over a certain temperature range, ice contracts on heating. Moreover, many substances can exist in metastable states, such as with negative pressure, that survive only transiently and in very special conditions. Such facts, sometimes called 'anomalous', are some of the reasons for the thermodynamic definition of absolute temperature.
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+
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+ In the early days of measurement of high temperatures, another factor was important, and used by Josiah Wedgwood in his pyrometer. The temperature reached in a process was estimated by the shrinkage of a sample of clay. The higher the temperature, the more the shrinkage. This was the only available more or less reliable method of measurement of temperatures above 1000 °C. But such shrinkage is irreversible. The clay does not expand again on cooling. That is why it could be used for the measurement. But only once. It is not a thermometric material in the usual sense of the word.
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+
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+ Nevertheless, the thermodynamic definition of absolute temperature does make essential use of the concept of heat, with proper circumspection.
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+
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+ According to Denbigh (1981), the property of hotness is a concern of thermodynamics that should be defined without reference to the concept of heat. Consideration of hotness leads to the concept of empirical temperature.[71] All physical systems are capable of heating or cooling others.[72] With reference to hotness, the comparative terms hotter and colder are defined by the rule that heat flows from the hotter body to the colder.[73][74][75]
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+
237
+ If a physical system is inhomogeneous or very rapidly or irregularly changing, for example by turbulence, it may be impossible to characterize it by a temperature, but still there can be transfer of energy as heat between it and another system. If a system has a physical state that is regular enough, and persists long enough to allow it to reach thermal equilibrium with a specified thermometer, then it has a temperature according to that thermometer. An empirical thermometer registers degree of hotness for such a system. Such a temperature is called empirical.[76][77][78] For example, Truesdell writes about classical thermodynamics: "At each time, the body is assigned a real number called the temperature. This number is a measure of how hot the body is."[79]
238
+
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+ Physical systems that are too turbulent to have temperatures may still differ in hotness. A physical system that passes heat to another physical system is said to be the hotter of the two. More is required for the system to have a thermodynamic temperature. Its behavior must be so regular that its empirical temperature is the same for all suitably calibrated and scaled thermometers, and then its hotness is said to lie on the one-dimensional hotness manifold. This is part of the reason why heat is defined following Carathéodory and Born, solely as occurring other than by work or transfer of matter; temperature is advisedly and deliberately not mentioned in this now widely accepted definition.
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+
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+ This is also the reason that the zeroth law of thermodynamics is stated explicitly. If three physical systems, A, B, and C are each not in their own states of internal thermodynamic equilibrium, it is possible that, with suitable physical connections being made between them, A can heat B and B can heat C and C can heat A. In non-equilibrium situations, cycles of flow are possible. It is the special and uniquely distinguishing characteristic of internal thermodynamic equilibrium that this possibility is not open to thermodynamic systems (as distinguished amongst physical systems) which are in their own states of internal thermodynamic equilibrium; this is the reason why the zeroth law of thermodynamics needs explicit statement. That is to say, the relation 'is not colder than' between general non-equilibrium physical systems is not transitive, whereas, in contrast, the relation 'has no lower a temperature than' between thermodynamic systems in their own states of internal thermodynamic equilibrium is transitive. It follows from this that the relation 'is in thermal equilibrium with' is transitive, which is one way of stating the zeroth law.
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+
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+ Just as temperature may be undefined for a sufficiently inhomogeneous system, so also may entropy be undefined for a system not in its own state of internal thermodynamic equilibrium. For example, 'the temperature of the solar system' is not a defined quantity. Likewise, 'the entropy of the solar system' is not defined in classical thermodynamics. It has not been possible to define non-equilibrium entropy, as a simple number for a whole system, in a clearly satisfactory way.[80]
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+
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1
+
2
+
3
+ In thermodynamics, heat is energy in transfer to or from a thermodynamic system, by mechanisms other than thermodynamic work or transfer of matter.[1][2][3][4][5][6][7] The various mechanisms of energy transfer that define heat are stated in the next section of this article.
4
+
5
+ Like thermodynamic work, heat transfer is a process involving more than one system, not a property of any one system. In thermodynamics, energy transferred as heat contributes to change in the system's cardinal energy variable of state, for example its internal energy, or for example its enthalpy. This is to be distinguished from the ordinary language conception of heat as a property of an isolated system.
6
+
7
+ The quantity of energy transferred as heat in a process is the amount of transferred energy excluding any thermodynamic work that was done and any energy contained in matter transferred. For the precise definition of heat, it is necessary that it occur by a path that does not include transfer of matter.[8]
8
+
9
+ Though not immediately by the definition, but in special kinds of process, quantity of energy transferred as heat can be measured by its effect on the states of interacting bodies. For example, respectively in special circumstances, heat transfer can be measured by the amount of ice melted, or by change in temperature of a body in the surroundings of the system.[9] Such methods are called calorimetry.
10
+
11
+ The conventional symbol used to represent the amount of heat transferred in a thermodynamic process is Q. As an amount of energy (being transferred), the SI unit of heat is the joule (J).
12
+
13
+ The mechanisms of energy transfer that define heat include conduction, through direct contact of immobile bodies, or through a wall or barrier that is impermeable to matter; or radiation between separated bodies; or friction due to isochoric mechanical or electrical or magnetic or gravitational work done by the surroundings on the system of interest, such as Joule heating due to an electric current driven through the system of interest by an external system, or through a magnetic stirrer. When there is a suitable path between two systems with different temperatures, heat transfer occurs necessarily, immediately, and spontaneously from the hotter to the colder system. Thermal conduction occurs by the stochastic (random) motion of microscopic particles (such as atoms or molecules). In contrast, thermodynamic work is defined by mechanisms that act macroscopically and directly on the system's whole-body state variables; for example, change of the system's volume through a piston's motion with externally measurable force; or change of the system's internal electric polarization through an externally measurable change in electric field. The definition of heat transfer does not require that the process be in any sense smooth. For example, a bolt of lightning may transfer heat to a body.
14
+
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+ Convective circulation allows one body to heat another, through an intermediate circulating fluid that carries energy from a boundary of one to a boundary of the other; the actual heat transfer is by conduction and radiation between the fluid and the respective bodies.[10][11][12] Convective circulation, though spontaneous, does not necessarily and immediately occur simply because of some slight temperature difference; for it to occur in a given arrangement of systems, there is a threshold that must be crossed.
16
+
17
+ Although heat flows spontaneously from a hotter body to a cooler one, it is possible to construct a heat pump which expends work to transfer energy from a colder body to a hotter body. In contrast, a heat engine reduces an existing temperature difference to supply work to another system. Another thermodynamic type of heat transfer device is an active heat spreader, which expends work to speed up transfer of energy to colder surroundings from a hotter body, for example a computer component.[13]
18
+
19
+ As a form of energy, heat has the unit joule (J) in the International System of Units (SI). However, in many applied fields in engineering the British thermal unit (BTU) and the calorie are often used. The standard unit for the rate of heat transferred is the watt (W), defined as one joule per second.
20
+
21
+ Use of the symbol Q for the total amount of energy transferred as heat is due to Rudolf Clausius in 1850:
22
+
23
+ Heat released by a system into its surroundings is by convention a negative quantity (Q < 0); when a system absorbs heat from its surroundings, it is positive (Q > 0). Heat transfer rate, or heat flow per unit time, is denoted by
24
+
25
+
26
+
27
+
28
+
29
+
30
+ Q
31
+ ˙
32
+
33
+
34
+
35
+
36
+
37
+ {\displaystyle {\dot {Q}}}
38
+
39
+ . This should not be confused with a time derivative of a function of state (which can also be written with the dot notation) since heat is not a function of state.[15]
40
+ Heat flux is defined as rate of heat transfer per unit cross-sectional area (units watts per square metre).
41
+
42
+ In 1856, Rudolf Clausius, referring to closed systems, in which transfers of matter do not occur, defined the second fundamental theorem (the second law of thermodynamics) in the mechanical theory of heat (thermodynamics): "if two transformations which, without necessitating any other permanent change, can mutually replace one another, be called equivalent, then the generations of the quantity of heat Q from work at the temperature T, has the equivalence-value:"[16][17]
43
+
44
+ In 1865, he came to define the entropy symbolized by S, such that, due to the supply of the amount of heat Q at temperature T the entropy of the system is increased by
45
+
46
+ In a transfer of energy as heat without work being done, there are changes of entropy in both the surroundings which lose heat and the system which gains it. The increase, ΔS, of entropy in the system may be considered to consist of two parts, an increment, ΔS′ that matches, or 'compensates', the change, −ΔS′, of entropy in the surroundings, and a further increment, ΔS′′ that may be considered to be 'generated' or 'produced' in the system, and is said therefore to be 'uncompensated'. Thus
47
+
48
+ This may also be written
49
+
50
+ The total change of entropy in the system and surroundings is thus
51
+
52
+ This may also be written
53
+
54
+ It is then said that an amount of entropy ΔS′ has been transferred from the surroundings to the system. Because entropy is not a conserved quantity, this is an exception to the general way of speaking, in which an amount transferred is of a conserved quantity.
55
+
56
+ From the second law of thermodynamics follows that in a spontaneous transfer of heat, in which the temperature of the system is different from that of the surroundings:
57
+
58
+ For purposes of mathematical analysis of transfers, one thinks of fictive processes that are called reversible, with the temperature T of the system being hardly less than that of the surroundings, and the transfer taking place at an imperceptibly slow rate.
59
+
60
+ Following the definition above in formula (1), for such a fictive reversible process, a quantity of transferred heat δQ (an inexact differential) is analyzed as a quantity T dS, with dS (an exact differential):
61
+
62
+ This equality is only valid for a fictive transfer in which there is no production of entropy, that is to say, in which there is no uncompensated entropy.
63
+
64
+ If, in contrast, the process is natural, and can really occur, with irreversibility, then there is entropy production, with dSuncompensated > 0. The quantity T dSuncompensated was termed by Clausius the "uncompensated heat", though that does not accord with present-day terminology. Then one has
65
+
66
+ This leads to the statement
67
+
68
+ which is the second law of thermodynamics for closed systems.
69
+
70
+ In non-equilibrium thermodynamics that approximates by assuming the hypothesis of local thermodynamic equilibrium, there is a special notation for this. The transfer of energy as heat is assumed to take place across an infinitesimal temperature difference, so that the system element and its surroundings have near enough the same temperature T. Then one writes
71
+
72
+ where by definition
73
+
74
+ The second law for a natural process asserts that
75
+
76
+ For a closed system (a system from which no matter can enter or exit), one version of the first law of thermodynamics states that the change in internal energy ΔU of the system is equal to the amount of heat Q supplied to the system minus the amount of work W done by system on its surroundings. The foregoing sign convention for work is used in the present article, but an alternate sign convention, followed by IUPAC, for work, is to consider the work performed on the system by its surroundings as positive. This is the convention adopted by many modern textbooks of physical chemistry, such as those by Peter Atkins and Ira Levine, but many textbooks on physics define work as work done by the system.
77
+
78
+ This formula can be re-written so as to express a definition of quantity of energy transferred as heat, based purely on the concept of adiabatic work, if it is supposed that ΔU is defined and measured solely by processes of adiabatic work:
79
+
80
+ The work done by the system includes boundary work (when the system increases its volume against an external force, such as that exerted by a piston) and other work (e.g. shaft work performed by a compressor fan), which is called isochoric work:
81
+
82
+ In this Section we will neglect the "other-" or isochoric work contribution.
83
+
84
+ The internal energy, U, is a state function. In cyclical processes, such as the operation of a heat engine, state functions of the working substance return to their initial values upon completion of a cycle.
85
+
86
+ The differential, or infinitesimal increment, for the internal energy in an infinitesimal process is an exact differential dU. The symbol for exact differentials is the lowercase letter d.
87
+
88
+ In contrast, neither of the infinitesimal increments δQ nor δW in an infinitesimal process represents the state of the system. Thus, infinitesimal increments of heat and work are inexact differentials. The lowercase Greek letter delta, δ, is the symbol for inexact differentials. The integral of any inexact differential over the time it takes for a system to leave and return to the same thermodynamic state does not necessarily equal zero.
89
+
90
+ As recounted below, in the section headed Entropy, the second law of thermodynamics observes that if heat is supplied to a system in which no irreversible processes take place and which has a well-defined temperature T, the increment of heat δQ and the temperature T form the exact differential
91
+
92
+ and that S, the entropy of the working body, is a function of state. Likewise, with a well-defined pressure, P, behind the moving boundary, the work differential, δW, and the pressure, P, combine to form the exact differential
93
+
94
+ with V the volume of the system, which is a state variable. In general, for homogeneous systems,
95
+
96
+ Associated with this differential equation is that the internal energy may be considered to be a function U (S,V) of its natural variables S and V. The internal energy representation of the fundamental thermodynamic relation is written
97
+
98
+ If V is constant
99
+
100
+ and if P is constant
101
+
102
+ with H the enthalpy defined by
103
+
104
+ The enthalpy may be considered to be a function H (S,P) of its natural variables S and P. The enthalpy representation of the fundamental thermodynamic relation is written
105
+
106
+ The internal energy representation and the enthalpy representation are partial Legendre transforms of one another. They contain the same physical information, written in different ways. Like the internal energy, the enthalpy stated as a function of its natural variables is a thermodynamic potential and contains all thermodynamic information about a body.[24][25]
107
+
108
+ If a quantity Q of heat is added to a body while it does expansion work W on its surroundings, one has
109
+
110
+ If this is constrained to happen at constant pressure with ΔP = 0, the expansion work W done by the body is given by W = P ΔV; recalling the first law of thermodynamics, one has
111
+
112
+ Consequently, by substitution one has
113
+
114
+ In this scenario, the increase in enthalpy is equal to the quantity of heat added to the system. Since many processes do take place at constant pressure, or approximately at atmospheric pressure, the enthalpy is therefore sometimes given the misleading name of 'heat content'.[26] It is sometimes also called the heat function.[27]
115
+
116
+ In terms of the natural variables S and P of the state function H, this process of change of state from state 1 to state 2 can be expressed as
117
+
118
+ It is known that the temperature T(S, P) is identically stated by
119
+
120
+ Consequently,
121
+
122
+ In this case, the integral specifies a quantity of heat transferred at constant pressure.
123
+
124
+ As a common noun, English heat or warmth (just as French chaleur, German Wärme, Latin calor, Greek θάλπος, etc.) refers to (the human perception of) either thermal energy or temperature. Speculation on thermal energy or "heat" as a separate form of matter has a long history, see caloric theory, phlogiston and fire (classical element).
125
+
126
+ The modern understanding of thermal energy originates with Thompson's 1798 mechanical theory of heat (An Experimental Enquiry Concerning the Source of the Heat which is Excited by Friction), postulating a mechanical equivalent of heat.
127
+ A collaboration between Nicolas Clément and Sadi Carnot (Reflections on the Motive Power of Fire) in the 1820s had some related thinking near the same lines.[28] In 1845, Joule published a paper entitled The Mechanical Equivalent of Heat, in which he specified a numerical value for the amount of mechanical work required to "produce a unit of heat".
128
+ The theory of classical thermodynamics matured in the 1850s to 1860s. John Tyndall's Heat Considered as Mode of Motion (1863) was instrumental in popularising the idea of heat as motion to the English-speaking public.
129
+ The theory was developed in academic publications in French, English and German. From an early time, the French technical term chaleur used by Carnot was taken as equivalent to the English heat and German Wärme (lit. "warmth", the equivalent of heat would be German Hitze).
130
+
131
+ The process function Q was introduced by Rudolf Clausius in 1850.
132
+ Clausius described it with the German compound Wärmemenge, translated as "amount of heat".[14]
133
+
134
+ James Clerk Maxwell in his 1871 Theory of Heat outlines four stipulations for the definition of heat:
135
+
136
+ The process function Q is referred to as Wärmemenge by Clausius, or as "amount of heat" in translation.
137
+ Use of "heat" as an abbreviated form of the specific concept of "quantity of energy transferred as heat" led to some terminological confusion by the early 20th century. The generic meaning of "heat", even in classical thermodynamics, is just "thermal energy".[30]
138
+ Since the 1920s, it has been recommended practice to use enthalpy to refer to the "heat content at constant volume", and to thermal energy when "heat" in the general sense is intended, while "heat" is reserved for the very specific context of the transfer of thermal energy between two systems.
139
+ Leonard Benedict Loeb in his Kinetic Theory of Gases (1927) makes a point of using "quanitity of heat"
140
+ or "heat–quantity" when referring to Q:[31]
141
+
142
+ [32]
143
+
144
+ A frequent definition of heat is based on the work of Carathéodory (1909), referring to processes in a closed system.[33][34][35][36][37][38]
145
+
146
+ The internal energy UX of a body in an arbitrary state X can be determined by amounts of work adiabatically performed by the body on its surroundings when it starts from a reference state O. Such work is assessed through quantities defined in the surroundings of the body. It is supposed that such work can be assessed accurately, without error due to friction in the surroundings; friction in the body is not excluded by this definition. The adiabatic performance of work is defined in terms of adiabatic walls, which allow transfer of energy as work, but no other transfer, of energy or matter. In particular they do not allow the passage of energy as heat. According to this definition, work performed adiabatically is in general accompanied by friction within the thermodynamic system or body. On the other hand, according to Carathéodory (1909), there also exist non-adiabatic, diathermal walls, which are postulated to be permeable only to heat.
147
+
148
+ For the definition of quantity of energy transferred as heat, it is customarily envisaged that an arbitrary state of interest Y is reached from state O by a process with two components, one adiabatic and the other not adiabatic. For convenience one may say that the adiabatic component was the sum of work done by the body through volume change through movement of the walls while the non-adiabatic wall was temporarily rendered adiabatic, and of isochoric adiabatic work. Then the non-adiabatic component is a process of energy transfer through the wall that passes only heat, newly made accessible for the purpose of this transfer, from the surroundings to the body. The change in internal energy to reach the state Y from the state O is the difference of the two amounts of energy transferred.
149
+
150
+ Although Carathéodory himself did not state such a definition, following his work it is customary in theoretical studies to define heat, Q, to the body from its surroundings, in the combined process of change to state Y from the state O, as the change in internal energy, ΔUY, minus the amount of work, W, done by the body on its surrounds by the adiabatic process, so that Q = ΔUY − W.
151
+
152
+ In this definition, for the sake of conceptual rigour, the quantity of energy transferred as heat is not specified directly in terms of the non-adiabatic process. It is defined through knowledge of precisely two variables, the change of internal energy and the amount of adiabatic work done, for the combined process of change from the reference state O to the arbitrary state Y. It is important that this does not explicitly involve the amount of energy transferred in the non-adiabatic component of the combined process. It is assumed here that the amount of energy required to pass from state O to state Y, the change of internal energy, is known, independently of the combined process, by a determination through a purely adiabatic process, like that for the determination of the internal energy of state X above. The rigour that is prized in this definition is that there is one and only one kind of energy transfer admitted as fundamental: energy transferred as work. Energy transfer as heat is considered as a derived quantity. The uniqueness of work in this scheme is considered to guarantee rigor and purity of conception. The conceptual purity of this definition, based on the concept of energy transferred as work as an ideal notion, relies on the idea that some frictionless and otherwise non-dissipative processes of energy transfer can be realized in physical actuality. The second law of thermodynamics, on the other hand, assures us that such processes are not found in nature.
153
+
154
+ Before the rigorous mathematical definition of heat based on Carathéodory's 1909 paper,
155
+ historically, heat, temperature, and thermal equilibrium were presented in thermodynamics textbooks as jointly primitive notions.[39] Carathéodory introduced his 1909 paper thus: "The proposition that the discipline of thermodynamics can be justified without recourse to any hypothesis that cannot be verified experimentally must be regarded as one of the most noteworthy results of the research in thermodynamics that was accomplished during the last century." Referring to the "point of view adopted by most authors who were active in the last fifty years", Carathéodory wrote: "There exists a physical quantity called heat that is not identical with the mechanical quantities (mass, force, pressure, etc.) and whose variations can be determined by calorimetric measurements." James Serrin introduces an account of the theory of thermodynamics thus: "In the following section, we shall use the classical notions of heat, work, and hotness as primitive elements, ... That heat is an appropriate and natural primitive for thermodynamics was already accepted by Carnot. Its continued validity as a primitive element of thermodynamical structure is due to the fact that it synthesizes an essential physical concept, as well as to its successful use in recent work to unify different constitutive theories."[40][41] This traditional kind of presentation of the basis of thermodynamics includes ideas that may be summarized by the statement that heat transfer is purely due to spatial non-uniformity of temperature, and is by conduction and radiation, from hotter to colder bodies. It is sometimes proposed that this traditional kind of presentation necessarily rests on "circular reasoning"; against this proposal, there stands the rigorously logical mathematical development of the theory presented by Truesdell and Bharatha (1977).[42]
156
+
157
+ This alternative approach to the definition of quantity of energy transferred as heat differs in logical structure from that of Carathéodory, recounted just above.
158
+
159
+ This alternative approach admits calorimetry as a primary or direct way to measure quantity of energy transferred as heat. It relies on temperature as one of its primitive concepts, and used in calorimetry.[43] It is presupposed that enough processes exist physically to allow measurement of differences in internal energies. Such processes are not restricted to adiabatic transfers of energy as work. They include calorimetry, which is the commonest practical way of finding internal energy differences.[44] The needed temperature can be either empirical or absolute thermodynamic.
160
+
161
+ In contrast, the Carathéodory way recounted just above does not use calorimetry or temperature in its primary definition of quantity of energy transferred as heat. The Carathéodory way regards calorimetry only as a secondary or indirect way of measuring quantity of energy transferred as heat. As recounted in more detail just above, the Carathéodory way regards quantity of energy transferred as heat in a process as primarily or directly defined as a residual quantity. It is calculated from the difference of the internal energies of the initial and final states of the system, and from the actual work done by the system during the process. That internal energy difference is supposed to have been measured in advance through processes of purely adiabatic transfer of energy as work, processes that take the system between the initial and final states. By the Carathéodory way it is presupposed as known from experiment that there actually physically exist enough such adiabatic processes, so that there need be no recourse to calorimetry for measurement of quantity of energy transferred as heat. This presupposition is essential but is explicitly labeled neither as a law of thermodynamics nor as an axiom of the Carathéodory way. In fact, the actual physical existence of such adiabatic processes is indeed mostly supposition, and those supposed processes have in most cases not been actually verified empirically to exist.[45]
162
+
163
+ Referring to conduction, Partington writes: "If a hot body is brought in conducting contact with a cold body, the temperature of the hot body falls and that of the cold body rises, and it is said that a quantity of heat has passed from the hot body to the cold body."[46]
164
+
165
+ Referring to radiation, Maxwell writes: "In Radiation, the hotter body loses heat, and the colder body receives heat by means of a process occurring in some intervening medium which does not itself thereby become hot."[47]
166
+
167
+ Maxwell writes that convection as such "is not a purely thermal phenomenon".[48] In thermodynamics, convection in general is regarded as transport of internal energy. If, however, the convection is enclosed and circulatory, then it may be regarded as an intermediary that transfers energy as heat between source and destination bodies, because it transfers only energy and not matter from the source to the destination body.[12]
168
+
169
+ In accordance with the first law for closed systems, energy transferred solely as heat leaves one body and enters another, changing the internal energies of each. Transfer, between bodies, of energy as work is a complementary way of changing internal energies. Though it is not logically rigorous from the viewpoint of strict physical concepts, a common form of words that expresses this is to say that heat and work are interconvertible.
170
+
171
+ Cyclically operating engines, that use only heat and work transfers, have two thermal reservoirs, a hot and a cold one. They may be classified by the range of operating temperatures of the working body, relative to those reservoirs. In a heat engine, the working body is at all times colder than the hot reservoir and hotter than the cold reservoir. In a sense, it uses heat transfer to produce work. In a heat pump, the working body, at stages of the cycle, goes both hotter than the hot reservoir, and colder than the cold reservoir. In a sense, it uses work to produce heat transfer.
172
+
173
+ In classical thermodynamics, a commonly considered model is the heat engine. It consists of four bodies: the working body, the hot reservoir, the cold reservoir, and the work reservoir. A cyclic process leaves the working body in an unchanged state, and is envisaged as being repeated indefinitely often. Work transfers between the working body and the work reservoir are envisaged as reversible, and thus only one work reservoir is needed. But two thermal reservoirs are needed, because transfer of energy as heat is irreversible. A single cycle sees energy taken by the working body from the hot reservoir and sent to the two other reservoirs, the work reservoir and the cold reservoir. The hot reservoir always and only supplies energy and the cold reservoir always and only receives energy. The second law of thermodynamics requires that no cycle can occur in which no energy is received by the cold reservoir. Heat engines achieve higher efficiency when the difference between initial and final temperature is greater.
174
+
175
+ Another commonly considered model is the heat pump or refrigerator. Again there are four bodies: the working body, the hot reservoir, the cold reservoir, and the work reservoir. A single cycle starts with the working body colder than the cold reservoir, and then energy is taken in as heat by the working body from the cold reservoir. Then the work reservoir does work on the working body, adding more to its internal energy, making it hotter than the hot reservoir. The hot working body passes heat to the hot reservoir, but still remains hotter than the cold reservoir. Then, by allowing it to expand without doing work on another body and without passing heat to another body, the working body is made colder than the cold reservoir. It can now accept heat transfer from the cold reservoir to start another cycle.
176
+
177
+ The device has transported energy from a colder to a hotter reservoir, but this is not regarded as by an inanimate agency; rather, it is regarded as by the harnessing of work . This is because work is supplied from the work reservoir, not just by a simple thermodynamic process, but by a cycle of thermodynamic operations and processes, which may be regarded as directed by an animate or harnessing agency. Accordingly, the cycle is still in accord with the second law of thermodynamics. The efficiency of a heat pump is best when the temperature difference between the hot and cold reservoirs is least.
178
+
179
+ Functionally, such engines are used in two ways, distinguishing a target reservoir and a resource or surrounding reservoir. A heat pump transfers heat, to the hot reservoir as the target, from the resource or surrounding reservoir. A refrigerator transfers heat, from the cold reservoir as the target, to the resource or surrounding reservoir. The target reservoir may be regarded as leaking: when the target leaks hotness to the surroundings, heat pumping is used; when the target leaks coldness to the surroundings, refrigeration is used. The engines harness work to overcome the leaks.
180
+
181
+ According to Planck, there are three main conceptual approaches to heat.[49] One is the microscopic or kinetic theory approach. The other two are macroscopic approaches. One is the approach through the law of conservation of energy taken as prior to thermodynamics, with a mechanical analysis of processes, for example in the work of Helmholtz. This mechanical view is taken in this article as currently customary for thermodynamic theory. The other macroscopic approach is the thermodynamic one, which admits heat as a primitive concept, which contributes, by scientific induction[50] to knowledge of the law of conservation of energy. This view is widely taken as the practical one, quantity of heat being measured by calorimetry.
182
+
183
+ Bailyn also distinguishes the two macroscopic approaches as the mechanical and the thermodynamic.[51] The thermodynamic view was taken by the founders of thermodynamics in the nineteenth century. It regards quantity of energy transferred as heat as a primitive concept coherent with a primitive concept of temperature, measured primarily by calorimetry. A calorimeter is a body in the surroundings of the system, with its own temperature and internal energy; when it is connected to the system by a path for heat transfer, changes in it measure heat transfer. The mechanical view was pioneered by Helmholtz and developed and used in the twentieth century, largely through the influence of Max Born.[52] It regards quantity of heat transferred as heat as a derived concept, defined for closed systems as quantity of heat transferred by mechanisms other than work transfer, the latter being regarded as primitive for thermodynamics, defined by macroscopic mechanics. According to Born, the transfer of internal energy between open systems that accompanies transfer of matter "cannot be reduced to mechanics".[53] It follows that there is no well-founded definition of quantities of energy transferred as heat or as work associated with transfer of matter.
184
+
185
+ Nevertheless, for the thermodynamical description of non-equilibrium processes, it is desired to consider the effect of a temperature gradient established by the surroundings across the system of interest when there is no physical barrier or wall between system and surroundings, that is to say, when they are open with respect to one another. The impossibility of a mechanical definition in terms of work for this circumstance does not alter the physical fact that a temperature gradient causes a diffusive flux of internal energy, a process that, in the thermodynamic view, might be proposed as a candidate concept for transfer of energy as heat.
186
+
187
+ In this circumstance, it may be expected that there may also be active other drivers of diffusive flux of internal energy, such as gradient of chemical potential which drives transfer of matter, and gradient of electric potential which drives electric current and iontophoresis; such effects usually interact with diffusive flux of internal energy driven by temperature gradient, and such interactions are known as cross-effects.[54]
188
+
189
+ If cross-effects that result in diffusive transfer of internal energy were also labeled as heat transfers, they would sometimes violate the rule that pure heat transfer occurs only down a temperature gradient, never up one. They would also contradict the principle that all heat transfer is of one and the same kind, a principle founded on the idea of heat conduction between closed systems. One might to try to think narrowly of heat flux driven purely by temperature gradient as a conceptual component of diffusive internal energy flux, in the thermodynamic view, the concept resting specifically on careful calculations based on detailed knowledge of the processes and being indirectly assessed. In these circumstances, if perchance it happens that no transfer of matter is actualized, and there are no cross-effects, then the thermodynamic concept and the mechanical concept coincide, as if one were dealing with closed systems. But when there is transfer of matter, the exact laws by which temperature gradient drives diffusive flux of internal energy, rather than being exactly knowable, mostly need to be assumed, and in many cases are practically unverifiable. Consequently, when there is transfer of matter, the calculation of the pure 'heat flux' component of the diffusive flux of internal energy rests on practically unverifiable assumptions.[55][quotations 1][56] This is a reason to think of heat as a specialized concept that relates primarily and precisely to closed systems, and applicable only in a very restricted way to open systems.
190
+
191
+ In many writings in this context, the term "heat flux" is used when what is meant is therefore more accurately called diffusive flux of internal energy; such usage of the term "heat flux" is a residue of older and now obsolete language usage that allowed that a body may have a "heat content".[57]
192
+
193
+ In the kinetic theory, heat is explained in terms of the microscopic motions and interactions of constituent particles, such as electrons, atoms, and molecules.[58] The immediate meaning of the kinetic energy of the constituent particles is not as heat. It is as a component of internal energy.
194
+ In microscopic terms, heat is a transfer quantity, and is described by a transport theory, not as steadily localized kinetic energy of particles. Heat transfer arises from temperature gradients or differences, through the diffuse exchange of microscopic kinetic and potential particle energy, by particle collisions and other interactions. An early and vague expression of this was made by Francis Bacon.[59][60] Precise and detailed versions of it were developed in the nineteenth century.[61]
195
+
196
+ In statistical mechanics, for a closed system (no transfer of matter), heat is the energy transfer associated with a disordered, microscopic action on the system, associated with jumps in occupation numbers of the energy levels of the system, without change in the values of the energy levels themselves.[62] It is possible for macroscopic thermodynamic work to alter the occupation numbers without change in the values of the system energy levels themselves, but what distinguishes transfer as heat is that the transfer is entirely due to disordered, microscopic action, including radiative transfer. A mathematical definition can be formulated for small increments of quasi-static adiabatic work in terms of the statistical distribution of an ensemble of microstates.
197
+
198
+ Quantity of heat transferred can be measured by calorimetry, or determined through calculations based on other quantities.
199
+
200
+ Calorimetry is the empirical basis of the idea of quantity of heat transferred in a process. The transferred heat is measured by changes in a body of known properties, for example, temperature rise, change in volume or length, or phase change, such as melting of ice.[63][64]
201
+
202
+ A calculation of quantity of heat transferred can rely on a hypothetical quantity of energy transferred as adiabatic work and on the first law of thermodynamics. Such calculation is the primary approach of many theoretical studies of quantity of heat transferred.[33][65][66]
203
+
204
+ The discipline of heat transfer, typically considered an aspect of mechanical engineering and chemical engineering, deals with specific applied methods by which thermal energy in a system is generated, or converted, or transferred to another system. Although the definition of heat implicitly means the transfer of energy, the term heat transfer encompasses this traditional usage in many engineering disciplines and laymen language.
205
+
206
+ Heat transfer is generally described as including the mechanisms of heat conduction, heat convection, thermal radiation, but may include mass transfer and heat in processes of phase changes.
207
+
208
+ Convection may be described as the combined effects of conduction and fluid flow. From the thermodynamic point of view, heat flows into a fluid by diffusion to increase its energy, the fluid then transfers (advects) this increased internal energy (not heat) from one location to another, and this is then followed by a second thermal interaction which transfers heat to a second body or system, again by diffusion. This entire process is often regarded as an additional mechanism of heat transfer, although technically, "heat transfer" and thus heating and cooling occurs only on either end of such a conductive flow, but not as a result of flow. Thus, conduction can be said to "transfer" heat only as a net result of the process, but may not do so at every time within the complicated convective process.
209
+
210
+ In an 1847 lecture entitled On Matter, Living Force, and Heat, James Prescott Joule characterized the terms latent heat and sensible heat as components of heat each affecting distinct physical phenomena, namely the potential and kinetic energy of particles, respectively.[67][quotations 2]
211
+ He described latent energy as the energy possessed via a distancing of particles where attraction was over a greater distance, i.e. a form of potential energy, and the sensible heat as an energy involving the motion of particles, i.e. kinetic energy.
212
+
213
+ Latent heat is the heat released or absorbed by a chemical substance or a thermodynamic system during a change of state that occurs without a change in temperature. Such a process may be a phase transition, such as the melting of ice or the boiling of water.[68][69]
214
+
215
+ Heat capacity is a measurable physical quantity equal to the ratio of the heat added to an object to the resulting temperature change.[70] The molar heat capacity is the heat capacity per unit amount (SI unit: mole) of a pure substance, and the specific heat capacity, often called simply specific heat, is the heat capacity per unit mass of a material. Heat capacity is a physical property of a substance, which means that it depends on the state and properties of the substance under consideration.
216
+
217
+ The specific heats of monatomic gases, such as helium, are nearly constant with temperature. Diatomic gases such as hydrogen display some temperature dependence, and triatomic gases (e.g., carbon dioxide) still more.
218
+
219
+ Before the development of the laws of thermodynamics, heat was measured by changes in the states of the participating bodies.
220
+
221
+ Some general rules, with important exceptions, can be stated as follows.
222
+
223
+ In general, most bodies expand on heating. In this circumstance, heating a body at a constant volume increases the pressure it exerts on its constraining walls, while heating at a constant pressure increases its volume.
224
+
225
+ Beyond this, most substances have three ordinarily recognized states of matter, solid, liquid, and gas. Some can also exist in a plasma. Many have further, more finely differentiated, states of matter, such as for example, glass, and liquid crystal. In many cases, at fixed temperature and pressure, a substance can exist in several distinct states of matter in what might be viewed as the same 'body'. For example, ice may float in a glass of water. Then the ice and the water are said to constitute two phases within the 'body'. Definite rules are known, telling how distinct phases may coexist in a 'body'. Mostly, at a fixed pressure, there is a definite temperature at which heating causes a solid to melt or evaporate, and a definite temperature at which heating causes a liquid to evaporate. In such cases, cooling has the reverse effects.
226
+
227
+ All of these, the commonest cases, fit with a rule that heating can be measured by changes of state of a body. Such cases supply what are called thermometric bodies, that allow the definition of empirical temperatures. Before 1848, all temperatures were defined in this way. There was thus a tight link, apparently logically determined, between heat and temperature, though they were recognized as conceptually thoroughly distinct, especially by Joseph Black in the later eighteenth century.
228
+
229
+ There are important exceptions. They break the obviously apparent link between heat and temperature. They make it clear that empirical definitions of temperature are contingent on the peculiar properties of particular thermometric substances, and are thus precluded from the title 'absolute'. For example, water contracts on being heated near 277 K. It cannot be used as a thermometric substance near that temperature. Also, over a certain temperature range, ice contracts on heating. Moreover, many substances can exist in metastable states, such as with negative pressure, that survive only transiently and in very special conditions. Such facts, sometimes called 'anomalous', are some of the reasons for the thermodynamic definition of absolute temperature.
230
+
231
+ In the early days of measurement of high temperatures, another factor was important, and used by Josiah Wedgwood in his pyrometer. The temperature reached in a process was estimated by the shrinkage of a sample of clay. The higher the temperature, the more the shrinkage. This was the only available more or less reliable method of measurement of temperatures above 1000 °C. But such shrinkage is irreversible. The clay does not expand again on cooling. That is why it could be used for the measurement. But only once. It is not a thermometric material in the usual sense of the word.
232
+
233
+ Nevertheless, the thermodynamic definition of absolute temperature does make essential use of the concept of heat, with proper circumspection.
234
+
235
+ According to Denbigh (1981), the property of hotness is a concern of thermodynamics that should be defined without reference to the concept of heat. Consideration of hotness leads to the concept of empirical temperature.[71] All physical systems are capable of heating or cooling others.[72] With reference to hotness, the comparative terms hotter and colder are defined by the rule that heat flows from the hotter body to the colder.[73][74][75]
236
+
237
+ If a physical system is inhomogeneous or very rapidly or irregularly changing, for example by turbulence, it may be impossible to characterize it by a temperature, but still there can be transfer of energy as heat between it and another system. If a system has a physical state that is regular enough, and persists long enough to allow it to reach thermal equilibrium with a specified thermometer, then it has a temperature according to that thermometer. An empirical thermometer registers degree of hotness for such a system. Such a temperature is called empirical.[76][77][78] For example, Truesdell writes about classical thermodynamics: "At each time, the body is assigned a real number called the temperature. This number is a measure of how hot the body is."[79]
238
+
239
+ Physical systems that are too turbulent to have temperatures may still differ in hotness. A physical system that passes heat to another physical system is said to be the hotter of the two. More is required for the system to have a thermodynamic temperature. Its behavior must be so regular that its empirical temperature is the same for all suitably calibrated and scaled thermometers, and then its hotness is said to lie on the one-dimensional hotness manifold. This is part of the reason why heat is defined following Carathéodory and Born, solely as occurring other than by work or transfer of matter; temperature is advisedly and deliberately not mentioned in this now widely accepted definition.
240
+
241
+ This is also the reason that the zeroth law of thermodynamics is stated explicitly. If three physical systems, A, B, and C are each not in their own states of internal thermodynamic equilibrium, it is possible that, with suitable physical connections being made between them, A can heat B and B can heat C and C can heat A. In non-equilibrium situations, cycles of flow are possible. It is the special and uniquely distinguishing characteristic of internal thermodynamic equilibrium that this possibility is not open to thermodynamic systems (as distinguished amongst physical systems) which are in their own states of internal thermodynamic equilibrium; this is the reason why the zeroth law of thermodynamics needs explicit statement. That is to say, the relation 'is not colder than' between general non-equilibrium physical systems is not transitive, whereas, in contrast, the relation 'has no lower a temperature than' between thermodynamic systems in their own states of internal thermodynamic equilibrium is transitive. It follows from this that the relation 'is in thermal equilibrium with' is transitive, which is one way of stating the zeroth law.
242
+
243
+ Just as temperature may be undefined for a sufficiently inhomogeneous system, so also may entropy be undefined for a system not in its own state of internal thermodynamic equilibrium. For example, 'the temperature of the solar system' is not a defined quantity. Likewise, 'the entropy of the solar system' is not defined in classical thermodynamics. It has not been possible to define non-equilibrium entropy, as a simple number for a whole system, in a clearly satisfactory way.[80]
244
+
en/1027.html.txt ADDED
@@ -0,0 +1,48 @@
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
1
+
2
+
3
+ A sock is a piece of clothing worn on the feet and often covering the ankle or some part of the calf. Some type of shoe or boot is typically worn over socks. In ancient times, socks were made from leather or matted animal hair. In the late 16th century, machine-knit socks were first produced. Until 1800 both hand knitting and machine knitting were used to produce socks, but after 1800, machine knitting became the predominant method.
4
+
5
+ One of the roles of socks is absorbing perspiration. As the foot is among the heaviest producers of sweat in the body, it can produce over 0.25 US pints (0.12 l) of perspiration per day;[1] socks help to absorb this sweat and draw it to areas where air can evaporate the perspiration. In cold environments, socks made from cotton or wool helps warm up cold foot which in turn, helps decrease the risk of getting frostbite. Thin socks are most commonly worn in the summer months to keep feet cool. Light colored socks are typically worn with sports shoes and dark colored socks with dress shoes (often black or navy blue dress socks). In addition, dark colored socks absorbs heat which in turn helps keep the foot warm while light colored socks reflects heat which in turn helps the feet stay cool.
6
+
7
+ The modern English word sock is derived from the Old English word socc, meaning "light slipper". This comes from the Latin soccus, a term to describe a "light, low-heeled shoe" worn by Roman comic actors,[2] and deriving from the Ancient Greek word sykchos.[3]
8
+
9
+ Socks have evolved over the centuries from the earliest models, which were made from animal skins gathered up and tied around the ankles. According to the Greek poet Hesiod, in the 8th century BC, the Ancient Greeks wore socks called "piloi", which were made from matted animal hair.[4] The Romans also wrapped their feet with leather or woven fabrics. Around the 2nd century AD, the Romans started sewing the fabrics together making fitted socks called "udones". By the 5th century AD, socks called "puttees" were worn by holy people in Europe to symbolize purity.
10
+
11
+ During the Middle Ages, the length of trousers was extended and the sock became a tight, brightly colored cloth covering the lower part of the leg. Since socks did not have an elastic band, garters were placed over the top of the stockings to prevent them from falling down. When breeches became shorter, socks began to get longer (and more expensive). By 1000 AD, socks became a symbol of wealth among the nobility. From the 16th century onwards, an ornamental design on the ankle or side of a sock has been called a clock.[5][6][7]
12
+
13
+ The invention of a knitting machine in 1589 meant that socks could be knitted six times faster than by hand. Nonetheless, knitting machines and hand knitters worked side by side until 1800.
14
+
15
+ The next revolution in sock production was the introduction of nylon in 1938. Until then socks were commonly made from silk, cotton and wool. Nylon was the start of blending two or more yarns in the production of socks, a process that still continues today.
16
+
17
+ Socks can be created from a wide variety of materials, such as cotton, wool, nylon, acrylic, polyester, olefins (such as polypropylene), or spandex.[8] To get an increased level of softness other materials that might be used during the process can be silk, bamboo, linen, cashmere, or mohair.[8] The color variety of sock choices can be any color that the designers intend to make the sock upon its creation. Sock 'coloring' can come in a wide range of colors. Sometimes art is also put onto socks to increase their appearance. Colored socks may be a key part of the uniforms for sports, allowing players teams to be distinguished when only their legs are clearly visible.
18
+
19
+ The township-level district of Datang in the city of Zhuji in Zhejiang Province, People's Republic of China, has become known as Sock City. The town currently produces 8 billion pairs of socks each year,[9] a third of the world's sock production, effectively creating two pairs of socks for every person on the planet in 2011.[10]
20
+
21
+ Socks are manufactured in a variety of lengths. No show, low cut, and ankle socks extend to the ankle or lower and are often worn casually or for athletic use. No show and/or low cut socks are designed to create the look of bare feet when worn with shoes (sock not visible). Knee-high socks are sometimes associated with formal dress or as being part of a uniform, such as in sports (like football and baseball) or as part of a school's dress code or youth group's uniform. Over-the-knee socks or socks that extend higher (thigh-high socks) are sometimes referred to as female garments in the common era. They were widely worn by children, both boys and girls, during the late 19th and early 20th centuries; although, the popularity varied widely from country to country.[11] When worn by adult females, knee-high or thigh-high socks can become the object of sexual attraction and fetishism by some men.[12]
22
+
23
+ Toe socks encases each toe individually the same way a finger is encased in a glove, while other socks have one compartment for the big toe and one for the rest, like a mitten; most notably what Japanese call tabi while other parts of the world simply call it tabi. Both of these allow one to wear flip-flops with the socks.[13]
24
+ Leg warmers, which are not typically socks, may be replaced with socks in cold climates and are similar to leggings due to the fact that they typically only keep your legs warm in cold weather but not the entire foot.
25
+
26
+ A business sock or dress sock is a term for a dark colored sock (typically black or navy blue) for formal and/or casual footwear. It is often loosely referred to as a work sock or a formal sock for formal occasions, for example weddings, funerals, graduation ceremonies, prom, church, or work.
27
+
28
+ Crew socks are short and thick or thin everyday socks. Those socks are usually ribbed at the top of the ankles.[14][15] They can be used in a way to warm legs if pulled all the way up.[16][clarification needed] The first familiar practice of crew socks[clarification needed] was in 1948.[citation needed] Crew socks are usually unisex.[17]
29
+
30
+ A low cut sock is a kind of sock that describe in a way to be cut below the ankle. Low cut socks are formed to cover the contours of a person's feet. Although the low cut socks are unisex, but women and girls commonly use them. Low cut socks are normally worn with shoes such as boat shoes, Oxfords, moccasins and loafers.[citation needed]
31
+
32
+ The Ancient Egyptian style of sock is a blend between modern Western socks and Japanese tabi, both of which it predates. Like tabi, Egyptian socks have one compartment for the big toe and another for the rest, permitting their use with sandals; like Western socks, they fit snugly to the foot and do not use fasteners like tabi.
33
+
34
+ Although generally holding to a pattern of being divided into sizes of small-medium-large, etc., what range of shoe sizes those sock sizes correspond to carries in different markets.[18] Some size standards are coordinated by standard-setting bodies but others have arisen from custom.[19] Sock lengths vary, from ankle-high to thigh level.[20]
35
+
36
+ Most sports requires some sort of sock, usually a knee length or mid-calf sock to protect one's legs from being scraped while participating in sport activities. In basketball, tube socks are worn, and in lacrosse, mid-calf socks are required.[citation needed] In football, knee socks are used. They are mostly to stop grass burns.[21]
37
+
38
+ The layer of leather or other material covering the insole of a shoe is also referred to as a sock. When only part of the insole is covered, leaving the forepart visible, this is known as a half-sock.[22]
39
+
40
+ Footwraps, pieces of cloth that are worn wrapped around the feet, were worn with boots before socks became widely available. They remained in use by armies in Eastern Europe until the beginning of the 21st century.[23]
41
+
42
+ For use in cold environments, thermal socks are thicker. They are commonly worn for skiing, skating, and other winter sports. They provide not only insulation, but also greater padding due to their thickness.
43
+
44
+ Diabetic socks are kind of thermal sock made from an acrylic, cotton, nylon, and elastic. These are made to improve comfort while at the same time keeping feet cool and dry. There is no solid evidence that they are helpful.[24]
45
+
46
+ A sock is also used as a holiday item during Christmas. Children hang a large ceremonial sock called a Christmas stocking by a nail or hook on Christmas Eve, and then their parents fill it with small presents while the recipients are asleep. According to tradition, Santa Claus brings these presents.[25]
47
+
48
+ Among Muslims, socks have initiated a discussion about the intricacies of wudhu, the formal washing carried out before prayer. Some Muslim clerics, mindful of possible hardship among Muslims in inhospitable circumstances, have issued Muslim edicts permitting practicing Muslims to wipe water over their sock or sprinkle their sock.[26] This would allow prayer where there are no seating facilities, or if there is a queue. This is the stated opinion especially of Maliki Sunnis.[27]
en/1028.html.txt ADDED
@@ -0,0 +1,48 @@
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
1
+
2
+
3
+ A sock is a piece of clothing worn on the feet and often covering the ankle or some part of the calf. Some type of shoe or boot is typically worn over socks. In ancient times, socks were made from leather or matted animal hair. In the late 16th century, machine-knit socks were first produced. Until 1800 both hand knitting and machine knitting were used to produce socks, but after 1800, machine knitting became the predominant method.
4
+
5
+ One of the roles of socks is absorbing perspiration. As the foot is among the heaviest producers of sweat in the body, it can produce over 0.25 US pints (0.12 l) of perspiration per day;[1] socks help to absorb this sweat and draw it to areas where air can evaporate the perspiration. In cold environments, socks made from cotton or wool helps warm up cold foot which in turn, helps decrease the risk of getting frostbite. Thin socks are most commonly worn in the summer months to keep feet cool. Light colored socks are typically worn with sports shoes and dark colored socks with dress shoes (often black or navy blue dress socks). In addition, dark colored socks absorbs heat which in turn helps keep the foot warm while light colored socks reflects heat which in turn helps the feet stay cool.
6
+
7
+ The modern English word sock is derived from the Old English word socc, meaning "light slipper". This comes from the Latin soccus, a term to describe a "light, low-heeled shoe" worn by Roman comic actors,[2] and deriving from the Ancient Greek word sykchos.[3]
8
+
9
+ Socks have evolved over the centuries from the earliest models, which were made from animal skins gathered up and tied around the ankles. According to the Greek poet Hesiod, in the 8th century BC, the Ancient Greeks wore socks called "piloi", which were made from matted animal hair.[4] The Romans also wrapped their feet with leather or woven fabrics. Around the 2nd century AD, the Romans started sewing the fabrics together making fitted socks called "udones". By the 5th century AD, socks called "puttees" were worn by holy people in Europe to symbolize purity.
10
+
11
+ During the Middle Ages, the length of trousers was extended and the sock became a tight, brightly colored cloth covering the lower part of the leg. Since socks did not have an elastic band, garters were placed over the top of the stockings to prevent them from falling down. When breeches became shorter, socks began to get longer (and more expensive). By 1000 AD, socks became a symbol of wealth among the nobility. From the 16th century onwards, an ornamental design on the ankle or side of a sock has been called a clock.[5][6][7]
12
+
13
+ The invention of a knitting machine in 1589 meant that socks could be knitted six times faster than by hand. Nonetheless, knitting machines and hand knitters worked side by side until 1800.
14
+
15
+ The next revolution in sock production was the introduction of nylon in 1938. Until then socks were commonly made from silk, cotton and wool. Nylon was the start of blending two or more yarns in the production of socks, a process that still continues today.
16
+
17
+ Socks can be created from a wide variety of materials, such as cotton, wool, nylon, acrylic, polyester, olefins (such as polypropylene), or spandex.[8] To get an increased level of softness other materials that might be used during the process can be silk, bamboo, linen, cashmere, or mohair.[8] The color variety of sock choices can be any color that the designers intend to make the sock upon its creation. Sock 'coloring' can come in a wide range of colors. Sometimes art is also put onto socks to increase their appearance. Colored socks may be a key part of the uniforms for sports, allowing players teams to be distinguished when only their legs are clearly visible.
18
+
19
+ The township-level district of Datang in the city of Zhuji in Zhejiang Province, People's Republic of China, has become known as Sock City. The town currently produces 8 billion pairs of socks each year,[9] a third of the world's sock production, effectively creating two pairs of socks for every person on the planet in 2011.[10]
20
+
21
+ Socks are manufactured in a variety of lengths. No show, low cut, and ankle socks extend to the ankle or lower and are often worn casually or for athletic use. No show and/or low cut socks are designed to create the look of bare feet when worn with shoes (sock not visible). Knee-high socks are sometimes associated with formal dress or as being part of a uniform, such as in sports (like football and baseball) or as part of a school's dress code or youth group's uniform. Over-the-knee socks or socks that extend higher (thigh-high socks) are sometimes referred to as female garments in the common era. They were widely worn by children, both boys and girls, during the late 19th and early 20th centuries; although, the popularity varied widely from country to country.[11] When worn by adult females, knee-high or thigh-high socks can become the object of sexual attraction and fetishism by some men.[12]
22
+
23
+ Toe socks encases each toe individually the same way a finger is encased in a glove, while other socks have one compartment for the big toe and one for the rest, like a mitten; most notably what Japanese call tabi while other parts of the world simply call it tabi. Both of these allow one to wear flip-flops with the socks.[13]
24
+ Leg warmers, which are not typically socks, may be replaced with socks in cold climates and are similar to leggings due to the fact that they typically only keep your legs warm in cold weather but not the entire foot.
25
+
26
+ A business sock or dress sock is a term for a dark colored sock (typically black or navy blue) for formal and/or casual footwear. It is often loosely referred to as a work sock or a formal sock for formal occasions, for example weddings, funerals, graduation ceremonies, prom, church, or work.
27
+
28
+ Crew socks are short and thick or thin everyday socks. Those socks are usually ribbed at the top of the ankles.[14][15] They can be used in a way to warm legs if pulled all the way up.[16][clarification needed] The first familiar practice of crew socks[clarification needed] was in 1948.[citation needed] Crew socks are usually unisex.[17]
29
+
30
+ A low cut sock is a kind of sock that describe in a way to be cut below the ankle. Low cut socks are formed to cover the contours of a person's feet. Although the low cut socks are unisex, but women and girls commonly use them. Low cut socks are normally worn with shoes such as boat shoes, Oxfords, moccasins and loafers.[citation needed]
31
+
32
+ The Ancient Egyptian style of sock is a blend between modern Western socks and Japanese tabi, both of which it predates. Like tabi, Egyptian socks have one compartment for the big toe and another for the rest, permitting their use with sandals; like Western socks, they fit snugly to the foot and do not use fasteners like tabi.
33
+
34
+ Although generally holding to a pattern of being divided into sizes of small-medium-large, etc., what range of shoe sizes those sock sizes correspond to carries in different markets.[18] Some size standards are coordinated by standard-setting bodies but others have arisen from custom.[19] Sock lengths vary, from ankle-high to thigh level.[20]
35
+
36
+ Most sports requires some sort of sock, usually a knee length or mid-calf sock to protect one's legs from being scraped while participating in sport activities. In basketball, tube socks are worn, and in lacrosse, mid-calf socks are required.[citation needed] In football, knee socks are used. They are mostly to stop grass burns.[21]
37
+
38
+ The layer of leather or other material covering the insole of a shoe is also referred to as a sock. When only part of the insole is covered, leaving the forepart visible, this is known as a half-sock.[22]
39
+
40
+ Footwraps, pieces of cloth that are worn wrapped around the feet, were worn with boots before socks became widely available. They remained in use by armies in Eastern Europe until the beginning of the 21st century.[23]
41
+
42
+ For use in cold environments, thermal socks are thicker. They are commonly worn for skiing, skating, and other winter sports. They provide not only insulation, but also greater padding due to their thickness.
43
+
44
+ Diabetic socks are kind of thermal sock made from an acrylic, cotton, nylon, and elastic. These are made to improve comfort while at the same time keeping feet cool and dry. There is no solid evidence that they are helpful.[24]
45
+
46
+ A sock is also used as a holiday item during Christmas. Children hang a large ceremonial sock called a Christmas stocking by a nail or hook on Christmas Eve, and then their parents fill it with small presents while the recipients are asleep. According to tradition, Santa Claus brings these presents.[25]
47
+
48
+ Among Muslims, socks have initiated a discussion about the intricacies of wudhu, the formal washing carried out before prayer. Some Muslim clerics, mindful of possible hardship among Muslims in inhospitable circumstances, have issued Muslim edicts permitting practicing Muslims to wipe water over their sock or sprinkle their sock.[26] This would allow prayer where there are no seating facilities, or if there is a queue. This is the stated opinion especially of Maliki Sunnis.[27]
en/1029.html.txt ADDED
@@ -0,0 +1,29 @@
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
1
+ Footwear refers to garments worn on the feet, which originally serves to purpose of protection against adversities of the environment, usually regarding ground textures and temperature. Footwear in the manner of shoes therefore primarily serves the purpose to ease the locomotion and prevent injuries. Secondly footwear can also be used for fashion and adornment as well as to indicate the status or rank of the person within a social structure.
2
+ Socks and other hosiery are typically worn additionally between the feet and other footwear for further comfort and relief.
3
+ Cultures have different customs regarding footwear. These include not using any in some situations, usually bearing a symbolic meaning. This can however also be imposed on specific individuals to place them at a practical disadvantage against shod people, if they are excluded from having footwear available or are prohibited from using any. This usually takes place in situations of captivity, such as imprisonment or slavery, where the groups are among other things distinctly divided by whether or whether not footwear is being worn. In these cases the use of footwear categorically indicates the exercise of power as against being devoid of footwear, evidently indicating inferiority.
4
+
5
+ In some cultures, people remove their shoes before entering a home. Bare feet are also seen as a sign of humility and respect, and adherents of many religions worship or mourn while barefoot. Some religious communities explicitly require people to remove shoes before they enter holy buildings, such as temples.
6
+
7
+ In several cultures people remove their shoes as a sign of respect towards someone of higher standing. In a similar context deliberately forcing other people to go barefoot while being shod oneself has been used to clearly showcase and convey one's superiority within a setting of power disparity.
8
+
9
+ Practitioners of the craft of shoemaking are called shoemakers, cobblers, or cordwainers.
10
+
11
+ Footwear has been in use since the earliest human history, archeological finds of complete shoes date back to the Chalcolithic (ca. 5.000 BCE). Some ancient civilizations, such as Egypt and Greece however saw no practical need for footwear due to convenient climatic and landscape situations and used shoes primarily as ornaments and insignia of power.
12
+
13
+ The Romans saw clothing and footwear as unmistakable signs of power and status in society, and most Romans wore footwear, while slaves and peasants remained barefoot.[1] The Middle Ages saw the rise of high-heeled shoes, also associated with power, and the desire to look larger than life, and artwork from that period often depicts bare feet as a symbol of poverty. Depictions of captives such as prisoners or slaves from the same period well into the 18th century show the individuals barefooted almost exclusively, at this contrasting the prevailing partakers of the scene. Officials like prosecutors, judges but also slave owners or passive bystanders were usually portrayed wearing shoes.
14
+ During the Middle Ages, men and women wore pattens, commonly seen as the predecessor of the modern high-heeled shoe,[2] while the poor and lower classes in Europe, as well as slaves in the New World, were usually barefoot.[3] In the 15th century, chopines were created in Turkey, and were usually 7-8 inches (17.7-20.3 cm) high. These shoes became popular in Venice and throughout Europe, as a status symbol revealing wealth and social standing.
15
+
16
+ During the 16th century, royalty such as Catherine de Medici and Mary I of England began wearing high-heeled shoes to make them look taller or larger than life. By 1580, men also wore them, and a person with authority or wealth might be described as, well-heeled. In modern society, high-heeled shoes are a part of women's fashion and are widespread in certain countries around the world.[4]
17
+
18
+ Modern footwear is usually made up of leather or plastic, and rubber. In fact, leather was one of the original materials used for the first versions of a shoe. [5] The soles can be made of rubber or plastic, sometimes having a sheet of metal inside. Roman sandals had sheets of metal on their soles so that it would not bend out of shape.
19
+
20
+ More recently, footwear providers like Nike, have begun to source environmentally friendly materials.[6]
21
+
22
+ In Europe, the footwear industry has declined in the last years. Whereas in 2005, there were about 27,000 firms, in 2008 there were only 24,000. As well as the number of firms, the direct employment has decreased. The only factors that remained almost steady was the value added at factor cost and production value.[citation needed]
23
+
24
+ In the U.S., the annual footwear industry revenue was $48 billion in 2012. There are about 29,000 shoe stores in the U.S. and the shoe industry employs about 189,000 people.[7] Due to rising imports, these numbers are also declining. The only way of staying afloat in the shoe market is to establish a presence in niche markets.[8]
25
+
26
+ To ensure high quality and safety of footwear, manufacturers have to make sure all products comply to existing and relevant standards. By producing footwear in accordance with national and international regulations, potential risks can be minimized and the interest of both textile manufacturers and consumers can be protected.
27
+ The following standards/regulations apply to footwear products:
28
+
29
+ Media related to Footwear at Wikimedia Commons
en/103.html.txt ADDED
@@ -0,0 +1,126 @@
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
1
+ Santorini (Greek: Σαντορίνη, pronounced [sandoˈrini]), officially Thira (Greek: Θήρα [ˈθira]) and classic Greek Thera (English pronunciation /ˈθɪərə/), is an island in the southern Aegean Sea, about 200 km (120 mi) southeast of Greece's mainland. It is the largest island of a small, circular archipelago, which bears the same name and is the remnant of a volcanic caldera. It forms the southernmost member of the Cyclades group of islands, with an area of approximately 73 km2 (28 sq mi) and a 2011 census population of 15,550. The municipality of Santorini includes the inhabited islands of Santorini and Therasia, as well as the uninhabited islands of Nea Kameni, Palaia Kameni, Aspronisi and Christiana. The total land area is 90.623 km2 (34.990 sq mi).[2] Santorini is part of the Thira regional unit.[3]
2
+
3
+ The island was the site of one of the largest volcanic eruptions in recorded history: the Minoan eruption (sometimes called the Thera eruption), which occurred about 3,600 years ago at the height of the Minoan civilization.[4] The eruption left a large caldera surrounded by volcanic ash deposits hundreds of metres deep. It may have led indirectly to the collapse of the Minoan civilization on the island of Crete, 110 km (68 mi) to the south, through a gigantic tsunami. Another popular theory holds that the Thera eruption is the source of the legend of Atlantis.[5]
4
+
5
+ It is the most active volcanic centre in the South Aegean Volcanic Arc, though what remains today is chiefly a water-filled caldera. The volcanic arc is approximately 500 km (310 mi) long and 20 to 40 km (12 to 25 mi) wide. The region first became volcanically active around 3-4 million years ago[citation needed], though volcanism on Thera began around 2 million years ago with the extrusion of dacitic lavas from vents around Akrotiri.
6
+
7
+
8
+
9
+ Santorini was named by the Latin Empire in the thirteenth century, and is a reference to Saint Irene, from the name of the old cathedral in the village of Perissa – the name Santorini is a contraction of the name Santa Irini.[4] Before then, it was known as Kallístē (Καλλίστη, "the most beautiful one"), Strongýlē (Greek: Στρογγύλη, "the circular one"),[6][full citation needed] or Thēra. The name Thera was revived in the nineteenth century as the official name of the island and its main city, but the colloquial name Santorini is still in popular use.
10
+
11
+ The present municipality of Thera (officially: "Thira", Greek: Δήμος Θήρας),[7][8] which covers all settlements on the islands of Santorini and Therasia, was formed at the 2011 local government reform, by the merger of the former Oia and Thera municipalities.[3]
12
+
13
+ Oia is now called a Κοινότητα (community), within the municipality of Thera, and it consists of the local subdivisions (Greek: τοπικό διαμέρισμα) of Therasia and Oia.
14
+
15
+ The municipality of Thera includes an additional 12 local subdivisions on Santorini island: Akrotiri, Emporio, Episkopis Gonia, Exo Gonia, Imerovigli, Karterados, Megalohori, Mesaria, Pyrgos Kallistis, Thera (the seat of the municipality), Vothon, and Vourvoulos.[9]
16
+
17
+ Santorini's primary industry is tourism. Agriculture also forms part of its economy, and the island sustains a wine industry, based on the indigenous Assyrtiko grape variety. White varieties also include Athiri and Aidani, whereas red varieties include mavrotragano and mandilaria.
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+
19
+ The Cyclades are part of a metamorphic complex that is known as the Cycladic Massif. The complex formed during the Miocene and was folded and metamorphosed during the Alpine orogeny around 60 million years ago. Thera is built upon a small, non-volcanic basement that represents the former non-volcanic island, which was approximately 9 by 6 km (5.6 by 3.7 mi). The basement rock is primarily composed of metamorphosed limestone and schist, which date from the Alpine Orogeny. These non-volcanic rocks are exposed at Mikro Profititis Ilias, Mesa Vouno, the Gavrillos ridge, Pyrgos, Monolithos, and the inner side of the caldera wall between Cape Plaka and Athinios.
20
+
21
+ The metamorphic grade is a blueschist facies, which results from tectonic deformation by the subduction of the African Plate beneath the Eurasian Plate. Subduction occurred between the Oligocene and the Miocene, and the metamorphic grade represents the southernmost extent of the Cycladic blueschist belt.
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+
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+ Volcanism on Santorini is due to the Hellenic Trench subduction zone southwest of Crete. The oceanic crust of the northern margin of the African Plate is being subducted under Greece and the Aegean Sea, which is thinned continental crust. The subduction compels the formation of the Hellenic arc, which includes Santorini and other volcanic centres, such as Methana, Milos, and Kos.[10]
24
+
25
+ The island is the result of repeated sequences of shield volcano construction followed by caldera collapse.[11] The inner coast around the caldera is a sheer precipice of more than 300 metres (980 ft) drop at its highest, and exhibits the various layers of solidified lava on top of each other, and the main towns perched on the crest. The ground then slopes outwards and downwards towards the outer perimeter, and the outer beaches are smooth and shallow. Beach sand colour depends on which geological layer is exposed; there are beaches with sand or pebbles made of solidified lava of various colours: such as the Red Beach, the Black Beach and the White Beach. The water at the darker coloured beaches is significantly warmer because the lava acts as a heat absorber.
26
+
27
+ The area of Santorini incorporates a group of islands created by volcanoes, spanning across Thera, Thirasia, Aspronisi, Palea, and Nea Kameni.
28
+
29
+ Santorini has erupted many times, with varying degrees of explosivity. There have been at least twelve large explosive eruptions, of which at least four were caldera-forming.[10] The most famous eruption is the Minoan eruption, detailed below. Eruptive products range from basalt all the way to rhyolite, and the rhyolitic products are associated with the most explosive eruptions.
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+
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+ The earliest eruptions, many of which were submarine, were on the Akrotiri Peninsula, and active between 650,000 and 550,000 years ago.[10] These are geochemically distinct from the later volcanism, as they contain amphiboles.
32
+
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+ Over the past 360,000 years there have been two major cycles, each culminating with two caldera-forming eruptions. The cycles end when the magma evolves to a rhyolitic composition, causing the most explosive eruptions. In between the caldera-forming eruptions are a series of sub-cycles. Lava flows and small explosive eruptions build up cones, which are thought to impede the flow of magma to the surface.[10] This allows the formation of large magma chambers, in which the magma can evolve to more silicic compositions. Once this happens, a large explosive eruption destroys the cone. The Kameni islands in the centre of the lagoon are the most recent example of a cone built by this volcano, with much of them hidden beneath the water.
34
+
35
+ The devastating volcanic eruption of Thera around 1600 B.C. has become the most famous single event in the Aegean before the fall of Troy. It may have been one of the largest volcanic eruptions on Earth in the last few thousand years, with an estimated VEI (volcanic explosivity index) of 6 according to the last studies published in 2006, confirming the prior values.
36
+ The violent eruption was centred on a small island just north of the existing island of Nea Kameni in the centre of the caldera; the caldera itself was formed several hundred thousand years ago by the collapse of the centre of a circular island, caused by the emptying of the magma chamber during an eruption. It has been filled several times by ignimbrite since then, and the process repeated itself, most recently 21,000 years ago. The northern part of the caldera was refilled by the volcano, then collapsed once more during the Minoan eruption. Before the Minoan eruption, the caldera formed a nearly continuous ring with the only entrance between the tiny island of Aspronisi and Thera; the eruption destroyed the sections of the ring between Aspronisi and Therasia, and between Therasia and Thera, creating two new channels.
37
+
38
+ On Santorini, a deposit of white tephra thrown from the eruption is found lying up to 60 m (200 ft) thick, overlying the soil marking the ground level before the eruption, and forming a layer divided into three fairly distinct bands indicating different phases of the eruption. Archaeological discoveries in 2006 by a team of international scientists revealed that the Santorini event was much more massive than previously thought; it expelled 61 cubic kilometres (15 cu mi) of magma and rock into the Earth's atmosphere, compared to previous estimates of only 39 cubic kilometres (9.4 cu mi) in 1991,[12][13] producing an estimated 100 cubic kilometres (24 cu mi) of tephra. Only the Mount Tambora volcanic eruption of 1815, the 181 AD eruption of Lake Taupo, and possibly Baekdu Mountain's 946 AD eruption have released more material into the atmosphere during the past 5,000 years.
39
+
40
+ In The Parting of the Sea: How Volcanoes, Earthquakes, and Plagues Shaped the Exodus Story,[14] geologist Barbara J. Sivertsen seeks to establish a link between the eruption of Santorini (c. 1600 BC) and the Exodus of the Israelites from Egypt in the Bible.
41
+
42
+ A 2006 documentary film by Simcha Jacobovici, The Exodus Decoded,[15] postulates that the eruption of the Santorini Island volcano (referred to as c. 1500 BC) caused all the biblical plagues described against Egypt. The documentary presents this date as corresponding to the time of the Biblical Moses. The film asserts that the Hyksos were the Israelites and that some of them may have originally been from Mycenae. The film also suggests that these original Mycenaean Israelites fled Egypt (which they had in fact ruled for some time) after the eruption, and went back to Mycenae. The Pharaoh of the Exodus is identified with Ahmose I. Rather than crossing the Red Sea, Jacobovici argues a marshy area in northern Egypt known as the Reed Sea would have been alternately drained and flooded by tsunamis caused by the caldera collapse, and could have been crossed during the Exodus.
43
+
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+ Jacobovici's assertions in The Exodus Decoded have been extensively criticized by religious and other scholars.[16][17] In a 2013 book on this connection, Thera and the Exodus, a dissident from the consensus Riaan Booysen, tries to support Jacobovici's theory and claims the pharaoh of the Exodus to be Amenhotep III and the biblical Moses as Crown Prince Thutmose, Amenhotep's first-born son and heir to his throne.[18]
45
+
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+ Archaeological, seismological, and vulcanological evidence[19][20][21] has been presented linking the Atlantis myth to Santorini. Speculation suggesting that Thera/Santorini was the inspiration for Plato's Atlantis began with the excavation of Akrotiri in the 1960s, and gained increased currency as reconstructions of the island's pre-eruption shape and landscape frescos located under the ash both strongly resembled Plato's description. The possibility has been more recently popularized by television documentaries such as The History Channel programme Lost Worlds (episode "Atlantis"), the Discovery Channel's Solving History with Olly Steeds, and the BBC's Atlantis, The Evidence, which suggests that Thera is Plato's Atlantis.[22][non-primary source needed]
47
+
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+ Post-Minoan eruptive activity is concentrated on the Kameni islands, in the centre of the lagoon. They have been formed since the Minoan eruption, and the first of them broke the surface of the sea in 197 BC[10] Nine subaerial eruptions are recorded in the historical record since that time, with the most recent ending in 1950.
49
+
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+ In 1707 an undersea volcano breached the sea surface, forming the current centre of activity at Nea Kameni in the centre of the lagoon, and eruptions centred on it continue—the twentieth century saw three such, the last in 1950. Santorini was also struck by a devastating earthquake in 1956. Although the volcano is dormant at the present time, at the current active crater (there are several former craters on Nea Kameni), steam and carbon dioxide are given off.
51
+
52
+ Small tremors and reports of strange gaseous odours over the course of 2011 and 2012 prompted satellite radar technological analyses and these revealed the source of the symptoms; the magma chamber under the volcano was swelled by a rush of molten rock by 10 to 20 million cubic metres between January 2011 and April 2012, which also caused parts of the island's surface to rise out of the water by a reported 8 to 14 centimetres.[23] Scientists say that the injection of molten rock was equivalent to 20 years’ worth of regular activity.[23]
53
+
54
+ Santorini has a semi-arid climate (Bsh in the Köppen climate classification) with Mediterranean characteristics.[24] Total rainfall averages 371 mm (14.6 in) per year. In the summer season, strong winds can also be observed.[25]
55
+
56
+ Excavations starting in 1967 at the Akrotiri site under the late Professor Spyridon Marinatos have made Thera the best-known Minoan site outside of Crete, homeland of the culture. The island was not known as Thera at this time. Only the southern tip of a large town has been uncovered, yet it has revealed complexes of multi-level buildings, streets, and squares with remains of walls standing as high as eight metres, all entombed in the solidified ash of the famous eruption of Thera. The site was not a palace-complex as found in Crete, but neither was it a conglomeration of merchants' warehousing, as its excellent masonry and fine wall-paintings show. A loom-workshop suggests organized textile weaving for export. This Bronze Age civilization thrived between 3000 and 2000 BC, reaching its peak in the period between 2000 and 1630 BC.[27]
57
+
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+ Many of the houses in Akrotiri are major structures, some of them three stories high. Its streets, squares, and walls were preserved in the layers of ejecta, sometimes as tall as eight metres, indicating this was a major town. In many houses stone staircases are still intact, and they contain huge ceramic storage jars (pithoi), mills, and pottery. Noted archaeological remains found in Akrotiri are wall paintings or frescoes, which have kept their original colour well, as they were preserved under many metres of volcanic ash. The town also had a highly developed drainage system and, judging from the fine artwork, its citizens were clearly sophisticated and relatively wealthy people.
59
+
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+ Pipes with running water and water closets found at Akrotiri are the oldest such utilities discovered.[citation needed] The pipes run in twin systems, indicating that Therans used both hot and cold water supplies; the origin of the hot water probably was geothermic, given the volcano's proximity. The dual pipe system, the advanced architecture, and the apparent layout of the Akrotiri find resemble Plato's description of the legendary lost city of Atlantis, further indicating the Minoans as the culture which primarily inspired the Atlantis legend.[5]
61
+
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+ Fragmentary wall-paintings at Akrotiri lack the insistent religious or mythological content familiar in Classical Greek décor. Instead, the Minoan frescoes depict "Saffron-Gatherers", who offer their crocus-stamens to a seated lady, perhaps a goddess. Crocus has been discovered to have many medicinal values including the relief of menstrual pain. This has led many[who?] archaeologists to believe that the fresco of the saffron/crocus gatherers is a coming of age fresco dealing with female pubescence. In another house are two antelopes, painted with a kind of confident, flowing, decorative, calligraphic line, the famous fresco of a fisherman with his double strings of fish strung by their gills, and the flotilla of pleasure boats, accompanied by leaping dolphins, where ladies take their ease in the shade of light canopies, among other frescoes.
63
+
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+ The well preserved ruins of the ancient town are often compared to the spectacular ruins at Pompeii in Italy. The canopy covering the ruins collapsed in an accident in September 2005, killing one tourist and injuring seven more. The site was closed for almost seven years while a new canopy was built. The site was re-opened in April 2012.
65
+
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+ The oldest signs of human settlement are Late Neolithic (4th millennium BC or earlier), but c. 2000–1650 BC Akrotiri developed into one of the Aegean's major Bronze Age ports, with recovered objects that came not just from Crete, but also from Anatolia, Cyprus, Syria, and Egypt, as well as from the Dodecanese and the Greek mainland.
67
+
68
+ The Minoan eruption provides a fixed point for the chronology of the second millennium BC in the Aegean, because evidence of the eruption occurs throughout the region and the site itself contains material culture from outside. The eruption occurred during the "Late Minoan IA" period at Crete and the "Late Cycladic I" period in the surrounding islands.
69
+
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+ Archaeological evidence, based on the established chronology of Bronze Age Mediterranean cultures, dates the eruption to around 1500 BC.[28] These dates, however, conflict with radiocarbon dating which indicates that the eruption occurred at about 1645–1600 BC.[29] For those, and other, reasons, the date of the eruption is disputed. For discussion, see Minoan eruption#Eruption dating.
71
+
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+ Santorini remained unoccupied throughout the rest of the Bronze Age, during which time the Greeks took over Crete. At Knossos, in a LMIIIA context (14th century BC), seven Linear B texts while calling upon "all the gods" make sure to grant primacy to an elsewhere-unattested entity called qe-ra-si-ja and, once, qe-ra-si-jo. If the endings -ia[s] and -ios represent an ethnic suffix, then this means "The One From Qeras[os]". If the initial consonant were aspirated, then *Qhera- would have become "Thera-" in later Greek. "Therasia" and its ethnikon "Therasios" are both attested in later Greek; and, since -sos was itself a genitive suffix in the Aegean Sprachbund, *Qeras[os] could also shrink to *Qera. An alternate view takes qe-ra-si-ja and qe-ra-si-jo as proof of androgyny, and applies this name by similar arguments to the legendary seer, Tiresias, but these views are not mutually exclusive. If qe-ra-si-ja was an ethnikon first, then in following him/her/it the Cretans also feared whence it came.[30]
73
+
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+ Probably after what is called the Bronze Age collapse, Phoenicians founded a site on Thera. Herodotus reports that they called the island Callista and lived on it for eight generations.[31] In the 9th century BC, Dorians founded the main Hellenic city on Mesa Vouno, 396 m (1,299 ft) above sea level. This group later claimed that they had named the city and the island after their leader, Theras. Today, that city is referred to as Ancient Thera.
75
+
76
+ In his Argonautica, written in Hellenistic Egypt in the 3rd century BC, Apollonius Rhodius includes an origin and sovereignty myth of Thera being given by Triton in Libya to the Greek Argonaut Euphemus, son of Poseidon, in the form of a clod of dirt. After carrying the dirt next to his heart for several days, Euphemus dreamt that he nursed the dirt with milk from his breast, and that the dirt turned into a beautiful woman with whom he had sex. The woman then told him that she was a daughter of Triton named Kalliste, and that when he threw the dirt into the sea it would grow into an island for his descendants to live on. The poem goes on to claim that the island was named Thera after Euphemus' descendant Theras, son of Autesion, the leader of a group of refugee settlers from Lemnos.
77
+
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+ The Dorians have left a number of inscriptions incised in stone, in the vicinity of the temple of Apollo, attesting to pederastic relations between the authors and their lovers (eromenoi). These inscriptions, found by Friedrich Hiller von Gaertringen, have been thought by some archaeologists to be of a ritual, celebratory nature, because of their large size, careful construction and – in some cases – execution by craftsmen other than the authors. According to Herodotus,[32] following a drought of seven years, Thera sent out colonists who founded a number of cities in northern Africa, including Cyrene. In the 5th century BC, Dorian Thera did not join the Delian League with Athens; and during the Peloponnesian War, Thera sided with Dorian Sparta, against Athens. The Athenians took the island during the war, but lost it again after the Battle of Aegospotami. During the Hellenistic period, the island was a major naval base for Ptolemaic Egypt.
79
+
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+ As with other Greek territories, Thera then was ruled by the Romans. When the Roman Empire was divided, the island passed to the eastern side of the Empire which today is known as the Byzantine Empire.[33] According to George Cedrenus, the volcano erupted again in the summer of 727, the tenth year of the reign of Leo III the Isaurian.[34] He writes: "In the same year, in the summer, a vapour like an oven's fire boiled up for days out of the middle of the islands of Thera and Therasia from the depths of the sea, and the whole place burned like fire, little by little thickening and turning to stone, and the air seemed to be a fiery torch." This terrifying explosion was interpreted as a divine omen against the worship of religious icons [35][36] and gave the Emperor Leo III the Isaurian the justification he needed to begin implementing his Iconoclasm policy.
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+
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+ The name "Santorini" first appears c. 1153-1154 in the work of the Muslim geographer al-Idrisi, as "Santurin", from the island's patron saint, Saint Irene.[37] After the Fourth Crusade, it was occupied by the Duchy of Naxos which held it up to ca. 1280 when it was reconquered by Licario (the claims of earlier historians that the island had been held by Jacopo I Barozzi and his son as a fief have been refuted in the second half of the twentieth century)[38][39][40]; it was again reconquered from the Byzantines ca. 1301 by Iacopo II Barozzi, a member of the Cretan branch of the Venetian Barozzi family, whose descendant held it until it was finally annexed in c. 1335 by Niccolo Sanudo after various legal and military conflicts.[41] In 1318–1331 and 1345–1360 it was raided by the Turkish principalities of Menteshe and Aydın, but did not suffer much damage.[37] From the 15th century on, the suzerainty of the Republic of Venice over the island was recognized in a series of treaties by the Ottoman Empire, but this did not stop Ottoman raids, until it was captured by the Ottoman admiral Piyale Pasha in 1576, as part of a process of annexation of most remaining Latin possessions in the Aegean.[37] It became part of the semi-autonomous domain of the Sultan's Jewish favourite, Joseph Nasi. Santorini retained its privileged position in the 17th century, but suffered in turn from Venetian raids during the frequent Ottoman–Venetian wars of the period, even though there were no Muslims on the island.[37]
83
+
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+ Santorini was captured briefly by the Russians under Alexey Orlov during the Russo-Turkish War of 1768–1774, but returned to Ottoman control after. Following the outbreak of the Greek War of Independence on the Greek mainland in March 1821, in May Santorini followed suit, although the local Catholic population had its reservations. The island became part of the fledgling Greek state, rebelled against Governor Ioannis Kapodistrias in 1831, and became definitively part of the independent Kingdom of Greece in 1832, with the Treaty of Constantinople.[37]
85
+
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+ The island is still home to a Catholic community and the seat of a Catholic bishopric.
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+
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+ During the Second World War, Santorini was occupied in 1941 by Italian forces, and in 1943 by those of the Germans. In 1944, the German and Italian garrison on Santorini was raided by a group of British Special Boat Service Commandos, killing most of its men. Five locals were later shot in reprisal, including the mayor.[42][43]
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+
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+ Santorini's primary industry is tourism, particularly in the summer months. The expansion of tourism has resulted in the growth of the economy and population. Akrotiri is a major archaeological site, with ruins from the Minoan era. Santorini was ranked the world's top island by many magazines and travel sites, including the Travel+Leisure Magazine,[44] the BBC,[45] as well as the US News.[46] An estimated 2 million tourists visit annually.[47]
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+ The island's pumice quarries have been closed since 1986, in order to preserve the caldera. In 2007, the cruise ship MS Sea Diamond ran aground and sank inside the caldera. As of 2019, Santorini is a particular draw for Asian couples who come to Santorini to have pre-wedding photos taken against the backdrop of the island's landscape.[48]
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+ Santorini has no rivers, and water is scarce. Until the early 1990s locals filled water cisterns from the rain that fell on roofs and courts, from small springs, and with imported assistance from other areas of Greece. In recent years a desalination plant has provided running, yet non-potable, water to most houses. Since rain is rare on the island from mid-spring to mid-autumn, many plants depend on the scant moisture provided by the common, early morning fog condensing on the ground as dew.
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+ Because of its unique ecology and climate, and especially its volcanic ash soil, Santorini is home to unique and prized produce.[citation needed]
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+ The island remains the home of a small, but flourishing, wine industry, based on the indigenous grape variety, Assyrtiko, with auxiliary cultivations of two other Aegean varietals, Athiri and Aidani. The vines are extremely old and resistant to phylloxera (attributed by local winemakers to the well-drained volcanic soil and its chemistry), so the vines needed no replacement during the great phylloxera epidemic of the late 19th century. In their adaptation to their habitat, such vines are planted far apart, as their principal source of moisture is dew, and they often are trained in the shape of low-spiralling baskets, with the grapes hanging inside to protect them from the winds.
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+ The viticultural pride of the island is the sweet and strong Vinsanto (Italian: "holy wine") (Visanto), a dessert wine made from the best sun-dried Assyrtiko, Athiri, and Aidani grapes, and undergoing long barrel aging (up to twenty or twenty-five years for the top cuvées). It matures to a sweet, dark amber-orange, unctuous dessert wine that has achieved worldwide fame, possessing the standard Assyrtiko aromas of citrus and minerals, layered with overtones of nuts, raisins, figs, honey and tea.
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+ White wines from the island are extremely dry with a strong, citrus scent and mineral and iodide salt aromas contributed by the ashy volcanic soil, whereas barrel aging gives to some of the white wines a slight frankincense aroma, much like Vinsanto. It is not easy to be a winegrower in Santorini; the hot and dry conditions give the soil a very low productivity. The yield per hectare is only 10 to 20% of the yields that are common in France or California. The island's wines are standardised and protected by the "Vinsanto" and "Santorini" OPAP designations of origin.[49]
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+ A brewery, the Santorini Brewing Company, began operating out of Santorini in 2011, based in the island's wine region.[50]
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+ The traditional architecture of Santorini is similar to that of the other Cyclades, with low-lying cubical houses, made of local stone and whitewashed or limewashed with various volcanic ashes used as colours. The unique characteristic is the common utilisation of the hypóskapha: extensions of houses dug sideways or downwards into the surrounding pumice. These rooms are prized because of the high insulation provided by the air-filled pumice, and are used as living quarters of unique coolness in the summer and warmth in the winter. These are premium storage space for produce, especially for wine cellaring: the Kánava wineries of Santorini.
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+ When strong earthquakes struck the island in 1956, half the buildings were completely destroyed and a large number suffered repairable damage. The underground dwellings along the ridge overlooking the caldera, where the instability of the soil was responsible for the great extent of the damage, needed to be evacuated. Most of the population of Santorini had to emigrate to Piraeus and Athens.[51]
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+ The island was featured in The 2005 film ”The Sisterhood of the Traveling Pants“.
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+ Santorini Film Festival held annually at the open air cinema, Cinema Kamari in Santorini.[52]
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+ American hip hop musician Rick Ross has a song titled Santorini Greece, and its 2017 music video was shot on the island.
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+ Bus services link Fira to most parts of the island.[53]
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+ Santorini has two ports: Athinios (Ferry Port) and Skala (Old Port).[54] Cruise ships anchor off Skala and passengers are transferred by local boatmen to shore at Skala where Fira is accessed by cable car, on foot or by donkey.[55] Tour boats depart from Skala for Nea Kameni and other Santorini destinations.[56]
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+ Santorini is one of the few Cyclades Islands with a major airport, which lies about 6 km (4 mi) southeast of downtown Thera. The main asphalt runway (16L-34R) is 2,125 metres (6,972 feet) in length, and the parallel taxiway was built to runway specification (16R-34L). It can accommodate Boeing 757, Boeing 737, Airbus 320 series, Avro RJ, Fokker 70, and ATR 72 aircraft. Scheduled airlines include the new Olympic Air, Aegean Airlines, and Ryanair, with chartered flights from other airlines during the summer, and with transportation to and from the air terminal available through buses, taxis, hotel car-pickups and rental cars.
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+ Notes
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+ Bibliography
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+ Further reading
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1
+ Footwear refers to garments worn on the feet, which originally serves to purpose of protection against adversities of the environment, usually regarding ground textures and temperature. Footwear in the manner of shoes therefore primarily serves the purpose to ease the locomotion and prevent injuries. Secondly footwear can also be used for fashion and adornment as well as to indicate the status or rank of the person within a social structure.
2
+ Socks and other hosiery are typically worn additionally between the feet and other footwear for further comfort and relief.
3
+ Cultures have different customs regarding footwear. These include not using any in some situations, usually bearing a symbolic meaning. This can however also be imposed on specific individuals to place them at a practical disadvantage against shod people, if they are excluded from having footwear available or are prohibited from using any. This usually takes place in situations of captivity, such as imprisonment or slavery, where the groups are among other things distinctly divided by whether or whether not footwear is being worn. In these cases the use of footwear categorically indicates the exercise of power as against being devoid of footwear, evidently indicating inferiority.
4
+
5
+ In some cultures, people remove their shoes before entering a home. Bare feet are also seen as a sign of humility and respect, and adherents of many religions worship or mourn while barefoot. Some religious communities explicitly require people to remove shoes before they enter holy buildings, such as temples.
6
+
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+ In several cultures people remove their shoes as a sign of respect towards someone of higher standing. In a similar context deliberately forcing other people to go barefoot while being shod oneself has been used to clearly showcase and convey one's superiority within a setting of power disparity.
8
+
9
+ Practitioners of the craft of shoemaking are called shoemakers, cobblers, or cordwainers.
10
+
11
+ Footwear has been in use since the earliest human history, archeological finds of complete shoes date back to the Chalcolithic (ca. 5.000 BCE). Some ancient civilizations, such as Egypt and Greece however saw no practical need for footwear due to convenient climatic and landscape situations and used shoes primarily as ornaments and insignia of power.
12
+
13
+ The Romans saw clothing and footwear as unmistakable signs of power and status in society, and most Romans wore footwear, while slaves and peasants remained barefoot.[1] The Middle Ages saw the rise of high-heeled shoes, also associated with power, and the desire to look larger than life, and artwork from that period often depicts bare feet as a symbol of poverty. Depictions of captives such as prisoners or slaves from the same period well into the 18th century show the individuals barefooted almost exclusively, at this contrasting the prevailing partakers of the scene. Officials like prosecutors, judges but also slave owners or passive bystanders were usually portrayed wearing shoes.
14
+ During the Middle Ages, men and women wore pattens, commonly seen as the predecessor of the modern high-heeled shoe,[2] while the poor and lower classes in Europe, as well as slaves in the New World, were usually barefoot.[3] In the 15th century, chopines were created in Turkey, and were usually 7-8 inches (17.7-20.3 cm) high. These shoes became popular in Venice and throughout Europe, as a status symbol revealing wealth and social standing.
15
+
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+ During the 16th century, royalty such as Catherine de Medici and Mary I of England began wearing high-heeled shoes to make them look taller or larger than life. By 1580, men also wore them, and a person with authority or wealth might be described as, well-heeled. In modern society, high-heeled shoes are a part of women's fashion and are widespread in certain countries around the world.[4]
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+
18
+ Modern footwear is usually made up of leather or plastic, and rubber. In fact, leather was one of the original materials used for the first versions of a shoe. [5] The soles can be made of rubber or plastic, sometimes having a sheet of metal inside. Roman sandals had sheets of metal on their soles so that it would not bend out of shape.
19
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+ More recently, footwear providers like Nike, have begun to source environmentally friendly materials.[6]
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+ In Europe, the footwear industry has declined in the last years. Whereas in 2005, there were about 27,000 firms, in 2008 there were only 24,000. As well as the number of firms, the direct employment has decreased. The only factors that remained almost steady was the value added at factor cost and production value.[citation needed]
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+ In the U.S., the annual footwear industry revenue was $48 billion in 2012. There are about 29,000 shoe stores in the U.S. and the shoe industry employs about 189,000 people.[7] Due to rising imports, these numbers are also declining. The only way of staying afloat in the shoe market is to establish a presence in niche markets.[8]
25
+
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+ To ensure high quality and safety of footwear, manufacturers have to make sure all products comply to existing and relevant standards. By producing footwear in accordance with national and international regulations, potential risks can be minimized and the interest of both textile manufacturers and consumers can be protected.
27
+ The following standards/regulations apply to footwear products:
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+
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+ Media related to Footwear at Wikimedia Commons
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+ (traditional):
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+ (recent):
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+ Bats are mammals of the order Chiroptera;[a] with their forelimbs adapted as wings, they are the only mammals capable of true and sustained flight. Bats are more manoeuvrable than birds, flying with their very long spread-out digits covered with a thin membrane or patagium. The smallest bat, and arguably the smallest extant mammal, is Kitti's hog-nosed bat, which is 29–34 millimetres (1 1⁄8–1 3⁄8 inches) in length, 150 mm (6 in) across the wings and 2–2.6 g (1⁄16–3⁄32 oz) in mass. The largest bats are the flying foxes and the giant golden-crowned flying fox, Acerodon jubatus, which can weigh 1.6 kg (3 1⁄2 lb) and have a wingspan of 1.7 m (5 ft 7 in).
10
+
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+ The second largest order of mammals after rodents, bats comprise about 20% of all classified mammal species worldwide, with over 1,400 species. These were traditionally divided into two suborders: the largely fruit-eating megabats, and the echolocating microbats. But more recent evidence has supported dividing the order into Yinpterochiroptera and Yangochiroptera, with megabats as members of the former along with several species of microbats. Many bats are insectivores, and most of the rest are frugivores (fruit-eaters). A few species feed on animals other than insects; for example, the vampire bats feed on blood. Most bats are nocturnal, and many roost in caves or other refuges; it is uncertain whether bats have these behaviours to escape predators. Bats are present throughout the world, with the exception of extremely cold regions. They are important in their ecosystems for pollinating flowers and dispersing seeds; many tropical plants depend entirely on bats for these services.
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+ Bats provide humans with some benefits, at the cost of some threats. Bat dung has been mined as guano from caves and used as fertiliser. Bats consume insect pests, reducing the need for pesticides. They are sometimes numerous enough to serve as tourist attractions, and are used as food across Asia and the Pacific Rim. They are natural reservoirs of many pathogens, such as rabies; and since they are highly mobile, social, and long-lived, they can readily spread disease. In many cultures, bats are popularly associated with darkness, malevolence, witchcraft, vampires, and death.
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+
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+ An older English name for bats is flittermouse, which matches their name in other Germanic languages (for example German Fledermaus and Swedish fladdermus), related to the fluttering of wings. Middle English had bakke, most likely cognate with Old Swedish natbakka ("night-bat"), which may have undergone a shift from -k- to -t- (to Modern English bat) influenced by Latin blatta, "moth, nocturnal insect". The word "bat" was probably first used in the early 1570s.[2][3] The name "Chiroptera" derives from Ancient Greek: χείρ – cheir, "hand"[4] and πτερόν – pteron, "wing".[1][5]
16
+
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+ The delicate skeletons of bats do not fossilise well, and it is estimated that only 12% of bat genera that lived have been found in the fossil record.[6] Most of the oldest known bat fossils were already very similar to modern microbats, such as Archaeopteropus (32 million years ago).[7] The extinct bats Palaeochiropteryx tupaiodon (48 million years ago) and Hassianycteris kumari (55 million years ago) are the first fossil mammals whose colouration has been discovered: both were reddish-brown.[8][9]
18
+
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+ Bats were formerly grouped in the superorder Archonta, along with the treeshrews (Scandentia), colugos (Dermoptera), and primates.[10] Modern genetic evidence now places bats in the superorder Laurasiatheria, with its sister taxon as Fereuungulata, which includes carnivorans, pangolins, odd-toed ungulates, even-toed ungulates, and cetaceans.[11][12][13][14][15] One study places Chiroptera as a sister taxon to odd-toed ungulates (Perissodactyla).[16]
20
+
21
+ Euarchontoglires (primates, treeshrews, rodents, rabbits)
22
+
23
+ Eulipotyphla (hedgehogs, shrews, moles, solenodons)
24
+
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+ Chiroptera (bats)
26
+
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+ Pholidota (pangolins)
28
+
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+ Carnivora (cats, hyenas, dogs, bears, seals)
30
+
31
+ Perissodactyla (horses, tapirs, rhinos)
32
+
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+ Cetartiodactyla (camels, ruminants, whales)
34
+
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+ The phylogenetic relationships of the different groups of bats have been the subject of much debate. The traditional subdivision into Megachiroptera and Microchiroptera reflected the view that these groups of bats had evolved independently of each other for a long time, from a common ancestor already capable of flight. This hypothesis recognised differences between microbats and megabats and acknowledged that flight has evolved only once in mammals. Most molecular biological evidence supports the view that bats form a natural or monophyletic group.[7]
36
+
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+ Pteropodidae (megabats)
38
+
39
+ Megadermatidae (false vampire bats)
40
+
41
+ Craseonycteridae (Kitti's hog-nosed bat)
42
+
43
+ Rhinopomatidae (mouse-tailed bats)
44
+
45
+ Hipposideridae (Old World leaf-nosed bats)
46
+
47
+ Rhinolophidae (horseshoe bats)
48
+
49
+ Miniopteridae (long winged bat)
50
+
51
+ Noctilionidae (fisherman bats)
52
+
53
+ Mormoopidae (Pteronotus)
54
+
55
+ Mystacinidae (New Zealand short-tailed bats)
56
+
57
+ Thyropteridae (disc-winged bats)
58
+
59
+ Furipteridae
60
+
61
+ Mormoopidae (Mormoops)
62
+
63
+ Phyllostomidae (New World leaf-nosed bats)
64
+
65
+ Molossidae (free-tailed bats)
66
+
67
+ Emballonuridae (sac-winged bats)
68
+
69
+ Myzopodidae (sucker-footed bats)
70
+
71
+ Emballonuridae (Taphozous)
72
+
73
+ Natalidae (funnel-eared bats)
74
+
75
+ Vespertilionidae (vesper bats)
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+
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+ Genetic evidence indicates that megabats originated during the early Eocene, and belong within the four major lines of microbats.[15] Two new suborders have been proposed; Yinpterochiroptera includes the Pteropodidae, or megabat family, as well as the families Rhinolophidae, Hipposideridae, Craseonycteridae, Megadermatidae, and Rhinopomatidae.[18] Yangochiroptera includes the other families of bats (all of which use laryngeal echolocation), a conclusion supported by a 2005 DNA study.[18] A 2013 phylogenomic study supported the two new proposed suborders.[15]
78
+
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+ Yangochiroptera (as above)
80
+
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+ Pteropodidae (megabats)
82
+
83
+ Megadermatidae (false vampire bats)
84
+
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+ horseshoe bats and allies
86
+
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+ In the 1980s, a hypothesis based on morphological evidence stated the Megachiroptera evolved flight separately from the Microchiroptera. The flying primate hypothesis proposed that, when adaptations to flight are removed, the Megachiroptera are allied to primates by anatomical features not shared with Microchiroptera. For example, the brains of megabats have advanced characteristics. Although recent genetic studies strongly support the monophyly of bats,[7] debate continues about the meaning of the genetic and morphological evidence.[19]
88
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+ The 2003 discovery of an early fossil bat from the 52-million-year-old Green River Formation, Onychonycteris finneyi, indicates that flight evolved before echolocative abilities.[20][21] Onychonycteris had claws on all five of its fingers, whereas modern bats have at most two claws on two digits of each hand. It also had longer hind legs and shorter forearms, similar to climbing mammals that hang under branches, such as sloths and gibbons. This palm-sized bat had short, broad wings, suggesting that it could not fly as fast or as far as later bat species. Instead of flapping its wings continuously while flying, Onychonycteris probably alternated between flaps and glides in the air.[7] This suggests that this bat did not fly as much as modern bats, but flew from tree to tree and spent most of its time climbing or hanging on branches.[22] The distinctive features of the Onychonycteris fossil also support the hypothesis that mammalian flight most likely evolved in arboreal locomotors, rather than terrestrial runners. This model of flight development, commonly known as the "trees-down" theory, holds that bats first flew by taking advantage of height and gravity to drop down on to prey, rather than running fast enough for a ground-level take off.[23][24]
90
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+ The molecular phylogeny was controversial, as it pointed to microbats not having a unique common ancestry, which implied that some seemingly unlikely transformations occurred. The first is that laryngeal echolocation evolved twice in bats, once in Yangochiroptera and once in the rhinolophoids.[25] The second is that laryngeal echolocation had a single origin in Chiroptera, was subsequently lost in the family Pteropodidae (all megabats), and later evolved as a system of tongue-clicking in the genus Rousettus.[26] Analyses of the sequence of the vocalization gene FoxP2 were inconclusive on whether laryngeal echolocation was lost in the pteropodids or gained in the echolocating lineages.[27] Echolocation probably first derived in bats from communicative calls. The Eocene bats Icaronycteris (52 million years ago) and Palaeochiropteryx had cranial adaptations suggesting an ability to detect ultrasound. This may have been used at first mainly to forage on the ground for insects and map out their surroundings in their gliding phase, or for communicative purposes. After the adaptation of flight was established, it may have been refined to target flying prey by echolocation.[22] Bats may have evolved echolocation through a shared common ancestor, in which case it was then lost in the Old World megabats, only to be regained in the horseshoe bats; or, echolocation evolved independently in both the Yinpterochiroptera and Yangochiroptera lineages.[28] Analyses of the hearing gene Prestin seem to favour the idea that echolocation developed independently at least twice, rather than being lost secondarily in the pteropodids,[29] but ontogenic analysis of the cochlea supports that laryngeal echolocation evolved only once.[30]
92
+
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+ Bats are placental mammals. After rodents, they are the largest order, making up about 20% of mammal species.[31] In 1758, Carl Linnaeus classified the seven bat species he knew of in the genus Vespertilio in the order Primates. Around twenty years later, the German naturalist Johann Friedrich Blumenbach gave them their own order, Chiroptera.[32] Since then, the number of described species has risen to over 1,400,[33] traditionally classified as two suborders: Megachiroptera (megabats), and Microchiroptera (microbats/echolocating bats).[34] Not all megabats are larger than microbats.[35] Several characteristics distinguish the two groups. Microbats use echolocation for navigation and finding prey, but megabats apart from those in the genus Rousettus do not, relying instead on their eyesight.[36] Accordingly, megabats have a well-developed visual cortex and good visual acuity.[34] Megabats have a claw on the second finger of the forelimb.[37][38] The external ears of microbats do not close to form a ring; the edges are separated from each other at the base of the ear.[38] Megabats eat fruit, nectar, or pollen, while most microbats eat insects; others feed on fruit, nectar, pollen, fish, frogs, small mammals, or blood.[34]
94
+
95
+ Below is a table chart following the bat classification of families recognized by various authors of the ninth volume of Handbook of the Mammals of the World published in 2019:[39]
96
+
97
+ The head and teeth shape of bats can vary by species. In general, megabats have longer snouts, larger eye sockets and smaller ears, giving them a more dog-like appearance, which is the source of their nickname of "flying foxes".[40] Among microbats, longer snouts are associated with nectar-feeding.[41] while vampire bats have reduced snouts to accommodate large incisors and canines.[42]
98
+
99
+ Small insect-eating bats can have as many as 38 teeth, while vampire bats have only 20. Bats that feed on hard-shelled insects have fewer but larger teeth with longer canines and more robust lower jaws than species that prey on softer bodied insects. In nectar-feeding bats, the canines are long while the cheek-teeth are reduced. In fruit-eating bats, the cusps of the cheek teeth are adapted for crushing.[41] These feeding behaviors are true for both megabats and microbats. The upper incisors of vampire bats lack enamel, which keeps them razor-sharp.[42] The bite force of small bats is generated through mechanical advantage, allowing them to bite through the hardened armour of insects or the skin of fruit.[43]
100
+
101
+ Bats are the only mammals capable of sustained flight, as opposed to gliding, as in the flying squirrel.[44] The fastest bat, the Mexican free-tailed bat (Tadarida brasiliensis), can achieve a ground speed of 160 km/h (100 mph).[45]
102
+
103
+ The finger bones of bats are much more flexible than those of other mammals, owing to their flattened cross-section and to low levels of calcium near their tips. The elongation of bat digits, a key feature required for wing development, is due to the upregulation of bone morphogenetic proteins (Bmps). During embryonic development, the gene controlling Bmp signalling, Bmp2, is subjected to increased expression in bat forelimbs—resulting in the extension of the manual digits. This crucial genetic alteration helps create the specialised limbs required for powered flight. The relative proportion of extant bat forelimb digits compared with those of Eocene fossil bats have no significant differences, suggesting that bat wing morphology has been conserved for over 50 million years.[46] During flight, the bones undergo bending and shearing stress; the bending stresses felt are smaller than in terrestrial mammals, but the shearing stress is larger. The wing bones of bats have a slightly lower breaking stress point than those of birds.[47]
104
+
105
+ As in other mammals, and unlike in birds, the radius is the main component of the forearm. Bats have five elongated digits, which all radiate around the wrist. The thumb points forward and supports the leading edge of the wing, and the other digits support the tension held in the wing membrane. The second and third digits go along the wing tip, allowing the wing to be pulled forward against aerodynamic drag, without having to be thick as in pterosaur wings. The fourth and fifth digits go from the wrist to the trailing edge, and repel the bending force caused by air pushing up against the stiff membrane.[48] Due to their flexible joints, bats are more manoeuvrable and more dexterous than gliding mammals.[49]
106
+
107
+ The wings of bats are much thinner and consist of more bones than the wings of birds, allowing bats to manoeuvre more accurately than the latter, and fly with more lift and less drag.[50] By folding the wings in toward their bodies on the upstroke, they save 35 percent energy during flight.[51] The membranes are delicate, tearing easily,[52] but can regrow, and small tears heal quickly.[52][53] The surface of the wings is equipped with touch-sensitive receptors on small bumps called Merkel cells, also found on human fingertips. These sensitive areas are different in bats, as each bump has a tiny hair in the centre, making it even more sensitive and allowing the bat to detect and adapt to changing airflow; the primary use is to judge the most efficient speed to fly at, and possibly also to avoid stalls.[54] Insectivorous bats may also use tactile hairs to help perform complex manoeuvres to capture prey in flight.[49]
108
+
109
+ The patagium is the wing membrane; it is stretched between the arm and finger bones, and down the side of the body to the hind limbs and tail. This skin membrane consists of connective tissue, elastic fibres, nerves, muscles, and blood vessels. The muscles keep the membrane taut during flight.[55] The extent to which the tail of a bat is attached to a patagium can vary by species, with some having completely free tails or even no tails.[41] The skin on the body of the bat, which has one layer of epidermis and dermis, as well as hair follicles, sweat glands and a fatty subcutaneous layer, is very different from the skin of the wing membrane. The patagium is an extremely thin double layer of epidermis; these layers are separated by a connective tissue centre, rich with collagen and elastic fibres. The membrane has no hair follicles or sweat glands, except between the fingers.[54][56] For bat embryos, apoptosis (cell death) affects only the hindlimbs, while the forelimbs retain webbing between the digits that forms into the wing membranes.[57] Unlike birds, whose stiff wings deliver bending and torsional stress to the shoulders, bats have a flexible wing membrane that can only resist tension. To achieve flight, a bat exerts force inwards at the points where the membrane meets the skeleton, so that an opposing force balances it on the wing edges perpendicular to the wing surface. This adaptation does not permit bats to reduce their wingspans, unlike birds, which can partly fold their wings in flight, radically reducing the wing span and area for the upstroke and for gliding. Hence bats cannot travel over long distances as birds can.[48]
110
+
111
+ Nectar- and pollen-eating bats can hover, in a similar way to hummingbirds. The sharp leading edges of the wings can create vortices, which provide lift. The vortex may be stabilised by the animal changing its wing curvatures.[58]
112
+
113
+ When not flying, bats hang upside down from their feet, a posture known as roosting.[59] The femurs are attached at the hips in a way that allows them to bend outward and upward in flight. The ankle joint can flex to allow the trailing edge of the wings to bend downwards. This does not permit many movements other than hanging or clambering up trees.[48] Most megabats roost with the head tucked towards the belly, whereas most microbats roost with the neck curled towards the back. This difference is reflected in the structure of the cervical or neck vertebrae in the two groups, which are clearly distinct.[59] Tendons allow bats to lock their feet closed when hanging from a roost. Muscular power is needed to let go, but not to grasp a perch or when holding on.[60]
114
+
115
+ When on the ground, most bats can only crawl awkwardly. A few species such as the New Zealand lesser short-tailed bat and the common vampire bat are agile on the ground. Both species make lateral gaits (the limbs move one after the other) when moving slowly but vampire bats move with a bounding gait (all limbs move in unison) at greater speeds, the folded up wings being used to propel them forward. Vampire bat likely evolved these gaits to follow their hosts while short-tailed bats developed in the absence of terrestrial mammal competitors. Enhanced terrestrial locomotion does not appear to have reduced their ability to fly.[61]
116
+
117
+ Bats have an efficient circulatory system. They seem to make use of particularly strong venomotion, a rhythmic contraction of venous wall muscles. In most mammals, the walls of the veins provide mainly passive resistance, maintaining their shape as deoxygenated blood flows through them, but in bats they appear to actively support blood flow back to the heart with this pumping action.[62][63] Since their bodies are relatively small and lightweight, bats are not at risk of blood flow rushing to their heads when roosting.[64]
118
+
119
+ Bats possess a highly adapted respiratory system to cope with the demands of powered flight, an energetically taxing activity that requires a large continuous throughput of oxygen. In bats, the relative alveolar surface area and pulmonary capillary blood volume are larger than in most other small quadrupedal mammals.[65] During flight the respiratory cycle has a one-to-one relationship with the wing-beat cycle.[66] Because of the restraints of the mammalian lungs, bats cannot maintain high-altitude flight.[48]
120
+
121
+ It takes a lot of energy and an efficient circulatory system to work the flight muscles of bats. Energy supply to the muscles engaged in flight require about double the amount compared to the muscles that do not use flight as a means of mammalian locomotion. In parallel to energy consumption, blood oxygen levels of flying animals are twice as much as those of their terrestrially locomoting mammals. As the blood supply controls the amount of oxygen supplied throughout the body, the circulatory system must respond accordingly. Therefore, compared to a terrestrial mammal of the same relative size, the bat's heart can be up to three times larger, and pump more blood.[68] Cardiac output is directly derived from heart rate and stroke volume of the blood;[69] an active microbat can reach a heart rate of 1000 beats per minute.[70]
122
+
123
+ With its extremely thin membranous tissue, a bat's wing can significantly contribute to the organism's total gas exchange efficiency.[56] Because of the high energy demand of flight, the bat's body meets those demands by exchanging gas through the patagium of the wing. When the bat has its wings spread it allows for an increase in surface area to volume ratio. The surface area of the wings is about 85% of the total body surface area, suggesting the possibility of a useful degree of gas exchange.[56] The subcutaneous vessels in the membrane lie very close to the surface and allow for the diffusion of oxygen and carbon dioxide.[71]
124
+
125
+ The digestive system of bats has varying adaptations depending on the species of bat and its diet. As in other flying animals, food is processed quickly and effectively to keep up with the energy demand. Insectivorous bats may have certain digestive enzymes to better process insects, such as chitinase to break down chitin, which is a large component of insects.[72] Vampire bats, probably due to their diet of blood, are the only vertebrates that do not have the enzyme maltase, which breaks down malt sugar, in their intestinal tract. Nectivorous and frugivorous bats have more maltase and sucrase enzymes than insectivorous, to cope with the higher sugar contents of their diet.[73]
126
+
127
+ The adaptations of the kidneys of bats vary with their diets. Carnivorous and vampire bats consume large amounts of protein and can output concentrated urine; their kidneys have a thin cortex and long renal papillae. Frugivorous bats lack that ability and have kidneys adapted for electrolyte-retention due to their low-electrolyte diet; their kidneys accordingly have a thick cortex and very short conical papillae.[73] Bats have higher metabolic rates associated with flying, which lead to an increased respiratory water loss. Their large wings are composed of the highly vascularized membranes, increasing the surface area, and leading to cutaneous evaporative water loss.[67] Water helps maintain their ionic balance in their blood, thermoregulation system, and removal of wastes and toxins from the body via urine. They are also susceptible to blood urea poisoning if they do not receive enough fluid.[74]
128
+
129
+ The structure of the uterine system in female bats can vary by species, with some having two uterine horns while others have a single mainline chamber.[75]
130
+
131
+ Microbats and a few megabats emit ultrasonic sounds to produce echoes. Sound intensity of these echos are dependent on subglottic pressure. The bats’ cricothyroid muscle controls the orientation pulse frequency, which is an important function. This muscle is located inside the larynx and it is the only tensor muscle capable of aiding phonation.[76] By comparing the outgoing pulse with the returning echoes, the brain and auditory nervous system can produce detailed images of the bat's surroundings. This allows bats to detect, localise, and classify their prey in darkness. Bat calls are some of the loudest airborne animal sounds, and can range in intensity from 60 to 140 decibels.[77][78] Microbats use their larynx to create ultrasound, and emit it through the mouth and sometimes the nose. The latter is most pronounced in the horseshoe bats (Rhinolophus spp.). Microbat calls range in frequency from 14,000 to well over 100,000 Hz, extending well beyond the range of human hearing (between 20 and 20,000 Hz).[79] Various groups of bats have evolved fleshy extensions around and above the nostrils, known as nose-leaves, which play a role in sound transmission.[80]
132
+
133
+ In low-duty cycle echolocation, bats can separate their calls and returning echoes by time. They have to time their short calls to finish before echoes return. Bats contract their middle ear muscles when emitting a call, so they can avoid deafening themselves. The time interval between the call and echo allows them to relax these muscles, so they can hear the returning echo.[81] The delay of the returning echoes allows the bat to estimate the range to their prey.[79]
134
+
135
+ In high-duty cycle echolocation, bats emit a continuous call and separate pulse and echo in frequency. The ears of these bats are sharply tuned to a specific frequency range. They emit calls outside this range to avoid deafening themselves. They then receive echoes back at the finely tuned frequency range by taking advantage of the Doppler shift of their motion in flight. The Doppler shift of the returning echoes yields information relating to the motion and location of the bat's prey. These bats must deal with changes in the Doppler shift due to changes in their flight speed. They have adapted to change their pulse emission frequency in relation to their flight speed so echoes still return in the optimal hearing range.[82]
136
+
137
+ In addition to echolocating prey, bat ears are sensitive to the fluttering of moth wings, the sounds produced by tymbalate insects, and the movement of ground-dwelling prey, such as centipedes and earwigs. The complex geometry of ridges on the inner surface of bat ears helps to sharply focus echolocation signals, and to passively listen for any other sound produced by the prey. These ridges can be regarded as the acoustic equivalent of a Fresnel lens, and exist in a large variety of unrelated animals, such as the aye-aye, lesser galago, bat-eared fox, mouse lemur, and others.[83][84][85] Bats can estimate the elevation of their target using the interference patterns from the echoes reflecting from the tragus, a flap of skin in the external ear.[79]
138
+
139
+ By repeated scanning, bats can mentally construct an accurate image of the environment in which they are moving and of their prey.[88] Some species of moth have exploited this, such as the tiger moths, which produces aposematic ultrasound signals to warn bats that they are chemically protected and therefore distasteful.[86][87] Moth species including the tiger moth can produce signals to jam bat echolocation. Many moth species have a hearing organ called a tympanum, which responds to an incoming bat signal by causing the moth's flight muscles to twitch erratically, sending the moth into random evasive manoeuvres.[89][90][91]
140
+
141
+ The eyes of most microbat species are small and poorly developed, leading to poor visual acuity, but no species is blind.[92] Most microbats have mesopic vision, meaning that they can only detect light in low levels, whereas other mammals have photopic vision, which allows colour vision. Microbats may use their vision for orientation and while travelling between their roosting grounds and feeding grounds, as echolocation is only effective over short distances. Some species can detect ultraviolet (UV). As the bodies of some microbats have distinct coloration, they may be able to discriminate colours.[44][93][94][95]
142
+
143
+ Megabat species often have eyesight as good as, if not better than, human vision. Their eyesight is adapted to both night and daylight vision, including some colour vision.[95]
144
+
145
+ Microbats make use of magnetoreception, in that they have a high sensitivity to the Earth's magnetic field, as birds do. Microbats use a polarity-based compass, meaning that they differentiate north from south, unlike birds, which use the strength of the magnetic field to differentiate latitudes, which may be used in long-distance travel. The mechanism is unknown but may involve magnetite particles.[96][97]
146
+
147
+ Most bats are homeothermic (having a stable body temperature), the exception being the vesper bats (Vespertilionidae), the horseshoe bats (Rhinolophidae), the free-tailed bats (Molossidae), and the bent-winged bats (Miniopteridae), which extensively use heterothermy (where body temperature can vary).[98] Compared to other mammals, bats have a high thermal conductivity. The wings are filled with blood vessels, and lose body heat when extended. At rest, they may wrap their wings around themselves to trap a layer of warm air. Smaller bats generally have a higher metabolic rate than larger bats, and so need to consume more food in order to maintain homeothermy.[99]
148
+
149
+ Bats may avoid flying during the day to prevent overheating in the sun, since their dark wing-membranes absorb solar radiation. Bats may not be able to dissipate heat if the ambient temperature is too high;[100] they use saliva to cool themselves in extreme conditions.[48] Among megabats, the flying fox Pteropus hypomelanus uses saliva and wing-fanning to cool itself while roosting during the hottest part of the day.[101] Among microbats, the Yuma myotis (Myotis yumanensis), the Mexican free-tailed bat, and the pallid bat (Antrozous pallidus) cope with temperatures up to 45 °C (113 °F) by panting, salivating, and licking their fur to promote evaporative cooling; this is sufficient to dissipate twice their metabolic heat production.[102]
150
+
151
+ Bats also possess a system of sphincter valves on the arterial side of the vascular network that runs along the edge of their wings. When fully open, these allow oxygenated blood to flow through the capillary network across the wing membrane; when contracted, they shunt flow directly to the veins, bypassing the wing capillaries. This allows bats to control how much heat is exchanged through the flight membrane, allowing them to release heat during flight. Many other mammals use the capillary network in oversized ears for the same purpose.[103]
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+ Torpor, a state of decreased activity where the body temperature and metabolism decreases, is especially useful for microbats, as they use a large amount of energy while active, depend upon an unreliable food source, and have a limited ability to store fat. They generally drop their body temperature in this state to 6–30 °C (43–86 °F), and may reduce their energy expenditure by 50 to 99%. Around 97% of all microbats use torpor.[104] Tropical bats may use it to avoid predation, by reducing the amount of time spent on foraging and thus reducing the chance of being caught by a predator.[105] Megabats were generally believed to be homeothermic, but three species of small megabats, with a mass of about 50 grams (1 3⁄4 ounces), have been known to use torpor: the common blossom bat (Syconycteris australis), the long-tongued nectar bat (Macroglossus minimus), and the eastern tube-nosed bat (Nyctimene robinsoni). Torpid states last longer in the summer for megabats than in the winter.[106]
154
+
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+ During hibernation, bats enter a torpid state and decrease their body temperature for 99.6% of their hibernation period; even during periods of arousal, when they return their body temperature to normal, they sometimes enter a shallow torpid state, known as "heterothermic arousal".[107] Some bats become dormant during higher temperatures to keep cool in the summer months.[108]
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+ Heterothermic bats during long migrations may fly at night and go into a torpid state roosting in the daytime. Unlike migratory birds, which fly during the day and feed during the night, nocturnal bats have a conflict between travelling and eating. The energy saved reduces their need to feed, and also decreases the duration of migration, which may prevent them from spending too much time in unfamiliar places, and decrease predation. In some species, pregnant individuals may not use torpor.[109][110]
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+ The smallest bat is Kitti's hog-nosed bat (Craseonycteris thonglongyai), which is 29–34 mm (1 1⁄8–1 3⁄8 in) long with a 150-millimetre (6 in) wingspan and weighs 2–2.6 g (1⁄16–3⁄32 oz).[111][112] It is also arguably the smallest extant species of mammal, next to the Etruscan shrew.[113] The largest bats are a few species of Pteropus megabats and the giant golden-crowned flying fox, (Acerodon jubatus), which can weigh 1.6 kg (3 1⁄2 lb) with a wingspan of 1.7 m (5 ft 7 in).[114] Larger bats tend to use lower frequencies and smaller bats higher for echolocation; high-frequency echolocation is better at detecting smaller prey. Small prey may be absent in the diets of large bats as they are unable to detect them.[115] The adaptations of a particular bat species can directly influence what kinds of prey are available to it.[116]
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+ Flight has enabled bats to become one of the most widely distributed groups of mammals.[117] Apart from the high Arctic, the Antarctic and a few isolated oceanic islands, bats exist in almost every habitat on Earth.[118] Tropical areas tend to have more species than temperate ones.[119] Different species select different habitats during different seasons, ranging from seasides to mountains and deserts, but they require suitable roosts. Bat roosts can be found in hollows, crevices, foliage, and even human-made structures, and include "tents" the bats construct with leaves.[120] Megabats generally roost in trees.[121] Most microbats are nocturnal[122] and megabats are typically diurnal or crepuscular.[123][124]
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+ In temperate areas, some microbats migrate hundreds of kilometres to winter hibernation dens;[125] others pass into torpor in cold weather, rousing and feeding when warm weather allows insects to be active.[126] Others retreat to caves for winter and hibernate for as much as six months.[126] Microbats rarely fly in rain; it interferes with their echolocation, and they are unable to hunt.[127]
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+ Different bat species have different diets, including insects, nectar, pollen, fruit and even vertebrates.[128] Megabats are mostly fruit, nectar and pollen eaters.[123] Due to their small size, high-metabolism and rapid burning of energy through flight, bats must consume large amounts of food for their size. Insectivorous bats may eat over 120 percent of their body weight, while frugivorous bats may eat over twice their weight.[129] They can travel significant distances each night, exceptionally as much as 38.5 km (24 mi) in the spotted bat (Euderma maculatum), in search of food.[130] Bats use a variety of hunting strategies.[115] Bats get most of their water from the food they eat; many species also drink from water sources like lakes and streams, flying over the surface and dipping their tongues into the water.[131]
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+ The Chiroptera as a whole are in the process of losing the ability to synthesise vitamin C.[132] In a test of 34 bat species from six major families, including major insect- and fruit-eating bat families, all were found to have lost the ability to synthesise it, and this loss may derive from a common bat ancestor, as a single mutation.[133][b] At least two species of bat, the frugivorous bat (Rousettus leschenaultii) and the insectivorous bat (Hipposideros armiger), have retained their ability to produce vitamin C.[134]
168
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+ Most microbats, especially in temperate areas, prey on insects.[128] The diet of an insectivorous bat may span many species,[135] including flies, mosquitos, beetles, moths, grasshoppers, crickets, termites, bees, wasps, mayflies and caddisflies.[41][136] Large numbers of Mexican free-tailed bats (Tadarida brasiliensis) fly hundreds of metres above the ground in central Texas to feed on migrating moths.[137] Species that hunt insects in flight, like the little brown bat (Myotis lucifugus), may catch an insect in mid-air with the mouth, and eat it in the air or use their tail membranes or wings to scoop up the insect and carry it to the mouth.[138][139] The bat may also take the insect back to its roost and eat it there.[140] Slower moving bat species such as the brown long-eared bat (Plecotus auritus) and many horseshoe bat species, may take or glean insects from vegetation or hunt them from perches.[41] Insectivorous bats living at high latitudes have to consume prey with higher energetic value than tropical bats.[141]
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+ Fruit eating, or frugivory, is found in both major suborders. Bats prefer ripe fruit, pulling it off the trees with their teeth. They fly back to their roosts to eat the fruit, sucking out the juice and spitting the seeds and pulp out onto the ground. This helps disperse the seeds of these fruit trees, which may take root and grow where the bats have left them, and many species of plants depend on bats for seed dispersal.[142][143] The Jamaican fruit bat (Artibeus jamaicensis) has been recorded carrying fruits weighing 3–14 g (1⁄8–1⁄2 oz) or even as much as 50 g (1 3⁄4 oz).[144]
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+
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+ Nectar-eating bats have acquired specialised adaptations. These bats possess long muzzles and long, extensible tongues covered in fine bristles that aid them in feeding on particular flowers and plants.[143][145] The tube-lipped nectar bat (Anoura fistulata) has the longest tongue of any mammal relative to its body size. This is beneficial to them in terms of pollination and feeding. Their long, narrow tongues can reach deep into the long cup shape of some flowers. When the tongue retracts, it coils up inside the rib cage.[145] Because of these features, nectar-feeding bats cannot easily turn to other food sources in times of scarcity, making them more prone to extinction than other types of bat.[146][147] Nectar feeding also aids a variety of plants, since these bats serve as pollinators, as pollen gets attached to their fur while they are feeding. Around 500 species of flowering plant rely on bat pollination and thus tend to open their flowers at night.[143] Many rainforest plants depend on bat pollination.[148]
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+ Some bats prey on other vertebrates, such as fish, frogs, lizards, birds and mammals.[41][150] The fringe-lipped bat (Trachops cirrhosus,) for example, is skilled at catching frogs. These bats locate large groups of frogs by tracking their mating calls, then plucking them from the surface of the water with their sharp canine teeth.[151] The greater noctule bat can catch birds in flight.[149] Some species, like the greater bulldog bat (Noctilio leporinus) hunt fish. They use echolocation to detect small ripples on the water's surface, swoop down and use specially enlarged claws on their hind feet to grab the fish, then take their prey to a feeding roost and consume it.[152] At least two species of bat are known to feed on other bats: the spectral bat (Vampyrum spectrum), and the ghost bat (Macroderma gigas).[153]
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+ A few species, specifically the common, white-winged, and hairy-legged vampire bats, only feed on animal blood (hematophagy). The common vampire bat typically feeds on large mammals such as cattle; the hairy-legged and white-winged vampires feed on birds.[154] Vampire bats target sleeping prey and can detect deep breathing.[155] Heat sensors in the nose help them to detect blood vessels near the surface of the skin.[156] They pierce the animal's skin with their teeth, biting away a small flap,[157] and lap up the blood with their tongues, which have lateral grooves adapted to this purpose.[158] The blood is kept from clotting by an anticoagulant in the saliva.[157]
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+ Bats are subject to predation from birds of prey, such as owls, hawks, and falcons, and at roosts from terrestrial predators able to climb, such as cats.[159] Twenty species of tropical New World snakes are known to capture bats, often waiting at the entrances of refuges, such as caves, for bats to fly past.[160] J. Rydell and J. R. Speakman argue that bats evolved nocturnality during the early and middle Eocene period to avoid predators.[159] The evidence is thought by some zoologists to be equivocal so far.[161]
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+ Among ectoparasites, bats carry fleas and mites, as well as specific parasites such as bat bugs and bat flies (Nycteribiidae and Streblidae).[162][163] Bats are among the few non-aquatic mammalian orders that do not host lice, possibly due to competition from more specialised parasites that occupy the same niche.[163]
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+ White nose syndrome is a condition associated with the deaths of millions of bats in the Eastern United States and Canada.[164] The disease is named after a white fungus, Pseudogymnoascus destructans, found growing on the muzzles, ears, and wings of afflicted bats. The fungus is mostly spread from bat to bat, and causes the disease.[165] The fungus was first discovered in central New York State in 2006 and spread quickly to the entire Eastern US north of Florida; mortality rates of 90–100% have been observed in most affected caves.[166] New England and the mid-Atlantic states have, since 2006, witnessed entire species completely extirpated and others with numbers that have gone from the hundreds of thousands, even millions, to a few hundred or less.[167] Nova Scotia, Quebec, Ontario, and New Brunswick have witnessed identical die offs, with the Canadian government making preparations to protect all remaining bat populations in its territory.[168] Scientific evidence suggests that longer winters where the fungus has a longer period to infect bats result in greater mortality.[169][170][171] In 2014, the infection crossed the Mississippi River,[172] and in 2017, it was found on bats in Texas.[173]
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+ Bats are natural reservoirs for a large number of zoonotic pathogens,[174] including rabies, endemic in many bat populations,[175][176][177] histoplasmosis both directly and in guano,[178] Nipah and Hendra viruses,[179][180] and possibly the ebola virus,[181][182] whose natural reservoir is yet unknown.[183][184] Their high mobility, broad distribution, long life spans, substantial sympatry (range overlap) of species, and social behaviour make bats favourable hosts and vectors of disease.[185] Reviews have found different answers as to whether bats have more zoonotic viruses than other mammal groups. One 2015 review found that bats, rodents, and primates all harbored significantly more zoonotic viruses (which can be transmitted to humans) than other mammal groups, though the differences among the aforementioned three groups were not significant (bats have no more zoonotic viruses than rodents and primates).[186] Another 2020 review of mammals and birds found that the identify of the taxonomic groups did not have any impact on the probability of harboring zoonotic viruses. Instead, more diverse groups had greater viral diversity.[187]
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+ They seem to be highly resistant to many of the pathogens they carry, suggesting a degree of adaptation to their immune systems.[185]>[188][189] Their interactions with livestock and pets, including predation by vampire bats, accidental encounters, and the scavenging of bat carcasses, compound the risk of zoonotic transmission.[176] Bats are implicated in the emergence of severe acute respiratory syndrome (SARS) in China, since they serve as natural hosts for coronaviruses, several from a single cave in Yunnan, one of which developed into the SARS virus.[178][190][191] However, they do neither cause nor spread COVID-19.[192]
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+ Some bats lead solitary lives, while others live in colonies of more than a million.[193] Living in large colonies lessens the risk to an individual of predation.[41] Temperate bat species may swarm at hibernation sites as autumn approaches. This may serve to introduce young to hibernation sites, signal reproduction in adults and allow adults to breed with those from other groups.[194]
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+ Several species have a fission-fusion social structure, where large numbers of bats congregate in one roosting area, along with breaking up and mixing of subgroups. Within these societies, bats are able to maintain long-term relationships.[195] Some of these relationships consist of matrilineally related females and their dependent offspring.[196] Food sharing and mutual grooming may occur in certain species, such as the common vampire bat (Desmodus rotundus), and these strengthen social bonds.[197][198]
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+ Bats are among the most vocal of mammals and produce calls to attract mates, find roost partners and defend resources. These calls are typically low-frequency and can travel long distances.[41][200] Mexican free-tailed bats are one of the few species to "sing" like birds. Males sing to attract females. Songs have three phrases: chirps, trills and buzzes, the former having "A" and "B" syllables. Bat songs are highly stereotypical but with variation in syllable number, phrase order, and phrase repetitions between individuals.[199] Among greater spear-nosed bats (Phyllostomus hastatus), females produce loud, broadband calls among their roost mates to form group cohesion. Calls differ between roosting groups and may arise from vocal learning.[201]
194
+
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+ In a study on captive Egyptian fruit bats, 70% of the directed calls could be identified by the researchers as to which individual bat made it, and 60% could be categorised into four contexts: squabbling over food, jostling over position in their sleeping cluster, protesting over mating attempts and arguing when perched in close proximity to each other. The animals made slightly different sounds when communicating with different individual bats, especially those of the opposite sex.[202] In the highly sexually dimorphic hammer-headed bat (Hypsignathus monstrosus), males produce deep, resonating, monotonous calls to attract females. Bats in flight make vocal signals for traffic control. Greater bulldog bats honk when on a collision course with each other.[200]
196
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+ Bats also communicate by other means. Male little yellow-shouldered bats (Sturnira lilium) have shoulder glands that produce a spicy odour during the breeding season. Like many other species, they have hair specialised for retaining and dispersing secretions. Such hair forms a conspicuous collar around the necks of the some Old World megabat males. Male greater sac-winged bats (Saccopteryx bilineata) have sacs in their wings in which they mix body secretions like saliva and urine to create a perfume that they sprinkle on roost sites, a behaviour known as "salting". Salting may be accompanied by singing.[200]
198
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+ Most bat species are polygynous, where males mate with multiple females. Male pipistrelle, noctule and vampire bats may claim and defend resources that attract females, such as roost sites, and mate with those females. Males unable to claim a site are forced to live on the periphery where they have less reproductive success.[203][41] Promiscuity, where both sexes mate with multiple partners, exists in species like the Mexican free-tailed bat and the little brown bat.[204][205] There appears to be bias towards certain males among females in these bats.[41] In a few species, such as the yellow-winged bat and spectral bat, adult males and females form monogamous pairs.[41][206] Lek mating, where males aggregate and compete for female choice through display, is rare in bats[207] but occurs in the hammerheaded bat.[208]
200
+
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+ For temperate living bats, mating takes place in late summer and early autumn.[209] Tropical bats may mate during the dry season.[210] After copulation, the male may leave behind a mating plug to block the sperm of other males and thus ensure his paternity.[211] In hibernating species, males are known to mate with females in torpor.[41] Female bats use a variety of strategies to control the timing of pregnancy and the birth of young, to make delivery coincide with maximum food ability and other ecological factors. Females of some species have delayed fertilisation, in which sperm is stored in the reproductive tract for several months after mating. Mating occurs in the autumn but fertilisation does not occur until the following spring. Other species exhibit delayed implantation, in which the egg is fertilised after mating, but remains free in the reproductive tract until external conditions become favourable for giving birth and caring for the offspring.[212] In another strategy, fertilisation and implantation both occur, but development of the foetus is delayed until good conditions prevail. During the delayed development the mother keeps the fertilised egg alive with nutrients. This process can go on for a long period, because of the advanced gas exchange system.[213]
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+ For temperate living bats, births typically take place in May or June in the northern hemisphere; births in the southern hemisphere occur in November and December. Tropical species give birth at the beginning of the rainy season.[214] In most bat species, females carry and give birth to a single pup per litter.[215] At birth, a bat pup can be up to 40 percent of the mother's weight,[41] and the pelvic girdle of the female can expand during birth as the two halves are connected by a flexible ligament.[216] Females typically give birth in a head-up or horizontal position, using gravity to make birthing easier. The young emerges rear-first, possibly to prevent the wings from getting tangled, and the female cradles it in her wing and tail membranes. In many species, females give birth and raise their young in maternity colonies and may assist each other in birthing.[217][218][216]
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+ Most of the care for a young bat comes from the mother. In monogamous species, the father plays a role. Allo-suckling, where a female suckles another mother's young, occurs in several species. This may serve to increase colony size in species where females return to their natal colony to breed.[41] A young bat's ability to fly coincides with the development of an adult body and forelimb length. For the little brown bat, this occurs about eighteen days after birth. Weaning of young for most species takes place in under eighty days. The common vampire bat nurses its offspring beyond that and young vampire bats achieve independence later in life than other species. This is probably due to the species' blood-based diet, which is difficult to obtain on a nightly basis.[219]
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+ The maximum lifespan of bats is three-and-a-half times longer than other mammals of similar size. Six species have been recorded to live over 30 years in the wild: the brown long-eared bat (Plecotus auritus), the little brown bat (Myotis lucifugus), Brandt's bat (Myotis brandti), the lesser mouse-eared bat (Myotis blythii) the greater horseshoe bat (Rhinolophus ferrumequinum), and the Indian flying fox (Pteropus giganteus).[220] One hypothesis consistent with the rate-of-living theory links this to the fact that they slow down their metabolic rate while hibernating; bats that hibernate, on average, have a longer lifespan than bats that do not.[221][222] Another hypothesis is that flying has reduced their mortality rate, which would also be true for birds and gliding mammals. Bat species that give birth to multiple pups generally have a shorter lifespan than species that give birth to only a single pup. Cave-roosting species may have a longer lifespan than non-roosting species because of the decreased predation in caves. A male Brandt's bat was recaptured in the wild after 41 years, making it the oldest known bat.[222][223]
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+ Groups such as the Bat Conservation International[224] aim to increase awareness of bats' ecological roles and the environmental threats they face. In the United Kingdom, all bats are protected under the Wildlife and Countryside Acts, and disturbing a bat or its roost can be punished with a heavy fine.[225]
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+ In Sarawak, Malaysia, "all bats"[226] are protected under the Wildlife Protection Ordinance 1998,[226] but species such as the hairless bat (Cheiromeles torquatus) are still eaten by the local communities.[227] Humans have caused the extinction of several species of bat in modern history, the most recent being the Christmas Island pipistrelle (Pipistrellus murrayi), which was declared extinct in 2009.[228]
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+ Many people put up bat houses to attract bats.[229] The 1991 University of Florida bat house is the largest occupied artificial roost in the world, with around 400,000 residents.[230] In Britain, thickwalled and partly underground World War II pillboxes have been converted to make roosts for bats,[231][232] and purpose-built bat houses are occasionally built to mitigate damage to habitat from road or other developments.[233][234] Cave gates are sometimes installed to limit human entry into caves with sensitive or endangered bat species. The gates are designed not to limit the airflow, and thus to maintain the cave's micro-ecosystem.[235] Of the 47 species of bats found in the United States, 35 are known to use human structures, including buildings and bridges. Fourteen species use bat houses.[236]
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+ Bats are eaten in countries across Africa, Asia and the Pacific Rim. In some cases, such as in Guam, flying foxes have become endangered through being hunted for food.[237] There is evidence that wind turbines create sufficient barotrauma (pressure damage) to kill bats.[238] Bats have typical mammalian lungs, which are thought to be more sensitive to sudden air pressure changes than the lungs of birds, making them more liable to fatal rupture.[239][240][241][242][243] Bats may be attracted to turbines, perhaps seeking roosts, increasing the death rate.[239] Acoustic deterrents may help to reduce bat mortality at wind farms.[244]
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+ Since bats are mammals, yet can fly, they are considered to be liminal beings in various traditions.[245] In many cultures, including in Europe, bats are associated with darkness, death, witchcraft, and malevolence.[246] Among Native Americans such as the Creek, Cherokee and Apache, the bat is a trickster spirit. In Tanzania, a winged batlike creature known as Popobawa is believed to be a shapeshifting evil spirit that assaults and sodomises its victims.[247] In Aztec mythology, bats symbolised the land of the dead, destruction, and decay.[248][249][250] An East Nigerian tale tells that the bat developed its nocturnal habits after causing the death of his partner, the bush-rat, and now hides by day to avoid arrest.[251]
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+ More positive depictions of bats exist in some cultures. In China, bats have been associated with happiness, joy and good fortune. Five bats are used to symbolise the "Five Blessings": longevity, wealth, health, love of virtue and peaceful death.[252] The bat is sacred in Tonga and is often considered the physical manifestation of a separable soul.[253] In the Zapotec civilisation of Mesoamerica, the bat god presided over corn and fertility.[254]
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+ The Weird Sisters in Shakespeare's Macbeth used the fur of a bat in their brew.[255] In Western culture, the bat is often a symbol of the night and its foreboding nature. The bat is a primary animal associated with fictional characters of the night, both villainous vampires, such as Count Dracula and before him Varney the Vampire,[256] and heroes, such as Batman.[257] Kenneth Oppel's Silverwing novels narrate the adventures of a young bat,[258] based on the silver-haired bat of North America.[259]
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+ The bat is sometimes used as a heraldic symbol in Spain and France, appearing in the coats of arms of the towns of Valencia, Palma de Mallorca, Fraga, Albacete, and Montchauvet.[260][261][262] Three US states have an official state bat. Texas and Oklahoma are represented by the Mexican free-tailed bat, while Virginia is represented by the Virginia big-eared bat (Corynorhinus townsendii virginianus).[263]
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+ Insectivorous bats in particular are especially helpful to farmers, as they control populations of agricultural pests and reduce the need to use pesticides. It has been estimated that bats save the agricultural industry of the United States anywhere from $3.7 billion to $53 billion per year in pesticides and damage to crops. This also prevents the overuse of pesticides, which can pollute the surrounding environment, and may lead to resistance in future generations of insects.[264]
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+ Bat dung, a type of guano, is rich in nitrates and is mined from caves for use as fertiliser.[265] During the US Civil War, saltpetre was collected from caves to make gunpowder; it used to be thought that this was bat guano, but most of the nitrate comes from nitrifying bacteria.[266]
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+ The Congress Avenue Bridge in Austin, Texas, is the summer home to North America's largest urban bat colony, an estimated 1,500,000 Mexican free-tailed bats. About 100,000 tourists a year visit the bridge at twilight to watch the bats leave the roost.[267]
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+ (traditional):
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+ (recent):
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+ Bats are mammals of the order Chiroptera;[a] with their forelimbs adapted as wings, they are the only mammals capable of true and sustained flight. Bats are more manoeuvrable than birds, flying with their very long spread-out digits covered with a thin membrane or patagium. The smallest bat, and arguably the smallest extant mammal, is Kitti's hog-nosed bat, which is 29–34 millimetres (1 1⁄8–1 3⁄8 inches) in length, 150 mm (6 in) across the wings and 2–2.6 g (1⁄16–3⁄32 oz) in mass. The largest bats are the flying foxes and the giant golden-crowned flying fox, Acerodon jubatus, which can weigh 1.6 kg (3 1⁄2 lb) and have a wingspan of 1.7 m (5 ft 7 in).
10
+
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+ The second largest order of mammals after rodents, bats comprise about 20% of all classified mammal species worldwide, with over 1,400 species. These were traditionally divided into two suborders: the largely fruit-eating megabats, and the echolocating microbats. But more recent evidence has supported dividing the order into Yinpterochiroptera and Yangochiroptera, with megabats as members of the former along with several species of microbats. Many bats are insectivores, and most of the rest are frugivores (fruit-eaters). A few species feed on animals other than insects; for example, the vampire bats feed on blood. Most bats are nocturnal, and many roost in caves or other refuges; it is uncertain whether bats have these behaviours to escape predators. Bats are present throughout the world, with the exception of extremely cold regions. They are important in their ecosystems for pollinating flowers and dispersing seeds; many tropical plants depend entirely on bats for these services.
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+ Bats provide humans with some benefits, at the cost of some threats. Bat dung has been mined as guano from caves and used as fertiliser. Bats consume insect pests, reducing the need for pesticides. They are sometimes numerous enough to serve as tourist attractions, and are used as food across Asia and the Pacific Rim. They are natural reservoirs of many pathogens, such as rabies; and since they are highly mobile, social, and long-lived, they can readily spread disease. In many cultures, bats are popularly associated with darkness, malevolence, witchcraft, vampires, and death.
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+ An older English name for bats is flittermouse, which matches their name in other Germanic languages (for example German Fledermaus and Swedish fladdermus), related to the fluttering of wings. Middle English had bakke, most likely cognate with Old Swedish natbakka ("night-bat"), which may have undergone a shift from -k- to -t- (to Modern English bat) influenced by Latin blatta, "moth, nocturnal insect". The word "bat" was probably first used in the early 1570s.[2][3] The name "Chiroptera" derives from Ancient Greek: χείρ – cheir, "hand"[4] and πτερόν – pteron, "wing".[1][5]
16
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+ The delicate skeletons of bats do not fossilise well, and it is estimated that only 12% of bat genera that lived have been found in the fossil record.[6] Most of the oldest known bat fossils were already very similar to modern microbats, such as Archaeopteropus (32 million years ago).[7] The extinct bats Palaeochiropteryx tupaiodon (48 million years ago) and Hassianycteris kumari (55 million years ago) are the first fossil mammals whose colouration has been discovered: both were reddish-brown.[8][9]
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+ Bats were formerly grouped in the superorder Archonta, along with the treeshrews (Scandentia), colugos (Dermoptera), and primates.[10] Modern genetic evidence now places bats in the superorder Laurasiatheria, with its sister taxon as Fereuungulata, which includes carnivorans, pangolins, odd-toed ungulates, even-toed ungulates, and cetaceans.[11][12][13][14][15] One study places Chiroptera as a sister taxon to odd-toed ungulates (Perissodactyla).[16]
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+ Euarchontoglires (primates, treeshrews, rodents, rabbits)
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+ Eulipotyphla (hedgehogs, shrews, moles, solenodons)
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+ Chiroptera (bats)
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+ Pholidota (pangolins)
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+ Carnivora (cats, hyenas, dogs, bears, seals)
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+ Perissodactyla (horses, tapirs, rhinos)
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+ Cetartiodactyla (camels, ruminants, whales)
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+
35
+ The phylogenetic relationships of the different groups of bats have been the subject of much debate. The traditional subdivision into Megachiroptera and Microchiroptera reflected the view that these groups of bats had evolved independently of each other for a long time, from a common ancestor already capable of flight. This hypothesis recognised differences between microbats and megabats and acknowledged that flight has evolved only once in mammals. Most molecular biological evidence supports the view that bats form a natural or monophyletic group.[7]
36
+
37
+ Pteropodidae (megabats)
38
+
39
+ Megadermatidae (false vampire bats)
40
+
41
+ Craseonycteridae (Kitti's hog-nosed bat)
42
+
43
+ Rhinopomatidae (mouse-tailed bats)
44
+
45
+ Hipposideridae (Old World leaf-nosed bats)
46
+
47
+ Rhinolophidae (horseshoe bats)
48
+
49
+ Miniopteridae (long winged bat)
50
+
51
+ Noctilionidae (fisherman bats)
52
+
53
+ Mormoopidae (Pteronotus)
54
+
55
+ Mystacinidae (New Zealand short-tailed bats)
56
+
57
+ Thyropteridae (disc-winged bats)
58
+
59
+ Furipteridae
60
+
61
+ Mormoopidae (Mormoops)
62
+
63
+ Phyllostomidae (New World leaf-nosed bats)
64
+
65
+ Molossidae (free-tailed bats)
66
+
67
+ Emballonuridae (sac-winged bats)
68
+
69
+ Myzopodidae (sucker-footed bats)
70
+
71
+ Emballonuridae (Taphozous)
72
+
73
+ Natalidae (funnel-eared bats)
74
+
75
+ Vespertilionidae (vesper bats)
76
+
77
+ Genetic evidence indicates that megabats originated during the early Eocene, and belong within the four major lines of microbats.[15] Two new suborders have been proposed; Yinpterochiroptera includes the Pteropodidae, or megabat family, as well as the families Rhinolophidae, Hipposideridae, Craseonycteridae, Megadermatidae, and Rhinopomatidae.[18] Yangochiroptera includes the other families of bats (all of which use laryngeal echolocation), a conclusion supported by a 2005 DNA study.[18] A 2013 phylogenomic study supported the two new proposed suborders.[15]
78
+
79
+ Yangochiroptera (as above)
80
+
81
+ Pteropodidae (megabats)
82
+
83
+ Megadermatidae (false vampire bats)
84
+
85
+ horseshoe bats and allies
86
+
87
+ In the 1980s, a hypothesis based on morphological evidence stated the Megachiroptera evolved flight separately from the Microchiroptera. The flying primate hypothesis proposed that, when adaptations to flight are removed, the Megachiroptera are allied to primates by anatomical features not shared with Microchiroptera. For example, the brains of megabats have advanced characteristics. Although recent genetic studies strongly support the monophyly of bats,[7] debate continues about the meaning of the genetic and morphological evidence.[19]
88
+
89
+ The 2003 discovery of an early fossil bat from the 52-million-year-old Green River Formation, Onychonycteris finneyi, indicates that flight evolved before echolocative abilities.[20][21] Onychonycteris had claws on all five of its fingers, whereas modern bats have at most two claws on two digits of each hand. It also had longer hind legs and shorter forearms, similar to climbing mammals that hang under branches, such as sloths and gibbons. This palm-sized bat had short, broad wings, suggesting that it could not fly as fast or as far as later bat species. Instead of flapping its wings continuously while flying, Onychonycteris probably alternated between flaps and glides in the air.[7] This suggests that this bat did not fly as much as modern bats, but flew from tree to tree and spent most of its time climbing or hanging on branches.[22] The distinctive features of the Onychonycteris fossil also support the hypothesis that mammalian flight most likely evolved in arboreal locomotors, rather than terrestrial runners. This model of flight development, commonly known as the "trees-down" theory, holds that bats first flew by taking advantage of height and gravity to drop down on to prey, rather than running fast enough for a ground-level take off.[23][24]
90
+
91
+ The molecular phylogeny was controversial, as it pointed to microbats not having a unique common ancestry, which implied that some seemingly unlikely transformations occurred. The first is that laryngeal echolocation evolved twice in bats, once in Yangochiroptera and once in the rhinolophoids.[25] The second is that laryngeal echolocation had a single origin in Chiroptera, was subsequently lost in the family Pteropodidae (all megabats), and later evolved as a system of tongue-clicking in the genus Rousettus.[26] Analyses of the sequence of the vocalization gene FoxP2 were inconclusive on whether laryngeal echolocation was lost in the pteropodids or gained in the echolocating lineages.[27] Echolocation probably first derived in bats from communicative calls. The Eocene bats Icaronycteris (52 million years ago) and Palaeochiropteryx had cranial adaptations suggesting an ability to detect ultrasound. This may have been used at first mainly to forage on the ground for insects and map out their surroundings in their gliding phase, or for communicative purposes. After the adaptation of flight was established, it may have been refined to target flying prey by echolocation.[22] Bats may have evolved echolocation through a shared common ancestor, in which case it was then lost in the Old World megabats, only to be regained in the horseshoe bats; or, echolocation evolved independently in both the Yinpterochiroptera and Yangochiroptera lineages.[28] Analyses of the hearing gene Prestin seem to favour the idea that echolocation developed independently at least twice, rather than being lost secondarily in the pteropodids,[29] but ontogenic analysis of the cochlea supports that laryngeal echolocation evolved only once.[30]
92
+
93
+ Bats are placental mammals. After rodents, they are the largest order, making up about 20% of mammal species.[31] In 1758, Carl Linnaeus classified the seven bat species he knew of in the genus Vespertilio in the order Primates. Around twenty years later, the German naturalist Johann Friedrich Blumenbach gave them their own order, Chiroptera.[32] Since then, the number of described species has risen to over 1,400,[33] traditionally classified as two suborders: Megachiroptera (megabats), and Microchiroptera (microbats/echolocating bats).[34] Not all megabats are larger than microbats.[35] Several characteristics distinguish the two groups. Microbats use echolocation for navigation and finding prey, but megabats apart from those in the genus Rousettus do not, relying instead on their eyesight.[36] Accordingly, megabats have a well-developed visual cortex and good visual acuity.[34] Megabats have a claw on the second finger of the forelimb.[37][38] The external ears of microbats do not close to form a ring; the edges are separated from each other at the base of the ear.[38] Megabats eat fruit, nectar, or pollen, while most microbats eat insects; others feed on fruit, nectar, pollen, fish, frogs, small mammals, or blood.[34]
94
+
95
+ Below is a table chart following the bat classification of families recognized by various authors of the ninth volume of Handbook of the Mammals of the World published in 2019:[39]
96
+
97
+ The head and teeth shape of bats can vary by species. In general, megabats have longer snouts, larger eye sockets and smaller ears, giving them a more dog-like appearance, which is the source of their nickname of "flying foxes".[40] Among microbats, longer snouts are associated with nectar-feeding.[41] while vampire bats have reduced snouts to accommodate large incisors and canines.[42]
98
+
99
+ Small insect-eating bats can have as many as 38 teeth, while vampire bats have only 20. Bats that feed on hard-shelled insects have fewer but larger teeth with longer canines and more robust lower jaws than species that prey on softer bodied insects. In nectar-feeding bats, the canines are long while the cheek-teeth are reduced. In fruit-eating bats, the cusps of the cheek teeth are adapted for crushing.[41] These feeding behaviors are true for both megabats and microbats. The upper incisors of vampire bats lack enamel, which keeps them razor-sharp.[42] The bite force of small bats is generated through mechanical advantage, allowing them to bite through the hardened armour of insects or the skin of fruit.[43]
100
+
101
+ Bats are the only mammals capable of sustained flight, as opposed to gliding, as in the flying squirrel.[44] The fastest bat, the Mexican free-tailed bat (Tadarida brasiliensis), can achieve a ground speed of 160 km/h (100 mph).[45]
102
+
103
+ The finger bones of bats are much more flexible than those of other mammals, owing to their flattened cross-section and to low levels of calcium near their tips. The elongation of bat digits, a key feature required for wing development, is due to the upregulation of bone morphogenetic proteins (Bmps). During embryonic development, the gene controlling Bmp signalling, Bmp2, is subjected to increased expression in bat forelimbs—resulting in the extension of the manual digits. This crucial genetic alteration helps create the specialised limbs required for powered flight. The relative proportion of extant bat forelimb digits compared with those of Eocene fossil bats have no significant differences, suggesting that bat wing morphology has been conserved for over 50 million years.[46] During flight, the bones undergo bending and shearing stress; the bending stresses felt are smaller than in terrestrial mammals, but the shearing stress is larger. The wing bones of bats have a slightly lower breaking stress point than those of birds.[47]
104
+
105
+ As in other mammals, and unlike in birds, the radius is the main component of the forearm. Bats have five elongated digits, which all radiate around the wrist. The thumb points forward and supports the leading edge of the wing, and the other digits support the tension held in the wing membrane. The second and third digits go along the wing tip, allowing the wing to be pulled forward against aerodynamic drag, without having to be thick as in pterosaur wings. The fourth and fifth digits go from the wrist to the trailing edge, and repel the bending force caused by air pushing up against the stiff membrane.[48] Due to their flexible joints, bats are more manoeuvrable and more dexterous than gliding mammals.[49]
106
+
107
+ The wings of bats are much thinner and consist of more bones than the wings of birds, allowing bats to manoeuvre more accurately than the latter, and fly with more lift and less drag.[50] By folding the wings in toward their bodies on the upstroke, they save 35 percent energy during flight.[51] The membranes are delicate, tearing easily,[52] but can regrow, and small tears heal quickly.[52][53] The surface of the wings is equipped with touch-sensitive receptors on small bumps called Merkel cells, also found on human fingertips. These sensitive areas are different in bats, as each bump has a tiny hair in the centre, making it even more sensitive and allowing the bat to detect and adapt to changing airflow; the primary use is to judge the most efficient speed to fly at, and possibly also to avoid stalls.[54] Insectivorous bats may also use tactile hairs to help perform complex manoeuvres to capture prey in flight.[49]
108
+
109
+ The patagium is the wing membrane; it is stretched between the arm and finger bones, and down the side of the body to the hind limbs and tail. This skin membrane consists of connective tissue, elastic fibres, nerves, muscles, and blood vessels. The muscles keep the membrane taut during flight.[55] The extent to which the tail of a bat is attached to a patagium can vary by species, with some having completely free tails or even no tails.[41] The skin on the body of the bat, which has one layer of epidermis and dermis, as well as hair follicles, sweat glands and a fatty subcutaneous layer, is very different from the skin of the wing membrane. The patagium is an extremely thin double layer of epidermis; these layers are separated by a connective tissue centre, rich with collagen and elastic fibres. The membrane has no hair follicles or sweat glands, except between the fingers.[54][56] For bat embryos, apoptosis (cell death) affects only the hindlimbs, while the forelimbs retain webbing between the digits that forms into the wing membranes.[57] Unlike birds, whose stiff wings deliver bending and torsional stress to the shoulders, bats have a flexible wing membrane that can only resist tension. To achieve flight, a bat exerts force inwards at the points where the membrane meets the skeleton, so that an opposing force balances it on the wing edges perpendicular to the wing surface. This adaptation does not permit bats to reduce their wingspans, unlike birds, which can partly fold their wings in flight, radically reducing the wing span and area for the upstroke and for gliding. Hence bats cannot travel over long distances as birds can.[48]
110
+
111
+ Nectar- and pollen-eating bats can hover, in a similar way to hummingbirds. The sharp leading edges of the wings can create vortices, which provide lift. The vortex may be stabilised by the animal changing its wing curvatures.[58]
112
+
113
+ When not flying, bats hang upside down from their feet, a posture known as roosting.[59] The femurs are attached at the hips in a way that allows them to bend outward and upward in flight. The ankle joint can flex to allow the trailing edge of the wings to bend downwards. This does not permit many movements other than hanging or clambering up trees.[48] Most megabats roost with the head tucked towards the belly, whereas most microbats roost with the neck curled towards the back. This difference is reflected in the structure of the cervical or neck vertebrae in the two groups, which are clearly distinct.[59] Tendons allow bats to lock their feet closed when hanging from a roost. Muscular power is needed to let go, but not to grasp a perch or when holding on.[60]
114
+
115
+ When on the ground, most bats can only crawl awkwardly. A few species such as the New Zealand lesser short-tailed bat and the common vampire bat are agile on the ground. Both species make lateral gaits (the limbs move one after the other) when moving slowly but vampire bats move with a bounding gait (all limbs move in unison) at greater speeds, the folded up wings being used to propel them forward. Vampire bat likely evolved these gaits to follow their hosts while short-tailed bats developed in the absence of terrestrial mammal competitors. Enhanced terrestrial locomotion does not appear to have reduced their ability to fly.[61]
116
+
117
+ Bats have an efficient circulatory system. They seem to make use of particularly strong venomotion, a rhythmic contraction of venous wall muscles. In most mammals, the walls of the veins provide mainly passive resistance, maintaining their shape as deoxygenated blood flows through them, but in bats they appear to actively support blood flow back to the heart with this pumping action.[62][63] Since their bodies are relatively small and lightweight, bats are not at risk of blood flow rushing to their heads when roosting.[64]
118
+
119
+ Bats possess a highly adapted respiratory system to cope with the demands of powered flight, an energetically taxing activity that requires a large continuous throughput of oxygen. In bats, the relative alveolar surface area and pulmonary capillary blood volume are larger than in most other small quadrupedal mammals.[65] During flight the respiratory cycle has a one-to-one relationship with the wing-beat cycle.[66] Because of the restraints of the mammalian lungs, bats cannot maintain high-altitude flight.[48]
120
+
121
+ It takes a lot of energy and an efficient circulatory system to work the flight muscles of bats. Energy supply to the muscles engaged in flight require about double the amount compared to the muscles that do not use flight as a means of mammalian locomotion. In parallel to energy consumption, blood oxygen levels of flying animals are twice as much as those of their terrestrially locomoting mammals. As the blood supply controls the amount of oxygen supplied throughout the body, the circulatory system must respond accordingly. Therefore, compared to a terrestrial mammal of the same relative size, the bat's heart can be up to three times larger, and pump more blood.[68] Cardiac output is directly derived from heart rate and stroke volume of the blood;[69] an active microbat can reach a heart rate of 1000 beats per minute.[70]
122
+
123
+ With its extremely thin membranous tissue, a bat's wing can significantly contribute to the organism's total gas exchange efficiency.[56] Because of the high energy demand of flight, the bat's body meets those demands by exchanging gas through the patagium of the wing. When the bat has its wings spread it allows for an increase in surface area to volume ratio. The surface area of the wings is about 85% of the total body surface area, suggesting the possibility of a useful degree of gas exchange.[56] The subcutaneous vessels in the membrane lie very close to the surface and allow for the diffusion of oxygen and carbon dioxide.[71]
124
+
125
+ The digestive system of bats has varying adaptations depending on the species of bat and its diet. As in other flying animals, food is processed quickly and effectively to keep up with the energy demand. Insectivorous bats may have certain digestive enzymes to better process insects, such as chitinase to break down chitin, which is a large component of insects.[72] Vampire bats, probably due to their diet of blood, are the only vertebrates that do not have the enzyme maltase, which breaks down malt sugar, in their intestinal tract. Nectivorous and frugivorous bats have more maltase and sucrase enzymes than insectivorous, to cope with the higher sugar contents of their diet.[73]
126
+
127
+ The adaptations of the kidneys of bats vary with their diets. Carnivorous and vampire bats consume large amounts of protein and can output concentrated urine; their kidneys have a thin cortex and long renal papillae. Frugivorous bats lack that ability and have kidneys adapted for electrolyte-retention due to their low-electrolyte diet; their kidneys accordingly have a thick cortex and very short conical papillae.[73] Bats have higher metabolic rates associated with flying, which lead to an increased respiratory water loss. Their large wings are composed of the highly vascularized membranes, increasing the surface area, and leading to cutaneous evaporative water loss.[67] Water helps maintain their ionic balance in their blood, thermoregulation system, and removal of wastes and toxins from the body via urine. They are also susceptible to blood urea poisoning if they do not receive enough fluid.[74]
128
+
129
+ The structure of the uterine system in female bats can vary by species, with some having two uterine horns while others have a single mainline chamber.[75]
130
+
131
+ Microbats and a few megabats emit ultrasonic sounds to produce echoes. Sound intensity of these echos are dependent on subglottic pressure. The bats’ cricothyroid muscle controls the orientation pulse frequency, which is an important function. This muscle is located inside the larynx and it is the only tensor muscle capable of aiding phonation.[76] By comparing the outgoing pulse with the returning echoes, the brain and auditory nervous system can produce detailed images of the bat's surroundings. This allows bats to detect, localise, and classify their prey in darkness. Bat calls are some of the loudest airborne animal sounds, and can range in intensity from 60 to 140 decibels.[77][78] Microbats use their larynx to create ultrasound, and emit it through the mouth and sometimes the nose. The latter is most pronounced in the horseshoe bats (Rhinolophus spp.). Microbat calls range in frequency from 14,000 to well over 100,000 Hz, extending well beyond the range of human hearing (between 20 and 20,000 Hz).[79] Various groups of bats have evolved fleshy extensions around and above the nostrils, known as nose-leaves, which play a role in sound transmission.[80]
132
+
133
+ In low-duty cycle echolocation, bats can separate their calls and returning echoes by time. They have to time their short calls to finish before echoes return. Bats contract their middle ear muscles when emitting a call, so they can avoid deafening themselves. The time interval between the call and echo allows them to relax these muscles, so they can hear the returning echo.[81] The delay of the returning echoes allows the bat to estimate the range to their prey.[79]
134
+
135
+ In high-duty cycle echolocation, bats emit a continuous call and separate pulse and echo in frequency. The ears of these bats are sharply tuned to a specific frequency range. They emit calls outside this range to avoid deafening themselves. They then receive echoes back at the finely tuned frequency range by taking advantage of the Doppler shift of their motion in flight. The Doppler shift of the returning echoes yields information relating to the motion and location of the bat's prey. These bats must deal with changes in the Doppler shift due to changes in their flight speed. They have adapted to change their pulse emission frequency in relation to their flight speed so echoes still return in the optimal hearing range.[82]
136
+
137
+ In addition to echolocating prey, bat ears are sensitive to the fluttering of moth wings, the sounds produced by tymbalate insects, and the movement of ground-dwelling prey, such as centipedes and earwigs. The complex geometry of ridges on the inner surface of bat ears helps to sharply focus echolocation signals, and to passively listen for any other sound produced by the prey. These ridges can be regarded as the acoustic equivalent of a Fresnel lens, and exist in a large variety of unrelated animals, such as the aye-aye, lesser galago, bat-eared fox, mouse lemur, and others.[83][84][85] Bats can estimate the elevation of their target using the interference patterns from the echoes reflecting from the tragus, a flap of skin in the external ear.[79]
138
+
139
+ By repeated scanning, bats can mentally construct an accurate image of the environment in which they are moving and of their prey.[88] Some species of moth have exploited this, such as the tiger moths, which produces aposematic ultrasound signals to warn bats that they are chemically protected and therefore distasteful.[86][87] Moth species including the tiger moth can produce signals to jam bat echolocation. Many moth species have a hearing organ called a tympanum, which responds to an incoming bat signal by causing the moth's flight muscles to twitch erratically, sending the moth into random evasive manoeuvres.[89][90][91]
140
+
141
+ The eyes of most microbat species are small and poorly developed, leading to poor visual acuity, but no species is blind.[92] Most microbats have mesopic vision, meaning that they can only detect light in low levels, whereas other mammals have photopic vision, which allows colour vision. Microbats may use their vision for orientation and while travelling between their roosting grounds and feeding grounds, as echolocation is only effective over short distances. Some species can detect ultraviolet (UV). As the bodies of some microbats have distinct coloration, they may be able to discriminate colours.[44][93][94][95]
142
+
143
+ Megabat species often have eyesight as good as, if not better than, human vision. Their eyesight is adapted to both night and daylight vision, including some colour vision.[95]
144
+
145
+ Microbats make use of magnetoreception, in that they have a high sensitivity to the Earth's magnetic field, as birds do. Microbats use a polarity-based compass, meaning that they differentiate north from south, unlike birds, which use the strength of the magnetic field to differentiate latitudes, which may be used in long-distance travel. The mechanism is unknown but may involve magnetite particles.[96][97]
146
+
147
+ Most bats are homeothermic (having a stable body temperature), the exception being the vesper bats (Vespertilionidae), the horseshoe bats (Rhinolophidae), the free-tailed bats (Molossidae), and the bent-winged bats (Miniopteridae), which extensively use heterothermy (where body temperature can vary).[98] Compared to other mammals, bats have a high thermal conductivity. The wings are filled with blood vessels, and lose body heat when extended. At rest, they may wrap their wings around themselves to trap a layer of warm air. Smaller bats generally have a higher metabolic rate than larger bats, and so need to consume more food in order to maintain homeothermy.[99]
148
+
149
+ Bats may avoid flying during the day to prevent overheating in the sun, since their dark wing-membranes absorb solar radiation. Bats may not be able to dissipate heat if the ambient temperature is too high;[100] they use saliva to cool themselves in extreme conditions.[48] Among megabats, the flying fox Pteropus hypomelanus uses saliva and wing-fanning to cool itself while roosting during the hottest part of the day.[101] Among microbats, the Yuma myotis (Myotis yumanensis), the Mexican free-tailed bat, and the pallid bat (Antrozous pallidus) cope with temperatures up to 45 °C (113 °F) by panting, salivating, and licking their fur to promote evaporative cooling; this is sufficient to dissipate twice their metabolic heat production.[102]
150
+
151
+ Bats also possess a system of sphincter valves on the arterial side of the vascular network that runs along the edge of their wings. When fully open, these allow oxygenated blood to flow through the capillary network across the wing membrane; when contracted, they shunt flow directly to the veins, bypassing the wing capillaries. This allows bats to control how much heat is exchanged through the flight membrane, allowing them to release heat during flight. Many other mammals use the capillary network in oversized ears for the same purpose.[103]
152
+
153
+ Torpor, a state of decreased activity where the body temperature and metabolism decreases, is especially useful for microbats, as they use a large amount of energy while active, depend upon an unreliable food source, and have a limited ability to store fat. They generally drop their body temperature in this state to 6–30 °C (43–86 °F), and may reduce their energy expenditure by 50 to 99%. Around 97% of all microbats use torpor.[104] Tropical bats may use it to avoid predation, by reducing the amount of time spent on foraging and thus reducing the chance of being caught by a predator.[105] Megabats were generally believed to be homeothermic, but three species of small megabats, with a mass of about 50 grams (1 3⁄4 ounces), have been known to use torpor: the common blossom bat (Syconycteris australis), the long-tongued nectar bat (Macroglossus minimus), and the eastern tube-nosed bat (Nyctimene robinsoni). Torpid states last longer in the summer for megabats than in the winter.[106]
154
+
155
+ During hibernation, bats enter a torpid state and decrease their body temperature for 99.6% of their hibernation period; even during periods of arousal, when they return their body temperature to normal, they sometimes enter a shallow torpid state, known as "heterothermic arousal".[107] Some bats become dormant during higher temperatures to keep cool in the summer months.[108]
156
+
157
+ Heterothermic bats during long migrations may fly at night and go into a torpid state roosting in the daytime. Unlike migratory birds, which fly during the day and feed during the night, nocturnal bats have a conflict between travelling and eating. The energy saved reduces their need to feed, and also decreases the duration of migration, which may prevent them from spending too much time in unfamiliar places, and decrease predation. In some species, pregnant individuals may not use torpor.[109][110]
158
+
159
+ The smallest bat is Kitti's hog-nosed bat (Craseonycteris thonglongyai), which is 29–34 mm (1 1⁄8–1 3⁄8 in) long with a 150-millimetre (6 in) wingspan and weighs 2–2.6 g (1⁄16–3⁄32 oz).[111][112] It is also arguably the smallest extant species of mammal, next to the Etruscan shrew.[113] The largest bats are a few species of Pteropus megabats and the giant golden-crowned flying fox, (Acerodon jubatus), which can weigh 1.6 kg (3 1⁄2 lb) with a wingspan of 1.7 m (5 ft 7 in).[114] Larger bats tend to use lower frequencies and smaller bats higher for echolocation; high-frequency echolocation is better at detecting smaller prey. Small prey may be absent in the diets of large bats as they are unable to detect them.[115] The adaptations of a particular bat species can directly influence what kinds of prey are available to it.[116]
160
+
161
+ Flight has enabled bats to become one of the most widely distributed groups of mammals.[117] Apart from the high Arctic, the Antarctic and a few isolated oceanic islands, bats exist in almost every habitat on Earth.[118] Tropical areas tend to have more species than temperate ones.[119] Different species select different habitats during different seasons, ranging from seasides to mountains and deserts, but they require suitable roosts. Bat roosts can be found in hollows, crevices, foliage, and even human-made structures, and include "tents" the bats construct with leaves.[120] Megabats generally roost in trees.[121] Most microbats are nocturnal[122] and megabats are typically diurnal or crepuscular.[123][124]
162
+
163
+ In temperate areas, some microbats migrate hundreds of kilometres to winter hibernation dens;[125] others pass into torpor in cold weather, rousing and feeding when warm weather allows insects to be active.[126] Others retreat to caves for winter and hibernate for as much as six months.[126] Microbats rarely fly in rain; it interferes with their echolocation, and they are unable to hunt.[127]
164
+
165
+ Different bat species have different diets, including insects, nectar, pollen, fruit and even vertebrates.[128] Megabats are mostly fruit, nectar and pollen eaters.[123] Due to their small size, high-metabolism and rapid burning of energy through flight, bats must consume large amounts of food for their size. Insectivorous bats may eat over 120 percent of their body weight, while frugivorous bats may eat over twice their weight.[129] They can travel significant distances each night, exceptionally as much as 38.5 km (24 mi) in the spotted bat (Euderma maculatum), in search of food.[130] Bats use a variety of hunting strategies.[115] Bats get most of their water from the food they eat; many species also drink from water sources like lakes and streams, flying over the surface and dipping their tongues into the water.[131]
166
+
167
+ The Chiroptera as a whole are in the process of losing the ability to synthesise vitamin C.[132] In a test of 34 bat species from six major families, including major insect- and fruit-eating bat families, all were found to have lost the ability to synthesise it, and this loss may derive from a common bat ancestor, as a single mutation.[133][b] At least two species of bat, the frugivorous bat (Rousettus leschenaultii) and the insectivorous bat (Hipposideros armiger), have retained their ability to produce vitamin C.[134]
168
+
169
+ Most microbats, especially in temperate areas, prey on insects.[128] The diet of an insectivorous bat may span many species,[135] including flies, mosquitos, beetles, moths, grasshoppers, crickets, termites, bees, wasps, mayflies and caddisflies.[41][136] Large numbers of Mexican free-tailed bats (Tadarida brasiliensis) fly hundreds of metres above the ground in central Texas to feed on migrating moths.[137] Species that hunt insects in flight, like the little brown bat (Myotis lucifugus), may catch an insect in mid-air with the mouth, and eat it in the air or use their tail membranes or wings to scoop up the insect and carry it to the mouth.[138][139] The bat may also take the insect back to its roost and eat it there.[140] Slower moving bat species such as the brown long-eared bat (Plecotus auritus) and many horseshoe bat species, may take or glean insects from vegetation or hunt them from perches.[41] Insectivorous bats living at high latitudes have to consume prey with higher energetic value than tropical bats.[141]
170
+
171
+ Fruit eating, or frugivory, is found in both major suborders. Bats prefer ripe fruit, pulling it off the trees with their teeth. They fly back to their roosts to eat the fruit, sucking out the juice and spitting the seeds and pulp out onto the ground. This helps disperse the seeds of these fruit trees, which may take root and grow where the bats have left them, and many species of plants depend on bats for seed dispersal.[142][143] The Jamaican fruit bat (Artibeus jamaicensis) has been recorded carrying fruits weighing 3–14 g (1⁄8–1⁄2 oz) or even as much as 50 g (1 3⁄4 oz).[144]
172
+
173
+ Nectar-eating bats have acquired specialised adaptations. These bats possess long muzzles and long, extensible tongues covered in fine bristles that aid them in feeding on particular flowers and plants.[143][145] The tube-lipped nectar bat (Anoura fistulata) has the longest tongue of any mammal relative to its body size. This is beneficial to them in terms of pollination and feeding. Their long, narrow tongues can reach deep into the long cup shape of some flowers. When the tongue retracts, it coils up inside the rib cage.[145] Because of these features, nectar-feeding bats cannot easily turn to other food sources in times of scarcity, making them more prone to extinction than other types of bat.[146][147] Nectar feeding also aids a variety of plants, since these bats serve as pollinators, as pollen gets attached to their fur while they are feeding. Around 500 species of flowering plant rely on bat pollination and thus tend to open their flowers at night.[143] Many rainforest plants depend on bat pollination.[148]
174
+
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+ Some bats prey on other vertebrates, such as fish, frogs, lizards, birds and mammals.[41][150] The fringe-lipped bat (Trachops cirrhosus,) for example, is skilled at catching frogs. These bats locate large groups of frogs by tracking their mating calls, then plucking them from the surface of the water with their sharp canine teeth.[151] The greater noctule bat can catch birds in flight.[149] Some species, like the greater bulldog bat (Noctilio leporinus) hunt fish. They use echolocation to detect small ripples on the water's surface, swoop down and use specially enlarged claws on their hind feet to grab the fish, then take their prey to a feeding roost and consume it.[152] At least two species of bat are known to feed on other bats: the spectral bat (Vampyrum spectrum), and the ghost bat (Macroderma gigas).[153]
176
+
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+ A few species, specifically the common, white-winged, and hairy-legged vampire bats, only feed on animal blood (hematophagy). The common vampire bat typically feeds on large mammals such as cattle; the hairy-legged and white-winged vampires feed on birds.[154] Vampire bats target sleeping prey and can detect deep breathing.[155] Heat sensors in the nose help them to detect blood vessels near the surface of the skin.[156] They pierce the animal's skin with their teeth, biting away a small flap,[157] and lap up the blood with their tongues, which have lateral grooves adapted to this purpose.[158] The blood is kept from clotting by an anticoagulant in the saliva.[157]
178
+
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+ Bats are subject to predation from birds of prey, such as owls, hawks, and falcons, and at roosts from terrestrial predators able to climb, such as cats.[159] Twenty species of tropical New World snakes are known to capture bats, often waiting at the entrances of refuges, such as caves, for bats to fly past.[160] J. Rydell and J. R. Speakman argue that bats evolved nocturnality during the early and middle Eocene period to avoid predators.[159] The evidence is thought by some zoologists to be equivocal so far.[161]
180
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+ Among ectoparasites, bats carry fleas and mites, as well as specific parasites such as bat bugs and bat flies (Nycteribiidae and Streblidae).[162][163] Bats are among the few non-aquatic mammalian orders that do not host lice, possibly due to competition from more specialised parasites that occupy the same niche.[163]
182
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+ White nose syndrome is a condition associated with the deaths of millions of bats in the Eastern United States and Canada.[164] The disease is named after a white fungus, Pseudogymnoascus destructans, found growing on the muzzles, ears, and wings of afflicted bats. The fungus is mostly spread from bat to bat, and causes the disease.[165] The fungus was first discovered in central New York State in 2006 and spread quickly to the entire Eastern US north of Florida; mortality rates of 90–100% have been observed in most affected caves.[166] New England and the mid-Atlantic states have, since 2006, witnessed entire species completely extirpated and others with numbers that have gone from the hundreds of thousands, even millions, to a few hundred or less.[167] Nova Scotia, Quebec, Ontario, and New Brunswick have witnessed identical die offs, with the Canadian government making preparations to protect all remaining bat populations in its territory.[168] Scientific evidence suggests that longer winters where the fungus has a longer period to infect bats result in greater mortality.[169][170][171] In 2014, the infection crossed the Mississippi River,[172] and in 2017, it was found on bats in Texas.[173]
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+ Bats are natural reservoirs for a large number of zoonotic pathogens,[174] including rabies, endemic in many bat populations,[175][176][177] histoplasmosis both directly and in guano,[178] Nipah and Hendra viruses,[179][180] and possibly the ebola virus,[181][182] whose natural reservoir is yet unknown.[183][184] Their high mobility, broad distribution, long life spans, substantial sympatry (range overlap) of species, and social behaviour make bats favourable hosts and vectors of disease.[185] Reviews have found different answers as to whether bats have more zoonotic viruses than other mammal groups. One 2015 review found that bats, rodents, and primates all harbored significantly more zoonotic viruses (which can be transmitted to humans) than other mammal groups, though the differences among the aforementioned three groups were not significant (bats have no more zoonotic viruses than rodents and primates).[186] Another 2020 review of mammals and birds found that the identify of the taxonomic groups did not have any impact on the probability of harboring zoonotic viruses. Instead, more diverse groups had greater viral diversity.[187]
186
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+ They seem to be highly resistant to many of the pathogens they carry, suggesting a degree of adaptation to their immune systems.[185]>[188][189] Their interactions with livestock and pets, including predation by vampire bats, accidental encounters, and the scavenging of bat carcasses, compound the risk of zoonotic transmission.[176] Bats are implicated in the emergence of severe acute respiratory syndrome (SARS) in China, since they serve as natural hosts for coronaviruses, several from a single cave in Yunnan, one of which developed into the SARS virus.[178][190][191] However, they do neither cause nor spread COVID-19.[192]
188
+
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+ Some bats lead solitary lives, while others live in colonies of more than a million.[193] Living in large colonies lessens the risk to an individual of predation.[41] Temperate bat species may swarm at hibernation sites as autumn approaches. This may serve to introduce young to hibernation sites, signal reproduction in adults and allow adults to breed with those from other groups.[194]
190
+
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+ Several species have a fission-fusion social structure, where large numbers of bats congregate in one roosting area, along with breaking up and mixing of subgroups. Within these societies, bats are able to maintain long-term relationships.[195] Some of these relationships consist of matrilineally related females and their dependent offspring.[196] Food sharing and mutual grooming may occur in certain species, such as the common vampire bat (Desmodus rotundus), and these strengthen social bonds.[197][198]
192
+
193
+ Bats are among the most vocal of mammals and produce calls to attract mates, find roost partners and defend resources. These calls are typically low-frequency and can travel long distances.[41][200] Mexican free-tailed bats are one of the few species to "sing" like birds. Males sing to attract females. Songs have three phrases: chirps, trills and buzzes, the former having "A" and "B" syllables. Bat songs are highly stereotypical but with variation in syllable number, phrase order, and phrase repetitions between individuals.[199] Among greater spear-nosed bats (Phyllostomus hastatus), females produce loud, broadband calls among their roost mates to form group cohesion. Calls differ between roosting groups and may arise from vocal learning.[201]
194
+
195
+ In a study on captive Egyptian fruit bats, 70% of the directed calls could be identified by the researchers as to which individual bat made it, and 60% could be categorised into four contexts: squabbling over food, jostling over position in their sleeping cluster, protesting over mating attempts and arguing when perched in close proximity to each other. The animals made slightly different sounds when communicating with different individual bats, especially those of the opposite sex.[202] In the highly sexually dimorphic hammer-headed bat (Hypsignathus monstrosus), males produce deep, resonating, monotonous calls to attract females. Bats in flight make vocal signals for traffic control. Greater bulldog bats honk when on a collision course with each other.[200]
196
+
197
+ Bats also communicate by other means. Male little yellow-shouldered bats (Sturnira lilium) have shoulder glands that produce a spicy odour during the breeding season. Like many other species, they have hair specialised for retaining and dispersing secretions. Such hair forms a conspicuous collar around the necks of the some Old World megabat males. Male greater sac-winged bats (Saccopteryx bilineata) have sacs in their wings in which they mix body secretions like saliva and urine to create a perfume that they sprinkle on roost sites, a behaviour known as "salting". Salting may be accompanied by singing.[200]
198
+
199
+ Most bat species are polygynous, where males mate with multiple females. Male pipistrelle, noctule and vampire bats may claim and defend resources that attract females, such as roost sites, and mate with those females. Males unable to claim a site are forced to live on the periphery where they have less reproductive success.[203][41] Promiscuity, where both sexes mate with multiple partners, exists in species like the Mexican free-tailed bat and the little brown bat.[204][205] There appears to be bias towards certain males among females in these bats.[41] In a few species, such as the yellow-winged bat and spectral bat, adult males and females form monogamous pairs.[41][206] Lek mating, where males aggregate and compete for female choice through display, is rare in bats[207] but occurs in the hammerheaded bat.[208]
200
+
201
+ For temperate living bats, mating takes place in late summer and early autumn.[209] Tropical bats may mate during the dry season.[210] After copulation, the male may leave behind a mating plug to block the sperm of other males and thus ensure his paternity.[211] In hibernating species, males are known to mate with females in torpor.[41] Female bats use a variety of strategies to control the timing of pregnancy and the birth of young, to make delivery coincide with maximum food ability and other ecological factors. Females of some species have delayed fertilisation, in which sperm is stored in the reproductive tract for several months after mating. Mating occurs in the autumn but fertilisation does not occur until the following spring. Other species exhibit delayed implantation, in which the egg is fertilised after mating, but remains free in the reproductive tract until external conditions become favourable for giving birth and caring for the offspring.[212] In another strategy, fertilisation and implantation both occur, but development of the foetus is delayed until good conditions prevail. During the delayed development the mother keeps the fertilised egg alive with nutrients. This process can go on for a long period, because of the advanced gas exchange system.[213]
202
+
203
+ For temperate living bats, births typically take place in May or June in the northern hemisphere; births in the southern hemisphere occur in November and December. Tropical species give birth at the beginning of the rainy season.[214] In most bat species, females carry and give birth to a single pup per litter.[215] At birth, a bat pup can be up to 40 percent of the mother's weight,[41] and the pelvic girdle of the female can expand during birth as the two halves are connected by a flexible ligament.[216] Females typically give birth in a head-up or horizontal position, using gravity to make birthing easier. The young emerges rear-first, possibly to prevent the wings from getting tangled, and the female cradles it in her wing and tail membranes. In many species, females give birth and raise their young in maternity colonies and may assist each other in birthing.[217][218][216]
204
+
205
+ Most of the care for a young bat comes from the mother. In monogamous species, the father plays a role. Allo-suckling, where a female suckles another mother's young, occurs in several species. This may serve to increase colony size in species where females return to their natal colony to breed.[41] A young bat's ability to fly coincides with the development of an adult body and forelimb length. For the little brown bat, this occurs about eighteen days after birth. Weaning of young for most species takes place in under eighty days. The common vampire bat nurses its offspring beyond that and young vampire bats achieve independence later in life than other species. This is probably due to the species' blood-based diet, which is difficult to obtain on a nightly basis.[219]
206
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+ The maximum lifespan of bats is three-and-a-half times longer than other mammals of similar size. Six species have been recorded to live over 30 years in the wild: the brown long-eared bat (Plecotus auritus), the little brown bat (Myotis lucifugus), Brandt's bat (Myotis brandti), the lesser mouse-eared bat (Myotis blythii) the greater horseshoe bat (Rhinolophus ferrumequinum), and the Indian flying fox (Pteropus giganteus).[220] One hypothesis consistent with the rate-of-living theory links this to the fact that they slow down their metabolic rate while hibernating; bats that hibernate, on average, have a longer lifespan than bats that do not.[221][222] Another hypothesis is that flying has reduced their mortality rate, which would also be true for birds and gliding mammals. Bat species that give birth to multiple pups generally have a shorter lifespan than species that give birth to only a single pup. Cave-roosting species may have a longer lifespan than non-roosting species because of the decreased predation in caves. A male Brandt's bat was recaptured in the wild after 41 years, making it the oldest known bat.[222][223]
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+ Groups such as the Bat Conservation International[224] aim to increase awareness of bats' ecological roles and the environmental threats they face. In the United Kingdom, all bats are protected under the Wildlife and Countryside Acts, and disturbing a bat or its roost can be punished with a heavy fine.[225]
210
+ In Sarawak, Malaysia, "all bats"[226] are protected under the Wildlife Protection Ordinance 1998,[226] but species such as the hairless bat (Cheiromeles torquatus) are still eaten by the local communities.[227] Humans have caused the extinction of several species of bat in modern history, the most recent being the Christmas Island pipistrelle (Pipistrellus murrayi), which was declared extinct in 2009.[228]
211
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+ Many people put up bat houses to attract bats.[229] The 1991 University of Florida bat house is the largest occupied artificial roost in the world, with around 400,000 residents.[230] In Britain, thickwalled and partly underground World War II pillboxes have been converted to make roosts for bats,[231][232] and purpose-built bat houses are occasionally built to mitigate damage to habitat from road or other developments.[233][234] Cave gates are sometimes installed to limit human entry into caves with sensitive or endangered bat species. The gates are designed not to limit the airflow, and thus to maintain the cave's micro-ecosystem.[235] Of the 47 species of bats found in the United States, 35 are known to use human structures, including buildings and bridges. Fourteen species use bat houses.[236]
213
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+ Bats are eaten in countries across Africa, Asia and the Pacific Rim. In some cases, such as in Guam, flying foxes have become endangered through being hunted for food.[237] There is evidence that wind turbines create sufficient barotrauma (pressure damage) to kill bats.[238] Bats have typical mammalian lungs, which are thought to be more sensitive to sudden air pressure changes than the lungs of birds, making them more liable to fatal rupture.[239][240][241][242][243] Bats may be attracted to turbines, perhaps seeking roosts, increasing the death rate.[239] Acoustic deterrents may help to reduce bat mortality at wind farms.[244]
215
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+ Since bats are mammals, yet can fly, they are considered to be liminal beings in various traditions.[245] In many cultures, including in Europe, bats are associated with darkness, death, witchcraft, and malevolence.[246] Among Native Americans such as the Creek, Cherokee and Apache, the bat is a trickster spirit. In Tanzania, a winged batlike creature known as Popobawa is believed to be a shapeshifting evil spirit that assaults and sodomises its victims.[247] In Aztec mythology, bats symbolised the land of the dead, destruction, and decay.[248][249][250] An East Nigerian tale tells that the bat developed its nocturnal habits after causing the death of his partner, the bush-rat, and now hides by day to avoid arrest.[251]
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+ More positive depictions of bats exist in some cultures. In China, bats have been associated with happiness, joy and good fortune. Five bats are used to symbolise the "Five Blessings": longevity, wealth, health, love of virtue and peaceful death.[252] The bat is sacred in Tonga and is often considered the physical manifestation of a separable soul.[253] In the Zapotec civilisation of Mesoamerica, the bat god presided over corn and fertility.[254]
219
+
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+ The Weird Sisters in Shakespeare's Macbeth used the fur of a bat in their brew.[255] In Western culture, the bat is often a symbol of the night and its foreboding nature. The bat is a primary animal associated with fictional characters of the night, both villainous vampires, such as Count Dracula and before him Varney the Vampire,[256] and heroes, such as Batman.[257] Kenneth Oppel's Silverwing novels narrate the adventures of a young bat,[258] based on the silver-haired bat of North America.[259]
221
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+ The bat is sometimes used as a heraldic symbol in Spain and France, appearing in the coats of arms of the towns of Valencia, Palma de Mallorca, Fraga, Albacete, and Montchauvet.[260][261][262] Three US states have an official state bat. Texas and Oklahoma are represented by the Mexican free-tailed bat, while Virginia is represented by the Virginia big-eared bat (Corynorhinus townsendii virginianus).[263]
223
+
224
+ Insectivorous bats in particular are especially helpful to farmers, as they control populations of agricultural pests and reduce the need to use pesticides. It has been estimated that bats save the agricultural industry of the United States anywhere from $3.7 billion to $53 billion per year in pesticides and damage to crops. This also prevents the overuse of pesticides, which can pollute the surrounding environment, and may lead to resistance in future generations of insects.[264]
225
+
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+ Bat dung, a type of guano, is rich in nitrates and is mined from caves for use as fertiliser.[265] During the US Civil War, saltpetre was collected from caves to make gunpowder; it used to be thought that this was bat guano, but most of the nitrate comes from nitrifying bacteria.[266]
227
+
228
+ The Congress Avenue Bridge in Austin, Texas, is the summer home to North America's largest urban bat colony, an estimated 1,500,000 Mexican free-tailed bats. About 100,000 tourists a year visit the bridge at twilight to watch the bats leave the roost.[267]
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+ (traditional):
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+ (recent):
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+ Bats are mammals of the order Chiroptera;[a] with their forelimbs adapted as wings, they are the only mammals capable of true and sustained flight. Bats are more manoeuvrable than birds, flying with their very long spread-out digits covered with a thin membrane or patagium. The smallest bat, and arguably the smallest extant mammal, is Kitti's hog-nosed bat, which is 29–34 millimetres (1 1⁄8–1 3⁄8 inches) in length, 150 mm (6 in) across the wings and 2–2.6 g (1⁄16–3⁄32 oz) in mass. The largest bats are the flying foxes and the giant golden-crowned flying fox, Acerodon jubatus, which can weigh 1.6 kg (3 1⁄2 lb) and have a wingspan of 1.7 m (5 ft 7 in).
10
+
11
+ The second largest order of mammals after rodents, bats comprise about 20% of all classified mammal species worldwide, with over 1,400 species. These were traditionally divided into two suborders: the largely fruit-eating megabats, and the echolocating microbats. But more recent evidence has supported dividing the order into Yinpterochiroptera and Yangochiroptera, with megabats as members of the former along with several species of microbats. Many bats are insectivores, and most of the rest are frugivores (fruit-eaters). A few species feed on animals other than insects; for example, the vampire bats feed on blood. Most bats are nocturnal, and many roost in caves or other refuges; it is uncertain whether bats have these behaviours to escape predators. Bats are present throughout the world, with the exception of extremely cold regions. They are important in their ecosystems for pollinating flowers and dispersing seeds; many tropical plants depend entirely on bats for these services.
12
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+ Bats provide humans with some benefits, at the cost of some threats. Bat dung has been mined as guano from caves and used as fertiliser. Bats consume insect pests, reducing the need for pesticides. They are sometimes numerous enough to serve as tourist attractions, and are used as food across Asia and the Pacific Rim. They are natural reservoirs of many pathogens, such as rabies; and since they are highly mobile, social, and long-lived, they can readily spread disease. In many cultures, bats are popularly associated with darkness, malevolence, witchcraft, vampires, and death.
14
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15
+ An older English name for bats is flittermouse, which matches their name in other Germanic languages (for example German Fledermaus and Swedish fladdermus), related to the fluttering of wings. Middle English had bakke, most likely cognate with Old Swedish natbakka ("night-bat"), which may have undergone a shift from -k- to -t- (to Modern English bat) influenced by Latin blatta, "moth, nocturnal insect". The word "bat" was probably first used in the early 1570s.[2][3] The name "Chiroptera" derives from Ancient Greek: χείρ – cheir, "hand"[4] and πτερόν – pteron, "wing".[1][5]
16
+
17
+ The delicate skeletons of bats do not fossilise well, and it is estimated that only 12% of bat genera that lived have been found in the fossil record.[6] Most of the oldest known bat fossils were already very similar to modern microbats, such as Archaeopteropus (32 million years ago).[7] The extinct bats Palaeochiropteryx tupaiodon (48 million years ago) and Hassianycteris kumari (55 million years ago) are the first fossil mammals whose colouration has been discovered: both were reddish-brown.[8][9]
18
+
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+ Bats were formerly grouped in the superorder Archonta, along with the treeshrews (Scandentia), colugos (Dermoptera), and primates.[10] Modern genetic evidence now places bats in the superorder Laurasiatheria, with its sister taxon as Fereuungulata, which includes carnivorans, pangolins, odd-toed ungulates, even-toed ungulates, and cetaceans.[11][12][13][14][15] One study places Chiroptera as a sister taxon to odd-toed ungulates (Perissodactyla).[16]
20
+
21
+ Euarchontoglires (primates, treeshrews, rodents, rabbits)
22
+
23
+ Eulipotyphla (hedgehogs, shrews, moles, solenodons)
24
+
25
+ Chiroptera (bats)
26
+
27
+ Pholidota (pangolins)
28
+
29
+ Carnivora (cats, hyenas, dogs, bears, seals)
30
+
31
+ Perissodactyla (horses, tapirs, rhinos)
32
+
33
+ Cetartiodactyla (camels, ruminants, whales)
34
+
35
+ The phylogenetic relationships of the different groups of bats have been the subject of much debate. The traditional subdivision into Megachiroptera and Microchiroptera reflected the view that these groups of bats had evolved independently of each other for a long time, from a common ancestor already capable of flight. This hypothesis recognised differences between microbats and megabats and acknowledged that flight has evolved only once in mammals. Most molecular biological evidence supports the view that bats form a natural or monophyletic group.[7]
36
+
37
+ Pteropodidae (megabats)
38
+
39
+ Megadermatidae (false vampire bats)
40
+
41
+ Craseonycteridae (Kitti's hog-nosed bat)
42
+
43
+ Rhinopomatidae (mouse-tailed bats)
44
+
45
+ Hipposideridae (Old World leaf-nosed bats)
46
+
47
+ Rhinolophidae (horseshoe bats)
48
+
49
+ Miniopteridae (long winged bat)
50
+
51
+ Noctilionidae (fisherman bats)
52
+
53
+ Mormoopidae (Pteronotus)
54
+
55
+ Mystacinidae (New Zealand short-tailed bats)
56
+
57
+ Thyropteridae (disc-winged bats)
58
+
59
+ Furipteridae
60
+
61
+ Mormoopidae (Mormoops)
62
+
63
+ Phyllostomidae (New World leaf-nosed bats)
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+
65
+ Molossidae (free-tailed bats)
66
+
67
+ Emballonuridae (sac-winged bats)
68
+
69
+ Myzopodidae (sucker-footed bats)
70
+
71
+ Emballonuridae (Taphozous)
72
+
73
+ Natalidae (funnel-eared bats)
74
+
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+ Vespertilionidae (vesper bats)
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+
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+ Genetic evidence indicates that megabats originated during the early Eocene, and belong within the four major lines of microbats.[15] Two new suborders have been proposed; Yinpterochiroptera includes the Pteropodidae, or megabat family, as well as the families Rhinolophidae, Hipposideridae, Craseonycteridae, Megadermatidae, and Rhinopomatidae.[18] Yangochiroptera includes the other families of bats (all of which use laryngeal echolocation), a conclusion supported by a 2005 DNA study.[18] A 2013 phylogenomic study supported the two new proposed suborders.[15]
78
+
79
+ Yangochiroptera (as above)
80
+
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+ Pteropodidae (megabats)
82
+
83
+ Megadermatidae (false vampire bats)
84
+
85
+ horseshoe bats and allies
86
+
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+ In the 1980s, a hypothesis based on morphological evidence stated the Megachiroptera evolved flight separately from the Microchiroptera. The flying primate hypothesis proposed that, when adaptations to flight are removed, the Megachiroptera are allied to primates by anatomical features not shared with Microchiroptera. For example, the brains of megabats have advanced characteristics. Although recent genetic studies strongly support the monophyly of bats,[7] debate continues about the meaning of the genetic and morphological evidence.[19]
88
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+ The 2003 discovery of an early fossil bat from the 52-million-year-old Green River Formation, Onychonycteris finneyi, indicates that flight evolved before echolocative abilities.[20][21] Onychonycteris had claws on all five of its fingers, whereas modern bats have at most two claws on two digits of each hand. It also had longer hind legs and shorter forearms, similar to climbing mammals that hang under branches, such as sloths and gibbons. This palm-sized bat had short, broad wings, suggesting that it could not fly as fast or as far as later bat species. Instead of flapping its wings continuously while flying, Onychonycteris probably alternated between flaps and glides in the air.[7] This suggests that this bat did not fly as much as modern bats, but flew from tree to tree and spent most of its time climbing or hanging on branches.[22] The distinctive features of the Onychonycteris fossil also support the hypothesis that mammalian flight most likely evolved in arboreal locomotors, rather than terrestrial runners. This model of flight development, commonly known as the "trees-down" theory, holds that bats first flew by taking advantage of height and gravity to drop down on to prey, rather than running fast enough for a ground-level take off.[23][24]
90
+
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+ The molecular phylogeny was controversial, as it pointed to microbats not having a unique common ancestry, which implied that some seemingly unlikely transformations occurred. The first is that laryngeal echolocation evolved twice in bats, once in Yangochiroptera and once in the rhinolophoids.[25] The second is that laryngeal echolocation had a single origin in Chiroptera, was subsequently lost in the family Pteropodidae (all megabats), and later evolved as a system of tongue-clicking in the genus Rousettus.[26] Analyses of the sequence of the vocalization gene FoxP2 were inconclusive on whether laryngeal echolocation was lost in the pteropodids or gained in the echolocating lineages.[27] Echolocation probably first derived in bats from communicative calls. The Eocene bats Icaronycteris (52 million years ago) and Palaeochiropteryx had cranial adaptations suggesting an ability to detect ultrasound. This may have been used at first mainly to forage on the ground for insects and map out their surroundings in their gliding phase, or for communicative purposes. After the adaptation of flight was established, it may have been refined to target flying prey by echolocation.[22] Bats may have evolved echolocation through a shared common ancestor, in which case it was then lost in the Old World megabats, only to be regained in the horseshoe bats; or, echolocation evolved independently in both the Yinpterochiroptera and Yangochiroptera lineages.[28] Analyses of the hearing gene Prestin seem to favour the idea that echolocation developed independently at least twice, rather than being lost secondarily in the pteropodids,[29] but ontogenic analysis of the cochlea supports that laryngeal echolocation evolved only once.[30]
92
+
93
+ Bats are placental mammals. After rodents, they are the largest order, making up about 20% of mammal species.[31] In 1758, Carl Linnaeus classified the seven bat species he knew of in the genus Vespertilio in the order Primates. Around twenty years later, the German naturalist Johann Friedrich Blumenbach gave them their own order, Chiroptera.[32] Since then, the number of described species has risen to over 1,400,[33] traditionally classified as two suborders: Megachiroptera (megabats), and Microchiroptera (microbats/echolocating bats).[34] Not all megabats are larger than microbats.[35] Several characteristics distinguish the two groups. Microbats use echolocation for navigation and finding prey, but megabats apart from those in the genus Rousettus do not, relying instead on their eyesight.[36] Accordingly, megabats have a well-developed visual cortex and good visual acuity.[34] Megabats have a claw on the second finger of the forelimb.[37][38] The external ears of microbats do not close to form a ring; the edges are separated from each other at the base of the ear.[38] Megabats eat fruit, nectar, or pollen, while most microbats eat insects; others feed on fruit, nectar, pollen, fish, frogs, small mammals, or blood.[34]
94
+
95
+ Below is a table chart following the bat classification of families recognized by various authors of the ninth volume of Handbook of the Mammals of the World published in 2019:[39]
96
+
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+ The head and teeth shape of bats can vary by species. In general, megabats have longer snouts, larger eye sockets and smaller ears, giving them a more dog-like appearance, which is the source of their nickname of "flying foxes".[40] Among microbats, longer snouts are associated with nectar-feeding.[41] while vampire bats have reduced snouts to accommodate large incisors and canines.[42]
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+ Small insect-eating bats can have as many as 38 teeth, while vampire bats have only 20. Bats that feed on hard-shelled insects have fewer but larger teeth with longer canines and more robust lower jaws than species that prey on softer bodied insects. In nectar-feeding bats, the canines are long while the cheek-teeth are reduced. In fruit-eating bats, the cusps of the cheek teeth are adapted for crushing.[41] These feeding behaviors are true for both megabats and microbats. The upper incisors of vampire bats lack enamel, which keeps them razor-sharp.[42] The bite force of small bats is generated through mechanical advantage, allowing them to bite through the hardened armour of insects or the skin of fruit.[43]
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+ Bats are the only mammals capable of sustained flight, as opposed to gliding, as in the flying squirrel.[44] The fastest bat, the Mexican free-tailed bat (Tadarida brasiliensis), can achieve a ground speed of 160 km/h (100 mph).[45]
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+ The finger bones of bats are much more flexible than those of other mammals, owing to their flattened cross-section and to low levels of calcium near their tips. The elongation of bat digits, a key feature required for wing development, is due to the upregulation of bone morphogenetic proteins (Bmps). During embryonic development, the gene controlling Bmp signalling, Bmp2, is subjected to increased expression in bat forelimbs—resulting in the extension of the manual digits. This crucial genetic alteration helps create the specialised limbs required for powered flight. The relative proportion of extant bat forelimb digits compared with those of Eocene fossil bats have no significant differences, suggesting that bat wing morphology has been conserved for over 50 million years.[46] During flight, the bones undergo bending and shearing stress; the bending stresses felt are smaller than in terrestrial mammals, but the shearing stress is larger. The wing bones of bats have a slightly lower breaking stress point than those of birds.[47]
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+ As in other mammals, and unlike in birds, the radius is the main component of the forearm. Bats have five elongated digits, which all radiate around the wrist. The thumb points forward and supports the leading edge of the wing, and the other digits support the tension held in the wing membrane. The second and third digits go along the wing tip, allowing the wing to be pulled forward against aerodynamic drag, without having to be thick as in pterosaur wings. The fourth and fifth digits go from the wrist to the trailing edge, and repel the bending force caused by air pushing up against the stiff membrane.[48] Due to their flexible joints, bats are more manoeuvrable and more dexterous than gliding mammals.[49]
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+ The wings of bats are much thinner and consist of more bones than the wings of birds, allowing bats to manoeuvre more accurately than the latter, and fly with more lift and less drag.[50] By folding the wings in toward their bodies on the upstroke, they save 35 percent energy during flight.[51] The membranes are delicate, tearing easily,[52] but can regrow, and small tears heal quickly.[52][53] The surface of the wings is equipped with touch-sensitive receptors on small bumps called Merkel cells, also found on human fingertips. These sensitive areas are different in bats, as each bump has a tiny hair in the centre, making it even more sensitive and allowing the bat to detect and adapt to changing airflow; the primary use is to judge the most efficient speed to fly at, and possibly also to avoid stalls.[54] Insectivorous bats may also use tactile hairs to help perform complex manoeuvres to capture prey in flight.[49]
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+ The patagium is the wing membrane; it is stretched between the arm and finger bones, and down the side of the body to the hind limbs and tail. This skin membrane consists of connective tissue, elastic fibres, nerves, muscles, and blood vessels. The muscles keep the membrane taut during flight.[55] The extent to which the tail of a bat is attached to a patagium can vary by species, with some having completely free tails or even no tails.[41] The skin on the body of the bat, which has one layer of epidermis and dermis, as well as hair follicles, sweat glands and a fatty subcutaneous layer, is very different from the skin of the wing membrane. The patagium is an extremely thin double layer of epidermis; these layers are separated by a connective tissue centre, rich with collagen and elastic fibres. The membrane has no hair follicles or sweat glands, except between the fingers.[54][56] For bat embryos, apoptosis (cell death) affects only the hindlimbs, while the forelimbs retain webbing between the digits that forms into the wing membranes.[57] Unlike birds, whose stiff wings deliver bending and torsional stress to the shoulders, bats have a flexible wing membrane that can only resist tension. To achieve flight, a bat exerts force inwards at the points where the membrane meets the skeleton, so that an opposing force balances it on the wing edges perpendicular to the wing surface. This adaptation does not permit bats to reduce their wingspans, unlike birds, which can partly fold their wings in flight, radically reducing the wing span and area for the upstroke and for gliding. Hence bats cannot travel over long distances as birds can.[48]
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+ Nectar- and pollen-eating bats can hover, in a similar way to hummingbirds. The sharp leading edges of the wings can create vortices, which provide lift. The vortex may be stabilised by the animal changing its wing curvatures.[58]
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+ When not flying, bats hang upside down from their feet, a posture known as roosting.[59] The femurs are attached at the hips in a way that allows them to bend outward and upward in flight. The ankle joint can flex to allow the trailing edge of the wings to bend downwards. This does not permit many movements other than hanging or clambering up trees.[48] Most megabats roost with the head tucked towards the belly, whereas most microbats roost with the neck curled towards the back. This difference is reflected in the structure of the cervical or neck vertebrae in the two groups, which are clearly distinct.[59] Tendons allow bats to lock their feet closed when hanging from a roost. Muscular power is needed to let go, but not to grasp a perch or when holding on.[60]
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+ When on the ground, most bats can only crawl awkwardly. A few species such as the New Zealand lesser short-tailed bat and the common vampire bat are agile on the ground. Both species make lateral gaits (the limbs move one after the other) when moving slowly but vampire bats move with a bounding gait (all limbs move in unison) at greater speeds, the folded up wings being used to propel them forward. Vampire bat likely evolved these gaits to follow their hosts while short-tailed bats developed in the absence of terrestrial mammal competitors. Enhanced terrestrial locomotion does not appear to have reduced their ability to fly.[61]
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+ Bats have an efficient circulatory system. They seem to make use of particularly strong venomotion, a rhythmic contraction of venous wall muscles. In most mammals, the walls of the veins provide mainly passive resistance, maintaining their shape as deoxygenated blood flows through them, but in bats they appear to actively support blood flow back to the heart with this pumping action.[62][63] Since their bodies are relatively small and lightweight, bats are not at risk of blood flow rushing to their heads when roosting.[64]
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+ Bats possess a highly adapted respiratory system to cope with the demands of powered flight, an energetically taxing activity that requires a large continuous throughput of oxygen. In bats, the relative alveolar surface area and pulmonary capillary blood volume are larger than in most other small quadrupedal mammals.[65] During flight the respiratory cycle has a one-to-one relationship with the wing-beat cycle.[66] Because of the restraints of the mammalian lungs, bats cannot maintain high-altitude flight.[48]
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+ It takes a lot of energy and an efficient circulatory system to work the flight muscles of bats. Energy supply to the muscles engaged in flight require about double the amount compared to the muscles that do not use flight as a means of mammalian locomotion. In parallel to energy consumption, blood oxygen levels of flying animals are twice as much as those of their terrestrially locomoting mammals. As the blood supply controls the amount of oxygen supplied throughout the body, the circulatory system must respond accordingly. Therefore, compared to a terrestrial mammal of the same relative size, the bat's heart can be up to three times larger, and pump more blood.[68] Cardiac output is directly derived from heart rate and stroke volume of the blood;[69] an active microbat can reach a heart rate of 1000 beats per minute.[70]
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+ With its extremely thin membranous tissue, a bat's wing can significantly contribute to the organism's total gas exchange efficiency.[56] Because of the high energy demand of flight, the bat's body meets those demands by exchanging gas through the patagium of the wing. When the bat has its wings spread it allows for an increase in surface area to volume ratio. The surface area of the wings is about 85% of the total body surface area, suggesting the possibility of a useful degree of gas exchange.[56] The subcutaneous vessels in the membrane lie very close to the surface and allow for the diffusion of oxygen and carbon dioxide.[71]
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+ The digestive system of bats has varying adaptations depending on the species of bat and its diet. As in other flying animals, food is processed quickly and effectively to keep up with the energy demand. Insectivorous bats may have certain digestive enzymes to better process insects, such as chitinase to break down chitin, which is a large component of insects.[72] Vampire bats, probably due to their diet of blood, are the only vertebrates that do not have the enzyme maltase, which breaks down malt sugar, in their intestinal tract. Nectivorous and frugivorous bats have more maltase and sucrase enzymes than insectivorous, to cope with the higher sugar contents of their diet.[73]
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+ The adaptations of the kidneys of bats vary with their diets. Carnivorous and vampire bats consume large amounts of protein and can output concentrated urine; their kidneys have a thin cortex and long renal papillae. Frugivorous bats lack that ability and have kidneys adapted for electrolyte-retention due to their low-electrolyte diet; their kidneys accordingly have a thick cortex and very short conical papillae.[73] Bats have higher metabolic rates associated with flying, which lead to an increased respiratory water loss. Their large wings are composed of the highly vascularized membranes, increasing the surface area, and leading to cutaneous evaporative water loss.[67] Water helps maintain their ionic balance in their blood, thermoregulation system, and removal of wastes and toxins from the body via urine. They are also susceptible to blood urea poisoning if they do not receive enough fluid.[74]
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+ The structure of the uterine system in female bats can vary by species, with some having two uterine horns while others have a single mainline chamber.[75]
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+ Microbats and a few megabats emit ultrasonic sounds to produce echoes. Sound intensity of these echos are dependent on subglottic pressure. The bats’ cricothyroid muscle controls the orientation pulse frequency, which is an important function. This muscle is located inside the larynx and it is the only tensor muscle capable of aiding phonation.[76] By comparing the outgoing pulse with the returning echoes, the brain and auditory nervous system can produce detailed images of the bat's surroundings. This allows bats to detect, localise, and classify their prey in darkness. Bat calls are some of the loudest airborne animal sounds, and can range in intensity from 60 to 140 decibels.[77][78] Microbats use their larynx to create ultrasound, and emit it through the mouth and sometimes the nose. The latter is most pronounced in the horseshoe bats (Rhinolophus spp.). Microbat calls range in frequency from 14,000 to well over 100,000 Hz, extending well beyond the range of human hearing (between 20 and 20,000 Hz).[79] Various groups of bats have evolved fleshy extensions around and above the nostrils, known as nose-leaves, which play a role in sound transmission.[80]
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+ In low-duty cycle echolocation, bats can separate their calls and returning echoes by time. They have to time their short calls to finish before echoes return. Bats contract their middle ear muscles when emitting a call, so they can avoid deafening themselves. The time interval between the call and echo allows them to relax these muscles, so they can hear the returning echo.[81] The delay of the returning echoes allows the bat to estimate the range to their prey.[79]
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+ In high-duty cycle echolocation, bats emit a continuous call and separate pulse and echo in frequency. The ears of these bats are sharply tuned to a specific frequency range. They emit calls outside this range to avoid deafening themselves. They then receive echoes back at the finely tuned frequency range by taking advantage of the Doppler shift of their motion in flight. The Doppler shift of the returning echoes yields information relating to the motion and location of the bat's prey. These bats must deal with changes in the Doppler shift due to changes in their flight speed. They have adapted to change their pulse emission frequency in relation to their flight speed so echoes still return in the optimal hearing range.[82]
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+ In addition to echolocating prey, bat ears are sensitive to the fluttering of moth wings, the sounds produced by tymbalate insects, and the movement of ground-dwelling prey, such as centipedes and earwigs. The complex geometry of ridges on the inner surface of bat ears helps to sharply focus echolocation signals, and to passively listen for any other sound produced by the prey. These ridges can be regarded as the acoustic equivalent of a Fresnel lens, and exist in a large variety of unrelated animals, such as the aye-aye, lesser galago, bat-eared fox, mouse lemur, and others.[83][84][85] Bats can estimate the elevation of their target using the interference patterns from the echoes reflecting from the tragus, a flap of skin in the external ear.[79]
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+ By repeated scanning, bats can mentally construct an accurate image of the environment in which they are moving and of their prey.[88] Some species of moth have exploited this, such as the tiger moths, which produces aposematic ultrasound signals to warn bats that they are chemically protected and therefore distasteful.[86][87] Moth species including the tiger moth can produce signals to jam bat echolocation. Many moth species have a hearing organ called a tympanum, which responds to an incoming bat signal by causing the moth's flight muscles to twitch erratically, sending the moth into random evasive manoeuvres.[89][90][91]
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+ The eyes of most microbat species are small and poorly developed, leading to poor visual acuity, but no species is blind.[92] Most microbats have mesopic vision, meaning that they can only detect light in low levels, whereas other mammals have photopic vision, which allows colour vision. Microbats may use their vision for orientation and while travelling between their roosting grounds and feeding grounds, as echolocation is only effective over short distances. Some species can detect ultraviolet (UV). As the bodies of some microbats have distinct coloration, they may be able to discriminate colours.[44][93][94][95]
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+ Megabat species often have eyesight as good as, if not better than, human vision. Their eyesight is adapted to both night and daylight vision, including some colour vision.[95]
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+ Microbats make use of magnetoreception, in that they have a high sensitivity to the Earth's magnetic field, as birds do. Microbats use a polarity-based compass, meaning that they differentiate north from south, unlike birds, which use the strength of the magnetic field to differentiate latitudes, which may be used in long-distance travel. The mechanism is unknown but may involve magnetite particles.[96][97]
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+ Most bats are homeothermic (having a stable body temperature), the exception being the vesper bats (Vespertilionidae), the horseshoe bats (Rhinolophidae), the free-tailed bats (Molossidae), and the bent-winged bats (Miniopteridae), which extensively use heterothermy (where body temperature can vary).[98] Compared to other mammals, bats have a high thermal conductivity. The wings are filled with blood vessels, and lose body heat when extended. At rest, they may wrap their wings around themselves to trap a layer of warm air. Smaller bats generally have a higher metabolic rate than larger bats, and so need to consume more food in order to maintain homeothermy.[99]
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+ Bats may avoid flying during the day to prevent overheating in the sun, since their dark wing-membranes absorb solar radiation. Bats may not be able to dissipate heat if the ambient temperature is too high;[100] they use saliva to cool themselves in extreme conditions.[48] Among megabats, the flying fox Pteropus hypomelanus uses saliva and wing-fanning to cool itself while roosting during the hottest part of the day.[101] Among microbats, the Yuma myotis (Myotis yumanensis), the Mexican free-tailed bat, and the pallid bat (Antrozous pallidus) cope with temperatures up to 45 °C (113 °F) by panting, salivating, and licking their fur to promote evaporative cooling; this is sufficient to dissipate twice their metabolic heat production.[102]
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+ Bats also possess a system of sphincter valves on the arterial side of the vascular network that runs along the edge of their wings. When fully open, these allow oxygenated blood to flow through the capillary network across the wing membrane; when contracted, they shunt flow directly to the veins, bypassing the wing capillaries. This allows bats to control how much heat is exchanged through the flight membrane, allowing them to release heat during flight. Many other mammals use the capillary network in oversized ears for the same purpose.[103]
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+ Torpor, a state of decreased activity where the body temperature and metabolism decreases, is especially useful for microbats, as they use a large amount of energy while active, depend upon an unreliable food source, and have a limited ability to store fat. They generally drop their body temperature in this state to 6–30 °C (43–86 °F), and may reduce their energy expenditure by 50 to 99%. Around 97% of all microbats use torpor.[104] Tropical bats may use it to avoid predation, by reducing the amount of time spent on foraging and thus reducing the chance of being caught by a predator.[105] Megabats were generally believed to be homeothermic, but three species of small megabats, with a mass of about 50 grams (1 3⁄4 ounces), have been known to use torpor: the common blossom bat (Syconycteris australis), the long-tongued nectar bat (Macroglossus minimus), and the eastern tube-nosed bat (Nyctimene robinsoni). Torpid states last longer in the summer for megabats than in the winter.[106]
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+ During hibernation, bats enter a torpid state and decrease their body temperature for 99.6% of their hibernation period; even during periods of arousal, when they return their body temperature to normal, they sometimes enter a shallow torpid state, known as "heterothermic arousal".[107] Some bats become dormant during higher temperatures to keep cool in the summer months.[108]
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+ Heterothermic bats during long migrations may fly at night and go into a torpid state roosting in the daytime. Unlike migratory birds, which fly during the day and feed during the night, nocturnal bats have a conflict between travelling and eating. The energy saved reduces their need to feed, and also decreases the duration of migration, which may prevent them from spending too much time in unfamiliar places, and decrease predation. In some species, pregnant individuals may not use torpor.[109][110]
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+ The smallest bat is Kitti's hog-nosed bat (Craseonycteris thonglongyai), which is 29–34 mm (1 1⁄8–1 3⁄8 in) long with a 150-millimetre (6 in) wingspan and weighs 2–2.6 g (1⁄16–3⁄32 oz).[111][112] It is also arguably the smallest extant species of mammal, next to the Etruscan shrew.[113] The largest bats are a few species of Pteropus megabats and the giant golden-crowned flying fox, (Acerodon jubatus), which can weigh 1.6 kg (3 1⁄2 lb) with a wingspan of 1.7 m (5 ft 7 in).[114] Larger bats tend to use lower frequencies and smaller bats higher for echolocation; high-frequency echolocation is better at detecting smaller prey. Small prey may be absent in the diets of large bats as they are unable to detect them.[115] The adaptations of a particular bat species can directly influence what kinds of prey are available to it.[116]
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+ Flight has enabled bats to become one of the most widely distributed groups of mammals.[117] Apart from the high Arctic, the Antarctic and a few isolated oceanic islands, bats exist in almost every habitat on Earth.[118] Tropical areas tend to have more species than temperate ones.[119] Different species select different habitats during different seasons, ranging from seasides to mountains and deserts, but they require suitable roosts. Bat roosts can be found in hollows, crevices, foliage, and even human-made structures, and include "tents" the bats construct with leaves.[120] Megabats generally roost in trees.[121] Most microbats are nocturnal[122] and megabats are typically diurnal or crepuscular.[123][124]
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+ In temperate areas, some microbats migrate hundreds of kilometres to winter hibernation dens;[125] others pass into torpor in cold weather, rousing and feeding when warm weather allows insects to be active.[126] Others retreat to caves for winter and hibernate for as much as six months.[126] Microbats rarely fly in rain; it interferes with their echolocation, and they are unable to hunt.[127]
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+ Different bat species have different diets, including insects, nectar, pollen, fruit and even vertebrates.[128] Megabats are mostly fruit, nectar and pollen eaters.[123] Due to their small size, high-metabolism and rapid burning of energy through flight, bats must consume large amounts of food for their size. Insectivorous bats may eat over 120 percent of their body weight, while frugivorous bats may eat over twice their weight.[129] They can travel significant distances each night, exceptionally as much as 38.5 km (24 mi) in the spotted bat (Euderma maculatum), in search of food.[130] Bats use a variety of hunting strategies.[115] Bats get most of their water from the food they eat; many species also drink from water sources like lakes and streams, flying over the surface and dipping their tongues into the water.[131]
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+ The Chiroptera as a whole are in the process of losing the ability to synthesise vitamin C.[132] In a test of 34 bat species from six major families, including major insect- and fruit-eating bat families, all were found to have lost the ability to synthesise it, and this loss may derive from a common bat ancestor, as a single mutation.[133][b] At least two species of bat, the frugivorous bat (Rousettus leschenaultii) and the insectivorous bat (Hipposideros armiger), have retained their ability to produce vitamin C.[134]
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+ Most microbats, especially in temperate areas, prey on insects.[128] The diet of an insectivorous bat may span many species,[135] including flies, mosquitos, beetles, moths, grasshoppers, crickets, termites, bees, wasps, mayflies and caddisflies.[41][136] Large numbers of Mexican free-tailed bats (Tadarida brasiliensis) fly hundreds of metres above the ground in central Texas to feed on migrating moths.[137] Species that hunt insects in flight, like the little brown bat (Myotis lucifugus), may catch an insect in mid-air with the mouth, and eat it in the air or use their tail membranes or wings to scoop up the insect and carry it to the mouth.[138][139] The bat may also take the insect back to its roost and eat it there.[140] Slower moving bat species such as the brown long-eared bat (Plecotus auritus) and many horseshoe bat species, may take or glean insects from vegetation or hunt them from perches.[41] Insectivorous bats living at high latitudes have to consume prey with higher energetic value than tropical bats.[141]
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+ Fruit eating, or frugivory, is found in both major suborders. Bats prefer ripe fruit, pulling it off the trees with their teeth. They fly back to their roosts to eat the fruit, sucking out the juice and spitting the seeds and pulp out onto the ground. This helps disperse the seeds of these fruit trees, which may take root and grow where the bats have left them, and many species of plants depend on bats for seed dispersal.[142][143] The Jamaican fruit bat (Artibeus jamaicensis) has been recorded carrying fruits weighing 3–14 g (1⁄8–1⁄2 oz) or even as much as 50 g (1 3⁄4 oz).[144]
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+ Nectar-eating bats have acquired specialised adaptations. These bats possess long muzzles and long, extensible tongues covered in fine bristles that aid them in feeding on particular flowers and plants.[143][145] The tube-lipped nectar bat (Anoura fistulata) has the longest tongue of any mammal relative to its body size. This is beneficial to them in terms of pollination and feeding. Their long, narrow tongues can reach deep into the long cup shape of some flowers. When the tongue retracts, it coils up inside the rib cage.[145] Because of these features, nectar-feeding bats cannot easily turn to other food sources in times of scarcity, making them more prone to extinction than other types of bat.[146][147] Nectar feeding also aids a variety of plants, since these bats serve as pollinators, as pollen gets attached to their fur while they are feeding. Around 500 species of flowering plant rely on bat pollination and thus tend to open their flowers at night.[143] Many rainforest plants depend on bat pollination.[148]
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+ Some bats prey on other vertebrates, such as fish, frogs, lizards, birds and mammals.[41][150] The fringe-lipped bat (Trachops cirrhosus,) for example, is skilled at catching frogs. These bats locate large groups of frogs by tracking their mating calls, then plucking them from the surface of the water with their sharp canine teeth.[151] The greater noctule bat can catch birds in flight.[149] Some species, like the greater bulldog bat (Noctilio leporinus) hunt fish. They use echolocation to detect small ripples on the water's surface, swoop down and use specially enlarged claws on their hind feet to grab the fish, then take their prey to a feeding roost and consume it.[152] At least two species of bat are known to feed on other bats: the spectral bat (Vampyrum spectrum), and the ghost bat (Macroderma gigas).[153]
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+ A few species, specifically the common, white-winged, and hairy-legged vampire bats, only feed on animal blood (hematophagy). The common vampire bat typically feeds on large mammals such as cattle; the hairy-legged and white-winged vampires feed on birds.[154] Vampire bats target sleeping prey and can detect deep breathing.[155] Heat sensors in the nose help them to detect blood vessels near the surface of the skin.[156] They pierce the animal's skin with their teeth, biting away a small flap,[157] and lap up the blood with their tongues, which have lateral grooves adapted to this purpose.[158] The blood is kept from clotting by an anticoagulant in the saliva.[157]
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+ Bats are subject to predation from birds of prey, such as owls, hawks, and falcons, and at roosts from terrestrial predators able to climb, such as cats.[159] Twenty species of tropical New World snakes are known to capture bats, often waiting at the entrances of refuges, such as caves, for bats to fly past.[160] J. Rydell and J. R. Speakman argue that bats evolved nocturnality during the early and middle Eocene period to avoid predators.[159] The evidence is thought by some zoologists to be equivocal so far.[161]
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+ Among ectoparasites, bats carry fleas and mites, as well as specific parasites such as bat bugs and bat flies (Nycteribiidae and Streblidae).[162][163] Bats are among the few non-aquatic mammalian orders that do not host lice, possibly due to competition from more specialised parasites that occupy the same niche.[163]
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+ White nose syndrome is a condition associated with the deaths of millions of bats in the Eastern United States and Canada.[164] The disease is named after a white fungus, Pseudogymnoascus destructans, found growing on the muzzles, ears, and wings of afflicted bats. The fungus is mostly spread from bat to bat, and causes the disease.[165] The fungus was first discovered in central New York State in 2006 and spread quickly to the entire Eastern US north of Florida; mortality rates of 90–100% have been observed in most affected caves.[166] New England and the mid-Atlantic states have, since 2006, witnessed entire species completely extirpated and others with numbers that have gone from the hundreds of thousands, even millions, to a few hundred or less.[167] Nova Scotia, Quebec, Ontario, and New Brunswick have witnessed identical die offs, with the Canadian government making preparations to protect all remaining bat populations in its territory.[168] Scientific evidence suggests that longer winters where the fungus has a longer period to infect bats result in greater mortality.[169][170][171] In 2014, the infection crossed the Mississippi River,[172] and in 2017, it was found on bats in Texas.[173]
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+ Bats are natural reservoirs for a large number of zoonotic pathogens,[174] including rabies, endemic in many bat populations,[175][176][177] histoplasmosis both directly and in guano,[178] Nipah and Hendra viruses,[179][180] and possibly the ebola virus,[181][182] whose natural reservoir is yet unknown.[183][184] Their high mobility, broad distribution, long life spans, substantial sympatry (range overlap) of species, and social behaviour make bats favourable hosts and vectors of disease.[185] Reviews have found different answers as to whether bats have more zoonotic viruses than other mammal groups. One 2015 review found that bats, rodents, and primates all harbored significantly more zoonotic viruses (which can be transmitted to humans) than other mammal groups, though the differences among the aforementioned three groups were not significant (bats have no more zoonotic viruses than rodents and primates).[186] Another 2020 review of mammals and birds found that the identify of the taxonomic groups did not have any impact on the probability of harboring zoonotic viruses. Instead, more diverse groups had greater viral diversity.[187]
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+ They seem to be highly resistant to many of the pathogens they carry, suggesting a degree of adaptation to their immune systems.[185]>[188][189] Their interactions with livestock and pets, including predation by vampire bats, accidental encounters, and the scavenging of bat carcasses, compound the risk of zoonotic transmission.[176] Bats are implicated in the emergence of severe acute respiratory syndrome (SARS) in China, since they serve as natural hosts for coronaviruses, several from a single cave in Yunnan, one of which developed into the SARS virus.[178][190][191] However, they do neither cause nor spread COVID-19.[192]
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+ Some bats lead solitary lives, while others live in colonies of more than a million.[193] Living in large colonies lessens the risk to an individual of predation.[41] Temperate bat species may swarm at hibernation sites as autumn approaches. This may serve to introduce young to hibernation sites, signal reproduction in adults and allow adults to breed with those from other groups.[194]
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+ Several species have a fission-fusion social structure, where large numbers of bats congregate in one roosting area, along with breaking up and mixing of subgroups. Within these societies, bats are able to maintain long-term relationships.[195] Some of these relationships consist of matrilineally related females and their dependent offspring.[196] Food sharing and mutual grooming may occur in certain species, such as the common vampire bat (Desmodus rotundus), and these strengthen social bonds.[197][198]
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+ Bats are among the most vocal of mammals and produce calls to attract mates, find roost partners and defend resources. These calls are typically low-frequency and can travel long distances.[41][200] Mexican free-tailed bats are one of the few species to "sing" like birds. Males sing to attract females. Songs have three phrases: chirps, trills and buzzes, the former having "A" and "B" syllables. Bat songs are highly stereotypical but with variation in syllable number, phrase order, and phrase repetitions between individuals.[199] Among greater spear-nosed bats (Phyllostomus hastatus), females produce loud, broadband calls among their roost mates to form group cohesion. Calls differ between roosting groups and may arise from vocal learning.[201]
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+ In a study on captive Egyptian fruit bats, 70% of the directed calls could be identified by the researchers as to which individual bat made it, and 60% could be categorised into four contexts: squabbling over food, jostling over position in their sleeping cluster, protesting over mating attempts and arguing when perched in close proximity to each other. The animals made slightly different sounds when communicating with different individual bats, especially those of the opposite sex.[202] In the highly sexually dimorphic hammer-headed bat (Hypsignathus monstrosus), males produce deep, resonating, monotonous calls to attract females. Bats in flight make vocal signals for traffic control. Greater bulldog bats honk when on a collision course with each other.[200]
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+ Bats also communicate by other means. Male little yellow-shouldered bats (Sturnira lilium) have shoulder glands that produce a spicy odour during the breeding season. Like many other species, they have hair specialised for retaining and dispersing secretions. Such hair forms a conspicuous collar around the necks of the some Old World megabat males. Male greater sac-winged bats (Saccopteryx bilineata) have sacs in their wings in which they mix body secretions like saliva and urine to create a perfume that they sprinkle on roost sites, a behaviour known as "salting". Salting may be accompanied by singing.[200]
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+ Most bat species are polygynous, where males mate with multiple females. Male pipistrelle, noctule and vampire bats may claim and defend resources that attract females, such as roost sites, and mate with those females. Males unable to claim a site are forced to live on the periphery where they have less reproductive success.[203][41] Promiscuity, where both sexes mate with multiple partners, exists in species like the Mexican free-tailed bat and the little brown bat.[204][205] There appears to be bias towards certain males among females in these bats.[41] In a few species, such as the yellow-winged bat and spectral bat, adult males and females form monogamous pairs.[41][206] Lek mating, where males aggregate and compete for female choice through display, is rare in bats[207] but occurs in the hammerheaded bat.[208]
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+ For temperate living bats, mating takes place in late summer and early autumn.[209] Tropical bats may mate during the dry season.[210] After copulation, the male may leave behind a mating plug to block the sperm of other males and thus ensure his paternity.[211] In hibernating species, males are known to mate with females in torpor.[41] Female bats use a variety of strategies to control the timing of pregnancy and the birth of young, to make delivery coincide with maximum food ability and other ecological factors. Females of some species have delayed fertilisation, in which sperm is stored in the reproductive tract for several months after mating. Mating occurs in the autumn but fertilisation does not occur until the following spring. Other species exhibit delayed implantation, in which the egg is fertilised after mating, but remains free in the reproductive tract until external conditions become favourable for giving birth and caring for the offspring.[212] In another strategy, fertilisation and implantation both occur, but development of the foetus is delayed until good conditions prevail. During the delayed development the mother keeps the fertilised egg alive with nutrients. This process can go on for a long period, because of the advanced gas exchange system.[213]
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+ For temperate living bats, births typically take place in May or June in the northern hemisphere; births in the southern hemisphere occur in November and December. Tropical species give birth at the beginning of the rainy season.[214] In most bat species, females carry and give birth to a single pup per litter.[215] At birth, a bat pup can be up to 40 percent of the mother's weight,[41] and the pelvic girdle of the female can expand during birth as the two halves are connected by a flexible ligament.[216] Females typically give birth in a head-up or horizontal position, using gravity to make birthing easier. The young emerges rear-first, possibly to prevent the wings from getting tangled, and the female cradles it in her wing and tail membranes. In many species, females give birth and raise their young in maternity colonies and may assist each other in birthing.[217][218][216]
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+ Most of the care for a young bat comes from the mother. In monogamous species, the father plays a role. Allo-suckling, where a female suckles another mother's young, occurs in several species. This may serve to increase colony size in species where females return to their natal colony to breed.[41] A young bat's ability to fly coincides with the development of an adult body and forelimb length. For the little brown bat, this occurs about eighteen days after birth. Weaning of young for most species takes place in under eighty days. The common vampire bat nurses its offspring beyond that and young vampire bats achieve independence later in life than other species. This is probably due to the species' blood-based diet, which is difficult to obtain on a nightly basis.[219]
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+ The maximum lifespan of bats is three-and-a-half times longer than other mammals of similar size. Six species have been recorded to live over 30 years in the wild: the brown long-eared bat (Plecotus auritus), the little brown bat (Myotis lucifugus), Brandt's bat (Myotis brandti), the lesser mouse-eared bat (Myotis blythii) the greater horseshoe bat (Rhinolophus ferrumequinum), and the Indian flying fox (Pteropus giganteus).[220] One hypothesis consistent with the rate-of-living theory links this to the fact that they slow down their metabolic rate while hibernating; bats that hibernate, on average, have a longer lifespan than bats that do not.[221][222] Another hypothesis is that flying has reduced their mortality rate, which would also be true for birds and gliding mammals. Bat species that give birth to multiple pups generally have a shorter lifespan than species that give birth to only a single pup. Cave-roosting species may have a longer lifespan than non-roosting species because of the decreased predation in caves. A male Brandt's bat was recaptured in the wild after 41 years, making it the oldest known bat.[222][223]
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+ Groups such as the Bat Conservation International[224] aim to increase awareness of bats' ecological roles and the environmental threats they face. In the United Kingdom, all bats are protected under the Wildlife and Countryside Acts, and disturbing a bat or its roost can be punished with a heavy fine.[225]
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+ In Sarawak, Malaysia, "all bats"[226] are protected under the Wildlife Protection Ordinance 1998,[226] but species such as the hairless bat (Cheiromeles torquatus) are still eaten by the local communities.[227] Humans have caused the extinction of several species of bat in modern history, the most recent being the Christmas Island pipistrelle (Pipistrellus murrayi), which was declared extinct in 2009.[228]
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+ Many people put up bat houses to attract bats.[229] The 1991 University of Florida bat house is the largest occupied artificial roost in the world, with around 400,000 residents.[230] In Britain, thickwalled and partly underground World War II pillboxes have been converted to make roosts for bats,[231][232] and purpose-built bat houses are occasionally built to mitigate damage to habitat from road or other developments.[233][234] Cave gates are sometimes installed to limit human entry into caves with sensitive or endangered bat species. The gates are designed not to limit the airflow, and thus to maintain the cave's micro-ecosystem.[235] Of the 47 species of bats found in the United States, 35 are known to use human structures, including buildings and bridges. Fourteen species use bat houses.[236]
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+ Bats are eaten in countries across Africa, Asia and the Pacific Rim. In some cases, such as in Guam, flying foxes have become endangered through being hunted for food.[237] There is evidence that wind turbines create sufficient barotrauma (pressure damage) to kill bats.[238] Bats have typical mammalian lungs, which are thought to be more sensitive to sudden air pressure changes than the lungs of birds, making them more liable to fatal rupture.[239][240][241][242][243] Bats may be attracted to turbines, perhaps seeking roosts, increasing the death rate.[239] Acoustic deterrents may help to reduce bat mortality at wind farms.[244]
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+ Since bats are mammals, yet can fly, they are considered to be liminal beings in various traditions.[245] In many cultures, including in Europe, bats are associated with darkness, death, witchcraft, and malevolence.[246] Among Native Americans such as the Creek, Cherokee and Apache, the bat is a trickster spirit. In Tanzania, a winged batlike creature known as Popobawa is believed to be a shapeshifting evil spirit that assaults and sodomises its victims.[247] In Aztec mythology, bats symbolised the land of the dead, destruction, and decay.[248][249][250] An East Nigerian tale tells that the bat developed its nocturnal habits after causing the death of his partner, the bush-rat, and now hides by day to avoid arrest.[251]
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+ More positive depictions of bats exist in some cultures. In China, bats have been associated with happiness, joy and good fortune. Five bats are used to symbolise the "Five Blessings": longevity, wealth, health, love of virtue and peaceful death.[252] The bat is sacred in Tonga and is often considered the physical manifestation of a separable soul.[253] In the Zapotec civilisation of Mesoamerica, the bat god presided over corn and fertility.[254]
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+ The Weird Sisters in Shakespeare's Macbeth used the fur of a bat in their brew.[255] In Western culture, the bat is often a symbol of the night and its foreboding nature. The bat is a primary animal associated with fictional characters of the night, both villainous vampires, such as Count Dracula and before him Varney the Vampire,[256] and heroes, such as Batman.[257] Kenneth Oppel's Silverwing novels narrate the adventures of a young bat,[258] based on the silver-haired bat of North America.[259]
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+ The bat is sometimes used as a heraldic symbol in Spain and France, appearing in the coats of arms of the towns of Valencia, Palma de Mallorca, Fraga, Albacete, and Montchauvet.[260][261][262] Three US states have an official state bat. Texas and Oklahoma are represented by the Mexican free-tailed bat, while Virginia is represented by the Virginia big-eared bat (Corynorhinus townsendii virginianus).[263]
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+ Insectivorous bats in particular are especially helpful to farmers, as they control populations of agricultural pests and reduce the need to use pesticides. It has been estimated that bats save the agricultural industry of the United States anywhere from $3.7 billion to $53 billion per year in pesticides and damage to crops. This also prevents the overuse of pesticides, which can pollute the surrounding environment, and may lead to resistance in future generations of insects.[264]
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+ Bat dung, a type of guano, is rich in nitrates and is mined from caves for use as fertiliser.[265] During the US Civil War, saltpetre was collected from caves to make gunpowder; it used to be thought that this was bat guano, but most of the nitrate comes from nitrifying bacteria.[266]
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+ The Congress Avenue Bridge in Austin, Texas, is the summer home to North America's largest urban bat colony, an estimated 1,500,000 Mexican free-tailed bats. About 100,000 tourists a year visit the bridge at twilight to watch the bats leave the roost.[267]
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+ Conducting is the art of directing a musical performance, such as an orchestral or choral concert. It has been defined as "the art of directing the simultaneous performance of several players or singers by the use of gesture."[1] The primary duties of the conductor are to interpret the score in a way which reflects the specific indications in that score, set the tempo, ensure correct entries by ensemble members, and "shape" the phrasing where appropriate.[2] Conductors communicate with their musicians primarily through hand gestures, usually with the aid of a baton, and may use other gestures or signals such as eye contact.[3] A conductor usually supplements their direction with verbal instructions to their musicians in rehearsal.[3]
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+ The conductor typically stands on a raised podium with a large music stand for the full score, which contains the musical notation for all the instruments or voices. Since the mid-19th century, most conductors have not played an instrument when conducting, although in earlier periods of classical music history, leading an ensemble while playing an instrument was common. In Baroque music from the 1600s to the 1750s, the group would typically be led by the harpsichordist or first violinist (see concertmaster), an approach that in modern times has been revived by several music directors for music from this period. Conducting while playing a piano or synthesizer may also be done with musical theatre pit orchestras. Communication is typically non-verbal during a performance (this is strictly the case in art music, but in jazz big bands or large pop ensembles, there may be occasional spoken instructions, such as a "count in"). However, in rehearsals, frequent interruptions allow the conductor to give verbal directions as to how the music should be played or sung.
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+ Conductors act as guides to the orchestras or choirs they conduct. They choose the works to be performed and study their scores, to which they may make certain adjustments (such as in tempo, articulation, phrasing, repetitions of sections), work out their interpretation, and relay their vision to the performers. They may also attend to organizational matters, such as scheduling rehearsals,[4] planning a concert season, hearing auditions and selecting members, and promoting their ensemble in the media. Orchestras, choirs, concert bands, and other sizable musical ensembles such as big bands are usually led by conductors.
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+ The principal conductor of an orchestra or opera company is sometimes referred to as a music director or chief conductor, or by the German words Kapellmeister or Dirigent. Conductors of choirs or choruses are sometimes referred to as choral director, chorus master, or choirmaster, particularly for choirs associated with an orchestra. Conductors of concert bands, military bands, marching bands and other bands may hold the title of band director, bandmaster, or drum major. Respected senior conductors are sometimes referred to by the Italian word, maestro, which translates as "master" or "teacher".[5]
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+ An early form of conducting is cheironomy, the use of hand gestures to indicate melodic shape. This has been practiced at least as far back as the Middle Ages. In the Christian church, the person giving these symbols held a staff to signify his role, and it seems that as music became rhythmically more complex, the staff was moved up and down to indicate the beat, acting as an early form of baton.[citation needed]
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+ In the 17th century, other devices to indicate the passing of time came into use. Rolled sheets of paper, smaller sticks and unadorned hands are all shown in pictures from this period. The large staff was responsible for the death of Jean-Baptiste Lully, who injured his foot with one while conducting a Te Deum for the king's recovery from illness. The wound became gangrenous and Lully refused amputation, whereupon the gangrene spread to his leg and he died two months later.[6]
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+ In instrumental music throughout the 18th century, a member of the ensemble usually acted as the conductor. This was sometimes the concertmaster, who could use his bow as a baton, or a lutenist who would move the neck of his instrument in time with the beat. It was common to conduct from the harpsichord in pieces that had a basso continuo part. In opera performances, there were sometimes two conductors, with the keyboard player in charge of the singers and the principal violinist or leader was in charge of the orchestra.[citation needed]
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+ On Fri, 30 Sep 1791 in Vienna, Mozart's opera Die Zauberflöte (The Magic Flute) premiered at the Theater auf der Wieden, with Mozart himself conducting the orchestra, according to documents and publicity posters from that time.[7]
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+ In 1798, Joseph Haydn conducted the premiere of Creation with his hands and a baton while "Kapellmeister Weigl [sat] at the fortepiano."[8]
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+ By the early 19th century (ca. 1820), it became the norm to have a dedicated conductor, who did not also play an instrument during the performance. While some orchestras protested the introduction of the conductor, since they were used to having a concertmaster or keyboard player act as leader, eventually the role of a conductor was established. The size of the usual orchestra expanded during this period, and the use of a baton became more common, as it was easier to see than bare hands or rolled-up paper. Among the earliest notable conductors were Louis Spohr, Carl Maria von Weber, Louis-Antoine Jullien and Felix Mendelssohn, all of whom were also composers. Mendelssohn is claimed to have been the first conductor to utilize a wooden baton to keep time, a practice still generally in use in the 2010s. Prominent conductors who did not or do not use a baton include Pierre Boulez, Kurt Masur, James Conlon, Yuri Temirkanov,[9] Leopold Stokowski, Vasily Safonov, Eugene Ormandy (for a period), and Dimitri Mitropoulos.[10]
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+ The composers Hector Berlioz and Richard Wagner attained greatness as conductors, and they wrote two of the earliest essays dedicated to the subject. Berlioz is considered the first virtuoso conductor. Wagner was largely responsible for shaping the conductor's role as one who imposes his own view of a piece onto the performance rather than one who is just responsible for ensuring entries are made at the right time and that there is a unified beat. Predecessors who focused on conducting include François Habeneck, who founded the Orchestre de la Société des concerts du Conservatoire in 1828, though Berlioz was later to be alarmed at Habeneck's loose standards of rehearsal. Pianist and composer Franz Liszt was also a conductor.
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+ Wagner's one-time champion Hans von Bülow (1830–1894) was particularly celebrated as a conductor, although he also maintained his initial career as a pianist, an instrument on which he was regarded as among the greatest performers (he was a prized piano student of Franz Liszt, whose daughter Cosima he married – although she was to abandon him for Wagner. Liszt was a major figure in the history of conducting, who attained remarkable performances).
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+ Bülow raised the technical standards of conducting to an unprecedented level through such innovations as separate, detailed rehearsals of different sections of the orchestra ("sectional rehearsal"). In his posts as head of (sequentially) the Bavarian State Opera, Meiningen Court Orchestra, and Berlin Philharmonic he brought a level of nuance and subtlety to orchestral performance previously heard only in solo instrumental playing, and in doing so made a profound impression on young artists like Richard Strauss, who at the age of 20 served as his assistant, and Felix Weingartner, who came to disapprove of his interpretations but was deeply impressed by his orchestral standards. Composer Gustav Mahler was also a noted conductor.
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+ Technical standards were brought to new levels by the next generation of conductors, including Arthur Nikisch (1855–1922), who succeeded Bülow as music director of the Berlin Philharmonic in 1895. Nikisch had previously served as head of the Leipzig Opera, Boston Symphony Orchestra, and Leipzig Gewandhaus Orchestra, and was to serve as music director of the London Symphony Orchestra. Nikisch premiered important works by Anton Bruckner and Pyotr Ilyich Tchaikovsky, who greatly admired his work; Johannes Brahms, after hearing him conduct his Fourth Symphony, said it was "quite exemplary, it's impossible to hear it any better."
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+ Nikisch took the London Symphony Orchestra on tour through the United States in April 1912, the first American tour by a European orchestra. He also made one of the earliest recordings of a complete symphony: the Beethoven Fifth with the Berlin Philharmonic in November 1913. Nikisch was also the first conductor to have his art captured on film – alas, silently. The film confirms reports that he made particularly mesmerizing use of eye contact and expression to communicate with an orchestra; such later conductors as Fritz Reiner stated that this aspect of his technique had a strong influence on their own.
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+ Conductors of the generations after Nikisch often left extensive recorded evidence of their arts. Two particularly influential and widely recorded figures are often treated, somewhat inaccurately, as interpretive antipodes. They were the Italian conductor Arturo Toscanini (1867–1957) and the German conductor Wilhelm Furtwängler (1886–1954). Toscanini played in orchestras under Giuseppe Verdi and made his debut conducting Aida in 1886, filling in at the last minute for an indisposed conductor. He is to this day regarded by such authorities as James Levine as the greatest of all Verdi conductors. But Toscanini's repertory was wide, and it was in his interpretations of the German symphonists Beethoven and Brahms that he was particularly renowned and influential, favoring stricter and faster tempi than a conductor like Bülow or, before him, Wagner. Still, his style shows more inflection than his reputation may suggest, and he was particularly gifted at revealing detail and getting orchestras to play in a singing manner.
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+ Furtwängler, whom many regard as the greatest interpreter of Wagner (although Toscanini was also admired in this composer) and Bruckner, conducted Beethoven and Brahms with a good deal of inflection of tempo – but generally in a manner that revealed the structure and direction of the music particularly clearly. He was an accomplished composer as well as performer, and a disciple of the theorist Heinrich Schenker, who emphasized concern for underlying long-range harmonic tensions and resolutions in a piece, a strength of Furtwängler's conducting. Along with his interest in the large-scale, Furtwängler also shaped the details of the piece in a particularly compelling and expressive manner.
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+ The two men had very different techniques: Toscanini's was Italianate, with a long, large baton and clear beats (often not using his left hand); Furtwängler beat time with less apparent precision, because he wanted a more rounded sound (although it is a myth that his technique was vague; many musicians have attested that he was easy to follow in his own way). In any event, their examples illustrate a larger point about conducting technique in the first half of the 20th century: it was not standardized. Great and influential conductors of the middle 20th century like Leopold Stokowski (1882–1977), Otto Klemperer (1885–1973), Herbert von Karajan (1908–1989) and Leonard Bernstein (1918–1990) – incidentally, the first American conductor to attain greatness and international fame – had widely varied techniques.
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+ Karajan and Bernstein formed another apparent antipode in the 1960s–80s, Karajan as music director of the Berlin Philharmonic (1955–89) and Bernstein as, for part of that period, music director of the New York Philharmonic (1957–69), and later frequent guest conductor in Europe. Karajan's technique was highly controlled, and eventually, he conducted with his eyes often closed; Bernstein's technique was demonstrative, with highly expressive facial gestures and hand and body movements. Karajan could conduct for hours without moving his feet, while Bernstein was known at times to leap into the air at a great climax. As the music director of the Berlin Philharmonic, Karajan cultivated warm, blended beauty of tone, which has sometimes been criticized as too uniformly applied; by contrast, in Bernstein's only appearance with the Berlin Philharmonic in 1979 – performing Mahler's Symphony No. 9 – he tried to get the orchestra to produce an "ugly" tone in a certain passage in which he believed it suited the expressive meaning of the music (the first horn player refused, and finally agreed to let an understudy play instead of himself).
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+ Both Karajan and Bernstein made extensive use of advances in media to convey their art, but in tellingly different ways. Bernstein hosted major prime-time national television series to educate and reach out to children and the public at large about classical music; Karajan made a series of films late in his life, but in them, he did not talk. Both made numerous recordings, but their attitudes toward recording differed: Karajan frequently made new studio recordings to take advantage of advances in recording technique, which fascinated him – he played a role in setting the specifications of the compact disc – but Bernstein, in his post-New York days, came to insist on (for the most part) live concert recordings, believing that music-making did not come to life in a studio without an audience.
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+ In the last third of the 20th century, conducting technique – particularly with the right hand and the baton – became increasingly standardized. Conductors like Willem Mengelberg in Amsterdam until the end of World War II had had extensive rehearsal time to mold orchestras very precisely, and thus could have idiosyncratic techniques; modern conductors, who spend less time with any given orchestra, must get results with much less rehearsal time. A more standardized technique allows communication to be much more rapid. Nonetheless, conductors' techniques still show a great deal of variety, particularly with the use of the left hand, facial and eye expression, and body language.
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+ Women conductors were almost unheard of in the ranks of leading orchestral conductors through most of the 19th and 20th centuries, but today, artists like Hortense von Gelmini [de],[11] Marin Alsop and Simone Young are to be seen conducting leading orchestras. Alsop was appointed music director of the Baltimore Symphony Orchestra in 2007 – the first woman ever appointed to head a major US orchestra – and also of the Orquestra Sinfônica do Estado de São Paulo in 2012, and Alsop was the first woman to conduct on the last night of The Proms. Young scored similar firsts when she became head of the Hamburg State Opera and Philharmoniker Hamburg in 2005; she is also the first woman conductor to record the Ring Cycle of Richard Wagner. The Guardian called conducting "one of the last glass ceilings in the music industry".[12] A 2013 article stated that in France, out of 574 concerts only 17 were conducted by women and no women conducted at the National Opéra in Paris.[13] "Bachtrack reported that, in a list of the world's 150 top conductors that year, only five were women."[14]
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+ While Mexico has produced several major international conductors, Alondra de la Parra has become the first Mexican-born woman to attain distinction in the profession. Similarly, conductors of East Asian descent have become more prominent within the contemporary orchestral landscape–notably, Seiji Ozawa, who was thematic director of the Boston Symphony Orchestra from 1973 until 2002 after holding similar posts in San Francisco and Toronto, and Myung-Whun Chung, who has held major posts in Germany and France and now is bringing the Seoul Philharmonic Orchestra to international attention. There is still a lack of representation of black artists in the conducting profession, but there have been notable exceptions, such as Henry Lewis, Dean Dixon, James DePreist, Paul Freeman, and Michael Morgan. For more information on black conductors, see Black conductors. According to a 2004 article in The Guardian, "black conductors are rare in the classical music world and even in symphony orchestras it is unusual to see more than one or two black musicians."[15]
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+ Conducting is a means of communicating artistic directions to performers during a performance. Although there are many formal rules on how to conduct correctly, others are subjective, and a wide variety of different conducting styles exist depending upon the training and sophistication of the conductor. The primary responsibilities of the conductor are to unify performers, set the tempo, execute clear preparations and beats, listen critically and shape the sound of the ensemble, and to control the interpretation and pacing of the music. Communication is non-verbal during a performance, however in rehearsal frequent interruptions allow directions as to how the music should be played. During rehearsals, the conductor may stop the playing of a piece to request changes in the phrasing or request a change in the timbre of a certain section. In amateur orchestras, the rehearsals are often stopped to draw the musicians' attentions to performance errors or transposition mistakes.
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+ Conducting requires an understanding of the elements of musical expression (tempo, dynamics, articulation) and the ability to communicate them effectively to an ensemble. The ability to communicate nuances of phrasing and expression through gestures is also beneficial. Conducting gestures are preferably prepared beforehand by the conductor while studying the score, but may sometimes be spontaneous.
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+ A distinction is sometimes made between orchestral conducting and choral conducting. Typically, orchestral conductors use a baton more often than choral conductors. The grip of the baton varies from conductor to conductor.
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+ At the beginning of a piece of music, the conductor raises his hands (or hand if he only uses a single hand) to indicate that the piece is about to begin. This is a signal for the orchestra members to ready their instruments to be played or for the choristers to be ready and watching. The conductor then looks at the different sections of the orchestra (winds, strings, etc.) or choir to ensure that all the orchestra members are ready to play and choir members are ready. In some choral works, the conductor may signal to a pianist or organist to play a note or chord so that the choir members can determine their starting notes. Then the conductor gives one or more preparatory beats to commence the music. The preparatory beat before the orchestra or choir begins is the upbeat. The beat of the music is typically indicated with the conductor's right hand, with or without a baton. The hand traces a shape in the air in every bar (measure) depending on the time signature, indicating each beat with a change from downward to upward motion.[16] The images show the most common beat patterns, as seen from the conductor's point of view.[citation needed]
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+ The downbeat indicates the first beat of the bar, and the upbeat indicates the beat before the first note of the piece and the last beat of the bar. The instant at which the beat occurs is called the ictus (plural: ictūs or ictuses), and is usually indicated by a sudden (though not necessarily large) click of the wrist or change in baton direction. In some instances, "ictus" is also used to refer to a horizontal plane in which all the ictuses are physically located, such as the top of a music stand where a baton is tapped at each ictus. The gesture leading up to the ictus is called the "preparation", and the continuous flow of steady beats is called the "takt" (the German word for bar, measure and beat).
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+ If the tempo is slow or slowing, or if the time signature is compound, a conductor will sometimes indicate "subdivisions" of the beats. The conductor can do this by adding a smaller movement in the same direction as the movement for the beat that it belongs to.
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+ Changes to the tempo are indicated by changing the speed of the beat. To carry out and to control a rallentando (slowing down the pace of the music), a conductor may introduce beat subdivisions.
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+ While some conductors use both hands to indicate the beat, with the left hand mirroring the right, formal education discourages such an approach. The second hand can be used for cueing the entrances of individual players or sections, and to aid indications of dynamics, phrasing, expression, and other elements.
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+ During an instrumental solo section (or, in an opera orchestra during a vocalist's unaccompanied solo), some conductors stop counting out all the subdivisions and simply tap the baton down once per bar, to aid performers who are counting bars of rests.
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+ There is a difference between the "textbook" definition of where the ictus of a downbeat occurs and the actual performance practice in professional orchestras. With an abrupt, loud sforzando chord, a professional orchestra will often play slightly after the striking of the ictus point of the baton stroke.
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+ Dynamics are indicated in various ways. The dynamic may be communicated by the size of the conducting movements, larger shapes representing louder sounds. Changes in dynamic may be signalled with the hand that is not being used to indicate the beat: an upward motion (usually palm-up) indicates a crescendo; a downward motion (usually palm-down) indicates a diminuendo. Changing the size of conducting movements frequently results in changes in the character of the music depending upon the circumstances.
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+ Dynamics can be fine-tuned using various gestures: showing one's palm to the performers or leaning away from them may demonstrate a decrease in volume. To adjust the overall balance of the various instruments or voices, these signals can be combined or directed toward a particular section or performer.
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+ The indication of entries, when a performer or section should begin playing (perhaps after a long period of rests), is called "cueing". A cue must forecast with certainty the exact moment of the coming ictus, so that all the players or singers affected by the cue can begin playing simultaneously. Cueing is most important for cases where a performer or section has not been playing for a lengthy time. Cueing is also helpful in the case of a pedal point with string players, when a section has been playing the pedal point for a lengthy period; a cue is important to indicate when they should change to a new note. Cueing is achieved by "engaging" the players before their entry (by looking at them) and executing a clear preparation gesture, often directed toward the specific players. An inhalation, which may or may not be a semi-audible "sniff" from the conductor, is a common element in the cueing technique of some conductors. Mere eye contact or a look in the general direction of the players may be sufficient in many instances, as when more than one section of the ensemble enters at the same time. Larger musical events may warrant the use of a larger or more emphatic cue designed to encourage emotion and energy.
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+ Articulation may be indicated by the character of the ictus, ranging from short and sharp for staccato, to long and fluid for legato. Many conductors change the tension of the hands: strained muscles and rigid movements may correspond to marcato, while relaxed hands and soft movements may correspond to legato or espressivo. Phrasing may be indicated by wide overhead arcs or by a smooth hand motion either forwards or side-to-side. A held note is often indicated by a hand held flat with palm up. The end of a note, called a "cutoff" or "release", may be indicated by a circular motion, the closing of the palm, or the pinching of finger and thumb. A release is usually preceded by a preparation and concluded with a complete stillness.
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+ Conductors aim to maintain eye contact with the ensemble as much as possible, encouraging eye contact in return and increasing the dialogue between players/singers and conductor. Facial expressions may also be important to demonstrate the character of the music or to encourage the players.
76
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+ In some cases, such as where there has been little rehearsal time to prepare a piece, a conductor may discreetly indicate how the bars of music will be beat immediately before the start of the movement by holding up their fingers in front of their chest (so only the performers can see). For example, in a 44 piece that the conductor will beat "in two" (two ictus points or beats per bar, as if it were 22), the conductor would hold up two fingers in front of his chest.
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+ In most cases, there is a short pause between movements of a symphony, concerto or dance suite. This brief pause gives orchestra or choir members time to turn the pages of their part and ready themselves for the start of the next movement. String players may apply rosin or wipe sweat off their hands with a handkerchief. Reed players may take this time to change to a new reed. In some cases, woodwind or brass players will use the pause to switch to a different instrument (e.g., from trumpet to cornet or from clarinet to E♭ clarinet). If the conductor wishes to immediately begin one movement after another for musical reasons, this is called attacca. The conductor will instruct the orchestra members and choristers to write the term in their parts, so that they will be ready to go immediately to the next movement.
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+ The roles of a conductor vary a great deal between different conducting positions and different ensembles. In some cases, a conductor will also be the musical director of the symphony, choosing the program for the entire season, including concerts by guest conductors, concerto soloists, pop concerts, and so on. A senior conductor may attend some or all of the auditions for new members of the orchestra, to ensure that the candidates have the playing style and tone that the conductor prefers and that candidates meet the highest performance standards. Some choral conductors are hired to prepare a choir for several weeks which will subsequently be directed by another conductor. The choral conductor is usually acknowledged for their preparatory work in the concert program.
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+ Some conductors may have a significant public relations role, giving interviews to the local news channel and appearing on television talk shows to promote the upcoming season or particular concerts. On the other hand, a conductor hired to guest conduct a single concert may only have the responsibility of rehearsing the orchestra for several pieces and conducting one or two concerts. While a handful of conductors have become well-known celebrities, such as Leonard Bernstein, most are only known within the classical music scene.
84
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+ Classical choral and instrumental conducting have established comprehensive systems of instruction and training. Aspiring conductors can study at colleges, conservatories, and universities. Conservatories, which are the standard musical training system in France and in Quebec (Canada) provide lessons and amateur conducting experience. Universities offer a range of conducting programs, including courses in conducting as part of bachelor's degrees, a small number of Master of Music degrees in conducting, and an even smaller number of Doctor of Musical Arts degrees in conducting.
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+ In addition, there are a variety of other training programs such as classical summer camps and training festivals, which give students the opportunity to conduct a wide range of music. Aspiring conductors need to obtain a broad education about the history of music, including the major periods of classical music and regarding music theory. Many conductors learn to play a keyboard instrument such as the piano or the pipe organ, a skill that helps them to be able to analyze symphonies and try out their interpretations before they have access to an orchestra to conduct. Many conductors get experience playing in an orchestra or singing in a choir, an experience which gives them good insights into how orchestras and choirs are conducted and rehearsed.
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+ In 2014, orchestra conductors typically hold a master's degree in music and choir conductors in the US typically hold a bachelor's degree in music.[17] Bachelor's degrees (referred to as B.Mus. or B.M) are four-year programs that include conducting lessons, amateur orchestra experience, and a sequence of courses in music history, music theory, and liberal arts courses (e.g., English literature), which give the student a more well-rounded education. Students do not usually specialize in conducting at the B.Mus. stage; instead, they usually develop general music skills such as singing, playing an orchestral instrument, performing in a choir, playing in orchestra, and playing a keyboard instrument such as the piano or the organ.
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+ Another topic that conducting students study is the languages used in Classical music opera. Orchestral conductors are expected to be able to rehearse and lead choirs in works for orchestra and choir. As such, orchestral conductors need to know the major languages used in choral writing (including French, Italian and Latin, among others) and they must understand the correct diction of these languages in a choral singing context. The opposite is also true: a choral conductor will be expected to rehearse and lead a string orchestra or full orchestra when performing works for choir and orchestra. As such, a choral conductor needs to know how to rehearse and lead instrument sections.
92
+
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+ Master of music degrees (M.mus.) in conducting consist of private conducting lessons, ensemble experience, coaching, and graduate courses in music history and music theory, along with one or two conducted concerts. A Master's degree in music (referred to as an M.Mus. or M.M.) is often the required minimum credential for people who wish to become a professor of conducting.
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+ Doctor of Musical Arts (referred to as D.M.A., DMA, D.Mus.A. or A.Mus.D) degrees in conducting provide an opportunity for advanced study at the highest artistic and pedagogical level, requiring usually an additional 54+ credit hours beyond a master's degree (which is about 30+ credits beyond a bachelor's degree). For this reason, admission is highly selective. Examinations in music history, music theory, ear training/dictation, and an entrance examination and conducting audition are required. Students perform a number of conducted concerts, including a combination lecture-conducted concert with an accompanying doctoral dissertation, advanced coursework. Students must typically maintain a minimum B average. A DMA in conducting is a terminal degree, and as such, it qualifies the holder to teach in colleges, universities and conservatories. In addition to academic study, another part of the training pathway for many conductors is conducting amateur orchestras, such as youth orchestras, school orchestras and community orchestras.
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+ A small number of conductors become professionals without formal training in conducting. These individuals often have achieved renown as instrumental or vocal performers, and they have often undertaken a great deal of training in their area of expertise (instrumental performance or singing). Another way that a small number of conductors become professionals without formal training in conducting is by learning on the job by conducting amateur orchestras, school orchestras, and community orchestras (or the equivalent choral ensembles).[citation needed]
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+ The average salary of conductors in the US in 2014 was $48,180. A 3% growth rate is forecast for conducting jobs from 2014 to 2024, a slower than average growth rate.[17]
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1
+
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3
+ Ernesto "Che" Guevara (/tʃeɪ ɡəˈvɑːrə/;[3] Spanish: [ˈtʃe ɣeˈβaɾa];[4] 14 June 1928[5] – 9 October 1967) was an Argentine Marxist revolutionary, physician, author, guerrilla leader, diplomat, and military theorist. A major figure of the Cuban Revolution, his stylized visage has become a ubiquitous countercultural symbol of rebellion and global insignia in popular culture.[6]
4
+
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+ As a young medical student, Guevara traveled throughout South America and was radicalized by the poverty, hunger, and disease he witnessed.[7][8] His burgeoning desire to help overturn what he saw as the capitalist exploitation of Latin America by the United States prompted his involvement in Guatemala's social reforms under President Jacobo Árbenz, whose eventual CIA-assisted overthrow at the behest of the United Fruit Company solidified Guevara's political ideology.[7] Later in Mexico City, Guevara met Raúl and Fidel Castro, joined their 26th of July Movement, and sailed to Cuba aboard the yacht Granma with the intention of overthrowing U.S.-backed Cuban dictator Fulgencio Batista.[9] Guevara soon rose to prominence among the insurgents, was promoted to second in command and played a pivotal role in the victorious two-year guerrilla campaign that deposed the Batista regime.[10]
6
+
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+ Following the Cuban Revolution, Guevara performed a number of key roles in the new government. These included reviewing the appeals and firing squads for those convicted as war criminals during the revolutionary tribunals,[11] instituting agrarian land reform as minister of industries, helping spearhead a successful nationwide literacy campaign, serving as both national bank president and instructional director for Cuba's armed forces, and traversing the globe as a diplomat on behalf of Cuban socialism. Such positions also allowed him to play a central role in training the militia forces who repelled the Bay of Pigs Invasion,[12] and bringing Soviet nuclear-armed ballistic missiles to Cuba, which preceded the 1962 Cuban Missile Crisis.[13] Additionally, Guevara was a prolific writer and diarist, composing a seminal guerrilla warfare manual, along with a best-selling memoir about his youthful continental motorcycle journey. His experiences and studying of Marxism–Leninism led him to posit that the Third World's underdevelopment and dependence was an intrinsic result of imperialism, neocolonialism and monopoly capitalism, with the only remedy being proletarian internationalism and world revolution.[14][15] Guevara left Cuba in 1965 to foment revolution abroad, first unsuccessfully in Congo-Kinshasa and later in Bolivia, where he was captured by CIA-assisted Bolivian forces and summarily executed.[16]
8
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+ Guevara remains both a revered and reviled historical figure, polarized in the collective imagination in a multitude of biographies, memoirs, essays, documentaries, songs, and films. As a result of his perceived martyrdom, poetic invocations for class struggle, and desire to create the consciousness of a "new man" driven by moral rather than material incentives,[17] Guevara has evolved into a quintessential icon of various leftist movements. In contrast, his ideological critics on the right accuse him of authoritarianism and sanctifying violence against his political opponents. Despite disagreements on his legacy, Time magazine named him one of the 100 most influential people of the 20th century,[18] while an Alberto Korda photograph of him, titled Guerrillero Heroico, was cited by the Maryland Institute College of Art as "the most famous photograph in the world".[19]
10
+
11
+ Ernesto Guevara was born to Ernesto Guevara Lynch and Celia de la Serna y Llosa, on 14 June 1928,[5] in Rosario, Argentina. He was the eldest of five children in a middle-class Argentine family of Spanish (including Basque and Cantabrian) descent, as well as Irish by means of his patrilineal ancestor Patrick Lynch.[20][21][22] Although Guevara's legal name on his birth certificate was "Ernesto Guevara", his name sometimes appears with "de la Serna" and/or "Lynch" accompanying it.[23] Referring to Che's "restless" nature, his father declared "the first thing to note is that in my son's veins flowed the blood of the Irish rebels".[24]
12
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13
+ Very early on in life, Ernestito (as he was then called) developed an "affinity for the poor".[25] Growing up in a family with leftist leanings, Guevara was introduced to a wide spectrum of political perspectives even as a boy.[26] His father, a staunch supporter of Republicans from the Spanish Civil War, often hosted many veterans from the conflict in the Guevara home.[27]
14
+
15
+ Despite suffering crippling bouts of acute asthma that were to afflict him throughout his life, he excelled as an athlete, enjoying swimming, football, golf, and shooting, while also becoming an "untiring" cyclist.[28][29] He was an avid rugby union player,[30] and played at fly-half for Club Universitario de Buenos Aires.[31] His rugby playing earned him the nickname "Fuser"—a contraction of El Furibundo (raging) and his mother's surname, de la Serna—for his aggressive style of play.[32]
16
+
17
+ Guevara learned chess from his father, and began participating in local tournaments by the age of 12. During adolescence and throughout his life he was passionate about poetry, especially that of Pablo Neruda, John Keats, Antonio Machado, Federico García Lorca, Gabriela Mistral, César Vallejo, and Walt Whitman.[33] He could also recite Rudyard Kipling's "If—" and José Hernández's Martín Fierro by heart.[33] The Guevara home contained more than 3,000 books, which allowed Guevara to be an enthusiastic and eclectic reader, with interests including Karl Marx, William Faulkner, André Gide, Emilio Salgari and Jules Verne.[34] Additionally, he enjoyed the works of Jawaharlal Nehru, Franz Kafka, Albert Camus, Vladimir Lenin and Jean-Paul Sartre; as well as Anatole France, Friedrich Engels, H. G. Wells and Robert Frost.[35]
18
+
19
+ As he grew older, he developed an interest in the Latin American writers Horacio Quiroga, Ciro Alegría, Jorge Icaza, Rubén Darío and Miguel Asturias.[35] Many of these authors' ideas he cataloged in his own handwritten notebooks of concepts, definitions, and philosophies of influential intellectuals. These included composing analytical sketches of Buddha and Aristotle, along with examining Bertrand Russell on love and patriotism, Jack London on society and Nietzsche on the idea of death. Sigmund Freud's ideas fascinated him as he quoted him on a variety of topics from dreams and libido to narcissism and the Oedipus complex.[35] His favorite subjects in school included philosophy, mathematics, engineering, political science, sociology, history and archaeology.[36][37]
20
+
21
+ Years later, a declassified CIA 'biographical and personality report' dated 13 February 1958 made note of Guevara's wide range of academic interests and intellect, describing him as "quite well read" while adding that "Che is fairly intellectual for a Latino."[38]
22
+
23
+ In 1948, Guevara entered the University of Buenos Aires to study medicine. His "hunger to explore the world"[40] led him to intersperse his collegiate pursuits with two long introspective journeys that fundamentally changed the way he viewed himself and the contemporary economic conditions in Latin America. The first expedition in 1950 was a 4,500-kilometer (2,800 mi) solo trip through the rural provinces of northern Argentina on a bicycle on which he installed a small engine.[41] This was followed in 1951 by a nine-month, 8,000-kilometer (5,000 mi) continental motorcycle trek through part of South America. For the latter, he took a year off from his studies to embark with his friend Alberto Granado, with the final goal of spending a few weeks volunteering at the San Pablo leper colony in Peru, on the banks of the Amazon River.[42]
24
+
25
+ In Chile, Guevara found himself enraged by the working conditions of the miners in Anaconda's Chuquicamata copper mine and moved by his overnight encounter in the Atacama Desert with a persecuted communist couple who did not even own a blanket, describing them as "the shivering flesh-and-blood victims of capitalist exploitation".[43] Additionally, on the way to Machu Picchu high in the Andes, he was struck by the crushing poverty of the remote rural areas, where peasant farmers worked small plots of land owned by wealthy landlords.[44] Later on his journey, Guevara was especially impressed by the camaraderie among those living in a leper colony, stating, "The highest forms of human solidarity and loyalty arise among such lonely and desperate people."[44] Guevara used notes taken during this trip to write an account, titled The Motorcycle Diaries, which later became a New York Times best-seller,[45] and was adapted into a 2004 award-winning film of the same name.
26
+
27
+ —George Galloway, British politician[46]
28
+
29
+ The journey took Guevara through Argentina, Chile, Peru, Ecuador, Colombia, Venezuela, Panama, and Miami, Florida, for 20 days,[47] before returning home to Buenos Aires. By the end of the trip, he came to view Latin America not as a collection of separate nations, but as a single entity requiring a continent-wide liberation strategy. His conception of a borderless, united Hispanic America sharing a common Latino heritage was a theme that recurred prominently during his later revolutionary activities. Upon returning to Argentina, he completed his studies and received his medical degree in June 1953, making him officially "Dr. Ernesto Guevara".[48][49]
30
+
31
+ Guevara later remarked that through his travels in Latin America, he came in "close contact with poverty, hunger and disease" along with the "inability to treat a child because of lack of money" and "stupefaction provoked by the continual hunger and punishment" that leads a father to "accept the loss of a son as an unimportant accident". Guevara cited these experiences as convincing him that in order to "help these people", he needed to leave the realm of medicine and consider the political arena of armed struggle.[7]
32
+
33
+ On 7 July 1953, Guevara set out again, this time to Bolivia, Peru, Ecuador, Panama, Costa Rica, Nicaragua, Honduras and El Salvador. On 10 December 1953, before leaving for Guatemala, Guevara sent an update to his Aunt Beatriz from San José, Costa Rica. In the letter Guevara speaks of traversing the dominion of the United Fruit Company, a journey which convinced him that the Company's capitalist system was a terrible one.[50] This affirmed indignation carried the more aggressive tone he adopted in order to frighten his more Conservative relatives, and ends with Guevara swearing on an image of the then recently deceased Joseph Stalin, not to rest until these "octopuses have been vanquished".[51] Later that month, Guevara arrived in Guatemala where President Jacobo Árbenz Guzmán headed a democratically elected government that, through land reform and other initiatives, was attempting to end the latifundia system. To accomplish this, President Árbenz had enacted a major land reform program, where all uncultivated portions of large land holdings were to be expropriated and redistributed to landless peasants. The biggest land owner, and one most affected by the reforms, was the United Fruit Company, from which the Árbenz government had already taken more than 225,000 acres (91,000 ha) of uncultivated land.[52] Pleased with the road the nation was heading down, Guevara decided to settle down in Guatemala so as to "perfect himself and accomplish whatever may be necessary in order to become a true revolutionary."[53]
34
+
35
+ In Guatemala City, Guevara sought out Hilda Gadea Acosta, a Peruvian economist who was well-connected politically as a member of the left-leaning Alianza Popular Revolucionaria Americana (APRA, American Popular Revolutionary Alliance). She introduced Guevara to a number of high-level officials in the Arbenz government. Guevara then established contact with a group of Cuban exiles linked to Fidel Castro through the 26 July 1953 attack on the Moncada Barracks in Santiago de Cuba. During this period, he acquired his famous nickname, due to his frequent use of the Argentine filler syllable che (a multi-purpose discourse marker, like the syllable "eh" in Canadian English).[54] During his time in Guatemala, Guevara was helped by other Central American exiles, one of whom, Helena Leiva de Holst, provided him with food and lodging,[55] discussed her travels to study Marxism in Russia and China,[56] and to whom, Guevara dedicated a poem, "Invitación al camino".[57]
36
+
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+ In May 1954, a shipment of infantry and light artillery weapons was dispatched from Communist Czechoslovakia for the Arbenz Government and arrived in Puerto Barrios.[58] As a result, the United States government—which since 1953 had been tasked by President Eisenhower to remove Arbenz from power in the multifaceted CIA operation code-named PBSUCCESS—responded by saturating Guatemala with anti-Arbenz propaganda through radio and dropped leaflets, and began bombing raids using unmarked airplanes.[59] The United States also sponsored a force of several hundred Guatemalan refugees and mercenaries who were headed by Castillo Armas to help remove the Arbenz government. On 27 June, Arbenz decided to resign.[60] This allowed Armas and his CIA-assisted forces to march into Guatemala City and establish a military junta, which elected Armas as President on 7 July.[61] Consequently, the Armas regime then consolidated power by rounding up and executing suspected communists,[62] while crushing the previously flourishing labor unions[63] and reversing the previous agrarian reforms.[64]
38
+
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+ Guevara himself was eager to fight on behalf of Arbenz and joined an armed militia organized by the Communist Youth for that purpose, but frustrated with the group's inaction, he soon returned to medical duties. Following the coup, he again volunteered to fight, but soon after, Arbenz took refuge in the Mexican Embassy and told his foreign supporters to leave the country. Guevara's repeated calls to resist were noted by supporters of the coup, and he was marked for murder.[65] After Hilda Gadea was arrested, Guevara sought protection inside the Argentine consulate, where he remained until he received a safe-conduct pass some weeks later and made his way to Mexico.[66]
40
+
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+ The overthrow of the Arbenz regime and establishment of the right-wing Armas dictatorship cemented Guevara's view of the United States as an imperialist power that opposed and attempted to destroy any government that sought to redress the socioeconomic inequality endemic to Latin America and other developing countries.[53] In speaking about the coup, Guevara stated:
42
+
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+ The last Latin American revolutionary democracy – that of Jacobo Arbenz – failed as a result of the cold premeditated aggression carried out by the United States. Its visible head was the Secretary of State John Foster Dulles, a man who, through a rare coincidence, was also a stockholder and attorney for the United Fruit Company.[65]
44
+
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+ Guevara's conviction that Marxism achieved through armed struggle and defended by an armed populace was the only way to rectify such conditions was thus strengthened.[67] Gadea wrote later, "It was Guatemala which finally convinced him of the necessity for armed struggle and for taking the initiative against imperialism. By the time he left, he was sure of this."[68]
46
+
47
+ Guevara arrived in Mexico City on 21 September 1954, and worked in the allergy section of the General Hospital and at the Hospital Infantil de Mexico.[69][70] In addition he gave lectures on medicine at the Faculty of Medicine in the National Autonomous University of Mexico and worked as a news photographer for Latina News Agency.[71][72] His first wife Hilda notes in her memoir My Life with Che, that for a while, Guevara considered going to work as a doctor in Africa and that he continued to be deeply troubled by the poverty around him.[73] In one instance, Hilda describes Guevara's obsession with an elderly washerwoman whom he was treating, remarking that he saw her as "representative of the most forgotten and exploited class". Hilda later found a poem that Che had dedicated to the old woman, containing "a promise to fight for a better world, for a better life for all the poor and exploited".[73]
48
+
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+ During this time he renewed his friendship with Ñico López and the other Cuban exiles whom he had met in Guatemala. In June 1955, López introduced him to Raúl Castro, who subsequently introduced him to his older brother, Fidel Castro, the revolutionary leader who had formed the 26th of July Movement and was now plotting to overthrow the dictatorship of Fulgencio Batista. During a long conversation with Fidel on the night of their first meeting, Guevara concluded that the Cuban's cause was the one for which he had been searching and before daybreak he had signed up as a member of the July 26 Movement.[74] Despite their "contrasting personalities", from this point on Che and Fidel began to foster what dual biographer Simon Reid-Henry deemed a "revolutionary friendship that would change the world", as a result of their coinciding commitment to anti-imperialism.[75]
50
+
51
+ By this point in Guevara's life, he deemed that U.S.-controlled conglomerates installed and supported repressive regimes around the world. In this vein, he considered Batista a "U.S. puppet whose strings needed cutting".[76] Although he planned to be the group's combat medic, Guevara participated in the military training with the members of the Movement. The key portion of training involved learning hit and run tactics of guerrilla warfare. Guevara and the others underwent arduous 15-hour marches over mountains, across rivers, and through the dense undergrowth, learning and perfecting the procedures of ambush and quick retreat. From the start Guevara was Alberto Bayo's "prize student" among those in training, scoring the highest on all of the tests given.[77] At the end of the course, he was called "the best guerrilla of them all" by their instructor, General Bayo.[78]
52
+
53
+ Guevara then married Gadea in Mexico in September 1955, before embarking on his plan to assist in the liberation of Cuba.[79]
54
+
55
+ The first step in Castro's revolutionary plan was an assault on Cuba from Mexico via the Granma, an old, leaky cabin cruiser. They set out for Cuba on 25 November 1956. Attacked by Batista's military soon after landing, many of the 82 men were either killed in the attack or executed upon capture; only 22 found each other afterwards.[80] During this initial bloody confrontation Guevara laid down his medical supplies and picked up a box of ammunition dropped by a fleeing comrade, proving to be a symbolic moment in Che's life.[81]
56
+
57
+ Only a small band of revolutionaries survived to re-group as a bedraggled fighting force deep in the Sierra Maestra mountains, where they received support from the urban guerrilla network of Frank País, 26 July Movement, and local campesinos. With the group withdrawn to the Sierra, the world wondered whether Castro was alive or dead until early 1957 when the interview by Herbert Matthews appeared in The New York Times. The article presented a lasting, almost mythical image for Castro and the guerrillas. Guevara was not present for the interview, but in the coming months he began to realize the importance of the media in their struggle. Meanwhile, as supplies and morale diminished, and with an allergy to mosquito bites which resulted in agonizing walnut-sized cysts on his body,[82] Guevara considered these "the most painful days of the war".[83]
58
+
59
+ During Guevara's time living hidden among the poor subsistence farmers of the Sierra Maestra mountains, he discovered that there were no schools, no electricity, minimal access to healthcare, and more than 40 percent of the adults were illiterate.[84] As the war continued, Guevara became an integral part of the rebel army and "convinced Castro with competence, diplomacy and patience".[10] Guevara set up factories to make grenades, built ovens to bake bread, and organized schools to teach illiterate campesinos to read and write.[10] Moreover, Guevara established health clinics, workshops to teach military tactics, and a newspaper to disseminate information.[85] The man whom Time dubbed three years later "Castro's brain" at this point was promoted by Fidel Castro to Comandante (commander) of a second army column.[10]
60
+
61
+ As second in command, Guevara was a harsh disciplinarian who sometimes shot defectors. Deserters were punished as traitors, and Guevara was known to send squads to track those seeking to go AWOL.[86] As a result, Guevara became feared for his brutality and ruthlessness.[87] During the guerrilla campaign, Guevara was also responsible for the summary executions of a number of men accused of being informers, deserters or spies.[88] In his diaries, Guevara described the first such execution of Eutímio Guerra, a peasant army guide who admitted treason when it was discovered he accepted the promise of ten thousand pesos for repeatedly giving away the rebel's position for attack by the Cuban air force.[89] Such information also allowed Batista's army to burn the homes of peasants sympathetic to the revolution.[89] Upon Guerra's request that they "end his life quickly",[89] Che stepped forward and shot him in the head, writing "The situation was uncomfortable for the people and for Eutimio so I ended the problem giving him a shot with a .32 pistol in the right side of the brain, with exit orifice in the right temporal [lobe]."[90] His scientific notations and matter-of-fact description, suggested to one biographer a "remarkable detachment to violence" by that point in the war.[90] Later, Guevara published a literary account of the incident, titled "Death of a Traitor", where he transfigured Eutimio's betrayal and pre-execution request that the revolution "take care of his children", into a "revolutionary parable about redemption through sacrifice".[90]
62
+
63
+ Although he maintained a demanding and harsh disposition, Guevara also viewed his role of commander as one of a teacher, entertaining his men during breaks between engagements with readings from the likes of Robert Louis Stevenson, Miguel de Cervantes, and Spanish lyric poets.[91] Together with this role, and inspired by José Martí's principle of "literacy without borders", Guevara further ensured that his rebel fighters made daily time to teach the uneducated campesinos with whom they lived and fought to read and write, in what Guevara termed the "battle against ignorance".[84] Tomás Alba, who fought under Guevara's command, later stated that "Che was loved, in spite of being stern and demanding. We would (have) given our life for him."[92]
64
+
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+ His commanding officer Fidel Castro described Guevara as intelligent, daring, and an exemplary leader who "had great moral authority over his troops".[93] Castro further remarked that Guevara took too many risks, even having a "tendency toward foolhardiness".[94] Guevara's teenage lieutenant, Joel Iglesias, recounts such actions in his diary, noting that Guevara's behavior in combat even brought admiration from the enemy. On one occasion Iglesias recounts the time he had been wounded in battle, stating "Che ran out to me, defying the bullets, threw me over his shoulder, and got me out of there. The guards didn't dare fire at him ... later they told me he made a great impression on them when they saw him run out with his pistol stuck in his belt, ignoring the danger, they didn't dare shoot."[95]
66
+
67
+ Guevara was instrumental in creating the clandestine radio station Radio Rebelde (Rebel Radio) in February 1958, which broadcast news to the Cuban people with statements by 26 July movement, and provided radiotelephone communication between the growing number of rebel columns across the island. Guevara had apparently been inspired to create the station by observing the effectiveness of CIA supplied radio in Guatemala in ousting the government of Jacobo Árbenz Guzmán.[96]
68
+
69
+ To quell the rebellion, Cuban government troops began executing rebel prisoners on the spot, and regularly rounded up, tortured, and shot civilians as a tactic of intimidation.[97] By March 1958, the continued atrocities carried out by Batista's forces led the United States to stop selling arms to the Cuban government.[85] Then in late July 1958, Guevara played a critical role in the Battle of Las Mercedes by using his column to halt a force of 1,500 men called up by Batista's General Cantillo in a plan to encircle and destroy Castro's forces. Years later, Major Larry Bockman of the United States Marine Corps analyzed and described Che's tactical appreciation of this battle as "brilliant".[98] During this time Guevara also became an "expert" at leading hit-and-run tactics against Batista's army, and then fading back into the countryside before the army could counterattack.[99]
70
+
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+ As the war extended, Guevara led a new column of fighters dispatched westward for the final push towards Havana. Travelling by foot, Guevara embarked on a difficult 7-week march, only travelling at night to avoid an ambush and often not eating for several days.[100] In the closing days of December 1958, Guevara's task was to cut the island in half by taking Las Villas province. In a matter of days he executed a series of "brilliant tactical victories" that gave him control of all but the province's capital city of Santa Clara.[100] Guevara then directed his "suicide squad" in the attack on Santa Clara, which became the final decisive military victory of the revolution.[101][102] In the six weeks leading up to the battle, there were times when his men were completely surrounded, outgunned, and overrun. Che's eventual victory despite being outnumbered 10:1 remains in the view of some observers a "remarkable tour de force in modern warfare".[103]
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+
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+ Radio Rebelde broadcast the first reports that Guevara's column had taken Santa Clara on New Year's Eve 1958. This contradicted reports by the heavily controlled national news media, which had at one stage reported Guevara's death during the fighting. At 3 am on 1 January 1959, upon learning that his generals were negotiating a separate peace with Guevara, Fulgencio Batista boarded a plane in Havana and fled for the Dominican Republic, along with an amassed "fortune of more than $300,000,000 through graft and payoffs".[104] The following day on 2 January, Guevara entered Havana to take final control of the capital.[105] Fidel Castro took six more days to arrive, as he stopped to rally support in several large cities on his way to rolling victoriously into Havana on 8 January 1959. The final death toll from the two years of revolutionary fighting was 2,000 people.[106]
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+
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+ In mid-January 1959, Guevara went to live at a summer villa in Tarará to recover from a violent asthma attack.[107] While there he started the Tarara Group, a group that debated and formed the new plans for Cuba's social, political, and economic development.[108] In addition, Che began to write his book Guerrilla Warfare while resting at Tarara.[108] In February, the revolutionary government proclaimed Guevara "a Cuban citizen by birth" in recognition of his role in the triumph.[109] When Hilda Gadea arrived in Cuba in late January, Guevara told her that he was involved with another woman, and the two agreed on a divorce,[110] which was finalized on 22 May.[111] On 2 June 1959, he married Aleida March, a Cuban-born member of 26 July movement with whom he had been living since late 1958. Guevara returned to the seaside village of Tarara in June for his honeymoon with Aleida.[112] In total, Guevara had five children from his two marriages.[113]
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+ The first major political crisis arose over what to do with the captured Batista officials who had perpetrated the worst of the repression.[114] During the rebellion against Batista's dictatorship, the general command of the rebel army, led by Fidel Castro, introduced into the territories under its control the 19th-century penal law commonly known as the Ley de la Sierra (Law of the Sierra).[115] This law included the death penalty for serious crimes, whether perpetrated by the Batista regime or by supporters of the revolution. In 1959 the revolutionary government extended its application to the whole of the republic and to those it considered war criminals, captured and tried after the revolution. According to the Cuban Ministry of Justice, this latter extension was supported by the majority of the population, and followed the same procedure as those in the Nuremberg trials held by the Allies after World War II.[116]
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+ To implement a portion of this plan, Castro named Guevara commander of the La Cabaña Fortress prison, for a five-month tenure (2 January through 12 June 1959).[117] Guevara was charged by the new government with purging the Batista army and consolidating victory by exacting "revolutionary justice" against those regarded as traitors, chivatos (informants) or war criminals.[118] As commander of La Cabaña, Guevara reviewed the appeals of those convicted during the revolutionary tribunal process.[11] The tribunals were conducted by 2–3 army officers, an assessor, and a respected local citizen.[119] On some occasions the penalty delivered by the tribunal was death by firing-squad.[120] Raúl Gómez Treto, senior legal advisor to the Cuban Ministry of Justice, has argued that the death penalty was justified in order to prevent citizens themselves from taking justice into their own hands, as had happened twenty years earlier in the anti-Machado rebellion.[121] Biographers note that in January 1959 the Cuban public was in a "lynching mood",[122] and point to a survey at the time showing 93% public approval for the tribunal process.[11] Moreover, a 22 January 1959, Universal Newsreel broadcast in the United States and narrated by Ed Herlihy featured Fidel Castro asking an estimated one million Cubans whether they approved of the executions, and being met with a roaring "¡Si!" (yes).[123] With as many as 20,000 Cubans estimated to have been killed at the hands of Batista's collaborators,[124][125][126][127] and many of the accused war criminals sentenced to death accused of torture and physical atrocities,[11] the newly-empowered government carried out executions, punctuated by cries from the crowds of "¡al paredón!" ([to the] wall!),[114] which biographer Jorge Castañeda describes as "without respect for due process".[128]
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+
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+ —Jon Lee Anderson, author of Che Guevara: A Revolutionary Life, PBS forum[129]
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+ Although accounts vary, it is estimated that several hundred people were executed nationwide during this time, with Guevara's jurisdictional death total at La Cabaña ranging from 55 to 105.[130] Conflicting views exist of Guevara's attitude towards the executions at La Cabaña. Some exiled opposition biographers report that he relished the rituals of the firing squad, and organized them with gusto, while others relate that Guevara pardoned as many prisoners as he could.[128] All sides acknowledge that Guevara had become a "hardened" man who had no qualms about the death penalty or about summary and collective trials. If the only way to "defend the revolution was to execute its enemies, he would not be swayed by humanitarian or political arguments".[128] In a 5 February 1959, letter to Luis Paredes López in Buenos Aires Guevara states unequivocally: "The executions by firing squads are not only a necessity for the people of Cuba, but also an imposition of the people."[131]
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+ Along with ensuring "revolutionary justice", the other key early platform of Guevara was establishing agrarian land reform. Almost immediately after the success of the revolution, on 27 January 1959, Guevara made one of his most significant speeches where he talked about "the social ideas of the rebel army". During this speech he declared that the main concern of the new Cuban government was "the social justice that land redistribution brings about".[132] A few months later, 17 May 1959, the Agrarian Reform Law, crafted by Guevara, went into effect, limiting the size of all farms to 1,000 acres (400 ha). Any holdings over these limits were expropriated by the government and either redistributed to peasants in 67-acre (270,000 m2) parcels or held as state-run communes.[133] The law also stipulated that foreigners could not own Cuban sugar-plantations.[134]
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+ On 12 June 1959, Castro sent Guevara out on a three-month tour of 14 mostly Bandung Pact countries (Morocco, Sudan, Egypt, Syria, Pakistan, India, Sri Lanka, Burma, Thailand, Indonesia, Japan, Yugoslavia, Greece) and the cities of Singapore and Hong Kong.[135] Sending Guevara away from Havana allowed Castro to appear to distance himself from Guevara and his Marxist sympathies, which troubled both the United States and some of the members of Castro's 26 July Movement.[136] While in Jakarta, Guevara visited Indonesian president Sukarno to discuss the recent revolution of 1945-1949 in Indonesia and to establish trade relations between their two countries. The two men quickly bonded, as Sukarno was attracted to Guevara's energy and his relaxed informal approach; moreover they shared revolutionary leftist aspirations against western imperialism.[137] Guevara next spent 12 days in Japan (15–27 July), participating in negotiations aimed at expanding Cuba's trade relations with that country. During the visit he refused to visit and lay a wreath at Japan's Tomb of the Unknown Soldier commemorating soldiers lost during World War II, remarking that the Japanese "imperialists" had "killed millions of Asians".[138] Instead, Guevara stated that he would visit Hiroshima, where the American military had detonated an atom-bomb 14 years earlier.[138] Despite his denunciation of Imperial Japan, Guevara considered President Truman a "macabre clown" for the bombings,[139] and after visiting Hiroshima and its Peace Memorial Museum he sent back a postcard to Cuba stating, "In order to fight better for peace, one must look at Hiroshima."[140]
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+ Upon Guevara's return to Cuba in September 1959, it became evident that Castro now had more political power. The government had begun land seizures in accordance with the agrarian reform law, but was hedging on compensation offers to landowners, instead offering low-interest "bonds", a step which put the United States on alert. At this point the affected wealthy cattlemen of Camagüey mounted a campaign against the land redistributions and enlisted the newly-disaffected rebel leader Huber Matos, who along with the anti-Communist wing of 26 July Movement, joined them in denouncing "Communist encroachment".[141] During this time Dominican dictator Rafael Trujillo was offering assistance to the "Anti-Communist Legion of the Caribbean" which was training in the Dominican Republic. This multi-national force, composed mostly of Spaniards and Cubans, but also of Croatians, Germans, Greeks, and right-wing mercenaries, was plotting to topple Castro's new regime.[141]
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+ Such threats were heightened when, on 4 March 1960, two massive explosions ripped through the French freighter La Coubre, which was carrying Belgian munitions from the port of Antwerp, and was docked in Havana Harbor. The blasts killed at least 76 people and injured several hundred, with Guevara personally providing first aid to some of the victims. Fidel Castro immediately accused the CIA of "an act of terrorism" and held a state funeral the following day for the victims of the blast.[142] At the memorial service Alberto Korda took the famous photograph of Guevara, now known as Guerrillero Heroico.[143]
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+ Perceived threats prompted Castro to eliminate more "counter-revolutionaries" and to utilize Guevara to drastically increase the speed of land reform. To implement this plan, a new government agency, the National Institute of Agrarian Reform (INRA), was established by the Cuban Government to administer the new Agrarian Reform law. INRA quickly became the most important governing body in the nation, with Guevara serving as its head in his capacity as minister of industries.[134][need quotation to verify] Under Guevara's command, INRA established its own 100,000-person militia, used first to help the government seize control of the expropriated land and supervise its distribution, and later to set up cooperative farms. The land confiscated included 480,000 acres (190,000 ha) owned by United States corporations.[134] Months later, in retaliation, US President Dwight D. Eisenhower sharply reduced United States imports of Cuban sugar (Cuba's main cash crop), which led Guevara on 10 July 1960 to address over 100,000 workers in front of the Presidential Palace at a rally to denounce the "economic aggression" of the United States.[144] Time Magazine reporters who met with Guevara around this time described him as "guid(ing) Cuba with icy calculation, vast competence, high intelligence, and a perceptive sense of humor."[10]
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+ —Urbano (a.k.a. Leonardo Tamayo),fought with Guevara in Cuba and Bolivia[145]
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+ Along with land reform, Guevara stressed the need for national improvement in literacy. Before 1959 the official literacy rate for Cuba was between 60–76%, with educational access in rural areas and a lack of instructors the main determining factors.[146] As a result, the Cuban government at Guevara's behest dubbed 1961 the "year of education" and mobilized over 100,000 volunteers into "literacy brigades", who were then sent out into the countryside to construct schools, train new educators, and teach the predominantly illiterate guajiros (peasants) to read and write.[84][146] Unlike many of Guevara's later economic initiatives, this campaign was "a remarkable success". By the completion of the Cuban Literacy Campaign, 707,212 adults had been taught to read and write, raising the national literacy rate to 96%.[146]
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+ Accompanying literacy, Guevara was also concerned with establishing universal access to higher education. To accomplish this the new regime introduced affirmative action to the universities. While announcing this new commitment, Guevara told the gathered faculty and students at the University of Las Villas that the days when education was "a privilege of the white middle class" had ended. "The University" he said, "must paint itself black, mulatto, worker, and peasant." If it did not, he warned, the people were going to break down its doors "and paint the University the colors they like."[147]
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+ The merit of Marx is that he suddenly produces a qualitative change in the history of social thought. He interprets history, understands its dynamic, predicts the future, but in addition to predicting it (which would satisfy his scientific obligation), he expresses a revolutionary concept: the world must not only be interpreted, it must be transformed. Man ceases to be the slave and tool of his environment and converts himself into the architect of his own destiny.
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+ In September 1960, when Guevara was asked about Cuba's ideology at the First Latin American Congress, he replied, "If I were asked whether our revolution is Communist, I would define it as Marxist. Our revolution has discovered by its methods the paths that Marx pointed out."[149] Consequently, when enacting and advocating Cuban policy, Guevara cited the political philosopher Karl Marx as his ideological inspiration. In defending his political stance, Guevara confidently remarked, "There are truths so evident, so much a part of people's knowledge, that it is now useless to discuss them. One ought to be Marxist with the same naturalness with which one is 'Newtonian' in physics, or 'Pasteurian' in biology."[148] According to Guevara, the "practical revolutionaries" of the Cuban Revolution had the goal of "simply fulfill(ing) laws foreseen by Marx, the scientist."[148] Using Marx's predictions and system of dialectical materialism, Guevara professed that "The laws of Marxism are present in the events of the Cuban Revolution, independently of what its leaders profess or fully know of those laws from a theoretical point of view."[148]
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+ Man truly achieves his full human condition when he produces without being compelled by the physical necessity of selling himself as a commodity.
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+ At this stage, Guevara acquired the additional position of Finance Minister, as well as President of the National Bank.[151] These appointments, combined with his existing position as Minister of Industries, placed Guevara at the zenith of his power, as the "virtual czar" of the Cuban economy.[144] As a consequence of his position at the head of the central bank, it became Guevara's duty to sign the Cuban currency, which per custom bore his signature. Instead of using his full name, he signed the bills solely "Che".[152] It was through this symbolic act, which horrified many in the Cuban financial sector, that Guevara signaled his distaste for money and the class distinctions it brought about.[152] Guevara's long time friend Ricardo Rojo later remarked that "the day he signed Che on the bills, (he) literally knocked the props from under the widespread belief that money was sacred."[153]
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+ In an effort to eliminate social inequalities, Guevara and Cuba's new leadership had moved to swiftly transform the political and economic base of the country through nationalizing factories, banks, and businesses, while attempting to ensure affordable housing, healthcare, and employment for all Cubans.[155] In order for a genuine transformation of consciousness to take root, it was believed that such structural changes had to be accompanied by a conversion in people's social relations and values. Believing that the attitudes in Cuba towards race, women, individualism, and manual labor were the product of the island's outdated past, all individuals were urged to view each other as equals and take on the values of what Guevara termed "el Hombre Nuevo" (the New Man).[155] Guevara hoped his "new man" to be ultimately "selfless and cooperative, obedient and hard working, gender-blind, incorruptible, non-materialistic, and anti-imperialist".[155] To accomplish this, Guevara emphasized the tenets of Marxism–Leninism, and wanted to use the state to emphasize qualities such as egalitarianism and self-sacrifice, at the same time as "unity, equality, and freedom" became the new maxims.[155] Guevara's first desired economic goal of the new man, which coincided with his aversion for wealth condensation and economic inequality, was to see a nationwide elimination of material incentives in favor of moral ones. He negatively viewed capitalism as a "contest among wolves" where "one can only win at the cost of others" and thus desired to see the creation of a "new man and woman".[156] Guevara continually stressed that a socialist economy in itself is not "worth the effort, sacrifice, and risks of war and destruction" if it ends up encouraging "greed and individual ambition at the expense of collective spirit".[157] A primary goal of Guevara's thus became to reform "individual consciousness" and values to produce better workers and citizens.[157] In his view, Cuba's "new man" would be able to overcome the "egotism" and "selfishness" that he loathed and discerned was uniquely characteristic of individuals in capitalist societies.[157] To promote this concept of a "new man", the government also created a series of party-dominated institutions and mechanisms on all levels of society, which included organizations such as labor groups, youth leagues, women's groups, community centers, and houses of culture to promote state-sponsored art, music, and literature. In congruence with this, all educational, mass media, and artistic community based facilities were nationalized and utilized to instill the government's official socialist ideology.[155] In describing this new method of "development", Guevara stated:
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+ There is a great difference between free-enterprise development and revolutionary development. In one of them, wealth is concentrated in the hands of a fortunate few, the friends of the government, the best wheeler-dealers. In the other, wealth is the people's patrimony.[158]
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+ A further integral part of fostering a sense of "unity between the individual and the mass", Guevara believed, was volunteer work and will. To display this, Guevara "led by example", working "endlessly at his ministry job, in construction, and even cutting sugar cane" on his day off.[159] He was known for working 36 hours at a stretch, calling meetings after midnight, and eating on the run.[157] Such behavior was emblematic of Guevara's new program of moral incentives, where each worker was now required to meet a quota and produce a certain quantity of goods. As a replacement for the pay increases abolished by Guevara, workers who exceeded their quota now only received a certificate of commendation, while workers who failed to meet their quotas were given a pay cut.[157] Guevara unapologetically defended his personal philosophy towards motivation and work, stating:
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+ This is not a matter of how many pounds of meat one might be able to eat, or how many times a year someone can go to the beach, or how many ornaments from abroad one might be able to buy with his current salary. What really matters is that the individual feels more complete, with much more internal richness and much more responsibility.[160]
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+ In the face of a loss of commercial connections with Western states, Guevara tried to replace them with closer commercial relationships with Eastern Bloc states, visiting a number of Marxist states and signing trade agreements with them. At the end of 1960 he visited Czechoslovakia, the Soviet Union, North Korea, Hungary and East Germany and signed, for instance, a trade agreement in East Berlin on 17 December 1960.[161] Such agreements helped Cuba's economy to a certain degree but also had the disadvantage of a growing economic dependency on the Eastern Bloc. It was also in East Germany where Guevara met Tamara Bunke (later known as "Tania"), who was assigned as his interpreter, and who joined him years later, and was killed with him in Bolivia.
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+ Whatever the merits or demerits of Guevara's economic principles, his programs were unsuccessful,[162] and accompanied a rapid drop in productivity and a rapid rise in absenteeism.[163] In a meeting with French economist Rene Dumont, Guevara blamed the inadequacy of the Agrarian Reform Law enacted by the Cuban government in 1959, which turned large plantations into farm co-operatives or split up land amongst peasants.[164] In Guevara's opinion, this situation continued to promote a "heightened sense of individual ownership" in which workers could not see the positive social benefits of their labor, leading them to instead seek individual material gain as before.[165] Decades later, Che's former deputy Ernesto Betancourt, the director of Radio Martí, an early ally turned Castro-critic, accused Guevara of being "ignorant of the most elementary economic principles."[166] In reference to the collective failings of Guevara's vision, reporter I. F. Stone who interviewed Guevara twice during this time, remarked that he was "Galahad not Robespierre", while opining that "in a sense he was, like some early saint, taking refuge in the desert. Only there could the purity of the faith be safeguarded from the unregenerate revisionism of human nature".[167]
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+ On 17 April 1961, 1,400 U.S.-trained Cuban exiles invaded Cuba during the Bay of Pigs Invasion. Guevara did not play a key role in the fighting, as one day before the invasion a warship carrying Marines faked an invasion off the West Coast of Pinar del Río and drew forces commanded by Guevara to that region. However, historians give him a share of credit for the victory as he was director of instruction for Cuba's armed forces at the time.[12] Author Tad Szulc in his explanation of the Cuban victory, assigns Guevara partial credit, stating: "The revolutionaries won because Che Guevara, as the head of the Instruction Department of the Revolutionary Armed Forces in charge of the militia training program, had done so well in preparing 200,000 men and women for war."[12] It was also during this deployment that he suffered a bullet grazing to the cheek when his pistol fell out of its holster and accidentally discharged.[168]
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+ In August 1961, during an economic conference of the Organization of American States in Punta del Este, Uruguay, Che Guevara sent a note of "gratitude" to United States President John F. Kennedy through Richard N. Goodwin, Deputy Assistant Secretary of State for Inter-American Affairs. It read "Thanks for Playa Girón (Bay of Pigs). Before the invasion, the revolution was shaky. Now it's stronger than ever."[169] In response to United States Treasury Secretary Douglas Dillon presenting the Alliance for Progress for ratification by the meeting, Guevara antagonistically attacked the United States claim of being a "democracy", stating that such a system was not compatible with "financial oligarchy, discrimination against blacks, and outrages by the Ku Klux Klan".[170] Guevara continued, speaking out against the "persecution" that in his view "drove scientists like Oppenheimer from their posts, deprived the world for years of the marvelous voice of Paul Robeson, and sent the Rosenbergs to their deaths against the protests of a shocked world."[170] Guevara ended his remarks by insinuating that the United States was not interested in real reforms, sardonically quipping that "U.S. experts never talk about agrarian reform; they prefer a safe subject, like a better water supply. In short, they seem to prepare the revolution of the toilets."[171] Nevertheless, Goodwin stated in his memo to President Kennedy following the meeting that Guevara viewed him as someone of the "newer generation"[172] and that Guevara, whom Goodwin alleged sent a message to him the day after the meeting through one of the meeting's Argentine participants whom he described as "Darretta,"[172] also viewed the conversation which the two had as "quite profitable."[172]
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+ Guevara, who was practically the architect of the Soviet–Cuban relationship,[173] then played a key role in bringing to Cuba the Soviet nuclear-armed ballistic missiles that precipitated the Cuban Missile Crisis in October 1962 and brought the world to the brink of nuclear war.[174] A few weeks after the crisis, during an interview with the British communist newspaper the Daily Worker, Guevara was still fuming over the perceived Soviet betrayal and told correspondent Sam Russell that, if the missiles had been under Cuban control, they would have fired them off.[175] While expounding on the incident later, Guevara reiterated that the cause of socialist liberation against global "imperialist aggression" would ultimately have been worth the possibility of "millions of atomic war victims".[176] The missile crisis further convinced Guevara that the world's two superpowers (the United States and the Soviet Union) used Cuba as a pawn in their own global strategies. Afterward, he denounced the Soviets almost as frequently as he denounced the Americans.[177]
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+ In December 1964, Che Guevara had emerged as a "revolutionary statesman of world stature" and thus traveled to New York City as head of the Cuban delegation to speak at the United Nations.[153] On 11 December 1964, during Guevara's hour-long, impassioned address at the UN, he criticized the United Nations' inability to confront the "brutal policy of apartheid" in South Africa, asking "Can the United Nations do nothing to stop this?"[178] Guevara then denounced the United States policy towards their black population, stating:
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+ Those who kill their own children and discriminate daily against them because of the color of their skin; those who let the murderers of blacks remain free, protecting them, and furthermore punishing the black population because they demand their legitimate rights as free men—how can those who do this consider themselves guardians of freedom?[178]
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+ An indignant Guevara ended his speech by reciting the Second Declaration of Havana, decreeing Latin America a "family of 200 million brothers who suffer the same miseries".[178] This "epic", Guevara declared, would be written by the "hungry Indian masses, peasants without land, exploited workers, and progressive masses". To Guevara the conflict was a struggle of masses and ideas, which would be carried forth by those "mistreated and scorned by imperialism" who were previously considered "a weak and submissive flock". With this "flock", Guevara now asserted, "Yankee monopoly capitalism" now terrifyingly saw their "gravediggers".[178] It would be during this "hour of vindication", Guevara pronounced, that the "anonymous mass" would begin to write its own history "with its own blood" and reclaim those "rights that were laughed at by one and all for 500 years". Guevara closed his remarks to the General Assembly by hypothesizing that this "wave of anger" would "sweep the lands of Latin America" and that the labor masses who "turn the wheel of history" were now, for the first time, "awakening from the long, brutalizing sleep to which they had been subjected".[178]
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+ Guevara later learned there had been two failed attempts on his life by Cuban exiles during his stop at the UN complex.[179] The first from Molly Gonzales, who tried to break through barricades upon his arrival with a seven-inch hunting knife, and later during his address by Guillermo Novo, who fired a timer-initiated bazooka from a boat in the East River at the United Nations Headquarters, but missed and was off target. Afterwards Guevara commented on both incidents, stating that "it is better to be killed by a woman with a knife than by a man with a gun", while adding with a languid wave of his cigar that the explosion had "given the whole thing more flavor".[179]
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+
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+ While in New York, Guevara appeared on the CBS Sunday news program Face the Nation,[180] and met with a wide range of people, from United States Senator Eugene McCarthy[181] to associates of Malcolm X. The latter expressed his admiration, declaring Guevara "one of the most revolutionary men in this country right now" while reading a statement from him to a crowd at the Audubon Ballroom.[182]
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+ On 17 December, Guevara left New York for Paris, France, and from there embarked on a three-month world tour that included visits to the People's Republic of China, North Korea, the United Arab Republic, Algeria, Ghana, Guinea, Mali, Dahomey, Congo-Brazzaville and Tanzania, with stops in Ireland and Prague. While in Ireland, Guevara embraced his own Irish heritage, celebrating Saint Patrick's Day in Limerick city.[183] He wrote to his father on this visit, humorously stating "I am in this green Ireland of your ancestors. When they found out, the television [station] came to ask me about the Lynch genealogy, but in case they were horse thieves or something like that, I didn't say much."[184]
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+ During this voyage, he wrote a letter to Carlos Quijano, editor of a Uruguayan weekly, which was later retitled Socialism and Man in Cuba.[156] Outlined in the treatise was Guevara's summons for the creation of a new consciousness, a new status of work, and a new role of the individual. He also laid out the reasoning behind his anti-capitalist sentiments, stating:
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+ The laws of capitalism, blind and invisible to the majority, act upon the individual without his thinking about it. He sees only the vastness of a seemingly infinite horizon before him. That is how it is painted by capitalist propagandists, who purport to draw a lesson from the example of Rockefeller—whether or not it is true—about the possibilities of success. The amount of poverty and suffering required for the emergence of a Rockefeller, and the amount of depravity that the accumulation of a fortune of such magnitude entails, are left out of the picture, and it is not always possible to make the people in general see this.[156]
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+
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+ Guevara ended the essay by declaring that "the true revolutionary is guided by a great feeling of love" and beckoning on all revolutionaries to "strive every day so that this love of living humanity will be transformed into acts that serve as examples", thus becoming "a moving force".[156] The genesis for Guevara's assertions relied on the fact that he believed the example of the Cuban Revolution was "something spiritual that would transcend all borders".[35]
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+
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+ In Algiers, Algeria, on 24 February 1965, Guevara made what turned out to be his last public appearance on the international stage when he delivered a speech at an economic seminar on Afro-Asian solidarity.[185][186] He specified the moral duty of the socialist countries, accusing them of tacit complicity with the exploiting Western countries. He proceeded to outline a number of measures which he said the communist-bloc countries must implement in order to accomplish the defeat of imperialism.[187] Having criticized the Soviet Union (the primary financial backer of Cuba) in such a public manner, he returned to Cuba on 14 March to a solemn reception by Fidel and Raúl Castro, Osvaldo Dorticós and Carlos Rafael Rodríguez at the Havana airport.
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+
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+ As revealed in his last public speech in Algiers, Guevara had come to view the Northern Hemisphere, led by the U.S. in the West and the Soviet Union in the East, as the exploiter of the Southern Hemisphere. He strongly supported Communist North Vietnam in the Vietnam War, and urged the peoples of other developing countries to take up arms and create "many Vietnams".[188] Che's denunciations of the Soviets made him popular among intellectuals and artists of the Western European left who had lost faith in the Soviet Union, while his condemnation of imperialism and call to revolution inspired young radical students in the United States, who were impatient for societal change.[189]
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+
149
+ —Helen Yaffe, author of Che Guevara: The Economics of Revolution[190]
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+
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+ In Guevara's private writings from this time (since released), he displays his growing criticism of the Soviet political economy, believing that the Soviets had "forgotten Marx".[190] This led Guevara to denounce a range of Soviet practices including what he saw as their attempt to "air-brush the inherent violence of class struggle integral to the transition from capitalism to socialism", their "dangerous" policy of peaceful co-existence with the United States, their failure to push for a "change in consciousness" towards the idea of work, and their attempt to "liberalize" the socialist economy. Guevara wanted the complete elimination of money, interest, commodity production, the market economy, and "mercantile relationships": all conditions that the Soviets argued would only disappear when world communism was achieved.[190] Disagreeing with this incrementalist approach, Guevara criticized the Soviet Manual of Political Economy, correctly predicting that if USSR did not abolish the law of value (as Guevara desired), it would eventually return to capitalism.[190]
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+
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+ Two weeks after his Algiers speech and his return to Cuba, Guevara dropped out of public life and then vanished altogether.[191] His whereabouts were a great mystery in Cuba, as he was generally regarded as second in power to Castro himself. His disappearance was variously attributed to the failure of the Cuban industrialization scheme he had advocated while minister of industries, to pressure exerted on Castro by Soviet officials who disapproved of Guevara's pro-Chinese Communist stance on the Sino-Soviet split, and to serious differences between Guevara and the pragmatic Castro regarding Cuba's economic development and ideological line.[192] Pressed by international speculation regarding Guevara's fate, Castro stated on 16 June 1965, that the people would be informed when Guevara himself wished to let them know. Still, rumors spread both inside and outside Cuba concerning the missing Guevara's whereabouts.
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+ On 3 October 1965, Castro publicly revealed an undated letter purportedly written to him by Guevara around seven months earlier which was later titled Che Guevara's "farewell letter". In the letter, Guevara reaffirmed his enduring solidarity with the Cuban Revolution but declared his intention to leave Cuba to fight for the revolutionary cause abroad. Additionally, he resigned from all his positions in the Cuban government and communist party, and renounced his honorary Cuban citizenship.[193]
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+ In early 1965, Guevara went to Africa to offer his knowledge and experience as a guerrilla to the ongoing conflict in the Congo. According to Algerian President Ahmed Ben Bella, Guevara thought that Africa was imperialism's weak link and so had enormous revolutionary potential.[194] Egyptian President Gamal Abdel Nasser, who had fraternal relations with Che since his 1959 visit, saw Guevara's plan to fight in Congo as "unwise" and warned that he would become a "Tarzan" figure, doomed to failure.[195] Despite the warning, Guevara traveled to Congo using the alias Ramón Benítez.[196] He led the Cuban operation in support of the Marxist Simba movement, which had emerged from the ongoing Congo crisis. Guevara, his second-in-command Víctor Dreke, and 12 other Cuban expeditionaries arrived in Congo on 24 April 1965, and a contingent of approximately 100 Afro-Cubans joined them soon afterward.[197][198] For a time, they collaborated with guerrilla leader Laurent-Désiré Kabila, who had helped supporters of the overthrown president Patrice Lumumba to lead an unsuccessful revolt months earlier. As an admirer of the late Lumumba, Guevara declared that his "murder should be a lesson for all of us".[199] Guevara, with limited knowledge of Swahili and the local languages, was assigned a teenage interpreter, Freddy Ilanga. Over the course of seven months, Ilanga grew to "admire the hard-working Guevara", who "showed the same respect to black people as he did to whites".[200] Guevara soon became disillusioned with the poor discipline of Kabila's troops and later dismissed him, stating "nothing leads me to believe he is the man of the hour".[201]
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+ As an additional obstacle, white mercenary troops of the Congo National Army, led by Mike Hoare and supported by anti-Castro Cuban pilots and the CIA, thwarted Guevara's movements from his base camp in the mountains near the village of Fizi on Lake Tanganyika in southeast Congo. They were able to monitor his communications and so pre-empted his attacks and interdicted his supply lines. Although Guevara tried to conceal his presence in Congo, the United States government knew his location and activities. The National Security Agency was intercepting all of his incoming and outgoing transmissions via equipment aboard the USNS Private Jose F. Valdez (T-AG-169), a floating listening post that continuously cruised the Indian Ocean off Dar es Salaam for that purpose.[202]
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+ Guevara's aim was to export the revolution by instructing local anti-Mobutu Simba fighters in Marxist ideology and foco theory strategies of guerrilla warfare. In his Congo Diary book, he cites a combination of incompetence, intransigence and infighting among the Congolese rebels as key reasons for the revolt's failure.[203] Later that year, on 20 November 1965, suffering from dysentery and acute asthma, and disheartened after seven months of defeats and inactivity, Guevara left Congo with the six Cuban survivors of his 12-man column. Guevara stated that he had planned to send the wounded back to Cuba and fight in Congo alone until his death, as a revolutionary example. But after being urged by his comrades, and two Cuban emissaries personally sent by Castro, at the last moment he reluctantly agreed to leave Africa. During that day and night, Guevara's forces quietly took down their base camp, burned their huts, and destroyed or threw weapons into Lake Tanganyika that they could not take with them, before crossing the border by boat into Tanzania at night and traveling by land to Dar es Salaam. In speaking about his experience in Congo months later, Guevara concluded that he left rather than fight to the death because: "The human element failed. There is no will to fight. The [rebel] leaders are corrupt. In a word ... there was nothing to do."[204] Guevara also declared that "we can not liberate, all by ourselves, a country that does not want to fight."[205] A few weeks later, he wrote the preface to the diary he kept during the Congo venture, that began: "This is the story of a failure."[206]
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+ Guevara was reluctant to return to Cuba, because Castro had already made public Guevara's "farewell letter"—a letter intended to only be revealed in the case of his death—wherein he severed all ties in order to devote himself to revolution throughout the world.[207] As a result, Guevara spent the next six months living clandestinely at the Cuban embassy in Dar es Salaam and later at a Cuban safehouse in Prague.[208] While in Europe, Guevara made a secret visit to former Argentine president Juan Perón who lived in exile in Francoist Spain where he confided in Perón about his new plan to formulate a communist revolution to bring all of Latin America under socialist control. Perón warned Guevara that his plans for implementing a communist revolution throughout Latin America, starting with Bolivia, would be suicidal and futile, but Guevara's mind was already made up. Later, Perón remarked that Guevara was "an immature utopian... but one of us. I am happy for it to be so because he is giving the Yankees a real headache."[209]
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+ During this time abroad, Guevara compiled his memoirs of the Congo experience and wrote drafts of two more books, one on philosophy and the other on economics. As Guevara prepared for Bolivia, he secretly traveled back to Cuba on 21 July 1966 to visit Castro, as well as to see his wife and to write a last letter to his five children to be read upon his death, which ended with him instructing them:
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+ Above all, always be capable of feeling deeply any injustice committed against anyone, anywhere in the world. This is the most beautiful quality in a revolutionary.[210]
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+ In late 1966, Guevara's location was still not public knowledge, although representatives of Mozambique's independence movement, the FRELIMO, reported that they met with Guevara in late 1966 in Dar es Salaam regarding his offer to aid in their revolutionary project, an offer which they ultimately rejected.[211] In a speech at the 1967 International Workers' Day rally in Havana, the acting minister of the armed forces, Major Juan Almeida, announced that Guevara was "serving the revolution somewhere in Latin America".[citation needed]
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+ Before he departed for Bolivia, Guevara altered his appearance by shaving off his beard and much of his hair, also dying it grey so that he was unrecognizable as Che Guevara.[212] On 3 November 1966, Guevara secretly arrived in La Paz on a flight from Montevideo, under the false name Adolfo Mena González, posing as a middle-aged Uruguayan businessman working for the Organization of American States.[213]
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+ Three days after his arrival in Bolivia, Guevara left La Paz for the rural south east region of the country to form his guerrilla army. Guevara's first base camp was located in the montane dry forest in the remote Ñancahuazú region. Training at the camp in the Ñancahuazú valley proved to be hazardous, and little was accomplished in way of building a guerrilla army. The Argentine-born East German operative Haydée Tamara Bunke Bider, better known by her nom de guerre "Tania", had been installed as Che's primary agent in La Paz.[214][215]
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+ Guevara's guerrilla force, numbering about 50 men[216] and operating as the ELN (Ejército de Liberación Nacional de Bolivia, "National Liberation Army of Bolivia"), was well equipped and scored a number of early successes against Bolivian army regulars in the difficult terrain of the mountainous Camiri region during the early months of 1967. As a result of Guevara's units' winning several skirmishes against Bolivian troops in the spring and summer of 1967, the Bolivian government began to overestimate the true size of the guerrilla force.[217] But in August 1967, the Bolivian Army managed to eliminate two guerrilla groups in a violent battle, reportedly killing one of the leaders.[citation needed]
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+ Researchers hypothesize that Guevara's plan for fomenting a revolution in Bolivia failed for an array of reasons:
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+ In addition, Guevara's known preference for confrontation rather than compromise, which had previously surfaced during his guerrilla warfare campaign in Cuba, contributed to his inability to develop successful working relationships with local rebel leaders in Bolivia, just as it had in the Congo.[220] This tendency had existed in Cuba, but had been kept in check by the timely interventions and guidance of Fidel Castro.[221]
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+ The end result was that Guevara was unable to attract inhabitants of the local area to join his militia during the eleven months he attempted recruitment. Many of the inhabitants willingly informed the Bolivian authorities and military about the guerrillas and their movements in the area. Near the end of the Bolivian venture, Guevara wrote in his diary that "the peasants do not give us any help, and they are turning into informers."[222]
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+ Félix Rodríguez, a Cuban exile turned CIA Special Activities Division operative, advised Bolivian troops during the hunt for Guevara in Bolivia.[223] In addition, the 2007 documentary My Enemy's Enemy alleges that Nazi war criminal Klaus Barbie advised and possibly helped the CIA orchestrate Guevara's eventual capture.[224]
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+ On 7 October 1967, an informant apprised the Bolivian Special Forces of the location of Guevara's guerrilla encampment in the Yuro ravine.[225] On the morning of 8 October, they encircled the area with two battalions numbering 1,800 soldiers and advanced into the ravine triggering a battle where Guevara was wounded and taken prisoner while leading a detachment with Simeón Cuba Sarabia. Che's biographer Jon Lee Anderson reports Bolivian Sergeant Bernardino Huanca's account: that as the Bolivian Rangers approached, a twice-wounded Guevara, his gun rendered useless, threw up his arms in surrender and shouted to the soldiers: "Do not shoot! I am Che Guevara and I am worth more to you alive than dead."[226]
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+ —Philip Agee, CIA agent from 1957–1968, later defected to Cuba [227]
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+ Guevara was tied up and taken to a dilapidated mud schoolhouse in the nearby village of La Higuera on the evening of 8 October. For the next half day, Guevara refused to be interrogated by Bolivian officers and only spoke quietly to Bolivian soldiers. One of those Bolivian soldiers, a helicopter pilot named Jaime Nino de Guzman, describes Che as looking "dreadful". According to Guzman, Guevara was shot through the right calf, his hair was matted with dirt, his clothes were shredded, and his feet were covered in rough leather sheaths. Despite his haggard appearance, he recounts that "Che held his head high, looked everyone straight in the eyes and asked only for something to smoke." De Guzman states that he "took pity" and gave him a small bag of tobacco for his pipe, and that Guevara then smiled and thanked him.[228] Later on the night of 8 October, Guevara—despite having his hands tied—kicked a Bolivian army officer, named Captain Espinosa, against a wall after the officer entered the schoolhouse and tried to snatch Guevara's pipe from his mouth as a souvenir while he was still smoking it.[229] In another instance of defiance, Guevara spat in the face of Bolivian Rear Admiral Ugarteche, who attempted to question Guevara a few hours before his execution.[229]
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+ The following morning on 9 October, Guevara asked to see the school teacher of the village, a 22-year-old woman named Julia Cortez. She later stated that she found Guevara to be an "agreeable looking man with a soft and ironic glance" and that during their conversation she found herself "unable to look him in the eye" because his "gaze was unbearable, piercing, and so tranquil".[229] During their short conversation, Guevara pointed out to Cortez the poor condition of the schoolhouse, stating that it was "anti-pedagogical" to expect campesino students to be educated there, while "government officials drive Mercedes cars", and declaring "that's what we are fighting against."[229]
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+ Later that morning on 9 October, Bolivian President René Barrientos ordered that Guevara be killed. The order was relayed to the unit holding Guevara by Félix Rodríguez reportedly despite the United States government's desire that Guevara be taken to Panama for further interrogation.[230] The executioner who volunteered to kill Guevara was Mario Terán, a 27-year-old sergeant in the Bolivian army who while half-drunk requested to shoot Guevara because three of his friends from B Company, all with the same first name of "Mario", had been killed in a firefight several days earlier with Guevara's band of guerrillas.[11] To make the bullet wounds appear consistent with the story that the Bolivian government planned to release to the public, Félix Rodríguez ordered Terán not to shoot Guevara in the head, but to aim carefully to make it appear that Guevara had been killed in action during a clash with the Bolivian army.[231] Gary Prado, the Bolivian captain in command of the army company that captured Guevara, said that the reasons Barrientos ordered the immediate execution of Guevara were so there could be no possibility for Guevara to escape from prison, and also so there could be no drama of a public trial where adverse publicity might happen.[232]
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+ About 30 minutes before Guevara was killed, Félix Rodríguez attempted to question him about the whereabouts of other guerrilla fighters who were currently at large, but Guevara continued to remain silent. Rodríguez, assisted by a few Bolivian soldiers, helped Guevara to his feet and took him outside the hut to parade him before other Bolivian soldiers where he posed with Guevara for a photo opportunity where one soldier took a photograph of Rodríguez and other soldiers standing alongside Guevara. Afterwards, Rodríguez told Guevara that he was going to be executed. A little later, Guevara was asked by one of the Bolivian soldiers guarding him if he was thinking about his own immortality. "No," he replied, "I'm thinking about the immortality of the revolution."[233] A few minutes later, Sergeant Terán entered the hut to shoot him, whereupon Guevara reportedly stood up and spoke to Terán what were his last words: "I know you've come to kill me. Shoot, coward! You are only going to kill a man!" Terán hesitated, then pointed his self-loading M2 carbine[234] at Guevara and opened fire, hitting him in the arms and legs.[235] Then, as Guevara writhed on the ground, apparently biting one of his wrists to avoid crying out, Terán fired another burst, fatally wounding him in the chest. Guevara was pronounced dead at 1:10 pm local time according to Rodríguez.[235] In all, Guevara was shot nine times by Terán. This included five times in his legs, once in the right shoulder and arm, and once in the chest and throat.[229]
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+ Months earlier, during his last public declaration to the Tricontinental Conference,[188] Guevara had written his own epitaph, stating: "Wherever death may surprise us, let it be welcome, provided that this our battle cry may have reached some receptive ear and another hand may be extended to wield our weapons."[236]
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+ After his execution, Guevara's body was lashed to the landing skids of a helicopter and flown to nearby Vallegrande, where photographs were taken of him lying on a concrete slab in the laundry room of the Nuestra Señora de Malta.[237] Several witnesses were called to confirm his identity, key amongst them the British journalist Richard Gott, the only witness to have met Guevara when he was alive. Put on display, as hundreds of local residents filed past the body, Guevara's corpse was considered by many to represent a "Christ-like" visage, with some even surreptitiously clipping locks of his hair as divine relics.[238] Such comparisons were further extended when English art critic John Berger, two weeks later upon seeing the post-mortem photographs, observed that they resembled two famous paintings: Rembrandt's The Anatomy Lesson of Dr. Nicolaes Tulp and Andrea Mantegna's Lamentation over the Dead Christ.[239] There were also four correspondents present when Guevara's body arrived in Vallegrande, including Björn Kumm of the Swedish Aftonbladet, who described the scene in a 11 November 1967, exclusive for The New Republic.[240]
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+ A declassified memorandum dated 11 October 1967 to United States President Lyndon B. Johnson from his National Security Advisor Walt Whitman Rostow, called the decision to kill Guevara "stupid" but "understandable from a Bolivian standpoint".[241] After the execution, Rodríguez took several of Guevara's personal items, including a watch which he continued to wear many years later, often showing them to reporters during the ensuing years.[242] Today, some of these belongings, including his flashlight, are on display at the CIA.[243] After a military doctor dismembered his hands, Bolivian army officers transferred Guevara's body to an undisclosed location and refused to reveal whether his remains had been buried or cremated. The hands were sent to Buenos Aires for fingerprint identification. They were later sent to Cuba.[244]
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+ On 15 October in Havana, Fidel Castro publicly acknowledged that Guevara was dead and proclaimed three days of public mourning throughout Cuba.[245] On 18 October, Castro addressed a crowd of one million mourners in Havana's Plaza de la Revolución and spoke about Guevara's character as a revolutionary.[246] Fidel Castro closed his impassioned eulogy thus:
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+ If we wish to express what we want the men of future generations to be, we must say: Let them be like Che! If we wish to say how we want our children to be educated, we must say without hesitation: We want them to be educated in Che's spirit! If we want the model of a man, who does not belong to our times but to the future, I say from the depths of my heart that such a model, without a single stain on his conduct, without a single stain on his action, is Che![247]
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+ Also removed when Guevara was captured were his 30,000-word, hand-written diary, a collection of his personal poetry, and a short story he had authored about a young Communist guerrilla who learns to overcome his fears.[248] His diary documented events of the guerrilla campaign in Bolivia,[249] with the first entry on 7 November 1966, shortly after his arrival at the farm in Ñancahuazú, and the last dated 7 October 1967, the day before his capture. The diary tells how the guerrillas were forced to begin operations prematurely because of discovery by the Bolivian Army, explains Guevara's decision to divide the column into two units that were subsequently unable to re-establish contact, and describes their overall unsuccessful venture. It also records the rift between Guevara and the Communist Party of Bolivia that resulted in Guevara having significantly fewer soldiers than originally expected, and shows that Guevara had a great deal of difficulty recruiting from the local populace, partly because the guerrilla group had learned Quechua, unaware that the local language was actually a Tupí–Guaraní language.[250] As the campaign drew to an unexpected close, Guevara became increasingly ill. He suffered from ever-worsening bouts of asthma, and most of his last offensives were carried out in an attempt to obtain medicine.[251] The Bolivian diary was quickly and crudely translated by Ramparts magazine and circulated around the world.[252] There are at least four additional diaries in existence—those of Israel Reyes Zayas (Alias "Braulio"), Harry Villegas Tamayo ("Pombo"), Eliseo Reyes Rodriguez ("Rolando")[214] and Dariel Alarcón Ramírez ("Benigno")[253]—each of which reveals additional aspects of the events.
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+ French intellectual Régis Debray, who was captured in April 1967 while with Guevara in Bolivia, gave an interview from prison in August 1968, in which he enlarged on the circumstances of Guevara's capture. Debray, who had lived with Guevara's band of guerrillas for a short time, said that in his view they were "victims of the forest" and thus "eaten by the jungle".[254] Debray described a destitute situation where Guevara's men suffered malnutrition, lack of water, absence of shoes, and only possessed six blankets for 22 men. Debray recounts that Guevara and the others had been suffering an "illness" which caused their hands and feet to swell into "mounds of flesh" to the point where you could not discern the fingers on their hands. Debray described Guevara as "optimistic about the future of Latin America" despite the futile situation, and remarked that Guevara was "resigned to die in the knowledge that his death would be a sort of renaissance", noting that Guevara perceived death "as a promise of rebirth" and "ritual of renewal".[254]
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+ To a certain extent, this belief by Guevara of a metaphorical resurrection came true. While pictures of the dead Guevara were being circulated and the circumstances of his death were being debated, Che's legend began to spread. Demonstrations in protest against his "assassination" occurred throughout the world, and articles, tributes, and poems were written about his life and death.[255] Rallies in support of Guevara were held from "Mexico to Santiago, Algiers to Angola, and Cairo to Calcutta".[256] The population of Budapest and Prague lit candles to honor Guevara's passing; and the picture of a smiling Che appeared in London and Paris.[257] When a few months later riots broke out in Berlin, France, and Chicago, and the unrest spread to the American college campuses, young men and women wore Che Guevara T-shirts and carried his pictures during their protest marches. In the view of military historian Erik Durschmied: "In those heady months of 1968, Che Guevara was not dead. He was very much alive."[258]
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+ In late 1995, the retired Bolivian General Mario Vargas revealed to Jon Lee Anderson, author of Che Guevara: A Revolutionary Life, that Guevara's corpse lay near a Vallegrande airstrip. The result was a multi-national search for the remains, which lasted more than a year. In July 1997 a team of Cuban geologists and Argentine forensic anthropologists discovered the remnants of seven bodies in two mass graves, including one man without hands (as Guevara would have been). Bolivian government officials with the Ministry of Interior later identified the body as Guevara when the excavated teeth "perfectly matched" a plaster mold of Che's teeth made in Cuba prior to his Congolese expedition. The "clincher" then arrived when Argentine forensic anthropologist Alejandro Inchaurregui inspected the inside hidden pocket of a blue jacket dug up next to the handless cadaver and found a small bag of pipe tobacco. Nino de Guzman, the Bolivian helicopter pilot who had given Che a small bag of tobacco, later remarked that he "had serious doubts" at first and "thought the Cubans would just find any old bones and call it Che"; but "after hearing about the tobacco pouch, I have no doubts."[228] On 17 October 1997, Guevara's remains, with those of six of his fellow combatants, were laid to rest with military honors in a specially built mausoleum in the Cuban city of Santa Clara, where he had commanded over the decisive military victory of the Cuban Revolution.[259]
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+ In July 2008, the Bolivian government of Evo Morales unveiled Guevara's formerly-sealed diaries composed in two frayed notebooks, along with a logbook and several black-and-white photographs. At this event Bolivia's vice-minister of culture, Pablo Groux, expressed that there were plans to publish photographs of every handwritten page later in the year.[260] Meanwhile, in August 2009 anthropologists working for Bolivia's Justice Ministry discovered and unearthed the bodies of five of Guevara's fellow guerrillas near the Bolivian town of Teoponte.[261]
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+ The discovery of Che's remains metonymically activated a series of interlinked associations—rebel, martyr, rogue figure from a picaresque adventure, savior, renegade, extremist—in which there was no fixed divide among them. The current court of opinion places Che on a continuum that teeters between viewing him as a misguided rebel, a coruscatingly brilliant guerrilla philosopher, a poet-warrior jousting at windmills, a brazen warrior who threw down the gauntlet to the bourgeoisie, the object of fervent paeans to his sainthood, or a mass murderer clothed in the guise of an avenging angel whose every action is imbricated in violence—the archetypal Fanatical Terrorist.
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+ Guevara's life and legacy remain contentious. The perceived contradictions of his ethos at various points in his life have created a complex character of duality, one who was "able to wield the pen and submachine gun with equal skill", while prophesying that "the most important revolutionary ambition was to see man liberated from his alienation".[263][264] Guevara's paradoxical standing is further complicated by his array of seemingly diametrically opposed qualities. A secular humanist and sympathetic practitioner of medicine who did not hesitate to shoot his enemies, a celebrated internationalist leader who advocated violence to enforce a utopian philosophy of the collective good, an idealistic intellectual who loved literature but refused to allow dissent, an anti-imperialist Marxist insurgent who was radically willing to forge a poverty-less new world on the apocalyptic ashes of the old one, and finally, an outspoken anti-capitalist whose image has been commoditized. Che's history continues to be rewritten and re-imagined.[265][266] Moreover, sociologist Michael Löwy contends that the many facets of Guevara's life (i.e. doctor and economist, revolutionary and banker, military theoretician and ambassador, deep thinker and political agitator) illuminated the rise of the "Che myth", allowing him to be invariably crystallized in his many metanarrative roles as a "Red Robin Hood, Don Quixote of communism, new Garibaldi, Marxist Saint Just, Cid Campeador of the Wretched of the Earth, Sir Galahad of the beggars ... and Bolshevik devil who haunts the dreams of the rich, kindling braziers of subversion all over the world".[263]
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+ As such, various notable individuals have lauded Guevara; for example, Nelson Mandela referred to him as "an inspiration for every human being who loves freedom",[227] while Jean-Paul Sartre described him as "not only an intellectual but also the most complete human being of our age".[267] Others who have expressed their admiration include authors Graham Greene, who remarked that Guevara "represented the idea of gallantry, chivalry, and adventure",[268] and Susan Sontag, who supposed that "[Che's] goal was nothing less than the cause of humanity itself."[269] In the Pan-African community philosopher Frantz Fanon professed Guevara to be "the world symbol of the possibilities of one man",[270] while Black Power leader Stokely Carmichael eulogized that "Che Guevara is not dead, his ideas are with us."[271] Praise has been reflected throughout the political spectrum, with libertarian theorist Murray Rothbard extolling Guevara as a "heroic figure" who "more than any man of our epoch or even of our century, was the living embodiment of the principle of revolution",[272] while journalist Christopher Hitchens reminisced that "[Che's] death meant a lot to me and countless like me at the time, he was a role model, albeit an impossible one for us bourgeois romantics insofar as he went and did what revolutionaries were meant to do—fought and died for his beliefs."[273]
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+ Conversely, Jacobo Machover, an exiled opposition author, dismisses all praise of Guevara and portrays him as a callous executioner.[274] Exiled former Cuban prisoners have expressed similar opinions, among them Armando Valladares, who declared Guevara "a man full of hatred" who executed dozens without trial,[275] and Carlos Alberto Montaner, who asserted that Guevara possessed "a Robespierre mentality", wherein cruelty against the revolution's enemies was a virtue.[276] Álvaro Vargas Llosa of The Independent Institute has hypothesized that Guevara's contemporary followers "delude themselves by clinging to a myth", describing Guevara as a "Marxist Puritan" who employed his rigid power to suppress dissent, while also operating as a "cold-blooded killing machine".[166] Llosa also accuses Guevara's "fanatical disposition" as being the linchpin of the "Sovietization" of the Cuban revolution, speculating that he possessed a "total subordination of reality to blind ideological orthodoxy".[166] On a macro-level, Hoover Institution research fellow William Ratliff regards Guevara more as a creation of his historical environment, referring to him as a "fearless" and "head-strong Messiah-like figure", who was the product of a martyr-enamored Latin American culture which "inclined people to seek out and follow paternalistic miracle workers".[277] Ratliff further speculates that the economic conditions in the region suited Guevara's commitment to "bring justice to the downtrodden by crushing centuries-old tyrannies"; describing Latin America as being plagued by what Moisés Naím referred to as the "legendary malignancies" of inequality, poverty, dysfunctional politics and malfunctioning institutions.[277]
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+ In a mixed assessment, British historian Hugh Thomas opined that Guevara was a "brave, sincere and determined man who was also obstinate, narrow, and dogmatic".[279] At the end of his life, according to Thomas, "he seems to have become convinced of the virtues of violence for its own sake", while "his influence over Castro for good or evil" grew after his death, as Fidel took up many of his views.[279] Similarly, the Cuban-American sociologist Samuel Farber lauds Che Guevara as "an honest and committed revolutionary", but also criticizes the fact that "he never embraced socialism in its most democratic essence".[280] Nevertheless, Guevara remains a national hero in Cuba, where his image adorns the 3 peso banknote and school children begin each morning by pledging "We will be like Che."[281][282] In his homeland of Argentina, where high schools bear his name,[283] numerous Che museums dot the country and in 2008 a 12-foot (3.7 m) bronze statue of him was unveiled in the city of his birth, Rosario.[284] Guevara has been sanctified by some Bolivian campesinos[285] as "Saint Ernesto", who pray to him for assistance.[286] In contrast, Guevara remains a hated figure amongst many in the Cuban exile and Cuban-American community of the United States, who view him as "the butcher of La Cabaña".[287] Despite this polarized status, a high-contrast monochrome graphic of Che's face, created in 1968 by Irish artist Jim Fitzpatrick, became a universally merchandized and objectified image,[288][289] found on an endless array of items, including T-shirts, hats, posters, tattoos, and bikinis,[290] contributing to the consumer culture Guevara despised. Yet, he still remains a transcendent figure both in specifically political contexts[291] and as a wide-ranging popular icon of youthful rebellion.[273]
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+ Guevara received several honors of state during his life.
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+ (traditional):
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+ Bats are mammals of the order Chiroptera;[a] with their forelimbs adapted as wings, they are the only mammals capable of true and sustained flight. Bats are more manoeuvrable than birds, flying with their very long spread-out digits covered with a thin membrane or patagium. The smallest bat, and arguably the smallest extant mammal, is Kitti's hog-nosed bat, which is 29–34 millimetres (1 1⁄8–1 3⁄8 inches) in length, 150 mm (6 in) across the wings and 2–2.6 g (1⁄16–3⁄32 oz) in mass. The largest bats are the flying foxes and the giant golden-crowned flying fox, Acerodon jubatus, which can weigh 1.6 kg (3 1⁄2 lb) and have a wingspan of 1.7 m (5 ft 7 in).
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+ The second largest order of mammals after rodents, bats comprise about 20% of all classified mammal species worldwide, with over 1,400 species. These were traditionally divided into two suborders: the largely fruit-eating megabats, and the echolocating microbats. But more recent evidence has supported dividing the order into Yinpterochiroptera and Yangochiroptera, with megabats as members of the former along with several species of microbats. Many bats are insectivores, and most of the rest are frugivores (fruit-eaters). A few species feed on animals other than insects; for example, the vampire bats feed on blood. Most bats are nocturnal, and many roost in caves or other refuges; it is uncertain whether bats have these behaviours to escape predators. Bats are present throughout the world, with the exception of extremely cold regions. They are important in their ecosystems for pollinating flowers and dispersing seeds; many tropical plants depend entirely on bats for these services.
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+ Bats provide humans with some benefits, at the cost of some threats. Bat dung has been mined as guano from caves and used as fertiliser. Bats consume insect pests, reducing the need for pesticides. They are sometimes numerous enough to serve as tourist attractions, and are used as food across Asia and the Pacific Rim. They are natural reservoirs of many pathogens, such as rabies; and since they are highly mobile, social, and long-lived, they can readily spread disease. In many cultures, bats are popularly associated with darkness, malevolence, witchcraft, vampires, and death.
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+ An older English name for bats is flittermouse, which matches their name in other Germanic languages (for example German Fledermaus and Swedish fladdermus), related to the fluttering of wings. Middle English had bakke, most likely cognate with Old Swedish natbakka ("night-bat"), which may have undergone a shift from -k- to -t- (to Modern English bat) influenced by Latin blatta, "moth, nocturnal insect". The word "bat" was probably first used in the early 1570s.[2][3] The name "Chiroptera" derives from Ancient Greek: χείρ – cheir, "hand"[4] and πτερόν – pteron, "wing".[1][5]
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+ The delicate skeletons of bats do not fossilise well, and it is estimated that only 12% of bat genera that lived have been found in the fossil record.[6] Most of the oldest known bat fossils were already very similar to modern microbats, such as Archaeopteropus (32 million years ago).[7] The extinct bats Palaeochiropteryx tupaiodon (48 million years ago) and Hassianycteris kumari (55 million years ago) are the first fossil mammals whose colouration has been discovered: both were reddish-brown.[8][9]
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+ Bats were formerly grouped in the superorder Archonta, along with the treeshrews (Scandentia), colugos (Dermoptera), and primates.[10] Modern genetic evidence now places bats in the superorder Laurasiatheria, with its sister taxon as Fereuungulata, which includes carnivorans, pangolins, odd-toed ungulates, even-toed ungulates, and cetaceans.[11][12][13][14][15] One study places Chiroptera as a sister taxon to odd-toed ungulates (Perissodactyla).[16]
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+ Euarchontoglires (primates, treeshrews, rodents, rabbits)
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+ Eulipotyphla (hedgehogs, shrews, moles, solenodons)
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+ Chiroptera (bats)
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+ Pholidota (pangolins)
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+ Carnivora (cats, hyenas, dogs, bears, seals)
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+ Perissodactyla (horses, tapirs, rhinos)
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+ Cetartiodactyla (camels, ruminants, whales)
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+ The phylogenetic relationships of the different groups of bats have been the subject of much debate. The traditional subdivision into Megachiroptera and Microchiroptera reflected the view that these groups of bats had evolved independently of each other for a long time, from a common ancestor already capable of flight. This hypothesis recognised differences between microbats and megabats and acknowledged that flight has evolved only once in mammals. Most molecular biological evidence supports the view that bats form a natural or monophyletic group.[7]
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+ Pteropodidae (megabats)
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+ Megadermatidae (false vampire bats)
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+ Craseonycteridae (Kitti's hog-nosed bat)
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+ Rhinopomatidae (mouse-tailed bats)
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+ Hipposideridae (Old World leaf-nosed bats)
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+ Rhinolophidae (horseshoe bats)
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+ Miniopteridae (long winged bat)
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+ Noctilionidae (fisherman bats)
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+ Mormoopidae (Pteronotus)
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+ Mystacinidae (New Zealand short-tailed bats)
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+ Thyropteridae (disc-winged bats)
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+ Furipteridae
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+ Mormoopidae (Mormoops)
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+ Phyllostomidae (New World leaf-nosed bats)
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+ Molossidae (free-tailed bats)
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+ Emballonuridae (sac-winged bats)
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+ Myzopodidae (sucker-footed bats)
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+ Emballonuridae (Taphozous)
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+ Natalidae (funnel-eared bats)
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+ Vespertilionidae (vesper bats)
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+ Genetic evidence indicates that megabats originated during the early Eocene, and belong within the four major lines of microbats.[15] Two new suborders have been proposed; Yinpterochiroptera includes the Pteropodidae, or megabat family, as well as the families Rhinolophidae, Hipposideridae, Craseonycteridae, Megadermatidae, and Rhinopomatidae.[18] Yangochiroptera includes the other families of bats (all of which use laryngeal echolocation), a conclusion supported by a 2005 DNA study.[18] A 2013 phylogenomic study supported the two new proposed suborders.[15]
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+ Yangochiroptera (as above)
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+ Pteropodidae (megabats)
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+ Megadermatidae (false vampire bats)
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+ horseshoe bats and allies
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+ In the 1980s, a hypothesis based on morphological evidence stated the Megachiroptera evolved flight separately from the Microchiroptera. The flying primate hypothesis proposed that, when adaptations to flight are removed, the Megachiroptera are allied to primates by anatomical features not shared with Microchiroptera. For example, the brains of megabats have advanced characteristics. Although recent genetic studies strongly support the monophyly of bats,[7] debate continues about the meaning of the genetic and morphological evidence.[19]
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+ The 2003 discovery of an early fossil bat from the 52-million-year-old Green River Formation, Onychonycteris finneyi, indicates that flight evolved before echolocative abilities.[20][21] Onychonycteris had claws on all five of its fingers, whereas modern bats have at most two claws on two digits of each hand. It also had longer hind legs and shorter forearms, similar to climbing mammals that hang under branches, such as sloths and gibbons. This palm-sized bat had short, broad wings, suggesting that it could not fly as fast or as far as later bat species. Instead of flapping its wings continuously while flying, Onychonycteris probably alternated between flaps and glides in the air.[7] This suggests that this bat did not fly as much as modern bats, but flew from tree to tree and spent most of its time climbing or hanging on branches.[22] The distinctive features of the Onychonycteris fossil also support the hypothesis that mammalian flight most likely evolved in arboreal locomotors, rather than terrestrial runners. This model of flight development, commonly known as the "trees-down" theory, holds that bats first flew by taking advantage of height and gravity to drop down on to prey, rather than running fast enough for a ground-level take off.[23][24]
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+ The molecular phylogeny was controversial, as it pointed to microbats not having a unique common ancestry, which implied that some seemingly unlikely transformations occurred. The first is that laryngeal echolocation evolved twice in bats, once in Yangochiroptera and once in the rhinolophoids.[25] The second is that laryngeal echolocation had a single origin in Chiroptera, was subsequently lost in the family Pteropodidae (all megabats), and later evolved as a system of tongue-clicking in the genus Rousettus.[26] Analyses of the sequence of the vocalization gene FoxP2 were inconclusive on whether laryngeal echolocation was lost in the pteropodids or gained in the echolocating lineages.[27] Echolocation probably first derived in bats from communicative calls. The Eocene bats Icaronycteris (52 million years ago) and Palaeochiropteryx had cranial adaptations suggesting an ability to detect ultrasound. This may have been used at first mainly to forage on the ground for insects and map out their surroundings in their gliding phase, or for communicative purposes. After the adaptation of flight was established, it may have been refined to target flying prey by echolocation.[22] Bats may have evolved echolocation through a shared common ancestor, in which case it was then lost in the Old World megabats, only to be regained in the horseshoe bats; or, echolocation evolved independently in both the Yinpterochiroptera and Yangochiroptera lineages.[28] Analyses of the hearing gene Prestin seem to favour the idea that echolocation developed independently at least twice, rather than being lost secondarily in the pteropodids,[29] but ontogenic analysis of the cochlea supports that laryngeal echolocation evolved only once.[30]
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+ Bats are placental mammals. After rodents, they are the largest order, making up about 20% of mammal species.[31] In 1758, Carl Linnaeus classified the seven bat species he knew of in the genus Vespertilio in the order Primates. Around twenty years later, the German naturalist Johann Friedrich Blumenbach gave them their own order, Chiroptera.[32] Since then, the number of described species has risen to over 1,400,[33] traditionally classified as two suborders: Megachiroptera (megabats), and Microchiroptera (microbats/echolocating bats).[34] Not all megabats are larger than microbats.[35] Several characteristics distinguish the two groups. Microbats use echolocation for navigation and finding prey, but megabats apart from those in the genus Rousettus do not, relying instead on their eyesight.[36] Accordingly, megabats have a well-developed visual cortex and good visual acuity.[34] Megabats have a claw on the second finger of the forelimb.[37][38] The external ears of microbats do not close to form a ring; the edges are separated from each other at the base of the ear.[38] Megabats eat fruit, nectar, or pollen, while most microbats eat insects; others feed on fruit, nectar, pollen, fish, frogs, small mammals, or blood.[34]
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+ Below is a table chart following the bat classification of families recognized by various authors of the ninth volume of Handbook of the Mammals of the World published in 2019:[39]
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+ The head and teeth shape of bats can vary by species. In general, megabats have longer snouts, larger eye sockets and smaller ears, giving them a more dog-like appearance, which is the source of their nickname of "flying foxes".[40] Among microbats, longer snouts are associated with nectar-feeding.[41] while vampire bats have reduced snouts to accommodate large incisors and canines.[42]
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+ Small insect-eating bats can have as many as 38 teeth, while vampire bats have only 20. Bats that feed on hard-shelled insects have fewer but larger teeth with longer canines and more robust lower jaws than species that prey on softer bodied insects. In nectar-feeding bats, the canines are long while the cheek-teeth are reduced. In fruit-eating bats, the cusps of the cheek teeth are adapted for crushing.[41] These feeding behaviors are true for both megabats and microbats. The upper incisors of vampire bats lack enamel, which keeps them razor-sharp.[42] The bite force of small bats is generated through mechanical advantage, allowing them to bite through the hardened armour of insects or the skin of fruit.[43]
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+ Bats are the only mammals capable of sustained flight, as opposed to gliding, as in the flying squirrel.[44] The fastest bat, the Mexican free-tailed bat (Tadarida brasiliensis), can achieve a ground speed of 160 km/h (100 mph).[45]
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+ The finger bones of bats are much more flexible than those of other mammals, owing to their flattened cross-section and to low levels of calcium near their tips. The elongation of bat digits, a key feature required for wing development, is due to the upregulation of bone morphogenetic proteins (Bmps). During embryonic development, the gene controlling Bmp signalling, Bmp2, is subjected to increased expression in bat forelimbs—resulting in the extension of the manual digits. This crucial genetic alteration helps create the specialised limbs required for powered flight. The relative proportion of extant bat forelimb digits compared with those of Eocene fossil bats have no significant differences, suggesting that bat wing morphology has been conserved for over 50 million years.[46] During flight, the bones undergo bending and shearing stress; the bending stresses felt are smaller than in terrestrial mammals, but the shearing stress is larger. The wing bones of bats have a slightly lower breaking stress point than those of birds.[47]
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+ As in other mammals, and unlike in birds, the radius is the main component of the forearm. Bats have five elongated digits, which all radiate around the wrist. The thumb points forward and supports the leading edge of the wing, and the other digits support the tension held in the wing membrane. The second and third digits go along the wing tip, allowing the wing to be pulled forward against aerodynamic drag, without having to be thick as in pterosaur wings. The fourth and fifth digits go from the wrist to the trailing edge, and repel the bending force caused by air pushing up against the stiff membrane.[48] Due to their flexible joints, bats are more manoeuvrable and more dexterous than gliding mammals.[49]
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+ The wings of bats are much thinner and consist of more bones than the wings of birds, allowing bats to manoeuvre more accurately than the latter, and fly with more lift and less drag.[50] By folding the wings in toward their bodies on the upstroke, they save 35 percent energy during flight.[51] The membranes are delicate, tearing easily,[52] but can regrow, and small tears heal quickly.[52][53] The surface of the wings is equipped with touch-sensitive receptors on small bumps called Merkel cells, also found on human fingertips. These sensitive areas are different in bats, as each bump has a tiny hair in the centre, making it even more sensitive and allowing the bat to detect and adapt to changing airflow; the primary use is to judge the most efficient speed to fly at, and possibly also to avoid stalls.[54] Insectivorous bats may also use tactile hairs to help perform complex manoeuvres to capture prey in flight.[49]
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+ The patagium is the wing membrane; it is stretched between the arm and finger bones, and down the side of the body to the hind limbs and tail. This skin membrane consists of connective tissue, elastic fibres, nerves, muscles, and blood vessels. The muscles keep the membrane taut during flight.[55] The extent to which the tail of a bat is attached to a patagium can vary by species, with some having completely free tails or even no tails.[41] The skin on the body of the bat, which has one layer of epidermis and dermis, as well as hair follicles, sweat glands and a fatty subcutaneous layer, is very different from the skin of the wing membrane. The patagium is an extremely thin double layer of epidermis; these layers are separated by a connective tissue centre, rich with collagen and elastic fibres. The membrane has no hair follicles or sweat glands, except between the fingers.[54][56] For bat embryos, apoptosis (cell death) affects only the hindlimbs, while the forelimbs retain webbing between the digits that forms into the wing membranes.[57] Unlike birds, whose stiff wings deliver bending and torsional stress to the shoulders, bats have a flexible wing membrane that can only resist tension. To achieve flight, a bat exerts force inwards at the points where the membrane meets the skeleton, so that an opposing force balances it on the wing edges perpendicular to the wing surface. This adaptation does not permit bats to reduce their wingspans, unlike birds, which can partly fold their wings in flight, radically reducing the wing span and area for the upstroke and for gliding. Hence bats cannot travel over long distances as birds can.[48]
110
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+ Nectar- and pollen-eating bats can hover, in a similar way to hummingbirds. The sharp leading edges of the wings can create vortices, which provide lift. The vortex may be stabilised by the animal changing its wing curvatures.[58]
112
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113
+ When not flying, bats hang upside down from their feet, a posture known as roosting.[59] The femurs are attached at the hips in a way that allows them to bend outward and upward in flight. The ankle joint can flex to allow the trailing edge of the wings to bend downwards. This does not permit many movements other than hanging or clambering up trees.[48] Most megabats roost with the head tucked towards the belly, whereas most microbats roost with the neck curled towards the back. This difference is reflected in the structure of the cervical or neck vertebrae in the two groups, which are clearly distinct.[59] Tendons allow bats to lock their feet closed when hanging from a roost. Muscular power is needed to let go, but not to grasp a perch or when holding on.[60]
114
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+ When on the ground, most bats can only crawl awkwardly. A few species such as the New Zealand lesser short-tailed bat and the common vampire bat are agile on the ground. Both species make lateral gaits (the limbs move one after the other) when moving slowly but vampire bats move with a bounding gait (all limbs move in unison) at greater speeds, the folded up wings being used to propel them forward. Vampire bat likely evolved these gaits to follow their hosts while short-tailed bats developed in the absence of terrestrial mammal competitors. Enhanced terrestrial locomotion does not appear to have reduced their ability to fly.[61]
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+ Bats have an efficient circulatory system. They seem to make use of particularly strong venomotion, a rhythmic contraction of venous wall muscles. In most mammals, the walls of the veins provide mainly passive resistance, maintaining their shape as deoxygenated blood flows through them, but in bats they appear to actively support blood flow back to the heart with this pumping action.[62][63] Since their bodies are relatively small and lightweight, bats are not at risk of blood flow rushing to their heads when roosting.[64]
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+ Bats possess a highly adapted respiratory system to cope with the demands of powered flight, an energetically taxing activity that requires a large continuous throughput of oxygen. In bats, the relative alveolar surface area and pulmonary capillary blood volume are larger than in most other small quadrupedal mammals.[65] During flight the respiratory cycle has a one-to-one relationship with the wing-beat cycle.[66] Because of the restraints of the mammalian lungs, bats cannot maintain high-altitude flight.[48]
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+ It takes a lot of energy and an efficient circulatory system to work the flight muscles of bats. Energy supply to the muscles engaged in flight require about double the amount compared to the muscles that do not use flight as a means of mammalian locomotion. In parallel to energy consumption, blood oxygen levels of flying animals are twice as much as those of their terrestrially locomoting mammals. As the blood supply controls the amount of oxygen supplied throughout the body, the circulatory system must respond accordingly. Therefore, compared to a terrestrial mammal of the same relative size, the bat's heart can be up to three times larger, and pump more blood.[68] Cardiac output is directly derived from heart rate and stroke volume of the blood;[69] an active microbat can reach a heart rate of 1000 beats per minute.[70]
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+ With its extremely thin membranous tissue, a bat's wing can significantly contribute to the organism's total gas exchange efficiency.[56] Because of the high energy demand of flight, the bat's body meets those demands by exchanging gas through the patagium of the wing. When the bat has its wings spread it allows for an increase in surface area to volume ratio. The surface area of the wings is about 85% of the total body surface area, suggesting the possibility of a useful degree of gas exchange.[56] The subcutaneous vessels in the membrane lie very close to the surface and allow for the diffusion of oxygen and carbon dioxide.[71]
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+ The digestive system of bats has varying adaptations depending on the species of bat and its diet. As in other flying animals, food is processed quickly and effectively to keep up with the energy demand. Insectivorous bats may have certain digestive enzymes to better process insects, such as chitinase to break down chitin, which is a large component of insects.[72] Vampire bats, probably due to their diet of blood, are the only vertebrates that do not have the enzyme maltase, which breaks down malt sugar, in their intestinal tract. Nectivorous and frugivorous bats have more maltase and sucrase enzymes than insectivorous, to cope with the higher sugar contents of their diet.[73]
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+ The adaptations of the kidneys of bats vary with their diets. Carnivorous and vampire bats consume large amounts of protein and can output concentrated urine; their kidneys have a thin cortex and long renal papillae. Frugivorous bats lack that ability and have kidneys adapted for electrolyte-retention due to their low-electrolyte diet; their kidneys accordingly have a thick cortex and very short conical papillae.[73] Bats have higher metabolic rates associated with flying, which lead to an increased respiratory water loss. Their large wings are composed of the highly vascularized membranes, increasing the surface area, and leading to cutaneous evaporative water loss.[67] Water helps maintain their ionic balance in their blood, thermoregulation system, and removal of wastes and toxins from the body via urine. They are also susceptible to blood urea poisoning if they do not receive enough fluid.[74]
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+ The structure of the uterine system in female bats can vary by species, with some having two uterine horns while others have a single mainline chamber.[75]
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+ Microbats and a few megabats emit ultrasonic sounds to produce echoes. Sound intensity of these echos are dependent on subglottic pressure. The bats’ cricothyroid muscle controls the orientation pulse frequency, which is an important function. This muscle is located inside the larynx and it is the only tensor muscle capable of aiding phonation.[76] By comparing the outgoing pulse with the returning echoes, the brain and auditory nervous system can produce detailed images of the bat's surroundings. This allows bats to detect, localise, and classify their prey in darkness. Bat calls are some of the loudest airborne animal sounds, and can range in intensity from 60 to 140 decibels.[77][78] Microbats use their larynx to create ultrasound, and emit it through the mouth and sometimes the nose. The latter is most pronounced in the horseshoe bats (Rhinolophus spp.). Microbat calls range in frequency from 14,000 to well over 100,000 Hz, extending well beyond the range of human hearing (between 20 and 20,000 Hz).[79] Various groups of bats have evolved fleshy extensions around and above the nostrils, known as nose-leaves, which play a role in sound transmission.[80]
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+ In low-duty cycle echolocation, bats can separate their calls and returning echoes by time. They have to time their short calls to finish before echoes return. Bats contract their middle ear muscles when emitting a call, so they can avoid deafening themselves. The time interval between the call and echo allows them to relax these muscles, so they can hear the returning echo.[81] The delay of the returning echoes allows the bat to estimate the range to their prey.[79]
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+ In high-duty cycle echolocation, bats emit a continuous call and separate pulse and echo in frequency. The ears of these bats are sharply tuned to a specific frequency range. They emit calls outside this range to avoid deafening themselves. They then receive echoes back at the finely tuned frequency range by taking advantage of the Doppler shift of their motion in flight. The Doppler shift of the returning echoes yields information relating to the motion and location of the bat's prey. These bats must deal with changes in the Doppler shift due to changes in their flight speed. They have adapted to change their pulse emission frequency in relation to their flight speed so echoes still return in the optimal hearing range.[82]
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+ In addition to echolocating prey, bat ears are sensitive to the fluttering of moth wings, the sounds produced by tymbalate insects, and the movement of ground-dwelling prey, such as centipedes and earwigs. The complex geometry of ridges on the inner surface of bat ears helps to sharply focus echolocation signals, and to passively listen for any other sound produced by the prey. These ridges can be regarded as the acoustic equivalent of a Fresnel lens, and exist in a large variety of unrelated animals, such as the aye-aye, lesser galago, bat-eared fox, mouse lemur, and others.[83][84][85] Bats can estimate the elevation of their target using the interference patterns from the echoes reflecting from the tragus, a flap of skin in the external ear.[79]
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+ By repeated scanning, bats can mentally construct an accurate image of the environment in which they are moving and of their prey.[88] Some species of moth have exploited this, such as the tiger moths, which produces aposematic ultrasound signals to warn bats that they are chemically protected and therefore distasteful.[86][87] Moth species including the tiger moth can produce signals to jam bat echolocation. Many moth species have a hearing organ called a tympanum, which responds to an incoming bat signal by causing the moth's flight muscles to twitch erratically, sending the moth into random evasive manoeuvres.[89][90][91]
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+ The eyes of most microbat species are small and poorly developed, leading to poor visual acuity, but no species is blind.[92] Most microbats have mesopic vision, meaning that they can only detect light in low levels, whereas other mammals have photopic vision, which allows colour vision. Microbats may use their vision for orientation and while travelling between their roosting grounds and feeding grounds, as echolocation is only effective over short distances. Some species can detect ultraviolet (UV). As the bodies of some microbats have distinct coloration, they may be able to discriminate colours.[44][93][94][95]
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+ Megabat species often have eyesight as good as, if not better than, human vision. Their eyesight is adapted to both night and daylight vision, including some colour vision.[95]
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+ Microbats make use of magnetoreception, in that they have a high sensitivity to the Earth's magnetic field, as birds do. Microbats use a polarity-based compass, meaning that they differentiate north from south, unlike birds, which use the strength of the magnetic field to differentiate latitudes, which may be used in long-distance travel. The mechanism is unknown but may involve magnetite particles.[96][97]
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+ Most bats are homeothermic (having a stable body temperature), the exception being the vesper bats (Vespertilionidae), the horseshoe bats (Rhinolophidae), the free-tailed bats (Molossidae), and the bent-winged bats (Miniopteridae), which extensively use heterothermy (where body temperature can vary).[98] Compared to other mammals, bats have a high thermal conductivity. The wings are filled with blood vessels, and lose body heat when extended. At rest, they may wrap their wings around themselves to trap a layer of warm air. Smaller bats generally have a higher metabolic rate than larger bats, and so need to consume more food in order to maintain homeothermy.[99]
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+ Bats may avoid flying during the day to prevent overheating in the sun, since their dark wing-membranes absorb solar radiation. Bats may not be able to dissipate heat if the ambient temperature is too high;[100] they use saliva to cool themselves in extreme conditions.[48] Among megabats, the flying fox Pteropus hypomelanus uses saliva and wing-fanning to cool itself while roosting during the hottest part of the day.[101] Among microbats, the Yuma myotis (Myotis yumanensis), the Mexican free-tailed bat, and the pallid bat (Antrozous pallidus) cope with temperatures up to 45 °C (113 °F) by panting, salivating, and licking their fur to promote evaporative cooling; this is sufficient to dissipate twice their metabolic heat production.[102]
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+ Bats also possess a system of sphincter valves on the arterial side of the vascular network that runs along the edge of their wings. When fully open, these allow oxygenated blood to flow through the capillary network across the wing membrane; when contracted, they shunt flow directly to the veins, bypassing the wing capillaries. This allows bats to control how much heat is exchanged through the flight membrane, allowing them to release heat during flight. Many other mammals use the capillary network in oversized ears for the same purpose.[103]
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+ Torpor, a state of decreased activity where the body temperature and metabolism decreases, is especially useful for microbats, as they use a large amount of energy while active, depend upon an unreliable food source, and have a limited ability to store fat. They generally drop their body temperature in this state to 6–30 °C (43–86 °F), and may reduce their energy expenditure by 50 to 99%. Around 97% of all microbats use torpor.[104] Tropical bats may use it to avoid predation, by reducing the amount of time spent on foraging and thus reducing the chance of being caught by a predator.[105] Megabats were generally believed to be homeothermic, but three species of small megabats, with a mass of about 50 grams (1 3⁄4 ounces), have been known to use torpor: the common blossom bat (Syconycteris australis), the long-tongued nectar bat (Macroglossus minimus), and the eastern tube-nosed bat (Nyctimene robinsoni). Torpid states last longer in the summer for megabats than in the winter.[106]
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+ During hibernation, bats enter a torpid state and decrease their body temperature for 99.6% of their hibernation period; even during periods of arousal, when they return their body temperature to normal, they sometimes enter a shallow torpid state, known as "heterothermic arousal".[107] Some bats become dormant during higher temperatures to keep cool in the summer months.[108]
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+ Heterothermic bats during long migrations may fly at night and go into a torpid state roosting in the daytime. Unlike migratory birds, which fly during the day and feed during the night, nocturnal bats have a conflict between travelling and eating. The energy saved reduces their need to feed, and also decreases the duration of migration, which may prevent them from spending too much time in unfamiliar places, and decrease predation. In some species, pregnant individuals may not use torpor.[109][110]
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+ The smallest bat is Kitti's hog-nosed bat (Craseonycteris thonglongyai), which is 29–34 mm (1 1⁄8–1 3⁄8 in) long with a 150-millimetre (6 in) wingspan and weighs 2–2.6 g (1⁄16–3⁄32 oz).[111][112] It is also arguably the smallest extant species of mammal, next to the Etruscan shrew.[113] The largest bats are a few species of Pteropus megabats and the giant golden-crowned flying fox, (Acerodon jubatus), which can weigh 1.6 kg (3 1⁄2 lb) with a wingspan of 1.7 m (5 ft 7 in).[114] Larger bats tend to use lower frequencies and smaller bats higher for echolocation; high-frequency echolocation is better at detecting smaller prey. Small prey may be absent in the diets of large bats as they are unable to detect them.[115] The adaptations of a particular bat species can directly influence what kinds of prey are available to it.[116]
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+
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+ Flight has enabled bats to become one of the most widely distributed groups of mammals.[117] Apart from the high Arctic, the Antarctic and a few isolated oceanic islands, bats exist in almost every habitat on Earth.[118] Tropical areas tend to have more species than temperate ones.[119] Different species select different habitats during different seasons, ranging from seasides to mountains and deserts, but they require suitable roosts. Bat roosts can be found in hollows, crevices, foliage, and even human-made structures, and include "tents" the bats construct with leaves.[120] Megabats generally roost in trees.[121] Most microbats are nocturnal[122] and megabats are typically diurnal or crepuscular.[123][124]
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+
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+ In temperate areas, some microbats migrate hundreds of kilometres to winter hibernation dens;[125] others pass into torpor in cold weather, rousing and feeding when warm weather allows insects to be active.[126] Others retreat to caves for winter and hibernate for as much as six months.[126] Microbats rarely fly in rain; it interferes with their echolocation, and they are unable to hunt.[127]
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+ Different bat species have different diets, including insects, nectar, pollen, fruit and even vertebrates.[128] Megabats are mostly fruit, nectar and pollen eaters.[123] Due to their small size, high-metabolism and rapid burning of energy through flight, bats must consume large amounts of food for their size. Insectivorous bats may eat over 120 percent of their body weight, while frugivorous bats may eat over twice their weight.[129] They can travel significant distances each night, exceptionally as much as 38.5 km (24 mi) in the spotted bat (Euderma maculatum), in search of food.[130] Bats use a variety of hunting strategies.[115] Bats get most of their water from the food they eat; many species also drink from water sources like lakes and streams, flying over the surface and dipping their tongues into the water.[131]
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+
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+ The Chiroptera as a whole are in the process of losing the ability to synthesise vitamin C.[132] In a test of 34 bat species from six major families, including major insect- and fruit-eating bat families, all were found to have lost the ability to synthesise it, and this loss may derive from a common bat ancestor, as a single mutation.[133][b] At least two species of bat, the frugivorous bat (Rousettus leschenaultii) and the insectivorous bat (Hipposideros armiger), have retained their ability to produce vitamin C.[134]
168
+
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+ Most microbats, especially in temperate areas, prey on insects.[128] The diet of an insectivorous bat may span many species,[135] including flies, mosquitos, beetles, moths, grasshoppers, crickets, termites, bees, wasps, mayflies and caddisflies.[41][136] Large numbers of Mexican free-tailed bats (Tadarida brasiliensis) fly hundreds of metres above the ground in central Texas to feed on migrating moths.[137] Species that hunt insects in flight, like the little brown bat (Myotis lucifugus), may catch an insect in mid-air with the mouth, and eat it in the air or use their tail membranes or wings to scoop up the insect and carry it to the mouth.[138][139] The bat may also take the insect back to its roost and eat it there.[140] Slower moving bat species such as the brown long-eared bat (Plecotus auritus) and many horseshoe bat species, may take or glean insects from vegetation or hunt them from perches.[41] Insectivorous bats living at high latitudes have to consume prey with higher energetic value than tropical bats.[141]
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+
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+ Fruit eating, or frugivory, is found in both major suborders. Bats prefer ripe fruit, pulling it off the trees with their teeth. They fly back to their roosts to eat the fruit, sucking out the juice and spitting the seeds and pulp out onto the ground. This helps disperse the seeds of these fruit trees, which may take root and grow where the bats have left them, and many species of plants depend on bats for seed dispersal.[142][143] The Jamaican fruit bat (Artibeus jamaicensis) has been recorded carrying fruits weighing 3–14 g (1⁄8–1⁄2 oz) or even as much as 50 g (1 3⁄4 oz).[144]
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+
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+ Nectar-eating bats have acquired specialised adaptations. These bats possess long muzzles and long, extensible tongues covered in fine bristles that aid them in feeding on particular flowers and plants.[143][145] The tube-lipped nectar bat (Anoura fistulata) has the longest tongue of any mammal relative to its body size. This is beneficial to them in terms of pollination and feeding. Their long, narrow tongues can reach deep into the long cup shape of some flowers. When the tongue retracts, it coils up inside the rib cage.[145] Because of these features, nectar-feeding bats cannot easily turn to other food sources in times of scarcity, making them more prone to extinction than other types of bat.[146][147] Nectar feeding also aids a variety of plants, since these bats serve as pollinators, as pollen gets attached to their fur while they are feeding. Around 500 species of flowering plant rely on bat pollination and thus tend to open their flowers at night.[143] Many rainforest plants depend on bat pollination.[148]
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+ Some bats prey on other vertebrates, such as fish, frogs, lizards, birds and mammals.[41][150] The fringe-lipped bat (Trachops cirrhosus,) for example, is skilled at catching frogs. These bats locate large groups of frogs by tracking their mating calls, then plucking them from the surface of the water with their sharp canine teeth.[151] The greater noctule bat can catch birds in flight.[149] Some species, like the greater bulldog bat (Noctilio leporinus) hunt fish. They use echolocation to detect small ripples on the water's surface, swoop down and use specially enlarged claws on their hind feet to grab the fish, then take their prey to a feeding roost and consume it.[152] At least two species of bat are known to feed on other bats: the spectral bat (Vampyrum spectrum), and the ghost bat (Macroderma gigas).[153]
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+ A few species, specifically the common, white-winged, and hairy-legged vampire bats, only feed on animal blood (hematophagy). The common vampire bat typically feeds on large mammals such as cattle; the hairy-legged and white-winged vampires feed on birds.[154] Vampire bats target sleeping prey and can detect deep breathing.[155] Heat sensors in the nose help them to detect blood vessels near the surface of the skin.[156] They pierce the animal's skin with their teeth, biting away a small flap,[157] and lap up the blood with their tongues, which have lateral grooves adapted to this purpose.[158] The blood is kept from clotting by an anticoagulant in the saliva.[157]
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+ Bats are subject to predation from birds of prey, such as owls, hawks, and falcons, and at roosts from terrestrial predators able to climb, such as cats.[159] Twenty species of tropical New World snakes are known to capture bats, often waiting at the entrances of refuges, such as caves, for bats to fly past.[160] J. Rydell and J. R. Speakman argue that bats evolved nocturnality during the early and middle Eocene period to avoid predators.[159] The evidence is thought by some zoologists to be equivocal so far.[161]
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+ Among ectoparasites, bats carry fleas and mites, as well as specific parasites such as bat bugs and bat flies (Nycteribiidae and Streblidae).[162][163] Bats are among the few non-aquatic mammalian orders that do not host lice, possibly due to competition from more specialised parasites that occupy the same niche.[163]
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+ White nose syndrome is a condition associated with the deaths of millions of bats in the Eastern United States and Canada.[164] The disease is named after a white fungus, Pseudogymnoascus destructans, found growing on the muzzles, ears, and wings of afflicted bats. The fungus is mostly spread from bat to bat, and causes the disease.[165] The fungus was first discovered in central New York State in 2006 and spread quickly to the entire Eastern US north of Florida; mortality rates of 90–100% have been observed in most affected caves.[166] New England and the mid-Atlantic states have, since 2006, witnessed entire species completely extirpated and others with numbers that have gone from the hundreds of thousands, even millions, to a few hundred or less.[167] Nova Scotia, Quebec, Ontario, and New Brunswick have witnessed identical die offs, with the Canadian government making preparations to protect all remaining bat populations in its territory.[168] Scientific evidence suggests that longer winters where the fungus has a longer period to infect bats result in greater mortality.[169][170][171] In 2014, the infection crossed the Mississippi River,[172] and in 2017, it was found on bats in Texas.[173]
184
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+ Bats are natural reservoirs for a large number of zoonotic pathogens,[174] including rabies, endemic in many bat populations,[175][176][177] histoplasmosis both directly and in guano,[178] Nipah and Hendra viruses,[179][180] and possibly the ebola virus,[181][182] whose natural reservoir is yet unknown.[183][184] Their high mobility, broad distribution, long life spans, substantial sympatry (range overlap) of species, and social behaviour make bats favourable hosts and vectors of disease.[185] Reviews have found different answers as to whether bats have more zoonotic viruses than other mammal groups. One 2015 review found that bats, rodents, and primates all harbored significantly more zoonotic viruses (which can be transmitted to humans) than other mammal groups, though the differences among the aforementioned three groups were not significant (bats have no more zoonotic viruses than rodents and primates).[186] Another 2020 review of mammals and birds found that the identify of the taxonomic groups did not have any impact on the probability of harboring zoonotic viruses. Instead, more diverse groups had greater viral diversity.[187]
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+ They seem to be highly resistant to many of the pathogens they carry, suggesting a degree of adaptation to their immune systems.[185]>[188][189] Their interactions with livestock and pets, including predation by vampire bats, accidental encounters, and the scavenging of bat carcasses, compound the risk of zoonotic transmission.[176] Bats are implicated in the emergence of severe acute respiratory syndrome (SARS) in China, since they serve as natural hosts for coronaviruses, several from a single cave in Yunnan, one of which developed into the SARS virus.[178][190][191] However, they do neither cause nor spread COVID-19.[192]
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+
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+ Some bats lead solitary lives, while others live in colonies of more than a million.[193] Living in large colonies lessens the risk to an individual of predation.[41] Temperate bat species may swarm at hibernation sites as autumn approaches. This may serve to introduce young to hibernation sites, signal reproduction in adults and allow adults to breed with those from other groups.[194]
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+ Several species have a fission-fusion social structure, where large numbers of bats congregate in one roosting area, along with breaking up and mixing of subgroups. Within these societies, bats are able to maintain long-term relationships.[195] Some of these relationships consist of matrilineally related females and their dependent offspring.[196] Food sharing and mutual grooming may occur in certain species, such as the common vampire bat (Desmodus rotundus), and these strengthen social bonds.[197][198]
192
+
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+ Bats are among the most vocal of mammals and produce calls to attract mates, find roost partners and defend resources. These calls are typically low-frequency and can travel long distances.[41][200] Mexican free-tailed bats are one of the few species to "sing" like birds. Males sing to attract females. Songs have three phrases: chirps, trills and buzzes, the former having "A" and "B" syllables. Bat songs are highly stereotypical but with variation in syllable number, phrase order, and phrase repetitions between individuals.[199] Among greater spear-nosed bats (Phyllostomus hastatus), females produce loud, broadband calls among their roost mates to form group cohesion. Calls differ between roosting groups and may arise from vocal learning.[201]
194
+
195
+ In a study on captive Egyptian fruit bats, 70% of the directed calls could be identified by the researchers as to which individual bat made it, and 60% could be categorised into four contexts: squabbling over food, jostling over position in their sleeping cluster, protesting over mating attempts and arguing when perched in close proximity to each other. The animals made slightly different sounds when communicating with different individual bats, especially those of the opposite sex.[202] In the highly sexually dimorphic hammer-headed bat (Hypsignathus monstrosus), males produce deep, resonating, monotonous calls to attract females. Bats in flight make vocal signals for traffic control. Greater bulldog bats honk when on a collision course with each other.[200]
196
+
197
+ Bats also communicate by other means. Male little yellow-shouldered bats (Sturnira lilium) have shoulder glands that produce a spicy odour during the breeding season. Like many other species, they have hair specialised for retaining and dispersing secretions. Such hair forms a conspicuous collar around the necks of the some Old World megabat males. Male greater sac-winged bats (Saccopteryx bilineata) have sacs in their wings in which they mix body secretions like saliva and urine to create a perfume that they sprinkle on roost sites, a behaviour known as "salting". Salting may be accompanied by singing.[200]
198
+
199
+ Most bat species are polygynous, where males mate with multiple females. Male pipistrelle, noctule and vampire bats may claim and defend resources that attract females, such as roost sites, and mate with those females. Males unable to claim a site are forced to live on the periphery where they have less reproductive success.[203][41] Promiscuity, where both sexes mate with multiple partners, exists in species like the Mexican free-tailed bat and the little brown bat.[204][205] There appears to be bias towards certain males among females in these bats.[41] In a few species, such as the yellow-winged bat and spectral bat, adult males and females form monogamous pairs.[41][206] Lek mating, where males aggregate and compete for female choice through display, is rare in bats[207] but occurs in the hammerheaded bat.[208]
200
+
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+ For temperate living bats, mating takes place in late summer and early autumn.[209] Tropical bats may mate during the dry season.[210] After copulation, the male may leave behind a mating plug to block the sperm of other males and thus ensure his paternity.[211] In hibernating species, males are known to mate with females in torpor.[41] Female bats use a variety of strategies to control the timing of pregnancy and the birth of young, to make delivery coincide with maximum food ability and other ecological factors. Females of some species have delayed fertilisation, in which sperm is stored in the reproductive tract for several months after mating. Mating occurs in the autumn but fertilisation does not occur until the following spring. Other species exhibit delayed implantation, in which the egg is fertilised after mating, but remains free in the reproductive tract until external conditions become favourable for giving birth and caring for the offspring.[212] In another strategy, fertilisation and implantation both occur, but development of the foetus is delayed until good conditions prevail. During the delayed development the mother keeps the fertilised egg alive with nutrients. This process can go on for a long period, because of the advanced gas exchange system.[213]
202
+
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+ For temperate living bats, births typically take place in May or June in the northern hemisphere; births in the southern hemisphere occur in November and December. Tropical species give birth at the beginning of the rainy season.[214] In most bat species, females carry and give birth to a single pup per litter.[215] At birth, a bat pup can be up to 40 percent of the mother's weight,[41] and the pelvic girdle of the female can expand during birth as the two halves are connected by a flexible ligament.[216] Females typically give birth in a head-up or horizontal position, using gravity to make birthing easier. The young emerges rear-first, possibly to prevent the wings from getting tangled, and the female cradles it in her wing and tail membranes. In many species, females give birth and raise their young in maternity colonies and may assist each other in birthing.[217][218][216]
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+ Most of the care for a young bat comes from the mother. In monogamous species, the father plays a role. Allo-suckling, where a female suckles another mother's young, occurs in several species. This may serve to increase colony size in species where females return to their natal colony to breed.[41] A young bat's ability to fly coincides with the development of an adult body and forelimb length. For the little brown bat, this occurs about eighteen days after birth. Weaning of young for most species takes place in under eighty days. The common vampire bat nurses its offspring beyond that and young vampire bats achieve independence later in life than other species. This is probably due to the species' blood-based diet, which is difficult to obtain on a nightly basis.[219]
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+ The maximum lifespan of bats is three-and-a-half times longer than other mammals of similar size. Six species have been recorded to live over 30 years in the wild: the brown long-eared bat (Plecotus auritus), the little brown bat (Myotis lucifugus), Brandt's bat (Myotis brandti), the lesser mouse-eared bat (Myotis blythii) the greater horseshoe bat (Rhinolophus ferrumequinum), and the Indian flying fox (Pteropus giganteus).[220] One hypothesis consistent with the rate-of-living theory links this to the fact that they slow down their metabolic rate while hibernating; bats that hibernate, on average, have a longer lifespan than bats that do not.[221][222] Another hypothesis is that flying has reduced their mortality rate, which would also be true for birds and gliding mammals. Bat species that give birth to multiple pups generally have a shorter lifespan than species that give birth to only a single pup. Cave-roosting species may have a longer lifespan than non-roosting species because of the decreased predation in caves. A male Brandt's bat was recaptured in the wild after 41 years, making it the oldest known bat.[222][223]
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+ Groups such as the Bat Conservation International[224] aim to increase awareness of bats' ecological roles and the environmental threats they face. In the United Kingdom, all bats are protected under the Wildlife and Countryside Acts, and disturbing a bat or its roost can be punished with a heavy fine.[225]
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+ In Sarawak, Malaysia, "all bats"[226] are protected under the Wildlife Protection Ordinance 1998,[226] but species such as the hairless bat (Cheiromeles torquatus) are still eaten by the local communities.[227] Humans have caused the extinction of several species of bat in modern history, the most recent being the Christmas Island pipistrelle (Pipistrellus murrayi), which was declared extinct in 2009.[228]
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+ Many people put up bat houses to attract bats.[229] The 1991 University of Florida bat house is the largest occupied artificial roost in the world, with around 400,000 residents.[230] In Britain, thickwalled and partly underground World War II pillboxes have been converted to make roosts for bats,[231][232] and purpose-built bat houses are occasionally built to mitigate damage to habitat from road or other developments.[233][234] Cave gates are sometimes installed to limit human entry into caves with sensitive or endangered bat species. The gates are designed not to limit the airflow, and thus to maintain the cave's micro-ecosystem.[235] Of the 47 species of bats found in the United States, 35 are known to use human structures, including buildings and bridges. Fourteen species use bat houses.[236]
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+ Bats are eaten in countries across Africa, Asia and the Pacific Rim. In some cases, such as in Guam, flying foxes have become endangered through being hunted for food.[237] There is evidence that wind turbines create sufficient barotrauma (pressure damage) to kill bats.[238] Bats have typical mammalian lungs, which are thought to be more sensitive to sudden air pressure changes than the lungs of birds, making them more liable to fatal rupture.[239][240][241][242][243] Bats may be attracted to turbines, perhaps seeking roosts, increasing the death rate.[239] Acoustic deterrents may help to reduce bat mortality at wind farms.[244]
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+ Since bats are mammals, yet can fly, they are considered to be liminal beings in various traditions.[245] In many cultures, including in Europe, bats are associated with darkness, death, witchcraft, and malevolence.[246] Among Native Americans such as the Creek, Cherokee and Apache, the bat is a trickster spirit. In Tanzania, a winged batlike creature known as Popobawa is believed to be a shapeshifting evil spirit that assaults and sodomises its victims.[247] In Aztec mythology, bats symbolised the land of the dead, destruction, and decay.[248][249][250] An East Nigerian tale tells that the bat developed its nocturnal habits after causing the death of his partner, the bush-rat, and now hides by day to avoid arrest.[251]
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+ More positive depictions of bats exist in some cultures. In China, bats have been associated with happiness, joy and good fortune. Five bats are used to symbolise the "Five Blessings": longevity, wealth, health, love of virtue and peaceful death.[252] The bat is sacred in Tonga and is often considered the physical manifestation of a separable soul.[253] In the Zapotec civilisation of Mesoamerica, the bat god presided over corn and fertility.[254]
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+ The Weird Sisters in Shakespeare's Macbeth used the fur of a bat in their brew.[255] In Western culture, the bat is often a symbol of the night and its foreboding nature. The bat is a primary animal associated with fictional characters of the night, both villainous vampires, such as Count Dracula and before him Varney the Vampire,[256] and heroes, such as Batman.[257] Kenneth Oppel's Silverwing novels narrate the adventures of a young bat,[258] based on the silver-haired bat of North America.[259]
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+ The bat is sometimes used as a heraldic symbol in Spain and France, appearing in the coats of arms of the towns of Valencia, Palma de Mallorca, Fraga, Albacete, and Montchauvet.[260][261][262] Three US states have an official state bat. Texas and Oklahoma are represented by the Mexican free-tailed bat, while Virginia is represented by the Virginia big-eared bat (Corynorhinus townsendii virginianus).[263]
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+ Insectivorous bats in particular are especially helpful to farmers, as they control populations of agricultural pests and reduce the need to use pesticides. It has been estimated that bats save the agricultural industry of the United States anywhere from $3.7 billion to $53 billion per year in pesticides and damage to crops. This also prevents the overuse of pesticides, which can pollute the surrounding environment, and may lead to resistance in future generations of insects.[264]
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+ Bat dung, a type of guano, is rich in nitrates and is mined from caves for use as fertiliser.[265] During the US Civil War, saltpetre was collected from caves to make gunpowder; it used to be thought that this was bat guano, but most of the nitrate comes from nitrifying bacteria.[266]
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+ The Congress Avenue Bridge in Austin, Texas, is the summer home to North America's largest urban bat colony, an estimated 1,500,000 Mexican free-tailed bats. About 100,000 tourists a year visit the bridge at twilight to watch the bats leave the roost.[267]
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+ (traditional):
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+ (recent):
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+ Bats are mammals of the order Chiroptera;[a] with their forelimbs adapted as wings, they are the only mammals capable of true and sustained flight. Bats are more manoeuvrable than birds, flying with their very long spread-out digits covered with a thin membrane or patagium. The smallest bat, and arguably the smallest extant mammal, is Kitti's hog-nosed bat, which is 29–34 millimetres (1 1⁄8–1 3⁄8 inches) in length, 150 mm (6 in) across the wings and 2–2.6 g (1⁄16–3⁄32 oz) in mass. The largest bats are the flying foxes and the giant golden-crowned flying fox, Acerodon jubatus, which can weigh 1.6 kg (3 1⁄2 lb) and have a wingspan of 1.7 m (5 ft 7 in).
10
+
11
+ The second largest order of mammals after rodents, bats comprise about 20% of all classified mammal species worldwide, with over 1,400 species. These were traditionally divided into two suborders: the largely fruit-eating megabats, and the echolocating microbats. But more recent evidence has supported dividing the order into Yinpterochiroptera and Yangochiroptera, with megabats as members of the former along with several species of microbats. Many bats are insectivores, and most of the rest are frugivores (fruit-eaters). A few species feed on animals other than insects; for example, the vampire bats feed on blood. Most bats are nocturnal, and many roost in caves or other refuges; it is uncertain whether bats have these behaviours to escape predators. Bats are present throughout the world, with the exception of extremely cold regions. They are important in their ecosystems for pollinating flowers and dispersing seeds; many tropical plants depend entirely on bats for these services.
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+ Bats provide humans with some benefits, at the cost of some threats. Bat dung has been mined as guano from caves and used as fertiliser. Bats consume insect pests, reducing the need for pesticides. They are sometimes numerous enough to serve as tourist attractions, and are used as food across Asia and the Pacific Rim. They are natural reservoirs of many pathogens, such as rabies; and since they are highly mobile, social, and long-lived, they can readily spread disease. In many cultures, bats are popularly associated with darkness, malevolence, witchcraft, vampires, and death.
14
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+ An older English name for bats is flittermouse, which matches their name in other Germanic languages (for example German Fledermaus and Swedish fladdermus), related to the fluttering of wings. Middle English had bakke, most likely cognate with Old Swedish natbakka ("night-bat"), which may have undergone a shift from -k- to -t- (to Modern English bat) influenced by Latin blatta, "moth, nocturnal insect". The word "bat" was probably first used in the early 1570s.[2][3] The name "Chiroptera" derives from Ancient Greek: χείρ – cheir, "hand"[4] and πτερόν – pteron, "wing".[1][5]
16
+
17
+ The delicate skeletons of bats do not fossilise well, and it is estimated that only 12% of bat genera that lived have been found in the fossil record.[6] Most of the oldest known bat fossils were already very similar to modern microbats, such as Archaeopteropus (32 million years ago).[7] The extinct bats Palaeochiropteryx tupaiodon (48 million years ago) and Hassianycteris kumari (55 million years ago) are the first fossil mammals whose colouration has been discovered: both were reddish-brown.[8][9]
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+ Bats were formerly grouped in the superorder Archonta, along with the treeshrews (Scandentia), colugos (Dermoptera), and primates.[10] Modern genetic evidence now places bats in the superorder Laurasiatheria, with its sister taxon as Fereuungulata, which includes carnivorans, pangolins, odd-toed ungulates, even-toed ungulates, and cetaceans.[11][12][13][14][15] One study places Chiroptera as a sister taxon to odd-toed ungulates (Perissodactyla).[16]
20
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21
+ Euarchontoglires (primates, treeshrews, rodents, rabbits)
22
+
23
+ Eulipotyphla (hedgehogs, shrews, moles, solenodons)
24
+
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+ Chiroptera (bats)
26
+
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+ Pholidota (pangolins)
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+ Carnivora (cats, hyenas, dogs, bears, seals)
30
+
31
+ Perissodactyla (horses, tapirs, rhinos)
32
+
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+ Cetartiodactyla (camels, ruminants, whales)
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+ The phylogenetic relationships of the different groups of bats have been the subject of much debate. The traditional subdivision into Megachiroptera and Microchiroptera reflected the view that these groups of bats had evolved independently of each other for a long time, from a common ancestor already capable of flight. This hypothesis recognised differences between microbats and megabats and acknowledged that flight has evolved only once in mammals. Most molecular biological evidence supports the view that bats form a natural or monophyletic group.[7]
36
+
37
+ Pteropodidae (megabats)
38
+
39
+ Megadermatidae (false vampire bats)
40
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41
+ Craseonycteridae (Kitti's hog-nosed bat)
42
+
43
+ Rhinopomatidae (mouse-tailed bats)
44
+
45
+ Hipposideridae (Old World leaf-nosed bats)
46
+
47
+ Rhinolophidae (horseshoe bats)
48
+
49
+ Miniopteridae (long winged bat)
50
+
51
+ Noctilionidae (fisherman bats)
52
+
53
+ Mormoopidae (Pteronotus)
54
+
55
+ Mystacinidae (New Zealand short-tailed bats)
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+
57
+ Thyropteridae (disc-winged bats)
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+
59
+ Furipteridae
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+
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+ Mormoopidae (Mormoops)
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+
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+ Phyllostomidae (New World leaf-nosed bats)
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+ Molossidae (free-tailed bats)
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+
67
+ Emballonuridae (sac-winged bats)
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+
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+ Myzopodidae (sucker-footed bats)
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+ Emballonuridae (Taphozous)
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+
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+ Natalidae (funnel-eared bats)
74
+
75
+ Vespertilionidae (vesper bats)
76
+
77
+ Genetic evidence indicates that megabats originated during the early Eocene, and belong within the four major lines of microbats.[15] Two new suborders have been proposed; Yinpterochiroptera includes the Pteropodidae, or megabat family, as well as the families Rhinolophidae, Hipposideridae, Craseonycteridae, Megadermatidae, and Rhinopomatidae.[18] Yangochiroptera includes the other families of bats (all of which use laryngeal echolocation), a conclusion supported by a 2005 DNA study.[18] A 2013 phylogenomic study supported the two new proposed suborders.[15]
78
+
79
+ Yangochiroptera (as above)
80
+
81
+ Pteropodidae (megabats)
82
+
83
+ Megadermatidae (false vampire bats)
84
+
85
+ horseshoe bats and allies
86
+
87
+ In the 1980s, a hypothesis based on morphological evidence stated the Megachiroptera evolved flight separately from the Microchiroptera. The flying primate hypothesis proposed that, when adaptations to flight are removed, the Megachiroptera are allied to primates by anatomical features not shared with Microchiroptera. For example, the brains of megabats have advanced characteristics. Although recent genetic studies strongly support the monophyly of bats,[7] debate continues about the meaning of the genetic and morphological evidence.[19]
88
+
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+ The 2003 discovery of an early fossil bat from the 52-million-year-old Green River Formation, Onychonycteris finneyi, indicates that flight evolved before echolocative abilities.[20][21] Onychonycteris had claws on all five of its fingers, whereas modern bats have at most two claws on two digits of each hand. It also had longer hind legs and shorter forearms, similar to climbing mammals that hang under branches, such as sloths and gibbons. This palm-sized bat had short, broad wings, suggesting that it could not fly as fast or as far as later bat species. Instead of flapping its wings continuously while flying, Onychonycteris probably alternated between flaps and glides in the air.[7] This suggests that this bat did not fly as much as modern bats, but flew from tree to tree and spent most of its time climbing or hanging on branches.[22] The distinctive features of the Onychonycteris fossil also support the hypothesis that mammalian flight most likely evolved in arboreal locomotors, rather than terrestrial runners. This model of flight development, commonly known as the "trees-down" theory, holds that bats first flew by taking advantage of height and gravity to drop down on to prey, rather than running fast enough for a ground-level take off.[23][24]
90
+
91
+ The molecular phylogeny was controversial, as it pointed to microbats not having a unique common ancestry, which implied that some seemingly unlikely transformations occurred. The first is that laryngeal echolocation evolved twice in bats, once in Yangochiroptera and once in the rhinolophoids.[25] The second is that laryngeal echolocation had a single origin in Chiroptera, was subsequently lost in the family Pteropodidae (all megabats), and later evolved as a system of tongue-clicking in the genus Rousettus.[26] Analyses of the sequence of the vocalization gene FoxP2 were inconclusive on whether laryngeal echolocation was lost in the pteropodids or gained in the echolocating lineages.[27] Echolocation probably first derived in bats from communicative calls. The Eocene bats Icaronycteris (52 million years ago) and Palaeochiropteryx had cranial adaptations suggesting an ability to detect ultrasound. This may have been used at first mainly to forage on the ground for insects and map out their surroundings in their gliding phase, or for communicative purposes. After the adaptation of flight was established, it may have been refined to target flying prey by echolocation.[22] Bats may have evolved echolocation through a shared common ancestor, in which case it was then lost in the Old World megabats, only to be regained in the horseshoe bats; or, echolocation evolved independently in both the Yinpterochiroptera and Yangochiroptera lineages.[28] Analyses of the hearing gene Prestin seem to favour the idea that echolocation developed independently at least twice, rather than being lost secondarily in the pteropodids,[29] but ontogenic analysis of the cochlea supports that laryngeal echolocation evolved only once.[30]
92
+
93
+ Bats are placental mammals. After rodents, they are the largest order, making up about 20% of mammal species.[31] In 1758, Carl Linnaeus classified the seven bat species he knew of in the genus Vespertilio in the order Primates. Around twenty years later, the German naturalist Johann Friedrich Blumenbach gave them their own order, Chiroptera.[32] Since then, the number of described species has risen to over 1,400,[33] traditionally classified as two suborders: Megachiroptera (megabats), and Microchiroptera (microbats/echolocating bats).[34] Not all megabats are larger than microbats.[35] Several characteristics distinguish the two groups. Microbats use echolocation for navigation and finding prey, but megabats apart from those in the genus Rousettus do not, relying instead on their eyesight.[36] Accordingly, megabats have a well-developed visual cortex and good visual acuity.[34] Megabats have a claw on the second finger of the forelimb.[37][38] The external ears of microbats do not close to form a ring; the edges are separated from each other at the base of the ear.[38] Megabats eat fruit, nectar, or pollen, while most microbats eat insects; others feed on fruit, nectar, pollen, fish, frogs, small mammals, or blood.[34]
94
+
95
+ Below is a table chart following the bat classification of families recognized by various authors of the ninth volume of Handbook of the Mammals of the World published in 2019:[39]
96
+
97
+ The head and teeth shape of bats can vary by species. In general, megabats have longer snouts, larger eye sockets and smaller ears, giving them a more dog-like appearance, which is the source of their nickname of "flying foxes".[40] Among microbats, longer snouts are associated with nectar-feeding.[41] while vampire bats have reduced snouts to accommodate large incisors and canines.[42]
98
+
99
+ Small insect-eating bats can have as many as 38 teeth, while vampire bats have only 20. Bats that feed on hard-shelled insects have fewer but larger teeth with longer canines and more robust lower jaws than species that prey on softer bodied insects. In nectar-feeding bats, the canines are long while the cheek-teeth are reduced. In fruit-eating bats, the cusps of the cheek teeth are adapted for crushing.[41] These feeding behaviors are true for both megabats and microbats. The upper incisors of vampire bats lack enamel, which keeps them razor-sharp.[42] The bite force of small bats is generated through mechanical advantage, allowing them to bite through the hardened armour of insects or the skin of fruit.[43]
100
+
101
+ Bats are the only mammals capable of sustained flight, as opposed to gliding, as in the flying squirrel.[44] The fastest bat, the Mexican free-tailed bat (Tadarida brasiliensis), can achieve a ground speed of 160 km/h (100 mph).[45]
102
+
103
+ The finger bones of bats are much more flexible than those of other mammals, owing to their flattened cross-section and to low levels of calcium near their tips. The elongation of bat digits, a key feature required for wing development, is due to the upregulation of bone morphogenetic proteins (Bmps). During embryonic development, the gene controlling Bmp signalling, Bmp2, is subjected to increased expression in bat forelimbs—resulting in the extension of the manual digits. This crucial genetic alteration helps create the specialised limbs required for powered flight. The relative proportion of extant bat forelimb digits compared with those of Eocene fossil bats have no significant differences, suggesting that bat wing morphology has been conserved for over 50 million years.[46] During flight, the bones undergo bending and shearing stress; the bending stresses felt are smaller than in terrestrial mammals, but the shearing stress is larger. The wing bones of bats have a slightly lower breaking stress point than those of birds.[47]
104
+
105
+ As in other mammals, and unlike in birds, the radius is the main component of the forearm. Bats have five elongated digits, which all radiate around the wrist. The thumb points forward and supports the leading edge of the wing, and the other digits support the tension held in the wing membrane. The second and third digits go along the wing tip, allowing the wing to be pulled forward against aerodynamic drag, without having to be thick as in pterosaur wings. The fourth and fifth digits go from the wrist to the trailing edge, and repel the bending force caused by air pushing up against the stiff membrane.[48] Due to their flexible joints, bats are more manoeuvrable and more dexterous than gliding mammals.[49]
106
+
107
+ The wings of bats are much thinner and consist of more bones than the wings of birds, allowing bats to manoeuvre more accurately than the latter, and fly with more lift and less drag.[50] By folding the wings in toward their bodies on the upstroke, they save 35 percent energy during flight.[51] The membranes are delicate, tearing easily,[52] but can regrow, and small tears heal quickly.[52][53] The surface of the wings is equipped with touch-sensitive receptors on small bumps called Merkel cells, also found on human fingertips. These sensitive areas are different in bats, as each bump has a tiny hair in the centre, making it even more sensitive and allowing the bat to detect and adapt to changing airflow; the primary use is to judge the most efficient speed to fly at, and possibly also to avoid stalls.[54] Insectivorous bats may also use tactile hairs to help perform complex manoeuvres to capture prey in flight.[49]
108
+
109
+ The patagium is the wing membrane; it is stretched between the arm and finger bones, and down the side of the body to the hind limbs and tail. This skin membrane consists of connective tissue, elastic fibres, nerves, muscles, and blood vessels. The muscles keep the membrane taut during flight.[55] The extent to which the tail of a bat is attached to a patagium can vary by species, with some having completely free tails or even no tails.[41] The skin on the body of the bat, which has one layer of epidermis and dermis, as well as hair follicles, sweat glands and a fatty subcutaneous layer, is very different from the skin of the wing membrane. The patagium is an extremely thin double layer of epidermis; these layers are separated by a connective tissue centre, rich with collagen and elastic fibres. The membrane has no hair follicles or sweat glands, except between the fingers.[54][56] For bat embryos, apoptosis (cell death) affects only the hindlimbs, while the forelimbs retain webbing between the digits that forms into the wing membranes.[57] Unlike birds, whose stiff wings deliver bending and torsional stress to the shoulders, bats have a flexible wing membrane that can only resist tension. To achieve flight, a bat exerts force inwards at the points where the membrane meets the skeleton, so that an opposing force balances it on the wing edges perpendicular to the wing surface. This adaptation does not permit bats to reduce their wingspans, unlike birds, which can partly fold their wings in flight, radically reducing the wing span and area for the upstroke and for gliding. Hence bats cannot travel over long distances as birds can.[48]
110
+
111
+ Nectar- and pollen-eating bats can hover, in a similar way to hummingbirds. The sharp leading edges of the wings can create vortices, which provide lift. The vortex may be stabilised by the animal changing its wing curvatures.[58]
112
+
113
+ When not flying, bats hang upside down from their feet, a posture known as roosting.[59] The femurs are attached at the hips in a way that allows them to bend outward and upward in flight. The ankle joint can flex to allow the trailing edge of the wings to bend downwards. This does not permit many movements other than hanging or clambering up trees.[48] Most megabats roost with the head tucked towards the belly, whereas most microbats roost with the neck curled towards the back. This difference is reflected in the structure of the cervical or neck vertebrae in the two groups, which are clearly distinct.[59] Tendons allow bats to lock their feet closed when hanging from a roost. Muscular power is needed to let go, but not to grasp a perch or when holding on.[60]
114
+
115
+ When on the ground, most bats can only crawl awkwardly. A few species such as the New Zealand lesser short-tailed bat and the common vampire bat are agile on the ground. Both species make lateral gaits (the limbs move one after the other) when moving slowly but vampire bats move with a bounding gait (all limbs move in unison) at greater speeds, the folded up wings being used to propel them forward. Vampire bat likely evolved these gaits to follow their hosts while short-tailed bats developed in the absence of terrestrial mammal competitors. Enhanced terrestrial locomotion does not appear to have reduced their ability to fly.[61]
116
+
117
+ Bats have an efficient circulatory system. They seem to make use of particularly strong venomotion, a rhythmic contraction of venous wall muscles. In most mammals, the walls of the veins provide mainly passive resistance, maintaining their shape as deoxygenated blood flows through them, but in bats they appear to actively support blood flow back to the heart with this pumping action.[62][63] Since their bodies are relatively small and lightweight, bats are not at risk of blood flow rushing to their heads when roosting.[64]
118
+
119
+ Bats possess a highly adapted respiratory system to cope with the demands of powered flight, an energetically taxing activity that requires a large continuous throughput of oxygen. In bats, the relative alveolar surface area and pulmonary capillary blood volume are larger than in most other small quadrupedal mammals.[65] During flight the respiratory cycle has a one-to-one relationship with the wing-beat cycle.[66] Because of the restraints of the mammalian lungs, bats cannot maintain high-altitude flight.[48]
120
+
121
+ It takes a lot of energy and an efficient circulatory system to work the flight muscles of bats. Energy supply to the muscles engaged in flight require about double the amount compared to the muscles that do not use flight as a means of mammalian locomotion. In parallel to energy consumption, blood oxygen levels of flying animals are twice as much as those of their terrestrially locomoting mammals. As the blood supply controls the amount of oxygen supplied throughout the body, the circulatory system must respond accordingly. Therefore, compared to a terrestrial mammal of the same relative size, the bat's heart can be up to three times larger, and pump more blood.[68] Cardiac output is directly derived from heart rate and stroke volume of the blood;[69] an active microbat can reach a heart rate of 1000 beats per minute.[70]
122
+
123
+ With its extremely thin membranous tissue, a bat's wing can significantly contribute to the organism's total gas exchange efficiency.[56] Because of the high energy demand of flight, the bat's body meets those demands by exchanging gas through the patagium of the wing. When the bat has its wings spread it allows for an increase in surface area to volume ratio. The surface area of the wings is about 85% of the total body surface area, suggesting the possibility of a useful degree of gas exchange.[56] The subcutaneous vessels in the membrane lie very close to the surface and allow for the diffusion of oxygen and carbon dioxide.[71]
124
+
125
+ The digestive system of bats has varying adaptations depending on the species of bat and its diet. As in other flying animals, food is processed quickly and effectively to keep up with the energy demand. Insectivorous bats may have certain digestive enzymes to better process insects, such as chitinase to break down chitin, which is a large component of insects.[72] Vampire bats, probably due to their diet of blood, are the only vertebrates that do not have the enzyme maltase, which breaks down malt sugar, in their intestinal tract. Nectivorous and frugivorous bats have more maltase and sucrase enzymes than insectivorous, to cope with the higher sugar contents of their diet.[73]
126
+
127
+ The adaptations of the kidneys of bats vary with their diets. Carnivorous and vampire bats consume large amounts of protein and can output concentrated urine; their kidneys have a thin cortex and long renal papillae. Frugivorous bats lack that ability and have kidneys adapted for electrolyte-retention due to their low-electrolyte diet; their kidneys accordingly have a thick cortex and very short conical papillae.[73] Bats have higher metabolic rates associated with flying, which lead to an increased respiratory water loss. Their large wings are composed of the highly vascularized membranes, increasing the surface area, and leading to cutaneous evaporative water loss.[67] Water helps maintain their ionic balance in their blood, thermoregulation system, and removal of wastes and toxins from the body via urine. They are also susceptible to blood urea poisoning if they do not receive enough fluid.[74]
128
+
129
+ The structure of the uterine system in female bats can vary by species, with some having two uterine horns while others have a single mainline chamber.[75]
130
+
131
+ Microbats and a few megabats emit ultrasonic sounds to produce echoes. Sound intensity of these echos are dependent on subglottic pressure. The bats’ cricothyroid muscle controls the orientation pulse frequency, which is an important function. This muscle is located inside the larynx and it is the only tensor muscle capable of aiding phonation.[76] By comparing the outgoing pulse with the returning echoes, the brain and auditory nervous system can produce detailed images of the bat's surroundings. This allows bats to detect, localise, and classify their prey in darkness. Bat calls are some of the loudest airborne animal sounds, and can range in intensity from 60 to 140 decibels.[77][78] Microbats use their larynx to create ultrasound, and emit it through the mouth and sometimes the nose. The latter is most pronounced in the horseshoe bats (Rhinolophus spp.). Microbat calls range in frequency from 14,000 to well over 100,000 Hz, extending well beyond the range of human hearing (between 20 and 20,000 Hz).[79] Various groups of bats have evolved fleshy extensions around and above the nostrils, known as nose-leaves, which play a role in sound transmission.[80]
132
+
133
+ In low-duty cycle echolocation, bats can separate their calls and returning echoes by time. They have to time their short calls to finish before echoes return. Bats contract their middle ear muscles when emitting a call, so they can avoid deafening themselves. The time interval between the call and echo allows them to relax these muscles, so they can hear the returning echo.[81] The delay of the returning echoes allows the bat to estimate the range to their prey.[79]
134
+
135
+ In high-duty cycle echolocation, bats emit a continuous call and separate pulse and echo in frequency. The ears of these bats are sharply tuned to a specific frequency range. They emit calls outside this range to avoid deafening themselves. They then receive echoes back at the finely tuned frequency range by taking advantage of the Doppler shift of their motion in flight. The Doppler shift of the returning echoes yields information relating to the motion and location of the bat's prey. These bats must deal with changes in the Doppler shift due to changes in their flight speed. They have adapted to change their pulse emission frequency in relation to their flight speed so echoes still return in the optimal hearing range.[82]
136
+
137
+ In addition to echolocating prey, bat ears are sensitive to the fluttering of moth wings, the sounds produced by tymbalate insects, and the movement of ground-dwelling prey, such as centipedes and earwigs. The complex geometry of ridges on the inner surface of bat ears helps to sharply focus echolocation signals, and to passively listen for any other sound produced by the prey. These ridges can be regarded as the acoustic equivalent of a Fresnel lens, and exist in a large variety of unrelated animals, such as the aye-aye, lesser galago, bat-eared fox, mouse lemur, and others.[83][84][85] Bats can estimate the elevation of their target using the interference patterns from the echoes reflecting from the tragus, a flap of skin in the external ear.[79]
138
+
139
+ By repeated scanning, bats can mentally construct an accurate image of the environment in which they are moving and of their prey.[88] Some species of moth have exploited this, such as the tiger moths, which produces aposematic ultrasound signals to warn bats that they are chemically protected and therefore distasteful.[86][87] Moth species including the tiger moth can produce signals to jam bat echolocation. Many moth species have a hearing organ called a tympanum, which responds to an incoming bat signal by causing the moth's flight muscles to twitch erratically, sending the moth into random evasive manoeuvres.[89][90][91]
140
+
141
+ The eyes of most microbat species are small and poorly developed, leading to poor visual acuity, but no species is blind.[92] Most microbats have mesopic vision, meaning that they can only detect light in low levels, whereas other mammals have photopic vision, which allows colour vision. Microbats may use their vision for orientation and while travelling between their roosting grounds and feeding grounds, as echolocation is only effective over short distances. Some species can detect ultraviolet (UV). As the bodies of some microbats have distinct coloration, they may be able to discriminate colours.[44][93][94][95]
142
+
143
+ Megabat species often have eyesight as good as, if not better than, human vision. Their eyesight is adapted to both night and daylight vision, including some colour vision.[95]
144
+
145
+ Microbats make use of magnetoreception, in that they have a high sensitivity to the Earth's magnetic field, as birds do. Microbats use a polarity-based compass, meaning that they differentiate north from south, unlike birds, which use the strength of the magnetic field to differentiate latitudes, which may be used in long-distance travel. The mechanism is unknown but may involve magnetite particles.[96][97]
146
+
147
+ Most bats are homeothermic (having a stable body temperature), the exception being the vesper bats (Vespertilionidae), the horseshoe bats (Rhinolophidae), the free-tailed bats (Molossidae), and the bent-winged bats (Miniopteridae), which extensively use heterothermy (where body temperature can vary).[98] Compared to other mammals, bats have a high thermal conductivity. The wings are filled with blood vessels, and lose body heat when extended. At rest, they may wrap their wings around themselves to trap a layer of warm air. Smaller bats generally have a higher metabolic rate than larger bats, and so need to consume more food in order to maintain homeothermy.[99]
148
+
149
+ Bats may avoid flying during the day to prevent overheating in the sun, since their dark wing-membranes absorb solar radiation. Bats may not be able to dissipate heat if the ambient temperature is too high;[100] they use saliva to cool themselves in extreme conditions.[48] Among megabats, the flying fox Pteropus hypomelanus uses saliva and wing-fanning to cool itself while roosting during the hottest part of the day.[101] Among microbats, the Yuma myotis (Myotis yumanensis), the Mexican free-tailed bat, and the pallid bat (Antrozous pallidus) cope with temperatures up to 45 °C (113 °F) by panting, salivating, and licking their fur to promote evaporative cooling; this is sufficient to dissipate twice their metabolic heat production.[102]
150
+
151
+ Bats also possess a system of sphincter valves on the arterial side of the vascular network that runs along the edge of their wings. When fully open, these allow oxygenated blood to flow through the capillary network across the wing membrane; when contracted, they shunt flow directly to the veins, bypassing the wing capillaries. This allows bats to control how much heat is exchanged through the flight membrane, allowing them to release heat during flight. Many other mammals use the capillary network in oversized ears for the same purpose.[103]
152
+
153
+ Torpor, a state of decreased activity where the body temperature and metabolism decreases, is especially useful for microbats, as they use a large amount of energy while active, depend upon an unreliable food source, and have a limited ability to store fat. They generally drop their body temperature in this state to 6–30 °C (43–86 °F), and may reduce their energy expenditure by 50 to 99%. Around 97% of all microbats use torpor.[104] Tropical bats may use it to avoid predation, by reducing the amount of time spent on foraging and thus reducing the chance of being caught by a predator.[105] Megabats were generally believed to be homeothermic, but three species of small megabats, with a mass of about 50 grams (1 3⁄4 ounces), have been known to use torpor: the common blossom bat (Syconycteris australis), the long-tongued nectar bat (Macroglossus minimus), and the eastern tube-nosed bat (Nyctimene robinsoni). Torpid states last longer in the summer for megabats than in the winter.[106]
154
+
155
+ During hibernation, bats enter a torpid state and decrease their body temperature for 99.6% of their hibernation period; even during periods of arousal, when they return their body temperature to normal, they sometimes enter a shallow torpid state, known as "heterothermic arousal".[107] Some bats become dormant during higher temperatures to keep cool in the summer months.[108]
156
+
157
+ Heterothermic bats during long migrations may fly at night and go into a torpid state roosting in the daytime. Unlike migratory birds, which fly during the day and feed during the night, nocturnal bats have a conflict between travelling and eating. The energy saved reduces their need to feed, and also decreases the duration of migration, which may prevent them from spending too much time in unfamiliar places, and decrease predation. In some species, pregnant individuals may not use torpor.[109][110]
158
+
159
+ The smallest bat is Kitti's hog-nosed bat (Craseonycteris thonglongyai), which is 29–34 mm (1 1⁄8–1 3⁄8 in) long with a 150-millimetre (6 in) wingspan and weighs 2–2.6 g (1⁄16–3⁄32 oz).[111][112] It is also arguably the smallest extant species of mammal, next to the Etruscan shrew.[113] The largest bats are a few species of Pteropus megabats and the giant golden-crowned flying fox, (Acerodon jubatus), which can weigh 1.6 kg (3 1⁄2 lb) with a wingspan of 1.7 m (5 ft 7 in).[114] Larger bats tend to use lower frequencies and smaller bats higher for echolocation; high-frequency echolocation is better at detecting smaller prey. Small prey may be absent in the diets of large bats as they are unable to detect them.[115] The adaptations of a particular bat species can directly influence what kinds of prey are available to it.[116]
160
+
161
+ Flight has enabled bats to become one of the most widely distributed groups of mammals.[117] Apart from the high Arctic, the Antarctic and a few isolated oceanic islands, bats exist in almost every habitat on Earth.[118] Tropical areas tend to have more species than temperate ones.[119] Different species select different habitats during different seasons, ranging from seasides to mountains and deserts, but they require suitable roosts. Bat roosts can be found in hollows, crevices, foliage, and even human-made structures, and include "tents" the bats construct with leaves.[120] Megabats generally roost in trees.[121] Most microbats are nocturnal[122] and megabats are typically diurnal or crepuscular.[123][124]
162
+
163
+ In temperate areas, some microbats migrate hundreds of kilometres to winter hibernation dens;[125] others pass into torpor in cold weather, rousing and feeding when warm weather allows insects to be active.[126] Others retreat to caves for winter and hibernate for as much as six months.[126] Microbats rarely fly in rain; it interferes with their echolocation, and they are unable to hunt.[127]
164
+
165
+ Different bat species have different diets, including insects, nectar, pollen, fruit and even vertebrates.[128] Megabats are mostly fruit, nectar and pollen eaters.[123] Due to their small size, high-metabolism and rapid burning of energy through flight, bats must consume large amounts of food for their size. Insectivorous bats may eat over 120 percent of their body weight, while frugivorous bats may eat over twice their weight.[129] They can travel significant distances each night, exceptionally as much as 38.5 km (24 mi) in the spotted bat (Euderma maculatum), in search of food.[130] Bats use a variety of hunting strategies.[115] Bats get most of their water from the food they eat; many species also drink from water sources like lakes and streams, flying over the surface and dipping their tongues into the water.[131]
166
+
167
+ The Chiroptera as a whole are in the process of losing the ability to synthesise vitamin C.[132] In a test of 34 bat species from six major families, including major insect- and fruit-eating bat families, all were found to have lost the ability to synthesise it, and this loss may derive from a common bat ancestor, as a single mutation.[133][b] At least two species of bat, the frugivorous bat (Rousettus leschenaultii) and the insectivorous bat (Hipposideros armiger), have retained their ability to produce vitamin C.[134]
168
+
169
+ Most microbats, especially in temperate areas, prey on insects.[128] The diet of an insectivorous bat may span many species,[135] including flies, mosquitos, beetles, moths, grasshoppers, crickets, termites, bees, wasps, mayflies and caddisflies.[41][136] Large numbers of Mexican free-tailed bats (Tadarida brasiliensis) fly hundreds of metres above the ground in central Texas to feed on migrating moths.[137] Species that hunt insects in flight, like the little brown bat (Myotis lucifugus), may catch an insect in mid-air with the mouth, and eat it in the air or use their tail membranes or wings to scoop up the insect and carry it to the mouth.[138][139] The bat may also take the insect back to its roost and eat it there.[140] Slower moving bat species such as the brown long-eared bat (Plecotus auritus) and many horseshoe bat species, may take or glean insects from vegetation or hunt them from perches.[41] Insectivorous bats living at high latitudes have to consume prey with higher energetic value than tropical bats.[141]
170
+
171
+ Fruit eating, or frugivory, is found in both major suborders. Bats prefer ripe fruit, pulling it off the trees with their teeth. They fly back to their roosts to eat the fruit, sucking out the juice and spitting the seeds and pulp out onto the ground. This helps disperse the seeds of these fruit trees, which may take root and grow where the bats have left them, and many species of plants depend on bats for seed dispersal.[142][143] The Jamaican fruit bat (Artibeus jamaicensis) has been recorded carrying fruits weighing 3–14 g (1⁄8–1⁄2 oz) or even as much as 50 g (1 3⁄4 oz).[144]
172
+
173
+ Nectar-eating bats have acquired specialised adaptations. These bats possess long muzzles and long, extensible tongues covered in fine bristles that aid them in feeding on particular flowers and plants.[143][145] The tube-lipped nectar bat (Anoura fistulata) has the longest tongue of any mammal relative to its body size. This is beneficial to them in terms of pollination and feeding. Their long, narrow tongues can reach deep into the long cup shape of some flowers. When the tongue retracts, it coils up inside the rib cage.[145] Because of these features, nectar-feeding bats cannot easily turn to other food sources in times of scarcity, making them more prone to extinction than other types of bat.[146][147] Nectar feeding also aids a variety of plants, since these bats serve as pollinators, as pollen gets attached to their fur while they are feeding. Around 500 species of flowering plant rely on bat pollination and thus tend to open their flowers at night.[143] Many rainforest plants depend on bat pollination.[148]
174
+
175
+ Some bats prey on other vertebrates, such as fish, frogs, lizards, birds and mammals.[41][150] The fringe-lipped bat (Trachops cirrhosus,) for example, is skilled at catching frogs. These bats locate large groups of frogs by tracking their mating calls, then plucking them from the surface of the water with their sharp canine teeth.[151] The greater noctule bat can catch birds in flight.[149] Some species, like the greater bulldog bat (Noctilio leporinus) hunt fish. They use echolocation to detect small ripples on the water's surface, swoop down and use specially enlarged claws on their hind feet to grab the fish, then take their prey to a feeding roost and consume it.[152] At least two species of bat are known to feed on other bats: the spectral bat (Vampyrum spectrum), and the ghost bat (Macroderma gigas).[153]
176
+
177
+ A few species, specifically the common, white-winged, and hairy-legged vampire bats, only feed on animal blood (hematophagy). The common vampire bat typically feeds on large mammals such as cattle; the hairy-legged and white-winged vampires feed on birds.[154] Vampire bats target sleeping prey and can detect deep breathing.[155] Heat sensors in the nose help them to detect blood vessels near the surface of the skin.[156] They pierce the animal's skin with their teeth, biting away a small flap,[157] and lap up the blood with their tongues, which have lateral grooves adapted to this purpose.[158] The blood is kept from clotting by an anticoagulant in the saliva.[157]
178
+
179
+ Bats are subject to predation from birds of prey, such as owls, hawks, and falcons, and at roosts from terrestrial predators able to climb, such as cats.[159] Twenty species of tropical New World snakes are known to capture bats, often waiting at the entrances of refuges, such as caves, for bats to fly past.[160] J. Rydell and J. R. Speakman argue that bats evolved nocturnality during the early and middle Eocene period to avoid predators.[159] The evidence is thought by some zoologists to be equivocal so far.[161]
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+ Among ectoparasites, bats carry fleas and mites, as well as specific parasites such as bat bugs and bat flies (Nycteribiidae and Streblidae).[162][163] Bats are among the few non-aquatic mammalian orders that do not host lice, possibly due to competition from more specialised parasites that occupy the same niche.[163]
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+ White nose syndrome is a condition associated with the deaths of millions of bats in the Eastern United States and Canada.[164] The disease is named after a white fungus, Pseudogymnoascus destructans, found growing on the muzzles, ears, and wings of afflicted bats. The fungus is mostly spread from bat to bat, and causes the disease.[165] The fungus was first discovered in central New York State in 2006 and spread quickly to the entire Eastern US north of Florida; mortality rates of 90–100% have been observed in most affected caves.[166] New England and the mid-Atlantic states have, since 2006, witnessed entire species completely extirpated and others with numbers that have gone from the hundreds of thousands, even millions, to a few hundred or less.[167] Nova Scotia, Quebec, Ontario, and New Brunswick have witnessed identical die offs, with the Canadian government making preparations to protect all remaining bat populations in its territory.[168] Scientific evidence suggests that longer winters where the fungus has a longer period to infect bats result in greater mortality.[169][170][171] In 2014, the infection crossed the Mississippi River,[172] and in 2017, it was found on bats in Texas.[173]
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+ Bats are natural reservoirs for a large number of zoonotic pathogens,[174] including rabies, endemic in many bat populations,[175][176][177] histoplasmosis both directly and in guano,[178] Nipah and Hendra viruses,[179][180] and possibly the ebola virus,[181][182] whose natural reservoir is yet unknown.[183][184] Their high mobility, broad distribution, long life spans, substantial sympatry (range overlap) of species, and social behaviour make bats favourable hosts and vectors of disease.[185] Reviews have found different answers as to whether bats have more zoonotic viruses than other mammal groups. One 2015 review found that bats, rodents, and primates all harbored significantly more zoonotic viruses (which can be transmitted to humans) than other mammal groups, though the differences among the aforementioned three groups were not significant (bats have no more zoonotic viruses than rodents and primates).[186] Another 2020 review of mammals and birds found that the identify of the taxonomic groups did not have any impact on the probability of harboring zoonotic viruses. Instead, more diverse groups had greater viral diversity.[187]
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+ They seem to be highly resistant to many of the pathogens they carry, suggesting a degree of adaptation to their immune systems.[185]>[188][189] Their interactions with livestock and pets, including predation by vampire bats, accidental encounters, and the scavenging of bat carcasses, compound the risk of zoonotic transmission.[176] Bats are implicated in the emergence of severe acute respiratory syndrome (SARS) in China, since they serve as natural hosts for coronaviruses, several from a single cave in Yunnan, one of which developed into the SARS virus.[178][190][191] However, they do neither cause nor spread COVID-19.[192]
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+ Some bats lead solitary lives, while others live in colonies of more than a million.[193] Living in large colonies lessens the risk to an individual of predation.[41] Temperate bat species may swarm at hibernation sites as autumn approaches. This may serve to introduce young to hibernation sites, signal reproduction in adults and allow adults to breed with those from other groups.[194]
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+ Several species have a fission-fusion social structure, where large numbers of bats congregate in one roosting area, along with breaking up and mixing of subgroups. Within these societies, bats are able to maintain long-term relationships.[195] Some of these relationships consist of matrilineally related females and their dependent offspring.[196] Food sharing and mutual grooming may occur in certain species, such as the common vampire bat (Desmodus rotundus), and these strengthen social bonds.[197][198]
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+ Bats are among the most vocal of mammals and produce calls to attract mates, find roost partners and defend resources. These calls are typically low-frequency and can travel long distances.[41][200] Mexican free-tailed bats are one of the few species to "sing" like birds. Males sing to attract females. Songs have three phrases: chirps, trills and buzzes, the former having "A" and "B" syllables. Bat songs are highly stereotypical but with variation in syllable number, phrase order, and phrase repetitions between individuals.[199] Among greater spear-nosed bats (Phyllostomus hastatus), females produce loud, broadband calls among their roost mates to form group cohesion. Calls differ between roosting groups and may arise from vocal learning.[201]
194
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+ In a study on captive Egyptian fruit bats, 70% of the directed calls could be identified by the researchers as to which individual bat made it, and 60% could be categorised into four contexts: squabbling over food, jostling over position in their sleeping cluster, protesting over mating attempts and arguing when perched in close proximity to each other. The animals made slightly different sounds when communicating with different individual bats, especially those of the opposite sex.[202] In the highly sexually dimorphic hammer-headed bat (Hypsignathus monstrosus), males produce deep, resonating, monotonous calls to attract females. Bats in flight make vocal signals for traffic control. Greater bulldog bats honk when on a collision course with each other.[200]
196
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+ Bats also communicate by other means. Male little yellow-shouldered bats (Sturnira lilium) have shoulder glands that produce a spicy odour during the breeding season. Like many other species, they have hair specialised for retaining and dispersing secretions. Such hair forms a conspicuous collar around the necks of the some Old World megabat males. Male greater sac-winged bats (Saccopteryx bilineata) have sacs in their wings in which they mix body secretions like saliva and urine to create a perfume that they sprinkle on roost sites, a behaviour known as "salting". Salting may be accompanied by singing.[200]
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+ Most bat species are polygynous, where males mate with multiple females. Male pipistrelle, noctule and vampire bats may claim and defend resources that attract females, such as roost sites, and mate with those females. Males unable to claim a site are forced to live on the periphery where they have less reproductive success.[203][41] Promiscuity, where both sexes mate with multiple partners, exists in species like the Mexican free-tailed bat and the little brown bat.[204][205] There appears to be bias towards certain males among females in these bats.[41] In a few species, such as the yellow-winged bat and spectral bat, adult males and females form monogamous pairs.[41][206] Lek mating, where males aggregate and compete for female choice through display, is rare in bats[207] but occurs in the hammerheaded bat.[208]
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+ For temperate living bats, mating takes place in late summer and early autumn.[209] Tropical bats may mate during the dry season.[210] After copulation, the male may leave behind a mating plug to block the sperm of other males and thus ensure his paternity.[211] In hibernating species, males are known to mate with females in torpor.[41] Female bats use a variety of strategies to control the timing of pregnancy and the birth of young, to make delivery coincide with maximum food ability and other ecological factors. Females of some species have delayed fertilisation, in which sperm is stored in the reproductive tract for several months after mating. Mating occurs in the autumn but fertilisation does not occur until the following spring. Other species exhibit delayed implantation, in which the egg is fertilised after mating, but remains free in the reproductive tract until external conditions become favourable for giving birth and caring for the offspring.[212] In another strategy, fertilisation and implantation both occur, but development of the foetus is delayed until good conditions prevail. During the delayed development the mother keeps the fertilised egg alive with nutrients. This process can go on for a long period, because of the advanced gas exchange system.[213]
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+ For temperate living bats, births typically take place in May or June in the northern hemisphere; births in the southern hemisphere occur in November and December. Tropical species give birth at the beginning of the rainy season.[214] In most bat species, females carry and give birth to a single pup per litter.[215] At birth, a bat pup can be up to 40 percent of the mother's weight,[41] and the pelvic girdle of the female can expand during birth as the two halves are connected by a flexible ligament.[216] Females typically give birth in a head-up or horizontal position, using gravity to make birthing easier. The young emerges rear-first, possibly to prevent the wings from getting tangled, and the female cradles it in her wing and tail membranes. In many species, females give birth and raise their young in maternity colonies and may assist each other in birthing.[217][218][216]
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+ Most of the care for a young bat comes from the mother. In monogamous species, the father plays a role. Allo-suckling, where a female suckles another mother's young, occurs in several species. This may serve to increase colony size in species where females return to their natal colony to breed.[41] A young bat's ability to fly coincides with the development of an adult body and forelimb length. For the little brown bat, this occurs about eighteen days after birth. Weaning of young for most species takes place in under eighty days. The common vampire bat nurses its offspring beyond that and young vampire bats achieve independence later in life than other species. This is probably due to the species' blood-based diet, which is difficult to obtain on a nightly basis.[219]
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+ The maximum lifespan of bats is three-and-a-half times longer than other mammals of similar size. Six species have been recorded to live over 30 years in the wild: the brown long-eared bat (Plecotus auritus), the little brown bat (Myotis lucifugus), Brandt's bat (Myotis brandti), the lesser mouse-eared bat (Myotis blythii) the greater horseshoe bat (Rhinolophus ferrumequinum), and the Indian flying fox (Pteropus giganteus).[220] One hypothesis consistent with the rate-of-living theory links this to the fact that they slow down their metabolic rate while hibernating; bats that hibernate, on average, have a longer lifespan than bats that do not.[221][222] Another hypothesis is that flying has reduced their mortality rate, which would also be true for birds and gliding mammals. Bat species that give birth to multiple pups generally have a shorter lifespan than species that give birth to only a single pup. Cave-roosting species may have a longer lifespan than non-roosting species because of the decreased predation in caves. A male Brandt's bat was recaptured in the wild after 41 years, making it the oldest known bat.[222][223]
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+ Groups such as the Bat Conservation International[224] aim to increase awareness of bats' ecological roles and the environmental threats they face. In the United Kingdom, all bats are protected under the Wildlife and Countryside Acts, and disturbing a bat or its roost can be punished with a heavy fine.[225]
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+ In Sarawak, Malaysia, "all bats"[226] are protected under the Wildlife Protection Ordinance 1998,[226] but species such as the hairless bat (Cheiromeles torquatus) are still eaten by the local communities.[227] Humans have caused the extinction of several species of bat in modern history, the most recent being the Christmas Island pipistrelle (Pipistrellus murrayi), which was declared extinct in 2009.[228]
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+ Many people put up bat houses to attract bats.[229] The 1991 University of Florida bat house is the largest occupied artificial roost in the world, with around 400,000 residents.[230] In Britain, thickwalled and partly underground World War II pillboxes have been converted to make roosts for bats,[231][232] and purpose-built bat houses are occasionally built to mitigate damage to habitat from road or other developments.[233][234] Cave gates are sometimes installed to limit human entry into caves with sensitive or endangered bat species. The gates are designed not to limit the airflow, and thus to maintain the cave's micro-ecosystem.[235] Of the 47 species of bats found in the United States, 35 are known to use human structures, including buildings and bridges. Fourteen species use bat houses.[236]
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+ Bats are eaten in countries across Africa, Asia and the Pacific Rim. In some cases, such as in Guam, flying foxes have become endangered through being hunted for food.[237] There is evidence that wind turbines create sufficient barotrauma (pressure damage) to kill bats.[238] Bats have typical mammalian lungs, which are thought to be more sensitive to sudden air pressure changes than the lungs of birds, making them more liable to fatal rupture.[239][240][241][242][243] Bats may be attracted to turbines, perhaps seeking roosts, increasing the death rate.[239] Acoustic deterrents may help to reduce bat mortality at wind farms.[244]
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+ Since bats are mammals, yet can fly, they are considered to be liminal beings in various traditions.[245] In many cultures, including in Europe, bats are associated with darkness, death, witchcraft, and malevolence.[246] Among Native Americans such as the Creek, Cherokee and Apache, the bat is a trickster spirit. In Tanzania, a winged batlike creature known as Popobawa is believed to be a shapeshifting evil spirit that assaults and sodomises its victims.[247] In Aztec mythology, bats symbolised the land of the dead, destruction, and decay.[248][249][250] An East Nigerian tale tells that the bat developed its nocturnal habits after causing the death of his partner, the bush-rat, and now hides by day to avoid arrest.[251]
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+ More positive depictions of bats exist in some cultures. In China, bats have been associated with happiness, joy and good fortune. Five bats are used to symbolise the "Five Blessings": longevity, wealth, health, love of virtue and peaceful death.[252] The bat is sacred in Tonga and is often considered the physical manifestation of a separable soul.[253] In the Zapotec civilisation of Mesoamerica, the bat god presided over corn and fertility.[254]
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+ The Weird Sisters in Shakespeare's Macbeth used the fur of a bat in their brew.[255] In Western culture, the bat is often a symbol of the night and its foreboding nature. The bat is a primary animal associated with fictional characters of the night, both villainous vampires, such as Count Dracula and before him Varney the Vampire,[256] and heroes, such as Batman.[257] Kenneth Oppel's Silverwing novels narrate the adventures of a young bat,[258] based on the silver-haired bat of North America.[259]
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+ The bat is sometimes used as a heraldic symbol in Spain and France, appearing in the coats of arms of the towns of Valencia, Palma de Mallorca, Fraga, Albacete, and Montchauvet.[260][261][262] Three US states have an official state bat. Texas and Oklahoma are represented by the Mexican free-tailed bat, while Virginia is represented by the Virginia big-eared bat (Corynorhinus townsendii virginianus).[263]
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+ Insectivorous bats in particular are especially helpful to farmers, as they control populations of agricultural pests and reduce the need to use pesticides. It has been estimated that bats save the agricultural industry of the United States anywhere from $3.7 billion to $53 billion per year in pesticides and damage to crops. This also prevents the overuse of pesticides, which can pollute the surrounding environment, and may lead to resistance in future generations of insects.[264]
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+ Bat dung, a type of guano, is rich in nitrates and is mined from caves for use as fertiliser.[265] During the US Civil War, saltpetre was collected from caves to make gunpowder; it used to be thought that this was bat guano, but most of the nitrate comes from nitrifying bacteria.[266]
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+ The Congress Avenue Bridge in Austin, Texas, is the summer home to North America's largest urban bat colony, an estimated 1,500,000 Mexican free-tailed bats. About 100,000 tourists a year visit the bridge at twilight to watch the bats leave the roost.[267]
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+ Rail transport (also known as train transport) is a means of transferring passengers and goods on wheeled vehicles running on rails, which are located on tracks. In contrast to road transport, where vehicles run on a prepared flat surface, rail vehicles (rolling stock) are directionally guided by the tracks on which they run. Tracks usually consist of steel rails, installed on ties (sleepers) set in ballast, on which the rolling stock, usually fitted with metal wheels, moves. Other variations are also possible, such as slab track. This is where the rails are fastened to a concrete foundation resting on a prepared subsurface.
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+ Rolling stock in a rail transport system generally encounters lower frictional resistance than rubber-tired road vehicles, so passenger and freight cars (carriages and wagons) can be coupled into longer trains. The operation is carried out by a railway company, providing transport between train stations or freight customer facilities. Power is provided by locomotives which either draw electric power from a railway electrification system or produce their own power, usually by diesel engines or, historically, steam engines. Most tracks are accompanied by a signalling system. Railways are a safe land transport system when compared to other forms of transport.[Nb 1] Railway transport is capable of high levels of passenger and cargo utilization and energy efficiency, but is often less flexible and more capital-intensive than road transport, when lower traffic levels are considered.
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+ The oldest known, man/animal-hauled railways date back to the 6th century BC in Corinth, Greece. Rail transport then commenced in mid 16th century in Germany in the form of horse-powered funiculars and wagonways. Modern rail transport commenced with the British development of the steam locomotives in the early 19th century. Thus the railway system in Great Britain is the oldest in the world. Built by George Stephenson and his son Robert's company Robert Stephenson and Company, the Locomotion No. 1 is the first steam locomotive to carry passengers on a public rail line, the Stockton and Darlington Railway in 1825. George Stephenson also built the first public inter-city railway line in the world to use only the steam locomotives all the time, the Liverpool and Manchester Railway which opened in 1830. With steam engines, one could construct mainline railways, which were a key component of the Industrial Revolution. Also, railways reduced the costs of shipping, and allowed for fewer lost goods, compared with water transport, which faced occasional sinking of ships. The change from canals to railways allowed for "national markets" in which prices varied very little from city to city. The spread of the railway network and the use of railway timetables, led to the standardisation of time (railway time) in Britain based on Greenwich Mean Time. Prior to this, major towns and cities varied their local time relative to GMT. The invention and development of the railway in the United Kingdom was one of the most important technological inventions of the 19th century. The world's first underground railway, the Metropolitan Railway (part of the London Underground), opened in 1863.
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+ In the 1880s, electrified trains were introduced, leading to electrification of tramways and rapid transit systems. Starting during the 1940s, the non-electrified railways in most countries had their steam locomotives replaced by diesel-electric locomotives, with the process being almost complete by the 2000s. During the 1960s, electrified high-speed railway systems were introduced in Japan and later in some other countries. Many countries are in the process of replacing diesel locomotives with electric locomotives, mainly due to environmental concerns, a notable example being Switzerland, which has completely electrified its network. Other forms of guided ground transport outside the traditional railway definitions, such as monorail or maglev, have been tried but have seen limited use.
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+ Following a decline after World War II due to competition from cars and airplanes, rail transport has had a revival in recent decades due to road congestion and rising fuel prices, as well as governments investing in rail as a means of reducing CO2 emissions in the context of concerns about global warming.
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+ The history of rail transport began in the 6th century BC in Ancient Greece. It can be divided up into several discrete periods defined by the principal means of track material and motive power used.
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+ Evidence indicates that there was 6 to 8.5 km long Diolkos paved trackway, which transported boats across the Isthmus of Corinth in Greece from around 600 BC.[1][2][3][4][5] Wheeled vehicles pulled by men and animals ran in grooves in limestone, which provided the track element, preventing the wagons from leaving the intended route. The Diolkos was in use for over 650 years, until at least the 1st century AD.[5] Paved trackways were also later built in Roman Egypt.[6]
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+ In 1515, Cardinal Matthäus Lang wrote a description of the Reisszug, a funicular railway at the Hohensalzburg Fortress in Austria. The line originally used wooden rails and a hemp haulage rope and was operated by human or animal power, through a treadwheel.[7] The line still exists and is operational, although in updated form and is possibly the oldest operational railway.[8]
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+ Wagonways (or tramways) using wooden rails, hauled by horses, started appearing in the 1550s to facilitate the transport of ore tubs to and from mines, and soon became popular in Europe. Such an operation was illustrated in Germany in 1556 by Georgius Agricola in his work De re metallica.[9] This line used "Hund" carts with unflanged wheels running on wooden planks and a vertical pin on the truck fitting into the gap between the planks to keep it going the right way. The miners called the wagons Hunde ("dogs") from the noise they made on the tracks.[10]
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+ There are many references to their use in central Europe in the 16th century.[11] Such a transport system was later used by German miners at Caldbeck, Cumbria, England, perhaps from the 1560s.[12] A wagonway was built at Prescot, near Liverpool, sometime around 1600, possibly as early as 1594. Owned by Philip Layton, the line carried coal from a pit near Prescot Hall to a terminus about half a mile away.[13] A funicular railway was also made at Broseley in Shropshire some time before 1604. This carried coal for James Clifford from his mines down to the river Severn to be loaded onto barges and carried to riverside towns.[14] The Wollaton Wagonway, completed in 1604 by Huntingdon Beaumont, has sometimes erroneously been cited as the earliest British railway. It ran from Strelley to Wollaton near Nottingham.[15]
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+ The Middleton Railway in Leeds, which was built in 1758, later became the world's oldest operational railway (other than funiculars), albeit now in an upgraded form. In 1764, the first railway in the Americas was built in Lewiston, New York.[16]
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+
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+ In the late 1760s, the Coalbrookdale Company began to fix plates of cast iron to the upper surface of the wooden rails. This allowed a variation of gauge to be used. At first only balloon loops could be used for turning, but later, movable points were taken into use that allowed for switching.[17]
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+ A system was introduced in which unflanged wheels ran on L-shaped metal plates – these became known as plateways. John Curr, a Sheffield colliery manager, invented this flanged rail in 1787, though the exact date of this is disputed. The plate rail was taken up by Benjamin Outram for wagonways serving his canals, manufacturing them at his Butterley ironworks. In 1803, William Jessop opened the Surrey Iron Railway, a double track plateway, erroneously sometimes cited as world's first public railway, in south London.[18]
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+ Meanwhile, William Jessop had earlier used a form of all-iron edge rail and flanged wheels successfully for an extension to the Charnwood Forest Canal at Nanpantan, Loughborough, Leicestershire in 1789. In 1790, Jessop and his partner Outram began to manufacture edge-rails. Jessop became a partner in the Butterley Company in 1790. The first public edgeway (thus also first public railway) built was Lake Lock Rail Road in 1796. Although the primary purpose of the line was to carry coal, it also carried passengers.
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+ These two systems of constructing iron railways, the "L" plate-rail and the smooth edge-rail, continued to exist side by side until well into the early 19th century. The flanged wheel and edge-rail eventually proved its superiority and became the standard for railways.
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+ Cast iron used in rails proved unsatisfactory because it was brittle and broke under heavy loads. The wrought iron invented by John Birkinshaw in 1820 replaced cast iron. Wrought iron (usually simply referred to as "iron") was a ductile material that could undergo considerable deformation before breaking, making it more suitable for iron rails. But iron was expensive to produce until Henry Cort patented the puddling process in 1784. In 1783 Cort also patented the rolling process, which was 15 times faster at consolidating and shaping iron than hammering.[19] These processes greatly lowered the cost of producing iron and rails. The next important development in iron production was hot blast developed by James Beaumont Neilson (patented 1828), which considerably reduced the amount of coke (fuel) or charcoal needed to produce pig iron.[20] Wrought iron was a soft material that contained slag or dross. The softness and dross tended to make iron rails distort and delaminate and they lasted less than 10 years. Sometimes they lasted as little as one year under high traffic. All these developments in the production of iron eventually led to replacement of composite wood/iron rails with superior all iron rails.
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+ The introduction of the Bessemer process, enabling steel to be made inexpensively, led to the era of great expansion of railways that began in the late 1860s. Steel rails lasted several times longer than iron.[21][22][23] Steel rails made heavier locomotives possible, allowing for longer trains and improving the productivity of railroads.[24] The Bessemer process introduced nitrogen into the steel, which caused the steel to become brittle with age. The open hearth furnace began to replace the Bessemer process near the end of the 19th century, improving the quality of steel and further reducing costs. Thus steel completely replaced the use of iron in rails, becoming standard for all railways.
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+ The first passenger horsecar or tram, Swansea and Mumbles Railway was opened between Swansea and Mumbles in Wales in 1807.[25] Horses remained the preferable mode for tram transport even after the arrival of steam engines until the end of the 19th century, because they were cleaner compared to steam driven trams which caused smoke in city streets.
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+ In 1784 James Watt, a Scottish inventor and mechanical engineer, patented a design for a steam locomotive. Watt had improved the steam engine of Thomas Newcomen, hitherto used to pump water out of mines, and developed a reciprocating engine in 1769 capable of powering a wheel. This was a large stationary engine, powering cotton mills and a variety of machinery; the state of boiler technology necessitated the use of low pressure steam acting upon a vacuum in the cylinder, which required a separate condenser and an air pump. Nevertheless, as the construction of boilers improved, Watt investigated the use of high-pressure steam acting directly upon a piston, raising the possibility of a smaller engine that might be used to power a vehicle. Following his patent, Watt's employee William Murdoch produced a working model of a self-propelled steam carriage in that year.[26]
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+ The first full-scale working railway steam locomotive was built in the United Kingdom in 1804 by Richard Trevithick, a British engineer born in Cornwall. This used high-pressure steam to drive the engine by one power stroke. The transmission system employed a large flywheel to even out the action of the piston rod. On 21 February 1804, the world's first steam-powered railway journey took place when Trevithick's unnamed steam locomotive hauled a train along the tramway of the Penydarren ironworks, near Merthyr Tydfil in South Wales.[27][28] Trevithick later demonstrated a locomotive operating upon a piece of circular rail track in Bloomsbury, London, the Catch Me Who Can, but never got beyond the experimental stage with railway locomotives, not least because his engines were too heavy for the cast-iron plateway track then in use.[29]
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+ The first commercially successful steam locomotive was Matthew Murray's rack locomotive Salamanca built for the Middleton Railway in Leeds in 1812. This twin-cylinder locomotive was light enough to not break the edge-rails track and solved the problem of adhesion by a cog-wheel using teeth cast on the side of one of the rails. Thus it was also the first rack railway.
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+ This was followed in 1813 by the locomotive Puffing Billy built by Christopher Blackett and William Hedley for the Wylam Colliery Railway, the first successful locomotive running by adhesion only. This was accomplished by the distribution of weight between a number of wheels. Puffing Billy is now on display in the Science Museum in London, making it the oldest locomotive in existence.[30]
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+ In 1814 George Stephenson, inspired by the early locomotives of Trevithick, Murray and Hedley, persuaded the manager of the Killingworth colliery where he worked to allow him to build a steam-powered machine. Stephenson played a pivotal role in the development and widespread adoption of the steam locomotive. His designs considerably improved on the work of the earlier pioneers. He built the locomotive Blücher, also a successful flanged-wheel adhesion locomotive. In 1825 he built the locomotive Locomotion for the Stockton and Darlington Railway in the north east of England, which became the first public steam railway in the world in 1825, although it used both horse power and steam power on different runs. In 1829, he built the locomotive Rocket, which entered in and won the Rainhill Trials. This success led to Stephenson establishing his company as the pre-eminent builder of steam locomotives for railways in Great Britain and Ireland, the United States, and much of Europe.[31]:24–30 The first public railway which used only steam locomotives, all the time, was Liverpool and Manchester Railway, built in 1830.
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+ Steam power continued to be the dominant power system in railways around the world for more than a century.
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+ The first known electric locomotive was built in 1837 by chemist Robert Davidson of Aberdeen in Scotland, and it was powered by galvanic cells (batteries). Thus it was also the earliest battery electric locomotive. Davidson later built a larger locomotive named Galvani, exhibited at the Royal Scottish Society of Arts Exhibition in 1841. The seven-ton vehicle had two direct-drive reluctance motors, with fixed electromagnets acting on iron bars attached to a wooden cylinder on each axle, and simple commutators. It hauled a load of six tons at four miles per hour (6 kilometers per hour) for a distance of one and a half miles (2.4 kilometres). It was tested on the Edinburgh and Glasgow Railway in September of the following year, but the limited power from batteries prevented its general use. It was destroyed by railway workers, who saw it as a threat to their job security.[32][33][34]
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+ Werner von Siemens demonstrated an electric railway in 1879 in Berlin. The world's first electric tram line, Gross-Lichterfelde Tramway, opened in Lichterfelde near Berlin, Germany, in 1881. It was built by Siemens. The tram ran on 180 Volt DC, which was supplied by running rails. In 1891 the track was equipped with an overhead wire and the line was extended to Berlin-Lichterfelde West station. The Volk's Electric Railway opened in 1883 in Brighton, England. The railway is still operational, thus making it the oldest operational electric railway in the world. Also in 1883, Mödling and Hinterbrühl Tram opened near Vienna in Austria. It was the first tram line in the world in regular service powered from an overhead line. Five years later, in the U.S. electric trolleys were pioneered in 1888 on the Richmond Union Passenger Railway, using equipment designed by Frank J. Sprague.[35]
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+ The first use of electrification on a main line was on a four-mile section of the Baltimore Belt Line of the Baltimore and Ohio Railroad (B&O) in 1895 connecting the main portion of the B&O to the new line to New York through a series of tunnels around the edges of Baltimore's downtown. Electricity quickly became the power supply of choice for subways, abetted by the Sprague's invention of multiple-unit train control in 1897. By the early 1900s most street railways were electrified.
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+ The London Underground, the world's oldest underground railway, opened in 1863, and it began operating electric services using a fourth rail system in 1890 on the City and South London Railway, now part of the London Underground Northern line. This was the first major railway to use electric traction. The world's first deep-level electric railway, it runs from the City of London, under the River Thames, to Stockwell in south London.[36]
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+ The first practical AC electric locomotive was designed by Charles Brown, then working for Oerlikon, Zürich. In 1891, Brown had demonstrated long-distance power transmission, using three-phase AC, between a hydro-electric plant at Lauffen am Neckar and Frankfurt am Main West, a distance of 280 km. Using experience he had gained while working for Jean Heilmann on steam-electric locomotive designs, Brown observed that three-phase motors had a higher power-to-weight ratio than DC motors and, because of the absence of a commutator, were simpler to manufacture and maintain.[37] However, they were much larger than the DC motors of the time and could not be mounted in underfloor bogies: they could only be carried within locomotive bodies.[38]
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+ In 1894, Hungarian engineer Kálmán Kandó developed a new type 3-phase asynchronous electric drive motors and generators for electric locomotives. Kandó's early 1894 designs were first applied in a short three-phase AC tramway in Evian-les-Bains (France), which was constructed between 1896 and 1898.[39][40][41][42][43]
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+ In 1896, Oerlikon installed the first commercial example of the system on the Lugano Tramway. Each 30-tonne locomotive had two 110 kW (150 hp) motors run by three-phase 750 V 40 Hz fed from double overhead lines. Three-phase motors run at constant speed and provide regenerative braking, and are well suited to steeply graded routes, and the first main-line three-phase locomotives were supplied by Brown (by then in partnership with Walter Boveri) in 1899 on the 40 km Burgdorf–Thun line, Switzerland.
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+ Italian railways were the first in the world to introduce electric traction for the entire length of a main line rather than a short section. The 106 km Valtellina line was opened on 4 September 1902, designed by Kandó and a team from the Ganz works.[44][45] The electrical system was three-phase at 3 kV 15 Hz. In 1918,[46] Kandó invented and developed the rotary phase converter, enabling electric locomotives to use three-phase motors whilst supplied via a single overhead wire, carrying the simple industrial frequency (50 Hz) single phase AC of the high voltage national networks.[45]
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+ An important contribution to the wider adoption of AC traction came from SNCF of France after World War II. The company conducted trials at AC 50 Hz, and established it as a standard. Following SNCF's successful trials, 50 Hz, now also called industrial frequency was adopted as standard for main-lines across the world.[47]
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+ Earliest recorded examples of an internal combustion engine for railway use included a prototype designed by William Dent Priestman, which was examined by Sir William Thomson in 1888 who described it as a "[Priestman oil engine] mounted upon a truck which is worked on a temporary line of rails to show the adaptation of a petroleum engine for locomotive purposes.".[48][49] In 1894, a 20 hp (15 kW) two axle machine built by Priestman Brothers was used on the Hull Docks.[50]
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+
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+ In 1906, Rudolf Diesel, Adolf Klose and the steam and diesel engine manufacturer Gebrüder Sulzer founded Diesel-Sulzer-Klose GmbH to manufacture diesel-powered locomotives. Sulzer had been manufacturing diesel engines since 1898. The Prussian State Railways ordered a diesel locomotive from the company in 1909. The world's first diesel-powered locomotive was operated in the summer of 1912 on the Winterthur–Romanshorn railway in Switzerland, but was not a commercial success.[51] The locomotive weight was 95 tonnes and the power was 883 kW with a maximum speed of 100 km/h.[52] Small numbers of prototype diesel locomotives were produced in a number of countries through the mid-1920s.
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+ A significant breakthrough occurred in 1914, when Hermann Lemp, a General Electric electrical engineer, developed and patented a reliable direct current electrical control system (subsequent improvements were also patented by Lemp).[53] Lemp's design used a single lever to control both engine and generator in a coordinated fashion, and was the prototype for all diesel–electric locomotive control systems. In 1914, world's first functional diesel–electric railcars were produced for the Königlich-Sächsische Staatseisenbahnen (Royal Saxon State Railways) by Waggonfabrik Rastatt with electric equipment from Brown, Boveri & Cie and diesel engines from Swiss Sulzer AG. They were classified as DET 1 and DET 2 (de.wiki). The first regular use of diesel–electric locomotives was in switching (shunter) applications. General Electric produced several small switching locomotives in the 1930s (the famous "44-tonner" switcher was introduced in 1940) Westinghouse Electric and Baldwin collaborated to build switching locomotives starting in 1929.
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+ In 1929, the Canadian National Railways became the first North American railway to use diesels in mainline service with two units, 9000 and 9001, from Westinghouse.[54]
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+ Although steam and diesel services reaching speeds up to 200 km/h were started before the 1960s in Europe, they were not very successful[citation needed].
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+ The first electrified high-speed rail Tōkaidō Shinkansen was introduced in 1964 between Tokyo and Osaka in Japan. Since then high-speed rail transport, functioning at speeds up to and above 300 km/h, has been built in Japan, Spain, France, Germany, Italy, the People's Republic of China, Taiwan (Republic of China), the United Kingdom, South Korea, Scandinavia, Belgium and the Netherlands. The construction of many of these lines has resulted in the dramatic decline of short haul flights and automotive traffic between connected cities, such as the London–Paris–Brussels corridor, Madrid–Barcelona, Milan–Rome–Naples, as well as many other major lines.[citation needed]
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+ High-speed trains normally operate on standard gauge tracks of continuously welded rail on grade-separated right-of-way that incorporates a large turning radius in its design. While high-speed rail is most often designed for passenger travel, some high-speed systems also offer freight service.
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+ A train is a connected series of rail vehicles that move along the track. Propulsion for the train is provided by a separate locomotive or from individual motors in self-propelled multiple units. Most trains carry a revenue load, although non-revenue cars exist for the railway's own use, such as for maintenance-of-way purposes. The engine driver (engineer in North America) controls the locomotive or other power cars, although people movers and some rapid transits are under automatic control.
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+ Traditionally, trains are pulled using a locomotive. This involves one or more powered vehicles being located at the front of the train, providing sufficient tractive force to haul the weight of the full train. This arrangement remains dominant for freight trains and is often used for passenger trains. A push–pull train has the end passenger car equipped with a driver's cab so that the engine driver can remotely control the locomotive. This allows one of the locomotive-hauled train's drawbacks to be removed, since the locomotive need not be moved to the front of the train each time the train changes direction. A railroad car is a vehicle used for the haulage of either passengers or freight.
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+ A multiple unit has powered wheels throughout the whole train. These are used for rapid transit and tram systems, as well as many both short- and long-haul passenger trains. A railcar is a single, self-powered car, and may be electrically-propelled or powered by a diesel engine. Multiple units have a driver's cab at each end of the unit, and were developed following the ability to build electric motors and engines small enough to fit under the coach. There are only a few freight multiple units, most of which are high-speed post trains.
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+ Steam locomotives are locomotives with a steam engine that provides adhesion. Coal, petroleum, or wood is burned in a firebox, boiling water in the boiler to create pressurized steam. The steam travels through the smokebox before leaving via the chimney or smoke stack. In the process, it powers a piston that transmits power directly through a connecting rod (US: main rod) and a crankpin (US: wristpin) on the driving wheel (US main driver) or to a crank on a driving axle. Steam locomotives have been phased out in most parts of the world for economical and safety reasons, although many are preserved in working order by heritage railways.
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+ Electric locomotives draw power from a stationary source via an overhead wire or third rail. Some also or instead use a battery. In locomotives that are powered by high voltage alternating current, a transformer in the locomotive converts the high voltage, low current power to low voltage, high current used in the traction motors that power the wheels. Modern locomotives may use three-phase AC induction motors or direct current motors. Under certain conditions, electric locomotives are the most powerful traction.[citation needed] They are also the cheapest to run and provide less noise and no local air pollution.[citation needed] However, they require high capital investments both for the overhead lines and the supporting infrastructure, as well as the generating station that is needed to produce electricity. Accordingly, electric traction is used on urban systems, lines with high traffic and for high-speed rail.
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+ Diesel locomotives use a diesel engine as the prime mover. The energy transmission may be either diesel-electric, diesel-mechanical or diesel-hydraulic but diesel-electric is dominant. Electro-diesel locomotives are built to run as diesel-electric on unelectrified sections and as electric locomotives on electrified sections.
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+ Alternative methods of motive power include magnetic levitation, horse-drawn, cable, gravity, pneumatics and gas turbine.
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+ A passenger train travels between stations where passengers may embark and disembark. The oversight of the train is the duty of a guard/train manager/conductor. Passenger trains are part of public transport and often make up the stem of the service, with buses feeding to stations. Passenger trains provide long-distance intercity travel, daily commuter trips, or local urban transit services, operating with a diversity of vehicles, operating speeds, right-of-way requirements, and service frequency. Service frequencies are often expressed as a number of trains per hour (tph).[55] Passenger trains can usually can be into two types of operation, intercity railway and intracity transit. Whereas intercity railway involve higher speeds, longer routes, and lower frequency (usually scheduled), intracity transit involves lower speeds, shorter routes, and higher frequency (especially during peak hours).[56]
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+ Intercity trains are long-haul trains that operate with few stops between cities. Trains typically have amenities such as a dining car. Some lines also provide over-night services with sleeping cars. Some long-haul trains have been given a specific name. Regional trains are medium distance trains that connect cities with outlying, surrounding areas, or provide a regional service, making more stops and having lower speeds. Commuter trains serve suburbs of urban areas, providing a daily commuting service. Airport rail links provide quick access from city centres to airports.
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+ High-speed rail are special inter-city trains that operate at much higher speeds than conventional railways, the limit being regarded at 200 to 350 kilometres per hour (120 to 220 mph). High-speed trains are used mostly for long-haul service and most systems are in Western Europe and East Asia. Magnetic levitation trains such as the Shanghai maglev train use under-riding magnets which attract themselves upward towards the underside of a guideway and this line has achieved somewhat higher peak speeds in day-to-day operation than conventional high-speed railways, although only over short distances. Due to their heightened speeds, route alignments for high-speed rail tend to have broader curves than conventional railways, but may have steeper grades that are more easily climbed by trains with large kinetic energy.
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+ Their high kinetic energy translates to higher horsepower-to-ton ratios (e.g. 20 horsepower per short ton or 16 kilowatts per tonne); this allows trains to accelerate and maintain higher speeds and negotiate steep grades as momentum builds up and recovered in downgrades (reducing cut, fill, and tunnelling requirements). Since lateral forces act on curves, curvatures are designed with the highest possible radius. All these features are dramatically different from freight operations, thus justifying exclusive high-speed rail lines if it is economically feasible.[56]
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+ Higher-speed rail services are intercity rail services that have top speeds higher than conventional intercity trains but the speeds are not as high as those in the high-speed rail services. These services are provided after improvements to the conventional rail infrastructure in order to support trains that can operate safely at higher speeds.
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+ Rapid transit is an intracity system built in large cities and has the highest capacity of any passenger transport system. It is usually grade-separated and commonly built underground or elevated. At street level, smaller trams can be used. Light rails are upgraded trams that have step-free access, their own right-of-way and sometimes sections underground. Monorail systems are elevated, medium-capacity systems. A people mover is a driverless, grade-separated train that serves only a few stations, as a shuttle. Due to the lack of uniformity of rapid transit systems, route alignment varies, with diverse rights-of-way (private land, side of road, street median) and geometric characteristics (sharp or broad curves, steep or gentle grades). For instance, the Chicago 'L' trains are designed with extremely short cars to negotiate the sharp curves in the Loop. New Jersey's PATH has similar-sized cars to accommodate curves in the trans-Hudson tunnels. San Francisco's BART operates large cars on its routes.[56]
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+ A freight train hauls cargo using freight cars specialized for the type of goods. Freight trains are very efficient, with economy of scale and high energy efficiency. However, their use can be reduced by lack of flexibility, if there is need of transshipment at both ends of the trip due to lack of tracks to the points of pick-up and delivery. Authorities often encourage the use of cargo rail transport due to its fame.[57]
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+ Container trains have become the beta type in the US for bulk haulage. Containers can easily be transshipped to other modes, such as ships and trucks, using cranes. This has succeeded the boxcar (wagon-load), where the cargo had to be loaded and unloaded into the train manually. The intermodal containerization of cargo has revolutionized the supply chain logistics industry, reducing ship costs significantly. In Europe, the sliding wall wagon has largely superseded the ordinary covered wagons. Other types of cars include refrigerator cars, stock cars for livestock and autoracks for road vehicles. When rail is combined with road transport, a roadrailer will allow trailers to be driven onto the train, allowing for easy transition between road and rail.
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+ Bulk handling represents a key advantage for rail transport. Low or even zero transshipment costs combined with energy efficiency and low inventory costs allow trains to handle bulk much cheaper than by road. Typical bulk cargo includes coal, ore, grains and liquids. Bulk is transported in open-topped cars, hopper cars and tank cars.
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+ Railway tracks are laid upon land owned or leased by the railway company. Owing to the desirability of maintaining modest grades, rails will often be laid in circuitous routes in hilly or mountainous terrain. Route length and grade requirements can be reduced by the use of alternating cuttings, bridges and tunnels – all of which can greatly increase the capital expenditures required to develop a right of way, while significantly reducing operating costs and allowing higher speeds on longer radius curves. In densely urbanized areas, railways are sometimes laid in tunnels to minimize the effects on existing properties.
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+ Track consists of two parallel steel rails, anchored perpendicular to members called ties (sleepers) of timber, concrete, steel, or plastic to maintain a consistent distance apart, or rail gauge. Rail gauges are usually categorized as standard gauge (used on approximately 55% of the world's existing railway lines), broad gauge, and narrow gauge.[citation needed] In addition to the rail gauge, the tracks will be laid to conform with a Loading gauge which defines the maximum height and width for railway vehicles and their loads to ensure safe passage through bridges, tunnels and other structures.
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+ The track guides the conical, flanged wheels, keeping the cars on the track without active steering and therefore allowing trains to be much longer than road vehicles. The rails and ties are usually placed on a foundation made of compressed earth on top of which is placed a bed of ballast to distribute the load from the ties and to prevent the track from buckling as the ground settles over time under the weight of the vehicles passing above.
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+ The ballast also serves as a means of drainage. Some more modern track in special areas is attached by direct fixation without ballast. Track may be prefabricated or assembled in place. By welding rails together to form lengths of continuous welded rail, additional wear and tear on rolling stock caused by the small surface gap at the joints between rails can be counteracted; this also makes for a quieter ride.
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+ On curves the outer rail may be at a higher level than the inner rail. This is called superelevation or cant. This reduces the forces tending to displace the track and makes for a more comfortable ride for standing livestock and standing or seated passengers. A given amount of superelevation is most effective over a limited range of speeds.
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+ Turnouts, also known as points and switches, are the means of directing a train onto a diverging section of track. Laid similar to normal track, a point typically consists of a frog (common crossing), check rails and two switch rails. The switch rails may be moved left or right, under the control of the signalling system, to determine which path the train will follow.
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+ Spikes in wooden ties can loosen over time, but split and rotten ties may be individually replaced with new wooden ties or concrete substitutes. Concrete ties can also develop cracks or splits, and can also be replaced individually. Should the rails settle due to soil subsidence, they can be lifted by specialized machinery and additional ballast tamped under the ties to level the rails.
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+ Periodically, ballast must be removed and replaced with clean ballast to ensure adequate drainage. Culverts and other passages for water must be kept clear lest water is impounded by the trackbed, causing landslips. Where trackbeds are placed along rivers, additional protection is usually placed to prevent streambank erosion during times of high water. Bridges require inspection and maintenance, since they are subject to large surges of stress in a short period of time when a heavy train crosses.
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+ The inspection of railway equipment is essential for the safe movement of trains. Many types of defect detectors are in use on the world's railroads. These devices utilize technologies that vary from a simplistic paddle and switch to infrared and laser scanning, and even ultrasonic audio analysis. Their use has avoided many rail accidents over the 70 years they have been used.
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+ Railway signalling is a system used to control railway traffic safely to prevent trains from colliding. Being guided by fixed rails which generate low friction, trains are uniquely susceptible to collision since they frequently operate at speeds that do not enable them to stop quickly or within the driver's sighting distance; road vehicles, which encounter a higher level of friction between their rubber tyres and the road surface, have much shorter braking distances. Most forms of train control involve movement authority being passed from those responsible for each section of a rail network to the train crew. Not all methods require the use of signals, and some systems are specific to single track railways.
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+ The signalling process is traditionally carried out in a signal box, a small building that houses the lever frame required for the signalman to operate switches and signal equipment. These are placed at various intervals along the route of a railway, controlling specified sections of track. More recent technological developments have made such operational doctrine superfluous, with the centralization of signalling operations to regional control rooms. This has been facilitated by the increased use of computers, allowing vast sections of track to be monitored from a single location. The common method of block signalling divides the track into zones guarded by combinations of block signals, operating rules, and automatic-control devices so that only one train may be in a block at any time.
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+ The electrification system provides electrical energy to the trains, so they can operate without a prime mover on board. This allows lower operating costs, but requires large capital investments along the lines. Mainline and tram systems normally have overhead wires, which hang from poles along the line. Grade-separated rapid transit sometimes use a ground third rail.
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+ Power may be fed as direct (DC) or alternating current (AC). The most common DC voltages are 600 and 750 V for tram and rapid transit systems, and 1,500 and 3,000 V for mainlines. The two dominant AC systems are 15 kV and 25 kV.
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+ A railway station serves as an area where passengers can board and alight from trains. A goods station is a yard which is exclusively used for loading and unloading cargo. Large passenger stations have at least one building providing conveniences for passengers, such as purchasing tickets and food. Smaller stations typically only consist of a platform. Early stations were sometimes built with both passenger and goods facilities.[58]
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+ Platforms are used to allow easy access to the trains, and are connected to each other via underpasses, footbridges and level crossings. Some large stations are built as culs-de-sac, with trains only operating out from one direction. Smaller stations normally serve local residential areas, and may have connection to feeder bus services. Large stations, in particular central stations, serve as the main public transport hub for the city, and have transfer available between rail services, and to rapid transit, tram or bus services.
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+ Since the 1980s, there has been an increasing trend to split up railway companies, with companies owning the rolling stock separated from those owning the infrastructure. This is particularly true in Europe, where this arrangement is required by the European Union. This has allowed open access by any train operator to any portion of the European railway network. In the UK, the railway track is state owned, with a public controlled body (Network Rail) running, maintaining and developing the track, while Train Operating Companies have run the trains since privatization in the 1990s.[59]
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+ In the U.S., virtually all rail networks and infrastructure outside the Northeast Corridor are privately owned by freight lines. Passenger lines, primarily Amtrak, operate as tenants on the freight lines. Consequently, operations must be closely synchronized and coordinated between freight and passenger railroads, with passenger trains often being dispatched by the host freight railroad. Due to this shared system, both are regulated by the Federal Railroad Administration (FRA) and may follow the AREMA recommended practices for track work and AAR standards for vehicles.[56]
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+ The main source of income for railway companies is from ticket revenue (for passenger transport) and shipment fees for cargo. Discounts and monthly passes are sometimes available for frequent travellers (e.g. season ticket and rail pass). Freight revenue may be sold per container slot or for a whole train. Sometimes, the shipper owns the cars and only rents the haulage. For passenger transport, advertisement income can be significant.
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+ Governments may choose to give subsidies to rail operation, since rail transport has fewer externalities than other dominant modes of transport. If the railway company is state-owned, the state may simply provide direct subsidies in exchange for increased production. If operations have been privatized, several options are available. Some countries have a system where the infrastructure is owned by a government agency or company – with open access to the tracks for any company that meets safety requirements. In such cases, the state may choose to provide the tracks free of charge, or for a fee that does not cover all costs. This is seen as analogous to the government providing free access to roads. For passenger operations, a direct subsidy may be paid to a public-owned operator, or public service obligation tender may be helt, and a time-limited contract awarded to the lowest bidder. Total EU rail subsidies amounted to €73 billion in 2005.[60]
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+ Amtrak, the US passenger rail service, and Canada's Via Rail are private railroad companies chartered by their respective national governments. As private passenger services declined because of competition from automobiles and airlines, they became shareholders of Amtrak either with a cash entrance fee or relinquishing their locomotives and rolling stock. The government subsidizes Amtrak by supplying start-up capital and making up for losses at the end of the fiscal year.[61][page needed]
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+ Trains can travel at very high speed, but they are heavy, are unable to deviate from the track and require a great distance to stop. Possible accidents include derailment (jumping the track), a collision with another train or collision with automobiles, other vehicles or pedestrians at level crossings. The last accounts for the majority of rail accidents and casualties. The most important safety measures to prevent accidents are strict operating rules, e.g. railway signalling and gates or grade separation at crossings. Train whistles, bells or horns warn of the presence of a train, while trackside signals maintain the distances between trains.
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+ An important element in the safety of many high-speed inter-city networks such as Japan's Shinkansen is the fact that trains only run on dedicated railway lines, without level crossings. This effectively eliminates the potential for collision with automobiles, other vehicles or pedestrians, vastly reduces the likelihood of collision with other trains and helps ensure services remain timely.
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+ As in any infrastructure asset, railways must keep up with periodic inspection and maintenance in order to minimize effect of infrastructure failures that can disrupt freight revenue operations and passenger services. Because passengers are considered the most crucial cargo and usually operate at higher speeds, steeper grades, and higher capacity/frequency, their lines are especially important. Inspection practices include track geometry cars or walking inspection. Curve maintenance especially for transit services includes gauging, fastener tightening, and rail replacement.
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+ Rail corrugation is a common issue with transit systems due to the high number of light-axle, wheel passages which result in grinding of the wheel/rail interface. Since maintenance may overlap with operations, maintenance windows (nighttime hours, off-peak hours, altering train schedules or routes) must be closely followed. In addition, passenger safety during maintenance work (inter-track fencing, proper storage of materials, track work notices, hazards of equipment near states) must be regarded at all times. At times, maintenance access problems can emerge due to tunnels, elevated structures, and congested cityscapes. Here, specialized equipment or smaller versions of conventional maintenance gear are used.[56]
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+ Unlike highways or road networks where capacity is disaggregated into unlinked trips over individual route segments, railway capacity is fundamentally considered a network system. As a result, many components are causes and effects of system disruptions. Maintenance must acknowledge the vast array of a route's performance (type of train service, origination/destination, seasonal impacts), line's capacity (length, terrain, number of tracks, types of train control), trains throughput (max speeds, acceleration/deceleration rates), and service features with shared passenger-freight tracks (sidings, terminal capacities, switching routes, and design type).[56]
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+ Rail transport is an energy-efficient[64] but capital-intensive means of mechanized land transport. The tracks provide smooth and hard surfaces on which the wheels of the train can roll with a relatively low level of friction being generated. Moving a vehicle on and/or through a medium (land, sea, or air) requires that it overcomes resistance to its motion caused by friction. A land vehicle's total resistance (in pounds or Newtons) is a quadratic function of the vehicle's speed:
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+ where:
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+ Essentially, resistance differs between vehicle's contact point and surface of roadway. Metal wheels on metal rails have a significant advantage of overcoming resistance compared to rubber-tyred wheels on any road surface (railway – 0.001g at 10 miles per hour (16 km/h) and 0.024g at 60 miles per hour (97 km/h); truck – 0.009g at 10 miles per hour (16 km/h) and 0.090 at 60 miles per hour (97 km/h)). In terms of cargo capacity combining speed and size being moved in a day:
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+ In terms of the horsepower to weight ratio, a slow-moving barge requires 0.2 horsepower per short ton (0.16 kW/t), a railway and pipeline requires 2.5 horsepower per short ton (2.1 kW/t), and truck requires 10 horsepower per short ton (8.2 kW/t). However, at higher speeds, a railway overcomes the barge and proves most economical.[56]
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+ As an example, a typical modern wagon can hold up to 113 tonnes (125 short tons) of freight on two four-wheel bogies. The track distributes the weight of the train evenly, allowing significantly greater loads per axle and wheel than in road transport, leading to less wear and tear on the permanent way. This can save energy compared with other forms of transport, such as road transport, which depends on the friction between rubber tyres and the road. Trains have a small frontal area in relation to the load they are carrying, which reduces air resistance and thus energy usage.
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+ In addition, the presence of track guiding the wheels allows for very long trains to be pulled by one or a few engines and driven by a single operator, even around curves, which allows for economies of scale in both manpower and energy use; by contrast, in road transport, more than two articulations causes fishtailing and makes the vehicle unsafe.
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+ Considering only the energy spent to move the means of transport, and using the example of the urban area of Lisbon, electric trains seem to be on average 20 times more efficient than automobiles for transportation of passengers, if we consider energy spent per passenger-distance with similar occupation ratios.[65] Considering an automobile with a consumption of around 6 l/100 km (47 mpg‑imp; 39 mpg‑US) of fuel, the average car in Europe has an occupancy of around 1.2 passengers per automobile (occupation ratio around 24%) and that one litre of fuel amounts to about 8.8 kWh (32 MJ), equating to an average of 441 Wh (1,590 kJ) per passenger-km. This compares to a modern train with an average occupancy of 20% and a consumption of about 8.5 kW⋅h/km (31 MJ/km; 13.7 kW⋅h/mi), equating to 21.5 Wh (77 kJ) per passenger-km, 20 times less than the automobile.
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+ Due to these benefits, rail transport is a major form of passenger and freight transport in many countries. It is ubiquitous in Europe, with an integrated network covering virtually the whole continent. In India, China, South Korea and Japan, many millions use trains as regular transport. In North America, freight rail transport is widespread and heavily used, but intercity passenger rail transport is relatively scarce outside the Northeast Corridor, due to increased preference of other modes, particularly automobiles and airplanes.[61][page needed][66]
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+ South Africa, northern Africa and Argentina have extensive rail networks, but some railways elsewhere in Africa and South America are isolated lines. Australia has a generally sparse network befitting its population density but has some areas with significant networks, especially in the southeast. In addition to the previously existing east–west transcontinental line in Australia, a line from north to south has been constructed. The highest railway in the world is the line to Lhasa, in Tibet,[67] partly running over permafrost territory. Western Europe has the highest railway density in the world and many individual trains there operate through several countries despite technical and organizational differences in each national network.
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+ Railways are central to the formation of modernity and ideas of progress.[68] The process of modernization in the 19th century involved a transition from a spatially oriented world to a time oriented world. Exact time was essential, and everyone had to know what the time was, resulting in clocks towers for railway stations, clocks in public places, pocket watches for railway workers and for travelers. Trains left on time (they never left early). By contrast, in the premodern era, passenger ships left when the captain had enough passengers. In the premodern era, local time was set at noon, when the sun was at its highest. Every place east to west had a different time and that changed with the introduction of standard time zones. Printed time tables were a convenience for the travelers, but more elaborate time tables, called train orders, were even more essential for the train crews, the maintenance workers, the station personnel, and for the repair and maintenance crews, who knew when to expect a train would come along. Most trackage was single track, with sidings and signals to allow lower priority trains to be sidetracked. Schedules told everyone what to do, where to be, and exactly when. If bad weather disrupted the system, telegraphers relayed immediate corrections and updates throughout the system. Just as railways as business organizations created the standards and models for modern big business, so too the railway timetable was adapted to myriad uses, such as schedules for buses ferries, and airplanes, for radio and television programs, for school schedules, for factory time clocks. The modern world was ruled by the clock and the timetable.[69]
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+ According to historian Henry Adams the system of railroads needed:
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+ The impact can be examined through five aspects: shipping, finance, management, careers, and popular reaction.
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+ First they provided a highly efficient network for shipping freight and passengers across a large national market. The result was a transforming impact on most sectors of the economy including manufacturing, retail and wholesale, agriculture, and finance. The United States now had an integrated national market practically the size of Europe, with no internal barriers or tariffs, all supported by a common language, and financial system and a common legal system.[71]
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+ Railroads financing provided the basis for a dramatic expansion of the private (non-governmental) financial system. Construction of railroads was far more expensive than factories. In 1860, the combined total of railroad stocks and bonds was $1.8 billion; 1897 it reached $10.6 billion (compared to a total national debt of $1.2 billion).[72]
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+ Funding came from financiers throughout the Northeast, and from Europe, especially Britain.[73] About 10 percent of the funding came from the government, especially in the form of land grants that could be realized when a certain amount of trackage was opened.[74] The emerging American financial system was based on railroad bonds. New York by 1860 was the dominant financial market. The British invested heavily in railroads around the world, but nowhere more so than the United States; The total came to about $3 billion by 1914. In 1914–1917, they liquidated their American assets to pay for war supplies.[75][76]
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+ Railroad management designed complex systems that could handle far more complicated simultaneous relationships than could be dreamed of by the local factory owner who could patrol every part of his own factory in a matter of hours. Civil engineers became the senior management of railroads. The leading American innovators were the Western Railroad of Massachusetts and the Baltimore and Ohio Railroad in the 1840s, the Erie in the 1850s and the Pennsylvania in the 1860s.[77]
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+ The railroads invented the career path in the private sector for both blue-collar workers and white-collar workers. Railroading became a lifetime career for young men; women were almost never hired. A typical career path would see a young man hired at age 18 as a shop laborer, be promoted to skilled mechanic at age 24, brakemen at 25, freight conductor at 27, and passenger conductor at age 57. White-collar careers paths likewise were delineated. Educated young men started in clerical or statistical work and moved up to station agents or bureaucrats at the divisional or central headquarters. At each level they had more and more knowledge, experience, and human capital. They were very hard to replace, and were virtually guaranteed permanent jobs and provided with insurance and medical care. Hiring, firing, and wage rates were set not by foremen, but by central administrators, in order to minimize favoritism and personality conflicts. Everything was done by the book, whereby an increasingly complex set of rules dictated to everyone exactly what should be done in every circumstance, and exactly what their rank and pay would be. By the 1880s the career railroaders were retiring, and pension systems were invented for them.[78]
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+ Railways contribute to social vibrancy and economic competitiveness by transporting multitudes of customers and workers to city centres and inner suburbs. Hong Kong has recognized rail as "the backbone of the public transit system" and as such developed their franchised bus system and road infrastructure in comprehensive alignment with their rail services.[79] China's large cities such as Beijing, Shanghai, and Guangzhou recognize rail transit lines as the framework and bus lines as the main body to their metropolitan transportation systems.[80] The Japanese Shinkansen was built to meet the growing traffic demand in the "heart of Japan's industry and economy" situated on the Tokyo-Kobe line.[81]
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+ In the 1863-70 decade the heavy use of railways in the American Civil War,[82] and in Germany's wars against Austria and France,[83] provided a speed of movement unheard-of in the days of horses. During much of the 20th century, rail was a key element of war plans for rapid military mobilization, allowing for the quick and efficient transport of large numbers of reservists to their mustering-points, and infantry soldiers to the front lines.[84] The Western Front in France during World War I required many trainloads of munitions a day.[85] Rail yards and bridges in Germany and occupied France were major targets of Allied air power in World War II.[86] However, by the 21st century, rail transport – limited to locations on the same continent, and vulnerable to air attack – had largely been displaced by the adoption of aerial transport.
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+ Railways channel growth towards dense city agglomerations and along their arteries, as opposed to highway expansion, indicative of the U.S. transportation policy, which encourages development of suburbs at the periphery, contributing to increased vehicle miles travelled, carbon emissions, development of greenfield spaces, and depletion of natural reserves. These arrangements revalue city spaces, local taxes,[87] housing values, and promotion of mixed use development.[88][89]
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+ The construction of the first railway of the Austro-Hungarian empire, from Vienna to Prague, came in 1837–1842 to promises of new prosperity. Construction proved more costly than anticipated, and it brought in less revenue because local industry did not have a national market. In town after town the arrival of railway angered the locals because of the noise, smell, and pollution caused by the trains and the damage to homes and the surrounding land caused by the engine's soot and fiery embers; and since most travel was very local ordinary people seldom used the new line.[90]
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+ A 2018 study found that the opening of the Beijing Metro caused a reduction in "most of the air pollutants concentrations (PM2.5, PM10, SO2, NO2, and CO) but had little effect on ozone pollution."[91]
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+ European development economists have argued that the existence of modern rail infrastructure is a significant indicator of a country's economic advancement: this perspective is illustrated notably through the Basic Rail Transportation Infrastructure Index (known as BRTI Index).[92]
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+ In 2014, total rail spending by China was $130 billion and is likely to remain at a similar rate for the rest of the country's next Five Year Period (2016–2020).[93]
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+ The Indian railways are subsidized by around ₹400 billion (US$5.6 billion), of which around 60% goes to commuter rail and short-haul trips.[94][95]
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+ According to the 2017 European Railway Performance Index for intensity of use, quality of service and safety performance, the top tier European national rail systems consists of Switzerland, Denmark, Finland, Germany, Austria, Sweden, and France.[96] Performance levels reveal a positive correlation between public cost and a given railway system's performance, and also reveal differences in the value that countries receive in return for their public cost. Denmark, Finland, France, Germany, the Netherlands, Sweden, and Switzerland capture relatively high value for their money, while Luxembourg, Belgium, Latvia, Slovakia, Portugal, Romania, and Bulgaria underperform relative to the average ratio of performance to cost among European countries.[97]
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+ In 2016 Russian Railways received 94.9 billion roubles (around US$1.4 billion) from the government.[108]
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+ In 2015, funding from the U.S. federal government for Amtrak was around US$1.4 billion.[109] By 2018, appropriated funding had increased to approximately US$1.9 billion.[110]
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+ Rail transport (also known as train transport) is a means of transferring passengers and goods on wheeled vehicles running on rails, which are located on tracks. In contrast to road transport, where vehicles run on a prepared flat surface, rail vehicles (rolling stock) are directionally guided by the tracks on which they run. Tracks usually consist of steel rails, installed on ties (sleepers) set in ballast, on which the rolling stock, usually fitted with metal wheels, moves. Other variations are also possible, such as slab track. This is where the rails are fastened to a concrete foundation resting on a prepared subsurface.
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+ Rolling stock in a rail transport system generally encounters lower frictional resistance than rubber-tired road vehicles, so passenger and freight cars (carriages and wagons) can be coupled into longer trains. The operation is carried out by a railway company, providing transport between train stations or freight customer facilities. Power is provided by locomotives which either draw electric power from a railway electrification system or produce their own power, usually by diesel engines or, historically, steam engines. Most tracks are accompanied by a signalling system. Railways are a safe land transport system when compared to other forms of transport.[Nb 1] Railway transport is capable of high levels of passenger and cargo utilization and energy efficiency, but is often less flexible and more capital-intensive than road transport, when lower traffic levels are considered.
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+ The oldest known, man/animal-hauled railways date back to the 6th century BC in Corinth, Greece. Rail transport then commenced in mid 16th century in Germany in the form of horse-powered funiculars and wagonways. Modern rail transport commenced with the British development of the steam locomotives in the early 19th century. Thus the railway system in Great Britain is the oldest in the world. Built by George Stephenson and his son Robert's company Robert Stephenson and Company, the Locomotion No. 1 is the first steam locomotive to carry passengers on a public rail line, the Stockton and Darlington Railway in 1825. George Stephenson also built the first public inter-city railway line in the world to use only the steam locomotives all the time, the Liverpool and Manchester Railway which opened in 1830. With steam engines, one could construct mainline railways, which were a key component of the Industrial Revolution. Also, railways reduced the costs of shipping, and allowed for fewer lost goods, compared with water transport, which faced occasional sinking of ships. The change from canals to railways allowed for "national markets" in which prices varied very little from city to city. The spread of the railway network and the use of railway timetables, led to the standardisation of time (railway time) in Britain based on Greenwich Mean Time. Prior to this, major towns and cities varied their local time relative to GMT. The invention and development of the railway in the United Kingdom was one of the most important technological inventions of the 19th century. The world's first underground railway, the Metropolitan Railway (part of the London Underground), opened in 1863.
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+ In the 1880s, electrified trains were introduced, leading to electrification of tramways and rapid transit systems. Starting during the 1940s, the non-electrified railways in most countries had their steam locomotives replaced by diesel-electric locomotives, with the process being almost complete by the 2000s. During the 1960s, electrified high-speed railway systems were introduced in Japan and later in some other countries. Many countries are in the process of replacing diesel locomotives with electric locomotives, mainly due to environmental concerns, a notable example being Switzerland, which has completely electrified its network. Other forms of guided ground transport outside the traditional railway definitions, such as monorail or maglev, have been tried but have seen limited use.
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+ Following a decline after World War II due to competition from cars and airplanes, rail transport has had a revival in recent decades due to road congestion and rising fuel prices, as well as governments investing in rail as a means of reducing CO2 emissions in the context of concerns about global warming.
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+ The history of rail transport began in the 6th century BC in Ancient Greece. It can be divided up into several discrete periods defined by the principal means of track material and motive power used.
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+ Evidence indicates that there was 6 to 8.5 km long Diolkos paved trackway, which transported boats across the Isthmus of Corinth in Greece from around 600 BC.[1][2][3][4][5] Wheeled vehicles pulled by men and animals ran in grooves in limestone, which provided the track element, preventing the wagons from leaving the intended route. The Diolkos was in use for over 650 years, until at least the 1st century AD.[5] Paved trackways were also later built in Roman Egypt.[6]
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+ In 1515, Cardinal Matthäus Lang wrote a description of the Reisszug, a funicular railway at the Hohensalzburg Fortress in Austria. The line originally used wooden rails and a hemp haulage rope and was operated by human or animal power, through a treadwheel.[7] The line still exists and is operational, although in updated form and is possibly the oldest operational railway.[8]
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+ Wagonways (or tramways) using wooden rails, hauled by horses, started appearing in the 1550s to facilitate the transport of ore tubs to and from mines, and soon became popular in Europe. Such an operation was illustrated in Germany in 1556 by Georgius Agricola in his work De re metallica.[9] This line used "Hund" carts with unflanged wheels running on wooden planks and a vertical pin on the truck fitting into the gap between the planks to keep it going the right way. The miners called the wagons Hunde ("dogs") from the noise they made on the tracks.[10]
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+ There are many references to their use in central Europe in the 16th century.[11] Such a transport system was later used by German miners at Caldbeck, Cumbria, England, perhaps from the 1560s.[12] A wagonway was built at Prescot, near Liverpool, sometime around 1600, possibly as early as 1594. Owned by Philip Layton, the line carried coal from a pit near Prescot Hall to a terminus about half a mile away.[13] A funicular railway was also made at Broseley in Shropshire some time before 1604. This carried coal for James Clifford from his mines down to the river Severn to be loaded onto barges and carried to riverside towns.[14] The Wollaton Wagonway, completed in 1604 by Huntingdon Beaumont, has sometimes erroneously been cited as the earliest British railway. It ran from Strelley to Wollaton near Nottingham.[15]
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+
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+ The Middleton Railway in Leeds, which was built in 1758, later became the world's oldest operational railway (other than funiculars), albeit now in an upgraded form. In 1764, the first railway in the Americas was built in Lewiston, New York.[16]
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+
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+ In the late 1760s, the Coalbrookdale Company began to fix plates of cast iron to the upper surface of the wooden rails. This allowed a variation of gauge to be used. At first only balloon loops could be used for turning, but later, movable points were taken into use that allowed for switching.[17]
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+ A system was introduced in which unflanged wheels ran on L-shaped metal plates – these became known as plateways. John Curr, a Sheffield colliery manager, invented this flanged rail in 1787, though the exact date of this is disputed. The plate rail was taken up by Benjamin Outram for wagonways serving his canals, manufacturing them at his Butterley ironworks. In 1803, William Jessop opened the Surrey Iron Railway, a double track plateway, erroneously sometimes cited as world's first public railway, in south London.[18]
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+ Meanwhile, William Jessop had earlier used a form of all-iron edge rail and flanged wheels successfully for an extension to the Charnwood Forest Canal at Nanpantan, Loughborough, Leicestershire in 1789. In 1790, Jessop and his partner Outram began to manufacture edge-rails. Jessop became a partner in the Butterley Company in 1790. The first public edgeway (thus also first public railway) built was Lake Lock Rail Road in 1796. Although the primary purpose of the line was to carry coal, it also carried passengers.
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+
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+ These two systems of constructing iron railways, the "L" plate-rail and the smooth edge-rail, continued to exist side by side until well into the early 19th century. The flanged wheel and edge-rail eventually proved its superiority and became the standard for railways.
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+
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+ Cast iron used in rails proved unsatisfactory because it was brittle and broke under heavy loads. The wrought iron invented by John Birkinshaw in 1820 replaced cast iron. Wrought iron (usually simply referred to as "iron") was a ductile material that could undergo considerable deformation before breaking, making it more suitable for iron rails. But iron was expensive to produce until Henry Cort patented the puddling process in 1784. In 1783 Cort also patented the rolling process, which was 15 times faster at consolidating and shaping iron than hammering.[19] These processes greatly lowered the cost of producing iron and rails. The next important development in iron production was hot blast developed by James Beaumont Neilson (patented 1828), which considerably reduced the amount of coke (fuel) or charcoal needed to produce pig iron.[20] Wrought iron was a soft material that contained slag or dross. The softness and dross tended to make iron rails distort and delaminate and they lasted less than 10 years. Sometimes they lasted as little as one year under high traffic. All these developments in the production of iron eventually led to replacement of composite wood/iron rails with superior all iron rails.
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+
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+ The introduction of the Bessemer process, enabling steel to be made inexpensively, led to the era of great expansion of railways that began in the late 1860s. Steel rails lasted several times longer than iron.[21][22][23] Steel rails made heavier locomotives possible, allowing for longer trains and improving the productivity of railroads.[24] The Bessemer process introduced nitrogen into the steel, which caused the steel to become brittle with age. The open hearth furnace began to replace the Bessemer process near the end of the 19th century, improving the quality of steel and further reducing costs. Thus steel completely replaced the use of iron in rails, becoming standard for all railways.
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+ The first passenger horsecar or tram, Swansea and Mumbles Railway was opened between Swansea and Mumbles in Wales in 1807.[25] Horses remained the preferable mode for tram transport even after the arrival of steam engines until the end of the 19th century, because they were cleaner compared to steam driven trams which caused smoke in city streets.
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+
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+ In 1784 James Watt, a Scottish inventor and mechanical engineer, patented a design for a steam locomotive. Watt had improved the steam engine of Thomas Newcomen, hitherto used to pump water out of mines, and developed a reciprocating engine in 1769 capable of powering a wheel. This was a large stationary engine, powering cotton mills and a variety of machinery; the state of boiler technology necessitated the use of low pressure steam acting upon a vacuum in the cylinder, which required a separate condenser and an air pump. Nevertheless, as the construction of boilers improved, Watt investigated the use of high-pressure steam acting directly upon a piston, raising the possibility of a smaller engine that might be used to power a vehicle. Following his patent, Watt's employee William Murdoch produced a working model of a self-propelled steam carriage in that year.[26]
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+
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+ The first full-scale working railway steam locomotive was built in the United Kingdom in 1804 by Richard Trevithick, a British engineer born in Cornwall. This used high-pressure steam to drive the engine by one power stroke. The transmission system employed a large flywheel to even out the action of the piston rod. On 21 February 1804, the world's first steam-powered railway journey took place when Trevithick's unnamed steam locomotive hauled a train along the tramway of the Penydarren ironworks, near Merthyr Tydfil in South Wales.[27][28] Trevithick later demonstrated a locomotive operating upon a piece of circular rail track in Bloomsbury, London, the Catch Me Who Can, but never got beyond the experimental stage with railway locomotives, not least because his engines were too heavy for the cast-iron plateway track then in use.[29]
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+ The first commercially successful steam locomotive was Matthew Murray's rack locomotive Salamanca built for the Middleton Railway in Leeds in 1812. This twin-cylinder locomotive was light enough to not break the edge-rails track and solved the problem of adhesion by a cog-wheel using teeth cast on the side of one of the rails. Thus it was also the first rack railway.
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+
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+ This was followed in 1813 by the locomotive Puffing Billy built by Christopher Blackett and William Hedley for the Wylam Colliery Railway, the first successful locomotive running by adhesion only. This was accomplished by the distribution of weight between a number of wheels. Puffing Billy is now on display in the Science Museum in London, making it the oldest locomotive in existence.[30]
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+
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+ In 1814 George Stephenson, inspired by the early locomotives of Trevithick, Murray and Hedley, persuaded the manager of the Killingworth colliery where he worked to allow him to build a steam-powered machine. Stephenson played a pivotal role in the development and widespread adoption of the steam locomotive. His designs considerably improved on the work of the earlier pioneers. He built the locomotive Blücher, also a successful flanged-wheel adhesion locomotive. In 1825 he built the locomotive Locomotion for the Stockton and Darlington Railway in the north east of England, which became the first public steam railway in the world in 1825, although it used both horse power and steam power on different runs. In 1829, he built the locomotive Rocket, which entered in and won the Rainhill Trials. This success led to Stephenson establishing his company as the pre-eminent builder of steam locomotives for railways in Great Britain and Ireland, the United States, and much of Europe.[31]:24–30 The first public railway which used only steam locomotives, all the time, was Liverpool and Manchester Railway, built in 1830.
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+ Steam power continued to be the dominant power system in railways around the world for more than a century.
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+
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+ The first known electric locomotive was built in 1837 by chemist Robert Davidson of Aberdeen in Scotland, and it was powered by galvanic cells (batteries). Thus it was also the earliest battery electric locomotive. Davidson later built a larger locomotive named Galvani, exhibited at the Royal Scottish Society of Arts Exhibition in 1841. The seven-ton vehicle had two direct-drive reluctance motors, with fixed electromagnets acting on iron bars attached to a wooden cylinder on each axle, and simple commutators. It hauled a load of six tons at four miles per hour (6 kilometers per hour) for a distance of one and a half miles (2.4 kilometres). It was tested on the Edinburgh and Glasgow Railway in September of the following year, but the limited power from batteries prevented its general use. It was destroyed by railway workers, who saw it as a threat to their job security.[32][33][34]
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+
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+ Werner von Siemens demonstrated an electric railway in 1879 in Berlin. The world's first electric tram line, Gross-Lichterfelde Tramway, opened in Lichterfelde near Berlin, Germany, in 1881. It was built by Siemens. The tram ran on 180 Volt DC, which was supplied by running rails. In 1891 the track was equipped with an overhead wire and the line was extended to Berlin-Lichterfelde West station. The Volk's Electric Railway opened in 1883 in Brighton, England. The railway is still operational, thus making it the oldest operational electric railway in the world. Also in 1883, Mödling and Hinterbrühl Tram opened near Vienna in Austria. It was the first tram line in the world in regular service powered from an overhead line. Five years later, in the U.S. electric trolleys were pioneered in 1888 on the Richmond Union Passenger Railway, using equipment designed by Frank J. Sprague.[35]
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+
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+ The first use of electrification on a main line was on a four-mile section of the Baltimore Belt Line of the Baltimore and Ohio Railroad (B&O) in 1895 connecting the main portion of the B&O to the new line to New York through a series of tunnels around the edges of Baltimore's downtown. Electricity quickly became the power supply of choice for subways, abetted by the Sprague's invention of multiple-unit train control in 1897. By the early 1900s most street railways were electrified.
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+ The London Underground, the world's oldest underground railway, opened in 1863, and it began operating electric services using a fourth rail system in 1890 on the City and South London Railway, now part of the London Underground Northern line. This was the first major railway to use electric traction. The world's first deep-level electric railway, it runs from the City of London, under the River Thames, to Stockwell in south London.[36]
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+ The first practical AC electric locomotive was designed by Charles Brown, then working for Oerlikon, Zürich. In 1891, Brown had demonstrated long-distance power transmission, using three-phase AC, between a hydro-electric plant at Lauffen am Neckar and Frankfurt am Main West, a distance of 280 km. Using experience he had gained while working for Jean Heilmann on steam-electric locomotive designs, Brown observed that three-phase motors had a higher power-to-weight ratio than DC motors and, because of the absence of a commutator, were simpler to manufacture and maintain.[37] However, they were much larger than the DC motors of the time and could not be mounted in underfloor bogies: they could only be carried within locomotive bodies.[38]
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+ In 1894, Hungarian engineer Kálmán Kandó developed a new type 3-phase asynchronous electric drive motors and generators for electric locomotives. Kandó's early 1894 designs were first applied in a short three-phase AC tramway in Evian-les-Bains (France), which was constructed between 1896 and 1898.[39][40][41][42][43]
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+
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+ In 1896, Oerlikon installed the first commercial example of the system on the Lugano Tramway. Each 30-tonne locomotive had two 110 kW (150 hp) motors run by three-phase 750 V 40 Hz fed from double overhead lines. Three-phase motors run at constant speed and provide regenerative braking, and are well suited to steeply graded routes, and the first main-line three-phase locomotives were supplied by Brown (by then in partnership with Walter Boveri) in 1899 on the 40 km Burgdorf–Thun line, Switzerland.
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+ Italian railways were the first in the world to introduce electric traction for the entire length of a main line rather than a short section. The 106 km Valtellina line was opened on 4 September 1902, designed by Kandó and a team from the Ganz works.[44][45] The electrical system was three-phase at 3 kV 15 Hz. In 1918,[46] Kandó invented and developed the rotary phase converter, enabling electric locomotives to use three-phase motors whilst supplied via a single overhead wire, carrying the simple industrial frequency (50 Hz) single phase AC of the high voltage national networks.[45]
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+
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+ An important contribution to the wider adoption of AC traction came from SNCF of France after World War II. The company conducted trials at AC 50 Hz, and established it as a standard. Following SNCF's successful trials, 50 Hz, now also called industrial frequency was adopted as standard for main-lines across the world.[47]
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+ Earliest recorded examples of an internal combustion engine for railway use included a prototype designed by William Dent Priestman, which was examined by Sir William Thomson in 1888 who described it as a "[Priestman oil engine] mounted upon a truck which is worked on a temporary line of rails to show the adaptation of a petroleum engine for locomotive purposes.".[48][49] In 1894, a 20 hp (15 kW) two axle machine built by Priestman Brothers was used on the Hull Docks.[50]
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+
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+ In 1906, Rudolf Diesel, Adolf Klose and the steam and diesel engine manufacturer Gebrüder Sulzer founded Diesel-Sulzer-Klose GmbH to manufacture diesel-powered locomotives. Sulzer had been manufacturing diesel engines since 1898. The Prussian State Railways ordered a diesel locomotive from the company in 1909. The world's first diesel-powered locomotive was operated in the summer of 1912 on the Winterthur–Romanshorn railway in Switzerland, but was not a commercial success.[51] The locomotive weight was 95 tonnes and the power was 883 kW with a maximum speed of 100 km/h.[52] Small numbers of prototype diesel locomotives were produced in a number of countries through the mid-1920s.
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+
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+ A significant breakthrough occurred in 1914, when Hermann Lemp, a General Electric electrical engineer, developed and patented a reliable direct current electrical control system (subsequent improvements were also patented by Lemp).[53] Lemp's design used a single lever to control both engine and generator in a coordinated fashion, and was the prototype for all diesel–electric locomotive control systems. In 1914, world's first functional diesel–electric railcars were produced for the Königlich-Sächsische Staatseisenbahnen (Royal Saxon State Railways) by Waggonfabrik Rastatt with electric equipment from Brown, Boveri & Cie and diesel engines from Swiss Sulzer AG. They were classified as DET 1 and DET 2 (de.wiki). The first regular use of diesel–electric locomotives was in switching (shunter) applications. General Electric produced several small switching locomotives in the 1930s (the famous "44-tonner" switcher was introduced in 1940) Westinghouse Electric and Baldwin collaborated to build switching locomotives starting in 1929.
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+ In 1929, the Canadian National Railways became the first North American railway to use diesels in mainline service with two units, 9000 and 9001, from Westinghouse.[54]
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+ Although steam and diesel services reaching speeds up to 200 km/h were started before the 1960s in Europe, they were not very successful[citation needed].
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+ The first electrified high-speed rail Tōkaidō Shinkansen was introduced in 1964 between Tokyo and Osaka in Japan. Since then high-speed rail transport, functioning at speeds up to and above 300 km/h, has been built in Japan, Spain, France, Germany, Italy, the People's Republic of China, Taiwan (Republic of China), the United Kingdom, South Korea, Scandinavia, Belgium and the Netherlands. The construction of many of these lines has resulted in the dramatic decline of short haul flights and automotive traffic between connected cities, such as the London–Paris–Brussels corridor, Madrid–Barcelona, Milan–Rome–Naples, as well as many other major lines.[citation needed]
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+ High-speed trains normally operate on standard gauge tracks of continuously welded rail on grade-separated right-of-way that incorporates a large turning radius in its design. While high-speed rail is most often designed for passenger travel, some high-speed systems also offer freight service.
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+
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+ A train is a connected series of rail vehicles that move along the track. Propulsion for the train is provided by a separate locomotive or from individual motors in self-propelled multiple units. Most trains carry a revenue load, although non-revenue cars exist for the railway's own use, such as for maintenance-of-way purposes. The engine driver (engineer in North America) controls the locomotive or other power cars, although people movers and some rapid transits are under automatic control.
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+ Traditionally, trains are pulled using a locomotive. This involves one or more powered vehicles being located at the front of the train, providing sufficient tractive force to haul the weight of the full train. This arrangement remains dominant for freight trains and is often used for passenger trains. A push–pull train has the end passenger car equipped with a driver's cab so that the engine driver can remotely control the locomotive. This allows one of the locomotive-hauled train's drawbacks to be removed, since the locomotive need not be moved to the front of the train each time the train changes direction. A railroad car is a vehicle used for the haulage of either passengers or freight.
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+ A multiple unit has powered wheels throughout the whole train. These are used for rapid transit and tram systems, as well as many both short- and long-haul passenger trains. A railcar is a single, self-powered car, and may be electrically-propelled or powered by a diesel engine. Multiple units have a driver's cab at each end of the unit, and were developed following the ability to build electric motors and engines small enough to fit under the coach. There are only a few freight multiple units, most of which are high-speed post trains.
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+ Steam locomotives are locomotives with a steam engine that provides adhesion. Coal, petroleum, or wood is burned in a firebox, boiling water in the boiler to create pressurized steam. The steam travels through the smokebox before leaving via the chimney or smoke stack. In the process, it powers a piston that transmits power directly through a connecting rod (US: main rod) and a crankpin (US: wristpin) on the driving wheel (US main driver) or to a crank on a driving axle. Steam locomotives have been phased out in most parts of the world for economical and safety reasons, although many are preserved in working order by heritage railways.
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+ Electric locomotives draw power from a stationary source via an overhead wire or third rail. Some also or instead use a battery. In locomotives that are powered by high voltage alternating current, a transformer in the locomotive converts the high voltage, low current power to low voltage, high current used in the traction motors that power the wheels. Modern locomotives may use three-phase AC induction motors or direct current motors. Under certain conditions, electric locomotives are the most powerful traction.[citation needed] They are also the cheapest to run and provide less noise and no local air pollution.[citation needed] However, they require high capital investments both for the overhead lines and the supporting infrastructure, as well as the generating station that is needed to produce electricity. Accordingly, electric traction is used on urban systems, lines with high traffic and for high-speed rail.
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+ Diesel locomotives use a diesel engine as the prime mover. The energy transmission may be either diesel-electric, diesel-mechanical or diesel-hydraulic but diesel-electric is dominant. Electro-diesel locomotives are built to run as diesel-electric on unelectrified sections and as electric locomotives on electrified sections.
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+ Alternative methods of motive power include magnetic levitation, horse-drawn, cable, gravity, pneumatics and gas turbine.
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+ A passenger train travels between stations where passengers may embark and disembark. The oversight of the train is the duty of a guard/train manager/conductor. Passenger trains are part of public transport and often make up the stem of the service, with buses feeding to stations. Passenger trains provide long-distance intercity travel, daily commuter trips, or local urban transit services, operating with a diversity of vehicles, operating speeds, right-of-way requirements, and service frequency. Service frequencies are often expressed as a number of trains per hour (tph).[55] Passenger trains can usually can be into two types of operation, intercity railway and intracity transit. Whereas intercity railway involve higher speeds, longer routes, and lower frequency (usually scheduled), intracity transit involves lower speeds, shorter routes, and higher frequency (especially during peak hours).[56]
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+ Intercity trains are long-haul trains that operate with few stops between cities. Trains typically have amenities such as a dining car. Some lines also provide over-night services with sleeping cars. Some long-haul trains have been given a specific name. Regional trains are medium distance trains that connect cities with outlying, surrounding areas, or provide a regional service, making more stops and having lower speeds. Commuter trains serve suburbs of urban areas, providing a daily commuting service. Airport rail links provide quick access from city centres to airports.
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+ High-speed rail are special inter-city trains that operate at much higher speeds than conventional railways, the limit being regarded at 200 to 350 kilometres per hour (120 to 220 mph). High-speed trains are used mostly for long-haul service and most systems are in Western Europe and East Asia. Magnetic levitation trains such as the Shanghai maglev train use under-riding magnets which attract themselves upward towards the underside of a guideway and this line has achieved somewhat higher peak speeds in day-to-day operation than conventional high-speed railways, although only over short distances. Due to their heightened speeds, route alignments for high-speed rail tend to have broader curves than conventional railways, but may have steeper grades that are more easily climbed by trains with large kinetic energy.
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+ Their high kinetic energy translates to higher horsepower-to-ton ratios (e.g. 20 horsepower per short ton or 16 kilowatts per tonne); this allows trains to accelerate and maintain higher speeds and negotiate steep grades as momentum builds up and recovered in downgrades (reducing cut, fill, and tunnelling requirements). Since lateral forces act on curves, curvatures are designed with the highest possible radius. All these features are dramatically different from freight operations, thus justifying exclusive high-speed rail lines if it is economically feasible.[56]
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+ Higher-speed rail services are intercity rail services that have top speeds higher than conventional intercity trains but the speeds are not as high as those in the high-speed rail services. These services are provided after improvements to the conventional rail infrastructure in order to support trains that can operate safely at higher speeds.
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+ Rapid transit is an intracity system built in large cities and has the highest capacity of any passenger transport system. It is usually grade-separated and commonly built underground or elevated. At street level, smaller trams can be used. Light rails are upgraded trams that have step-free access, their own right-of-way and sometimes sections underground. Monorail systems are elevated, medium-capacity systems. A people mover is a driverless, grade-separated train that serves only a few stations, as a shuttle. Due to the lack of uniformity of rapid transit systems, route alignment varies, with diverse rights-of-way (private land, side of road, street median) and geometric characteristics (sharp or broad curves, steep or gentle grades). For instance, the Chicago 'L' trains are designed with extremely short cars to negotiate the sharp curves in the Loop. New Jersey's PATH has similar-sized cars to accommodate curves in the trans-Hudson tunnels. San Francisco's BART operates large cars on its routes.[56]
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+ A freight train hauls cargo using freight cars specialized for the type of goods. Freight trains are very efficient, with economy of scale and high energy efficiency. However, their use can be reduced by lack of flexibility, if there is need of transshipment at both ends of the trip due to lack of tracks to the points of pick-up and delivery. Authorities often encourage the use of cargo rail transport due to its fame.[57]
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+ Container trains have become the beta type in the US for bulk haulage. Containers can easily be transshipped to other modes, such as ships and trucks, using cranes. This has succeeded the boxcar (wagon-load), where the cargo had to be loaded and unloaded into the train manually. The intermodal containerization of cargo has revolutionized the supply chain logistics industry, reducing ship costs significantly. In Europe, the sliding wall wagon has largely superseded the ordinary covered wagons. Other types of cars include refrigerator cars, stock cars for livestock and autoracks for road vehicles. When rail is combined with road transport, a roadrailer will allow trailers to be driven onto the train, allowing for easy transition between road and rail.
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+ Bulk handling represents a key advantage for rail transport. Low or even zero transshipment costs combined with energy efficiency and low inventory costs allow trains to handle bulk much cheaper than by road. Typical bulk cargo includes coal, ore, grains and liquids. Bulk is transported in open-topped cars, hopper cars and tank cars.
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+ Railway tracks are laid upon land owned or leased by the railway company. Owing to the desirability of maintaining modest grades, rails will often be laid in circuitous routes in hilly or mountainous terrain. Route length and grade requirements can be reduced by the use of alternating cuttings, bridges and tunnels – all of which can greatly increase the capital expenditures required to develop a right of way, while significantly reducing operating costs and allowing higher speeds on longer radius curves. In densely urbanized areas, railways are sometimes laid in tunnels to minimize the effects on existing properties.
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+ Track consists of two parallel steel rails, anchored perpendicular to members called ties (sleepers) of timber, concrete, steel, or plastic to maintain a consistent distance apart, or rail gauge. Rail gauges are usually categorized as standard gauge (used on approximately 55% of the world's existing railway lines), broad gauge, and narrow gauge.[citation needed] In addition to the rail gauge, the tracks will be laid to conform with a Loading gauge which defines the maximum height and width for railway vehicles and their loads to ensure safe passage through bridges, tunnels and other structures.
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+ The track guides the conical, flanged wheels, keeping the cars on the track without active steering and therefore allowing trains to be much longer than road vehicles. The rails and ties are usually placed on a foundation made of compressed earth on top of which is placed a bed of ballast to distribute the load from the ties and to prevent the track from buckling as the ground settles over time under the weight of the vehicles passing above.
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+ The ballast also serves as a means of drainage. Some more modern track in special areas is attached by direct fixation without ballast. Track may be prefabricated or assembled in place. By welding rails together to form lengths of continuous welded rail, additional wear and tear on rolling stock caused by the small surface gap at the joints between rails can be counteracted; this also makes for a quieter ride.
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+ On curves the outer rail may be at a higher level than the inner rail. This is called superelevation or cant. This reduces the forces tending to displace the track and makes for a more comfortable ride for standing livestock and standing or seated passengers. A given amount of superelevation is most effective over a limited range of speeds.
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+ Turnouts, also known as points and switches, are the means of directing a train onto a diverging section of track. Laid similar to normal track, a point typically consists of a frog (common crossing), check rails and two switch rails. The switch rails may be moved left or right, under the control of the signalling system, to determine which path the train will follow.
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+ Spikes in wooden ties can loosen over time, but split and rotten ties may be individually replaced with new wooden ties or concrete substitutes. Concrete ties can also develop cracks or splits, and can also be replaced individually. Should the rails settle due to soil subsidence, they can be lifted by specialized machinery and additional ballast tamped under the ties to level the rails.
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+ Periodically, ballast must be removed and replaced with clean ballast to ensure adequate drainage. Culverts and other passages for water must be kept clear lest water is impounded by the trackbed, causing landslips. Where trackbeds are placed along rivers, additional protection is usually placed to prevent streambank erosion during times of high water. Bridges require inspection and maintenance, since they are subject to large surges of stress in a short period of time when a heavy train crosses.
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+ The inspection of railway equipment is essential for the safe movement of trains. Many types of defect detectors are in use on the world's railroads. These devices utilize technologies that vary from a simplistic paddle and switch to infrared and laser scanning, and even ultrasonic audio analysis. Their use has avoided many rail accidents over the 70 years they have been used.
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+ Railway signalling is a system used to control railway traffic safely to prevent trains from colliding. Being guided by fixed rails which generate low friction, trains are uniquely susceptible to collision since they frequently operate at speeds that do not enable them to stop quickly or within the driver's sighting distance; road vehicles, which encounter a higher level of friction between their rubber tyres and the road surface, have much shorter braking distances. Most forms of train control involve movement authority being passed from those responsible for each section of a rail network to the train crew. Not all methods require the use of signals, and some systems are specific to single track railways.
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+ The signalling process is traditionally carried out in a signal box, a small building that houses the lever frame required for the signalman to operate switches and signal equipment. These are placed at various intervals along the route of a railway, controlling specified sections of track. More recent technological developments have made such operational doctrine superfluous, with the centralization of signalling operations to regional control rooms. This has been facilitated by the increased use of computers, allowing vast sections of track to be monitored from a single location. The common method of block signalling divides the track into zones guarded by combinations of block signals, operating rules, and automatic-control devices so that only one train may be in a block at any time.
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+ The electrification system provides electrical energy to the trains, so they can operate without a prime mover on board. This allows lower operating costs, but requires large capital investments along the lines. Mainline and tram systems normally have overhead wires, which hang from poles along the line. Grade-separated rapid transit sometimes use a ground third rail.
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+ Power may be fed as direct (DC) or alternating current (AC). The most common DC voltages are 600 and 750 V for tram and rapid transit systems, and 1,500 and 3,000 V for mainlines. The two dominant AC systems are 15 kV and 25 kV.
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+ A railway station serves as an area where passengers can board and alight from trains. A goods station is a yard which is exclusively used for loading and unloading cargo. Large passenger stations have at least one building providing conveniences for passengers, such as purchasing tickets and food. Smaller stations typically only consist of a platform. Early stations were sometimes built with both passenger and goods facilities.[58]
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+ Platforms are used to allow easy access to the trains, and are connected to each other via underpasses, footbridges and level crossings. Some large stations are built as culs-de-sac, with trains only operating out from one direction. Smaller stations normally serve local residential areas, and may have connection to feeder bus services. Large stations, in particular central stations, serve as the main public transport hub for the city, and have transfer available between rail services, and to rapid transit, tram or bus services.
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+ Since the 1980s, there has been an increasing trend to split up railway companies, with companies owning the rolling stock separated from those owning the infrastructure. This is particularly true in Europe, where this arrangement is required by the European Union. This has allowed open access by any train operator to any portion of the European railway network. In the UK, the railway track is state owned, with a public controlled body (Network Rail) running, maintaining and developing the track, while Train Operating Companies have run the trains since privatization in the 1990s.[59]
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+ In the U.S., virtually all rail networks and infrastructure outside the Northeast Corridor are privately owned by freight lines. Passenger lines, primarily Amtrak, operate as tenants on the freight lines. Consequently, operations must be closely synchronized and coordinated between freight and passenger railroads, with passenger trains often being dispatched by the host freight railroad. Due to this shared system, both are regulated by the Federal Railroad Administration (FRA) and may follow the AREMA recommended practices for track work and AAR standards for vehicles.[56]
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+ The main source of income for railway companies is from ticket revenue (for passenger transport) and shipment fees for cargo. Discounts and monthly passes are sometimes available for frequent travellers (e.g. season ticket and rail pass). Freight revenue may be sold per container slot or for a whole train. Sometimes, the shipper owns the cars and only rents the haulage. For passenger transport, advertisement income can be significant.
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+ Governments may choose to give subsidies to rail operation, since rail transport has fewer externalities than other dominant modes of transport. If the railway company is state-owned, the state may simply provide direct subsidies in exchange for increased production. If operations have been privatized, several options are available. Some countries have a system where the infrastructure is owned by a government agency or company – with open access to the tracks for any company that meets safety requirements. In such cases, the state may choose to provide the tracks free of charge, or for a fee that does not cover all costs. This is seen as analogous to the government providing free access to roads. For passenger operations, a direct subsidy may be paid to a public-owned operator, or public service obligation tender may be helt, and a time-limited contract awarded to the lowest bidder. Total EU rail subsidies amounted to €73 billion in 2005.[60]
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+ Amtrak, the US passenger rail service, and Canada's Via Rail are private railroad companies chartered by their respective national governments. As private passenger services declined because of competition from automobiles and airlines, they became shareholders of Amtrak either with a cash entrance fee or relinquishing their locomotives and rolling stock. The government subsidizes Amtrak by supplying start-up capital and making up for losses at the end of the fiscal year.[61][page needed]
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+ Trains can travel at very high speed, but they are heavy, are unable to deviate from the track and require a great distance to stop. Possible accidents include derailment (jumping the track), a collision with another train or collision with automobiles, other vehicles or pedestrians at level crossings. The last accounts for the majority of rail accidents and casualties. The most important safety measures to prevent accidents are strict operating rules, e.g. railway signalling and gates or grade separation at crossings. Train whistles, bells or horns warn of the presence of a train, while trackside signals maintain the distances between trains.
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+ An important element in the safety of many high-speed inter-city networks such as Japan's Shinkansen is the fact that trains only run on dedicated railway lines, without level crossings. This effectively eliminates the potential for collision with automobiles, other vehicles or pedestrians, vastly reduces the likelihood of collision with other trains and helps ensure services remain timely.
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+ As in any infrastructure asset, railways must keep up with periodic inspection and maintenance in order to minimize effect of infrastructure failures that can disrupt freight revenue operations and passenger services. Because passengers are considered the most crucial cargo and usually operate at higher speeds, steeper grades, and higher capacity/frequency, their lines are especially important. Inspection practices include track geometry cars or walking inspection. Curve maintenance especially for transit services includes gauging, fastener tightening, and rail replacement.
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+ Rail corrugation is a common issue with transit systems due to the high number of light-axle, wheel passages which result in grinding of the wheel/rail interface. Since maintenance may overlap with operations, maintenance windows (nighttime hours, off-peak hours, altering train schedules or routes) must be closely followed. In addition, passenger safety during maintenance work (inter-track fencing, proper storage of materials, track work notices, hazards of equipment near states) must be regarded at all times. At times, maintenance access problems can emerge due to tunnels, elevated structures, and congested cityscapes. Here, specialized equipment or smaller versions of conventional maintenance gear are used.[56]
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+ Unlike highways or road networks where capacity is disaggregated into unlinked trips over individual route segments, railway capacity is fundamentally considered a network system. As a result, many components are causes and effects of system disruptions. Maintenance must acknowledge the vast array of a route's performance (type of train service, origination/destination, seasonal impacts), line's capacity (length, terrain, number of tracks, types of train control), trains throughput (max speeds, acceleration/deceleration rates), and service features with shared passenger-freight tracks (sidings, terminal capacities, switching routes, and design type).[56]
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+ Rail transport is an energy-efficient[64] but capital-intensive means of mechanized land transport. The tracks provide smooth and hard surfaces on which the wheels of the train can roll with a relatively low level of friction being generated. Moving a vehicle on and/or through a medium (land, sea, or air) requires that it overcomes resistance to its motion caused by friction. A land vehicle's total resistance (in pounds or Newtons) is a quadratic function of the vehicle's speed:
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+ where:
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+ Essentially, resistance differs between vehicle's contact point and surface of roadway. Metal wheels on metal rails have a significant advantage of overcoming resistance compared to rubber-tyred wheels on any road surface (railway – 0.001g at 10 miles per hour (16 km/h) and 0.024g at 60 miles per hour (97 km/h); truck – 0.009g at 10 miles per hour (16 km/h) and 0.090 at 60 miles per hour (97 km/h)). In terms of cargo capacity combining speed and size being moved in a day:
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+ In terms of the horsepower to weight ratio, a slow-moving barge requires 0.2 horsepower per short ton (0.16 kW/t), a railway and pipeline requires 2.5 horsepower per short ton (2.1 kW/t), and truck requires 10 horsepower per short ton (8.2 kW/t). However, at higher speeds, a railway overcomes the barge and proves most economical.[56]
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+ As an example, a typical modern wagon can hold up to 113 tonnes (125 short tons) of freight on two four-wheel bogies. The track distributes the weight of the train evenly, allowing significantly greater loads per axle and wheel than in road transport, leading to less wear and tear on the permanent way. This can save energy compared with other forms of transport, such as road transport, which depends on the friction between rubber tyres and the road. Trains have a small frontal area in relation to the load they are carrying, which reduces air resistance and thus energy usage.
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+ In addition, the presence of track guiding the wheels allows for very long trains to be pulled by one or a few engines and driven by a single operator, even around curves, which allows for economies of scale in both manpower and energy use; by contrast, in road transport, more than two articulations causes fishtailing and makes the vehicle unsafe.
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+ Considering only the energy spent to move the means of transport, and using the example of the urban area of Lisbon, electric trains seem to be on average 20 times more efficient than automobiles for transportation of passengers, if we consider energy spent per passenger-distance with similar occupation ratios.[65] Considering an automobile with a consumption of around 6 l/100 km (47 mpg‑imp; 39 mpg‑US) of fuel, the average car in Europe has an occupancy of around 1.2 passengers per automobile (occupation ratio around 24%) and that one litre of fuel amounts to about 8.8 kWh (32 MJ), equating to an average of 441 Wh (1,590 kJ) per passenger-km. This compares to a modern train with an average occupancy of 20% and a consumption of about 8.5 kW⋅h/km (31 MJ/km; 13.7 kW⋅h/mi), equating to 21.5 Wh (77 kJ) per passenger-km, 20 times less than the automobile.
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+ Due to these benefits, rail transport is a major form of passenger and freight transport in many countries. It is ubiquitous in Europe, with an integrated network covering virtually the whole continent. In India, China, South Korea and Japan, many millions use trains as regular transport. In North America, freight rail transport is widespread and heavily used, but intercity passenger rail transport is relatively scarce outside the Northeast Corridor, due to increased preference of other modes, particularly automobiles and airplanes.[61][page needed][66]
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+ South Africa, northern Africa and Argentina have extensive rail networks, but some railways elsewhere in Africa and South America are isolated lines. Australia has a generally sparse network befitting its population density but has some areas with significant networks, especially in the southeast. In addition to the previously existing east–west transcontinental line in Australia, a line from north to south has been constructed. The highest railway in the world is the line to Lhasa, in Tibet,[67] partly running over permafrost territory. Western Europe has the highest railway density in the world and many individual trains there operate through several countries despite technical and organizational differences in each national network.
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+ Railways are central to the formation of modernity and ideas of progress.[68] The process of modernization in the 19th century involved a transition from a spatially oriented world to a time oriented world. Exact time was essential, and everyone had to know what the time was, resulting in clocks towers for railway stations, clocks in public places, pocket watches for railway workers and for travelers. Trains left on time (they never left early). By contrast, in the premodern era, passenger ships left when the captain had enough passengers. In the premodern era, local time was set at noon, when the sun was at its highest. Every place east to west had a different time and that changed with the introduction of standard time zones. Printed time tables were a convenience for the travelers, but more elaborate time tables, called train orders, were even more essential for the train crews, the maintenance workers, the station personnel, and for the repair and maintenance crews, who knew when to expect a train would come along. Most trackage was single track, with sidings and signals to allow lower priority trains to be sidetracked. Schedules told everyone what to do, where to be, and exactly when. If bad weather disrupted the system, telegraphers relayed immediate corrections and updates throughout the system. Just as railways as business organizations created the standards and models for modern big business, so too the railway timetable was adapted to myriad uses, such as schedules for buses ferries, and airplanes, for radio and television programs, for school schedules, for factory time clocks. The modern world was ruled by the clock and the timetable.[69]
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+ According to historian Henry Adams the system of railroads needed:
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+ The impact can be examined through five aspects: shipping, finance, management, careers, and popular reaction.
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+ First they provided a highly efficient network for shipping freight and passengers across a large national market. The result was a transforming impact on most sectors of the economy including manufacturing, retail and wholesale, agriculture, and finance. The United States now had an integrated national market practically the size of Europe, with no internal barriers or tariffs, all supported by a common language, and financial system and a common legal system.[71]
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+ Railroads financing provided the basis for a dramatic expansion of the private (non-governmental) financial system. Construction of railroads was far more expensive than factories. In 1860, the combined total of railroad stocks and bonds was $1.8 billion; 1897 it reached $10.6 billion (compared to a total national debt of $1.2 billion).[72]
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+ Funding came from financiers throughout the Northeast, and from Europe, especially Britain.[73] About 10 percent of the funding came from the government, especially in the form of land grants that could be realized when a certain amount of trackage was opened.[74] The emerging American financial system was based on railroad bonds. New York by 1860 was the dominant financial market. The British invested heavily in railroads around the world, but nowhere more so than the United States; The total came to about $3 billion by 1914. In 1914–1917, they liquidated their American assets to pay for war supplies.[75][76]
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+ Railroad management designed complex systems that could handle far more complicated simultaneous relationships than could be dreamed of by the local factory owner who could patrol every part of his own factory in a matter of hours. Civil engineers became the senior management of railroads. The leading American innovators were the Western Railroad of Massachusetts and the Baltimore and Ohio Railroad in the 1840s, the Erie in the 1850s and the Pennsylvania in the 1860s.[77]
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+ The railroads invented the career path in the private sector for both blue-collar workers and white-collar workers. Railroading became a lifetime career for young men; women were almost never hired. A typical career path would see a young man hired at age 18 as a shop laborer, be promoted to skilled mechanic at age 24, brakemen at 25, freight conductor at 27, and passenger conductor at age 57. White-collar careers paths likewise were delineated. Educated young men started in clerical or statistical work and moved up to station agents or bureaucrats at the divisional or central headquarters. At each level they had more and more knowledge, experience, and human capital. They were very hard to replace, and were virtually guaranteed permanent jobs and provided with insurance and medical care. Hiring, firing, and wage rates were set not by foremen, but by central administrators, in order to minimize favoritism and personality conflicts. Everything was done by the book, whereby an increasingly complex set of rules dictated to everyone exactly what should be done in every circumstance, and exactly what their rank and pay would be. By the 1880s the career railroaders were retiring, and pension systems were invented for them.[78]
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+ Railways contribute to social vibrancy and economic competitiveness by transporting multitudes of customers and workers to city centres and inner suburbs. Hong Kong has recognized rail as "the backbone of the public transit system" and as such developed their franchised bus system and road infrastructure in comprehensive alignment with their rail services.[79] China's large cities such as Beijing, Shanghai, and Guangzhou recognize rail transit lines as the framework and bus lines as the main body to their metropolitan transportation systems.[80] The Japanese Shinkansen was built to meet the growing traffic demand in the "heart of Japan's industry and economy" situated on the Tokyo-Kobe line.[81]
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+ In the 1863-70 decade the heavy use of railways in the American Civil War,[82] and in Germany's wars against Austria and France,[83] provided a speed of movement unheard-of in the days of horses. During much of the 20th century, rail was a key element of war plans for rapid military mobilization, allowing for the quick and efficient transport of large numbers of reservists to their mustering-points, and infantry soldiers to the front lines.[84] The Western Front in France during World War I required many trainloads of munitions a day.[85] Rail yards and bridges in Germany and occupied France were major targets of Allied air power in World War II.[86] However, by the 21st century, rail transport – limited to locations on the same continent, and vulnerable to air attack – had largely been displaced by the adoption of aerial transport.
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+ Railways channel growth towards dense city agglomerations and along their arteries, as opposed to highway expansion, indicative of the U.S. transportation policy, which encourages development of suburbs at the periphery, contributing to increased vehicle miles travelled, carbon emissions, development of greenfield spaces, and depletion of natural reserves. These arrangements revalue city spaces, local taxes,[87] housing values, and promotion of mixed use development.[88][89]
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+ The construction of the first railway of the Austro-Hungarian empire, from Vienna to Prague, came in 1837–1842 to promises of new prosperity. Construction proved more costly than anticipated, and it brought in less revenue because local industry did not have a national market. In town after town the arrival of railway angered the locals because of the noise, smell, and pollution caused by the trains and the damage to homes and the surrounding land caused by the engine's soot and fiery embers; and since most travel was very local ordinary people seldom used the new line.[90]
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+ A 2018 study found that the opening of the Beijing Metro caused a reduction in "most of the air pollutants concentrations (PM2.5, PM10, SO2, NO2, and CO) but had little effect on ozone pollution."[91]
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+ European development economists have argued that the existence of modern rail infrastructure is a significant indicator of a country's economic advancement: this perspective is illustrated notably through the Basic Rail Transportation Infrastructure Index (known as BRTI Index).[92]
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+ In 2014, total rail spending by China was $130 billion and is likely to remain at a similar rate for the rest of the country's next Five Year Period (2016–2020).[93]
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+ The Indian railways are subsidized by around ₹400 billion (US$5.6 billion), of which around 60% goes to commuter rail and short-haul trips.[94][95]
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+ According to the 2017 European Railway Performance Index for intensity of use, quality of service and safety performance, the top tier European national rail systems consists of Switzerland, Denmark, Finland, Germany, Austria, Sweden, and France.[96] Performance levels reveal a positive correlation between public cost and a given railway system's performance, and also reveal differences in the value that countries receive in return for their public cost. Denmark, Finland, France, Germany, the Netherlands, Sweden, and Switzerland capture relatively high value for their money, while Luxembourg, Belgium, Latvia, Slovakia, Portugal, Romania, and Bulgaria underperform relative to the average ratio of performance to cost among European countries.[97]
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+ In 2016 Russian Railways received 94.9 billion roubles (around US$1.4 billion) from the government.[108]
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+ In 2015, funding from the U.S. federal government for Amtrak was around US$1.4 billion.[109] By 2018, appropriated funding had increased to approximately US$1.9 billion.[110]
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+ Alabama (/ˌæləˈbæmə/) is a state in the southeastern region of the United States. It is bordered by Tennessee to the north, Georgia to the east, Florida and the Gulf of Mexico to the south, and Mississippi to the west. Alabama is the 30th largest by area and the 24th-most populous of the U.S. states. With a total of 1,500 miles (2,400 km) of inland waterways, Alabama has among the most of any state.[7]
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+
7
+ Alabama is nicknamed the Yellowhammer State, after the state bird. Alabama is also known as the "Heart of Dixie" and the "Cotton State". The state tree is the longleaf pine, and the state flower is the camellia. Alabama's capital is Montgomery. The largest city by population is Birmingham,[8] which has long been the most industrialized city; the largest city by land area is Huntsville. The oldest city is Mobile, founded by French colonists in 1702 as the capital of French Louisiana.[9] Greater Birmingham is Alabama's largest urban economy, its most populous urban area, and its economic center.[10]
8
+
9
+ From the American Civil War until World War II, Alabama, like many states in the southern U.S., suffered economic hardship, in part because of its continued dependence on agriculture. Similar to other former slave states, Alabamian legislators employed Jim Crow laws to disenfranchise and otherwise discriminate against African Americans from the end of the Reconstruction Era up until at least the 1970s. Despite the growth of major industries and urban centers, white rural interests dominated the state legislature from 1901 to the 1960s. During this time, urban interests and African Americans were markedly under-represented. Following World War II, Alabama grew as the state's economy changed from one primarily based on agriculture to one with diversified interests. The state's economy in the 21st century is based on management, automotive, finance, manufacturing, aerospace, mineral extraction, healthcare, education, retail, and technology.[11]
10
+
11
+ The European-American naming of the Alabama River and state was derived from the Alabama people, a Muskogean-speaking tribe whose members lived just below the confluence of the Coosa and Tallapoosa rivers on the upper reaches of the river.[12] In the Alabama language, the word for a person of Alabama lineage is Albaamo (or variously Albaama or Albàamo in different dialects; the plural form is Albaamaha).[13] The suggestion that "Alabama" was borrowed from the Choctaw language is unlikely.[14][15] The word's spelling varies significantly among historical sources.[15] The first usage appears in three accounts of the Hernando de Soto expedition of 1540: Garcilaso de la Vega used Alibamo, while the Knight of Elvas and Rodrigo Ranjel wrote Alibamu and Limamu, respectively, in transliterations of the term.[15] As early as 1702, the French called the tribe the Alibamon, with French maps identifying the river as Rivière des Alibamons.[12] Other spellings of the name have included Alibamu, Alabamo, Albama, Alebamon, Alibama, Alibamou, Alabamu, Allibamou.[15][16][17][18]
12
+
13
+ Sources disagree on the word's meaning. Some scholars suggest the word comes from the Choctaw alba (meaning "plants" or "weeds") and amo (meaning "to cut", "to trim", or "to gather").[15][19][20] The meaning may have been "clearers of the thicket"[19] or "herb gatherers",[20][21] referring to clearing land for cultivation[16] or collecting medicinal plants.[21] The state has numerous place names of Native American origin.[22][23] However, there are no correspondingly similar words in the Alabama language.
14
+
15
+ An 1842 article in the Jacksonville Republican proposed it meant "Here We Rest."[15] This notion was popularized in the 1850s through the writings of Alexander Beaufort Meek.[15] Experts in the Muskogean languages have not found any evidence to support such a translation.[12][15]
16
+
17
+ Indigenous peoples of varying cultures lived in the area for thousands of years before the advent of European colonization. Trade with the northeastern tribes by the Ohio River began during the Burial Mound Period (1000 BCE – 700 CE) and continued until European contact.[24]
18
+
19
+ The agrarian Mississippian culture covered most of the state from 1000 to 1600 CE, with one of its major centers built at what is now the Moundville Archaeological Site in Moundville, Alabama.[25][26] This is the second-largest complex of the classic Middle Mississippian era, after Cahokia in present-day Illinois, which was the center of the culture. Analysis of artifacts from archaeological excavations at Moundville were the basis of scholars' formulating the characteristics of the Southeastern Ceremonial Complex (SECC).[27] Contrary to popular belief, the SECC appears to have no direct links to Mesoamerican culture, but developed independently. The Ceremonial Complex represents a major component of the religion of the Mississippian peoples; it is one of the primary means by which their religion is understood.[28]
20
+
21
+ Among the historical tribes of Native American people living in present-day Alabama at the time of European contact were the Cherokee, an Iroquoian language people; and the Muskogean-speaking Alabama (Alibamu), Chickasaw, Choctaw, Creek, and Koasati.[29] While part of the same large language family, the Muskogee tribes developed distinct cultures and languages.
22
+
23
+ With exploration in the 16th century, the Spanish were the first Europeans to reach Alabama. The expedition of Hernando de Soto passed through Mabila and other parts of the state in 1540. More than 160 years later, the French founded the region's first European settlement at Old Mobile in 1702.[30] The city was moved to the current site of Mobile in 1711. This area was claimed by the French from 1702 to 1763 as part of La Louisiane.[31]
24
+
25
+ After the French lost to the British in the Seven Years' War, it became part of British West Florida from 1763 to 1783. After the United States victory in the American Revolutionary War, the territory was divided between the United States and Spain. The latter retained control of this western territory from 1783 until the surrender of the Spanish garrison at Mobile to U.S. forces on April 13, 1813.[31][32]
26
+
27
+ Thomas Bassett, a loyalist to the British monarchy during the Revolutionary era, was one of the earliest white settlers in the state outside Mobile. He settled in the Tombigbee District during the early 1770s.[33] The district's boundaries were roughly limited to the area within a few miles of the Tombigbee River and included portions of what is today southern Clarke County, northernmost Mobile County, and most of Washington County.[34][35]
28
+
29
+ What is now the counties of Baldwin and Mobile became part of Spanish West Florida in 1783, part of the independent Republic of West Florida in 1810, and was finally added to the Mississippi Territory in 1812. Most of what is now the northern two-thirds of Alabama was known as the Yazoo lands beginning during the British colonial period. It was claimed by the Province of Georgia from 1767 onwards. Following the Revolutionary War, it remained a part of Georgia, although heavily disputed.[36][37]
30
+
31
+ With the exception of the area around Mobile and the Yazoo lands, what is now the lower one-third of Alabama was made part of the Mississippi Territory when it was organized in 1798. The Yazoo lands were added to the territory in 1804, following the Yazoo land scandal.[37][38] Spain kept a claim on its former Spanish West Florida territory in what would become the coastal counties until the Adams–Onís Treaty officially ceded it to the United States in 1819.[32]
32
+
33
+ Before Mississippi's admission to statehood on December 10, 1817, the more sparsely settled eastern half of the territory was separated and named the Alabama Territory. The United States Congress created the Alabama Territory on March 3, 1817. St. Stephens, now abandoned, served as the territorial capital from 1817 to 1819.[39]
34
+
35
+ Alabama was admitted as the 22nd state on December 14, 1819, with Congress selecting Huntsville as the site for the first Constitutional Convention. From July 5 to August 2, 1819, delegates met to prepare the new state constitution. Huntsville served as temporary capital from 1819 to 1820, when the seat of government moved to Cahaba in Dallas County.[40]
36
+
37
+ Cahaba, now a ghost town, was the first permanent state capital from 1820 to 1825.[41] The Alabama Fever land rush was underway when the state was admitted to the Union, with settlers and land speculators pouring into the state to take advantage of fertile land suitable for cotton cultivation.[42][43] Part of the frontier in the 1820s and 1830s, its constitution provided for universal suffrage for white men.[44]
38
+
39
+ Southeastern planters and traders from the Upper South brought slaves with them as the cotton plantations in Alabama expanded. The economy of the central Black Belt (named for its dark, productive soil) was built around large cotton plantations whose owners' wealth grew mainly from slave labor.[44] The area also drew many poor, disfranchised people who became subsistence farmers. Alabama had an estimated population of under 10,000 people in 1810, but it increased to more than 300,000 people by 1830.[42] Most Native American tribes were completely removed from the state within a few years of the passage of the Indian Removal Act by Congress in 1830.[45]
40
+
41
+ From 1826 to 1846, Tuscaloosa served as Alabama's capital. On January 30, 1846, the Alabama legislature announced it had voted to move the capital city from Tuscaloosa to Montgomery. The first legislative session in the new capital met in December 1847.[46] A new capitol building was erected under the direction of Stephen Decatur Button of Philadelphia. The first structure burned down in 1849, but was rebuilt on the same site in 1851. This second capitol building in Montgomery remains to the present day. It was designed by Barachias Holt of Exeter, Maine.[47][48]
42
+
43
+ By 1860, the population had increased to 964,201 people, of which nearly half, 435,080, were enslaved African Americans, and 2,690 were free people of color.[49] On January 11, 1861, Alabama declared its secession from the Union. After remaining an independent republic for a few days, it joined the Confederate States of America. The Confederacy's capital was initially at Montgomery. Alabama was heavily involved in the American Civil War. Although comparatively few battles were fought in the state, Alabama contributed about 120,000 soldiers to the war effort.
44
+
45
+ A company of cavalry soldiers from Huntsville, Alabama, joined Nathan Bedford Forrest's battalion in Hopkinsville, Kentucky. The company wore new uniforms with yellow trim on the sleeves, collar and coat tails. This led to them being greeted with "Yellowhammer", and the name later was applied to all Alabama troops in the Confederate Army.[50]
46
+
47
+ Alabama's slaves were freed by the 13th Amendment in 1865.[51] Alabama was under military rule from the end of the war in May 1865 until its official restoration to the Union in 1868. From 1867 to 1874, with most white citizens barred temporarily from voting and freedmen enfranchised, many African Americans emerged as political leaders in the state. Alabama was represented in Congress during this period by three African-American congressmen: Jeremiah Haralson, Benjamin S. Turner, and James T. Rapier.[52]
48
+
49
+ Following the war, the state remained chiefly agricultural, with an economy tied to cotton. During Reconstruction, state legislators ratified a new state constitution in 1868 which created the state's first public school system and expanded women's rights. Legislators funded numerous public road and railroad projects, although these were plagued with allegations of fraud and misappropriation.[52] Organized insurgent, resistance groups tried to suppress the freedmen and Republicans. Besides the short-lived original Ku Klux Klan, these included the Pale Faces, Knights of the White Camellia, Red Shirts, and the White League.[52]
50
+
51
+ Reconstruction in Alabama ended in 1874, when the Democrats regained control of the legislature and governor's office through an election dominated by fraud and violence. They wrote another constitution in 1875,[52] and the legislature passed the Blaine Amendment, prohibiting public money from being used to finance religious-affiliated schools.[53] The same year, legislation was approved that called for racially segregated schools.[54] Railroad passenger cars were segregated in 1891.[54] After disenfranchising most African Americans and many poor whites in the 1901 constitution, the Alabama legislature passed more Jim Crow laws at the beginning of the 20th century to impose segregation in everyday life.
52
+
53
+ The new 1901 Constitution of Alabama included provisions for voter registration that effectively disenfranchised large portions of the population, including nearly all African Americans and Native Americans, and tens of thousands of poor whites, through making voter registration difficult, requiring a poll tax and literacy test.[55] The 1901 constitution required racial segregation of public schools. By 1903, only 2,980 African Americans were registered in Alabama, although at least 74,000 were literate. This compared to more than 181,000 African Americans eligible to vote in 1900. The numbers dropped even more in later decades.[56] The state legislature passed additional racial segregation laws related to public facilities into the 1950s: jails were segregated in 1911; hospitals in 1915; toilets, hotels, and restaurants in 1928; and bus stop waiting rooms in 1945.[54]
54
+
55
+ While the planter class had persuaded poor whites to vote for this legislative effort to suppress black voting, the new restrictions resulted in their disenfranchisement as well, due mostly to the imposition of a cumulative poll tax.[56] By 1941, whites constituted a slight majority of those disenfranchised by these laws: 600,000 whites vs. 520,000 African-Americans.[56] Nearly all African Americans had lost the ability to vote. Despite numerous legal challenges which succeeded in overturning certain provisions, the state legislature would create new ones to maintain disenfranchisement. The exclusion of blacks from the political system persisted until after passage of federal civil rights legislation in 1965 to enforce their constitutional rights as citizens.[57]
56
+
57
+ The rural-dominated Alabama legislature consistently underfunded schools and services for the disenfranchised African Americans, but it did not relieve them of paying taxes.[44] Partially as a response to chronic underfunding of education for African Americans in the South, the Rosenwald Fund began funding the construction of what came to be known as Rosenwald Schools. In Alabama these schools were designed and the construction partially financed with Rosenwald funds, which paid one-third of the construction costs. The fund required the local community and state to raise matching funds to pay the rest. Black residents effectively taxed themselves twice, by raising additional monies to supply matching funds for such schools, which were built in many rural areas. They often donated land and labor as well.[58]
58
+
59
+ Beginning in 1913, the first 80 Rosenwald Schools were built in Alabama for African-American children. A total of 387 schools, seven teachers' houses, and several vocational buildings were completed by 1937 in the state. Several of the surviving school buildings in the state are now listed on the National Register of Historic Places.[58]
60
+
61
+ Continued racial discrimination and lynchings, agricultural depression, and the failure of the cotton crops due to boll weevil infestation led tens of thousands of African Americans from rural Alabama and other states to seek opportunities in northern and midwestern cities during the early decades of the 20th century as part of the Great Migration out of the South.[59][60] Reflecting this emigration, the population growth rate in Alabama (see "historical populations" table below) dropped by nearly half from 1910 to 1920.[61]
62
+
63
+ At the same time, many rural people migrated to the city of Birmingham to work in new industrial jobs. Birmingham experienced such rapid growth it was called the "Magic City".[62] By 1920, Birmingham was the 36th-largest city in the United States.[63] Heavy industry and mining were the basis of its economy. Its residents were under-represented for decades in the state legislature, which refused to redistrict after each decennial census according to population changes, as it was required by the state constitution. This did not change until the late 1960s following a lawsuit and court order.[64]
64
+
65
+ Beginning in the 1940s, when the courts started taking the first steps to recognize the voting rights of black voters, the Alabama legislature took several counter-steps designed to disfranchise black voters. The legislature passed, and the voters ratified [as these were mostly white voters], a state constitutional amendment that gave local registrars greater latitude to disqualify voter registration applicants. Black citizens in Mobile successfully challenged this amendment as a violation of the Fifteenth Amendment. The legislature also changed the boundaries of Tuskegee to a 28-sided figure designed to fence out blacks from the city limits. The Supreme Court unanimously held that this racial "gerrymandering" violated the Constitution. In 1961, ... the Alabama legislature also intentionally diluted the effect of the black vote by instituting numbered place requirements for local elections.[65]
66
+
67
+ Industrial development related to the demands of World War II brought a level of prosperity to the state not seen since before the civil war.[44] Rural workers poured into the largest cities in the state for better jobs and a higher standard of living. One example of this massive influx of workers occurred in Mobile. Between 1940 and 1943, more than 89,000 people moved into the city to work for war-related industries.[66] Cotton and other cash crops faded in importance as the state developed a manufacturing and service base.
68
+
69
+ Despite massive population changes in the state from 1901 to 1961, the rural-dominated legislature refused to reapportion House and Senate seats based on population, as required by the state constitution to follow the results of decennial censuses. They held on to old representation to maintain political and economic power in agricultural areas. One result was that Jefferson County, containing Birmingham's industrial and economic powerhouse, contributed more than one-third of all tax revenue to the state, but did not receive a proportional amount in services. Urban interests were consistently underrepresented in the legislature. A 1960 study noted that because of rural domination, "a minority of about 25 per cent of the total state population is in majority control of the Alabama legislature."[67][64]
70
+
71
+ In the United States Supreme Court cases of Baker v. Carr (1962) and Reynolds v. Sims (1964), the court ruled that the principle of "one man, one vote" needed to be the basis of both houses of state legislatures, and that their districts had to be based on population rather than geographic counties.[68][69]
72
+
73
+ In 1972, for the first time since 1901, the legislature completed the congressional redistricting based on the decennial census. This benefited the urban areas that had developed, as well as all in the population who had been underrepresented for more than sixty years.[67] Other changes were made to implement representative state house and senate districts.
74
+
75
+ African Americans continued to press in the 1950s and 1960s to end disenfranchisement and segregation in the state through the civil rights movement, including legal challenges. In 1954, the U.S. Supreme Court ruled in Brown v. Board of Education that public schools had to be desegregated, but Alabama was slow to comply. During the 1960s, under Governor George Wallace, Alabama resisted compliance with federal demands for desegregation.[70][71] The civil rights movement had notable events in Alabama, including the Montgomery Bus Boycott (1955–56), Freedom Rides in 1961, and 1965 Selma to Montgomery marches.[72] These contributed to Congressional passage and enactment of the Civil Rights Act of 1964 and Voting Rights Act of 1965 by the U.S. Congress.[73][74]
76
+
77
+ Legal segregation ended in the states in 1964, but Jim Crow customs often continued until specifically challenged in court.[75] According to The New York Times, by 2017, many of Alabama's African-Americans were living in Alabama's cities such as Birmingham and Montgomery. Also, the Black Belt region across central Alabama "is home to largely poor counties that are predominantly African-American. These counties include Dallas, Lowndes, Marengo and Perry."[76]
78
+
79
+ Alabama has made some changes since the late 20th century and has used new types of voting to increase representation. In the 1980s, an omnibus redistricting case, Dillard v. Crenshaw County, challenged the at-large voting for representative seats of 180 Alabama jurisdictions, including counties and school boards. At-large voting had diluted the votes of any minority in a county, as the majority tended to take all seats. Despite African Americans making up a significant minority in the state, they had been unable to elect any representatives in most of the at-large jurisdictions.[65]
80
+
81
+ As part of settlement of this case, five Alabama cities and counties, including Chilton County, adopted a system of cumulative voting for election of representatives in multi-seat jurisdictions. This has resulted in more proportional representation for voters. In another form of proportional representation, 23 jurisdictions use limited voting, as in Conecuh County. In 1982, limited voting was first tested in Conecuh County. Together use of these systems has increased the number of African Americans and women being elected to local offices, resulting in governments that are more representative of their citizens.[77]
82
+
83
+ Alabama is the thirtieth-largest state in the United States with 52,419 square miles (135,760 km2) of total area: 3.2% of the area is water, making Alabama 23rd in the amount of surface water, also giving it the second-largest inland waterway system in the United States.[78] About three-fifths of the land area is a gentle plain with a general descent towards the Mississippi River and the Gulf of Mexico. The North Alabama region is mostly mountainous, with the Tennessee River cutting a large valley and creating numerous creeks, streams, rivers, mountains, and lakes.[79]
84
+
85
+ Alabama is bordered by the states of Tennessee to the north, Georgia to the east, Florida to the south, and Mississippi to the west. Alabama has coastline at the Gulf of Mexico, in the extreme southern edge of the state.[79] The state ranges in elevation from sea level[80] at Mobile Bay to nearly half a mile in the northeast, to wit Mount Cheaha[79] at 2,413 ft (735 m).[81]
86
+
87
+ Alabama's land consists of 22 million acres (89,000 km2) of forest or 67% of total land area.[82] Suburban Baldwin County, along the Gulf Coast, is the largest county in the state in both land area and water area.[83]
88
+
89
+ Areas in Alabama administered by the National Park Service include Horseshoe Bend National Military Park near Alexander City; Little River Canyon National Preserve near Fort Payne; Russell Cave National Monument in Bridgeport; Tuskegee Airmen National Historic Site in Tuskegee; and Tuskegee Institute National Historic Site near Tuskegee.[84] Additionally, Alabama has four National Forests: Conecuh, Talladega, Tuskegee, and William B. Bankhead.[85] Alabama also contains the Natchez Trace Parkway, the Selma To Montgomery National Historic Trail, and the Trail of Tears National Historic Trail.
90
+
91
+ Notable natural wonders include: the "Natural Bridge" rock, the longest natural bridge east of the Rockies, located just south of Haleyville; Cathedral Caverns in Marshall County, named for its cathedral-like appearance, features one of the largest cave entrances and stalagmites in the world; Ecor Rouge in Fairhope, the highest coastline point between Maine and Mexico;[86] DeSoto Caverns in Childersburg, the first officially recorded cave in the United States;[87] Noccalula Falls in Gadsden features a 90-foot waterfall; Dismals Canyon near Phil Campbell, home to two waterfalls, six natural bridges and allegedly served as a hideout for legendary outlaw Jesse James;[88] Stephens Gap Cave in Jackson County boasts a 143-foot pit, two waterfalls and is one of the most photographed wild cave scenes in America;[89] Little River Canyon near Fort Payne, one of the nation's longest mountaintop rivers; Rickwood Caverns near Warrior features an underground pool, blind cave fish and 260 million year old limestone formations; and the Walls of Jericho canyon on the Alabama-Tennessee state line.
92
+
93
+ A 5-mile (8 km)-wide meteorite impact crater is located in Elmore County, just north of Montgomery. This is the Wetumpka crater, the site of "Alabama's greatest natural disaster". A 1,000-foot (300 m)-wide meteorite hit the area about 80 million years ago.[90] The hills just east of downtown Wetumpka showcase the eroded remains of the impact crater that was blasted into the bedrock, with the area labeled the Wetumpka crater or astrobleme ("star-wound") because of the concentric rings of fractures and zones of shattered rock that can be found beneath the surface.[91] In 2002, Christian Koeberl with the Institute of Geochemistry University of Vienna published evidence and established the site as the 157th recognized impact crater on Earth.[92]
94
+
95
+ The state is classified as humid subtropical (Cfa) under the Koppen Climate Classification.[93] The average annual temperature is 64 °F (18 °C). Temperatures tend to be warmer in the southern part of the state with its proximity to the Gulf of Mexico, while the northern parts of the state, especially in the Appalachian Mountains in the northeast, tend to be slightly cooler.[94] Generally, Alabama has very hot summers and mild winters with copious precipitation throughout the year. Alabama receives an average of 56 inches (1,400 mm) of rainfall annually and enjoys a lengthy growing season of up to 300 days in the southern part of the state.[94]
96
+
97
+ Summers in Alabama are among the hottest in the U.S., with high temperatures averaging over 90 °F (32 °C) throughout the summer in some parts of the state. Alabama is also prone to tropical storms and even hurricanes. Areas of the state far away from the Gulf are not immune to the effects of the storms, which often dump tremendous amounts of rain as they move inland and weaken.
98
+
99
+ South Alabama reports many thunderstorms. The Gulf Coast, around Mobile Bay, averages between 70 and 80 days per year with thunder reported. This activity decreases somewhat further north in the state, but even the far north of the state reports thunder on about 60 days per year. Occasionally, thunderstorms are severe with frequent lightning and large hail; the central and northern parts of the state are most vulnerable to this type of storm. Alabama ranks ninth in the number of deaths from lightning and tenth in the number of deaths from lightning strikes per capita.[95]
100
+
101
+ Alabama, along with Oklahoma and Iowa, has the most confirmed F5 and EF5 tornadoes of any state, according to statistics from the National Climatic Data Center for the period January 1, 1950, to June 2013.[96] Several long-tracked F5/EF5 tornadoes have contributed to Alabama reporting more tornado fatalities since 1950 than any other state. The state was affected by the 1974 Super Outbreak and was devastated tremendously by the 2011 Super Outbreak. The 2011 Super Outbreak produced a record amount of tornadoes in the state. The tally reached 62.[97]
102
+
103
+ The peak season for tornadoes varies from the northern to southern parts of the state. Alabama is one of the few places in the world that has a secondary tornado season in November and December besides the typically severe spring. The northern part—along the Tennessee River Valley—is most vulnerable. The area of Alabama and Mississippi most affected by tornadoes is sometimes referred to as Dixie Alley, as distinct from the Tornado Alley of the Southern Plains.
104
+
105
+ Winters are generally mild in Alabama, as they are throughout most of the Southeastern United States, with average January low temperatures around 40 °F (4 °C) in Mobile and around 32 °F (0 °C) in Birmingham. Although snow is a rare event in much of Alabama, areas of the state north of Montgomery may receive a dusting of snow a few times every winter, with an occasional moderately heavy snowfall every few years. Historic snowfall events include New Year's Eve 1963 snowstorm and the 1993 Storm of the Century. The annual average snowfall for the Birmingham area is 2 inches (51 mm) per year. In the southern Gulf coast, snowfall is less frequent, sometimes going several years without any snowfall.
106
+
107
+ Alabama's highest temperature of 112 °F (44 °C) was recorded on September 5, 1925, in the unincorporated community of Centerville. The record low of −27 °F (−33 °C) occurred on January 30, 1966, in New Market.[98]
108
+
109
+ Alabama is home to a diverse array of flora and fauna in habitats that range from the Tennessee Valley, Appalachian Plateau, and Ridge-and-Valley Appalachians of the north to the Piedmont, Canebrake, and Black Belt of the central region to the Gulf Coastal Plain and beaches along the Gulf of Mexico in the south. The state is usually ranked among the top in nation for its range of overall biodiversity.[103][104]
110
+
111
+ Alabama is in the subtropical coniferous forest biome and once boasted huge expanses of pine forest, which still form the largest proportion of forests in the state.[103] It currently ranks fifth in the nation for the diversity of its flora. It is home to nearly 4,000 pteridophyte and spermatophyte plant species.[105]
112
+
113
+ Indigenous animal species in the state include 62 mammal species,[106] 93 reptile species,[107] 73 amphibian species,[108] roughly 307 native freshwater fish species,[103] and 420 bird species that spend at least part of their year within the state.[109] Invertebrates include 97 crayfish species and 383 mollusk species. 113 of these mollusk species have never been collected outside the state.[110][111]
114
+
115
+ The United States Census Bureau estimates the population of Alabama was 4,903,185 on July 1, 2019,[113] which represents an increase of 123,440 or 2.58%, since the 2010 Census.[114] This includes a natural increase since the last census of 121,054 (502,457 births minus 381,403 deaths) and an increase due to net migration of 104,991 into the state.[115]
116
+
117
+ Immigration from outside the U.S. resulted in a net increase of 31,180 people, and migration within the country produced a net gain of 73,811 people.[115] The state had 108,000 foreign-born (2.4% of the state population), of which an estimated 22.2% were undocumented (24,000).
118
+
119
+ The center of population of Alabama is located in Chilton County, outside the town of Jemison.[116]
120
+
121
+ According to the 2010 Census, Alabama had a population of 4,779,736. The racial composition of the state was 68.5% White (67.0% Non-Hispanic White and 1.5% Hispanic White), 26.2% Black or African American, 3.9% Hispanic or Latino of any race, 1.1% Asian, 0.6% American Indian and Alaska Native, 0.1% Native Hawaiian and Other Pacific Islander, 2.0% from Some Other Race, and 1.5% from Two or More Races.[117] In 2011, 46.6% of Alabama's population younger than age 1 were minorities.[118]
122
+
123
+ The largest reported ancestry groups in Alabama are: African (26.2%), English (23.6%), Irish (7.7%), German (5.7%), and Scots-Irish (2.0%).[119][120][121] Those citing "American" ancestry in Alabama are generally of English or British ancestry; many Anglo-Americans identify as having American ancestry because their roots have been in North America for so long, in some cases since the 1600s. Demographers estimate that 20–23% of people in Alabama are of predominantly English ancestry and the figure is likely higher. In the 1980 census, 41% of the people in Alabama identified as being of English ancestry, making them the largest ethnic group at the time.[122][123][124][125][126]
124
+
125
+ Based on historic migration and settlement patterns in the southern colonies and states, demographers estimated there are more people in Alabama of Scots-Irish origins than self-reported.[130] Many people in Alabama claim Irish ancestry because of the term Scots-Irish but, based on historic immigration and settlement, their ancestors were more likely Protestant Scots-Irish coming from northern Ireland, where they had been for a few generations as part of the English colonization.[131] The Scots-Irish were the largest non-English immigrant group from the British Isles before the American Revolution, and many settled in the South, later moving into the Deep South as it was developed.[132]
126
+
127
+ In 1984, under the Davis–Strong Act, the state legislature established the Alabama Indian Affairs Commission.[133] Native American groups within the state had increasingly been demanding recognition as ethnic groups and seeking an end to discrimination. Given the long history of slavery and associated racial segregation, the Native American peoples, who have sometimes been of mixed race, have insisted on having their cultural identification respected. In the past, their self-identification was often overlooked as the state tried to impose a binary breakdown of society into white and black.
128
+
129
+ The state has officially recognized nine American Indian tribes in the state, descended mostly from the Five Civilized Tribes of the American Southeast. These are the following.[134]
130
+
131
+ The state government has promoted recognition of Native American contributions to the state, including the designation in 2000 for Columbus Day to be jointly celebrated as American Indian Heritage Day.[135]
132
+
133
+ Most Alabama residents (95.1% of those five and older) spoke only English at home in 2010, a minor decrease from 96.1% in 2000. Alabama English is predominantly Southern,[139] and is related to South Midland speech which was taken across the border from Tennessee. In the major Southern speech region, there is the decreasing loss of the final /r/, for example the /boyd/ pronunciation of 'bird'. In the northern third of the state, there is a South Midland 'arm' and 'barb' rhyming with 'form' and 'orb'. Unique words in Alabama English include: redworm (earthworm), peckerwood (woodpecker), snake doctor and snake feeder (dragonfly), tow sack (burlap bag), plum peach (clingstone), French harp (harmonica), and dog irons (andirons).[139]
134
+
135
+ In the 2008 American Religious Identification Survey, 86% of Alabama respondents reported their religion as Christian, including 6% Catholic, with 11% as having no religion.[140] The composition of other traditions is 0.5% Mormon, 0.5% Jewish, 0.5% Muslim, 0.5% Buddhist, and 0.5% Hindu.[141]
136
+
137
+ Alabama is located in the middle of the Bible Belt, a region of numerous Protestant Christians. Alabama has been identified as one of the most religious states in the United States, with about 58% of the population attending church regularly.[143] A majority of people in the state identify as Evangelical Protestant. As of 2010[update], the three largest denominational groups in Alabama are the Southern Baptist Convention, The United Methodist Church, and non-denominational Evangelical Protestant.[144]
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+ In Alabama, the Southern Baptist Convention has the highest number of adherents with 1,380,121; this is followed by the United Methodist Church with 327,734 adherents, non-denominational Evangelical Protestant with 220,938 adherents, and the Catholic Church with 150,647 adherents. Many Baptist and Methodist congregations became established in the Great Awakening of the early 19th century, when preachers proselytized across the South. The Assemblies of God had almost 60,000 members, the Churches of Christ had nearly 120,000 members. The Presbyterian churches, strongly associated with Scots-Irish immigrants of the 18th century and their descendants, had a combined membership around 75,000 (PCA—28,009 members in 108 congregations, PC(USA)—26,247 members in 147 congregations,[145] the Cumberland Presbyterian Church—6,000 members in 59 congregations, the Cumberland Presbyterian Church in America—5,000 members and fifty congregations plus the EPC and Associate Reformed Presbyterians with 230 members and nine congregations).[146]
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+ In a 2007 survey, nearly 70% of respondents could name all four of the Christian Gospels. Of those who indicated a religious preference, 59% said they possessed a "full understanding" of their faith and needed no further learning.[147] In a 2007 poll, 92% of Alabamians reported having at least some confidence in churches in the state.[148][149]
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+ Although in much smaller numbers, many other religious faiths are represented in the state as well, including Judaism, Islam, Hinduism, Buddhism, Sikhism, the Bahá'í Faith, and Unitarian Universalism.[146]
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+
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+ Jews have been present in what is now Alabama since 1763, during the colonial era of Mobile, when Sephardic Jews immigrated from London.[150] The oldest Jewish congregation in the state is Congregation Sha'arai Shomayim in Mobile. It was formally recognized by the state legislature on January 25, 1844.[150] Later immigrants in the nineteenth and twentieth centuries tended to be Ashkenazi Jews from eastern Europe. Jewish denominations in the state include two Orthodox, four Conservative, ten Reform, and one Humanistic synagogue.[151]
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+
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+ Muslims have been increasing in Alabama, with 31 mosques built by 2011, many by African-American converts.[152]
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+ Several Hindu temples and cultural centers in the state have been founded by Indian immigrants and their descendants, the best-known being the Shri Swaminarayan Mandir in Birmingham, the Hindu Temple and Cultural Center of Birmingham in Pelham, the Hindu Cultural Center of North Alabama in Capshaw, and the Hindu Mandir and Cultural Center in Tuscaloosa.[153][154]
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+ There are six Dharma centers and organizations for Theravada Buddhists.[155] Most monastic Buddhist temples are concentrated in southern Mobile County, near Bayou La Batre. This area has attracted an influx of refugees from Cambodia, Laos, and Vietnam during the 1970s and thereafter.[156] The four temples within a ten-mile radius of Bayou La Batre, include Chua Chanh Giac, Wat Buddharaksa, and Wat Lao Phoutthavihan.[157][158][159]
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+ The first community of adherents of the Bahá'í Faith in Alabama was founded in 1896 by Paul K. Dealy, who moved from Chicago to Fairhope. Bahá'í centers in Alabama exist in Birmingham, Huntsville, and Florence.[160]
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+ A Centers for Disease Control and Prevention study in 2008 showed that obesity in Alabama is a problem, with most counties having more than 29% of adults obese, except for ten which had a rate between 26% and 29%.[161] Residents of the state, along with those in five other states, were least likely in the nation to be physically active during leisure time.[162] Alabama, and the southeastern U.S. in general, has one of the highest incidences of adult onset diabetes in the country, exceeding 10% of adults.[163][164]
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+
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+ On May 14, 2019, Alabama passed the Human Life Protection Act, banning abortion at any stage of pregnancy unless there is a "serious health risk", with no exceptions for rape and incest. The law, if enacted, would punish doctors who perform abortions with 10 to 99 years imprisonment and be the most restrictive abortion law in the country.[165] However, on October 29, 2019, U.S. District Judge Myron Thompson blocked the law from taking effect.[166]
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+ The state has invested in aerospace, education, health care, banking, and various heavy industries, including automobile manufacturing, mineral extraction, steel production and fabrication. By 2006, crop and animal production in Alabama was valued at $1.5 billion. In contrast to the primarily agricultural economy of the previous century, this was only about 1% of the state's gross domestic product. The number of private farms has declined at a steady rate since the 1960s, as land has been sold to developers, timber companies, and large farming conglomerates.[167]
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+ Non-agricultural employment in 2008 was 121,800 in management occupations; 71,750 in business and financial operations; 36,790 in computer-related and mathematical occupation; 44,200 in architecture and engineering; 12,410 in life, physical, and social sciences; 32,260 in community and social services; 12,770 in legal occupations; 116,250 in education, training, and library services; 27,840 in art, design and media occupations; 121,110 in healthcare; 44,750 in fire fighting, law enforcement, and security; 154,040 in food preparation and serving; 76,650 in building and grounds cleaning and maintenance; 53,230 in personal care and services; 244,510 in sales; 338,760 in office and administration support; 20,510 in farming, fishing, and forestry; 120,155 in construction and mining, gas, and oil extraction; 106,280 in installation, maintenance, and repair; 224,110 in production; and 167,160 in transportation and material moving.[11]
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+ According to the U.S. Bureau of Economic Analysis, the 2008 total gross state product was $170 billion, or $29,411 per capita. Alabama's 2012 GDP increased 1.2% from the previous year. The single largest increase came in the area of information.[168] In 2010, per capita income for the state was $22,984.[169]
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+ The state's seasonally adjusted unemployment rate was 5.8% in April 2015.[170] This compared to a nationwide seasonally adjusted rate of 5.4%.[171]
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+ Alabama has no minimum wage and in February 2016 passed legislation preventing municipalities from setting one. (A Birmingham city ordinance would have raised theirs to $10.10.)[172]
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+ As of 2018[update], Alabama has the sixth highest poverty rate among states in the U.S.[173] In 2017, United Nations Special Rapporteur Philip Alston toured parts of rural Alabama and observed environmental conditions he said were poorer than anywhere he had seen in the developed world.[174]
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+ The five employers that employed the most employees in Alabama in April 2011 were:[175]
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+ The next twenty largest employers, as of 2011[update], included:[176]
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+ Alabama's agricultural outputs include poultry and eggs, cattle, fish, plant nursery items, peanuts, cotton, grains such as corn and sorghum, vegetables, milk, soybeans, and peaches. Although known as "The Cotton State", Alabama ranks between eighth and tenth in national cotton production, according to various reports,[177][178] with Texas, Georgia and Mississippi comprising the top three.
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+ Alabama's industrial outputs include iron and steel products (including cast-iron and steel pipe); paper, lumber, and wood products; mining (mostly coal); plastic products; cars and trucks; and apparel. In addition, Alabama produces aerospace and electronic products, mostly in the Huntsville area, the location of NASA's George C. Marshall Space Flight Center and the U.S. Army Materiel Command, headquartered at Redstone Arsenal.
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+ A great deal of Alabama's economic growth since the 1990s has been due to the state's expanding automotive manufacturing industry. Located in the state are Honda Manufacturing of Alabama, Hyundai Motor Manufacturing Alabama, Mercedes-Benz U.S. International, and Toyota Motor Manufacturing Alabama, as well as their various suppliers. Since 1993, the automobile industry has generated more than 67,800 new jobs in the state. Alabama currently ranks 4th in the nation for vehicle exports.[179]
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+ Automakers accounted for approximately a third of the industrial expansion in the state in 2012.[180] The eight models produced at the state's auto factories totaled combined sales of 74,335 vehicles for 2012. The strongest model sales during this period were the Hyundai Elantra compact car, the Mercedes-Benz GL-Class sport utility vehicle and the Honda Ridgeline sport utility truck.[181]
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+ Steel producers Outokumpu, Nucor, SSAB, ThyssenKrupp, and U.S. Steel have facilities in Alabama and employ more than 10,000 people. In May 2007, German steelmaker ThyssenKrupp selected Calvert in Mobile County for a 4.65 billion combined stainless and carbon steel processing facility.[182] ThyssenKrupp's stainless steel division, Inoxum, including the stainless portion of the Calvert plant, was sold to Finnish stainless steel company Outokumpu in 2012.[183] The remaining portion of the ThyssenKrupp plant had final bids submitted by ArcelorMittal and Nippon Steel for $1.6 billion in March 2013. Companhia Siderúrgica Nacional submitted a combined bid for the mill at Calvert, plus a majority stake in the ThyssenKrupp mill in Brazil, for $3.8 billion.[184] In July 2013, the plant was sold to ArcelorMittal and Nippon Steel.[185]
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+ The Hunt Refining Company, a subsidiary of Hunt Consolidated, Inc., is based in Tuscaloosa and operates a refinery there. The company also operates terminals in Mobile, Melvin, and Moundville.[186] JVC America, Inc. operates an optical disc replication and packaging plant in Tuscaloosa.[187]
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+ The Goodyear Tire and Rubber Company operates a large plant in Gadsden which employs about 1,400 people. It has been in operation since 1929.
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+ Construction of an Airbus A320 family aircraft assembly plant in Mobile was formally announced by Airbus CEO Fabrice Brégier from the Mobile Convention Center on July 2, 2012. The plans include a $600 million factory at the Brookley Aeroplex for the assembly of the A319, A320 and A321 aircraft. Construction began in 2013, with plans for it to become operable by 2015[needs update] and produce up to 50 aircraft per year by 2017.[188][189] The assembly plant is the company's first factory to be built within the United States.[190] It was announced on February 1, 2013, that Airbus had hired Alabama-based Hoar Construction to oversee construction of the facility.[191]
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+ According to Business Insider, Alabama ranked 14th in most popular states to visit in 2014.[192] An estimated 26 million tourists visited the state in 2018,[193] more than 100,000 of them from other countries including Canada, the United Kingdom, Germany and Japan.[citation needed] In 2006, 22.3 million travellers spent $8.3 billion providing an estimated 162,000 jobs in the state.[194][195][failed verification]
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+ The state is home to various attractions, natural features, parks and events that attract visitors from around the globe, notably the annual Hangout Music Festival, held on the public beaches of Gulf Shores; the Alabama Shakespeare Festival, one of the ten largest Shakespeare festivals in the world;[196] the Robert Trent Jones Golf Trail, a collection of championship caliber golf courses distributed across the state; casinos such as Victoryland; amusement parks such as Alabama Splash Adventure; the Riverchase Galleria, one of the largest shopping centers in the southeast; Guntersville Lake, voted the best lake in Alabama by Southern Living Magazine readers;[197] and the Alabama Museum of Natural History, the oldest museum in the state.[198]
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+ Mobile is known for having the oldest organized Mardi Gras celebration in the United States, beginning in 1703.[199] It was also host to the first formally organized Mardi Gras parade in the United States in 1830, a tradition that continues to this day.[199] Mardi Gras is an official state holiday in Mobile and Baldwin counties.[200]
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+ In 2018, Mobile's Mardi Gras parade was the state's top event, producing the most tourists with an attendance of 892,811. The top attraction was the U.S. Space & Rocket Center in Huntsville with an attendance of 849,981, followed by the Birmingham Zoo with 543,090. Of the parks and natural destinations, Alabama's Gulf Coast topped the list with 6,700,000 visitors.[201]
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+ Alabama has historically been a popular region for film shoots due to its diverse landscapes and contrast of environments.[202] Movies filmed in Alabama include: Close Encounters of the Third Kind, Get Out, 42, Selma, Big Fish, The Final Destination, Due Date, Need For Speed and many more.[203]
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+ UAB Hospital is the only Level I trauma center in Alabama.[204][205] UAB is the largest state government employer in Alabama, with a workforce of about 18,000.[206] A 2017 study found that Alabama had the least competitive health insurance market in the country, with Blue Cross and Blue Shield of Alabama having a market share of 84% followed by UnitedHealth Group at 7%.[207]
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+ Regions Financial Corporation and BBVA USA Bank are the largest banks headquartered in Alabama. Birmingham-based Compass Banchshares was acquired by Spanish-based BBVA in September 2007 with the headquarters of BBVA USA remaining in Birmingham. In November 2006, Regions Financial acquired AmSouth Bancorporation, which was also headquartered in Birmingham. SouthTrust Corporation, another large bank headquartered in Birmingham, was acquired by Wachovia in 2004.
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+ Wells Fargo has a regional headquarters, an operations center campus, and a $400 million data center in Birmingham. Many smaller banks are also headquartered in the Birmingham area, including ServisFirst and New South Federal Savings Bank. Birmingham also serves as the headquarters for several large investment management companies, including Harbert Management Corporation.
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+ Telecommunications provider AT&T, formerly BellSouth, has a major presence in Alabama with several large offices in Birmingham.
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+ Many commercial technology companies are headquartered in Huntsville, such as network access company ADTRAN, computer graphics company Intergraph, and IT infrastructure company Avocent.
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+ Rust International has grown to include Brasfield & Gorrie, BE&K, Hoar Construction, and B.L. Harbert International, which all routinely are included in the Engineering News-Record lists of top design, international construction, and engineering firms. (Rust International was acquired in 2000 by Washington Group International, which was in turn acquired by San-Francisco based URS Corporation in 2007.)
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+ The foundational document for Alabama's government is the Alabama Constitution, which was ratified in 1901. At almost 800 amendments and 310,000 words, it is by some accounts the world's longest constitution and is roughly forty times the length of the United States Constitution.[208][209][210][211]
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+ There has been a significant movement to rewrite and modernize Alabama's constitution.[212] Critics argue that Alabama's constitution maintains highly centralized power with the state legislature, leaving practically no power in local hands. Most counties do not have home rule. Any policy changes proposed in different areas of the state must be approved by the entire Alabama legislature and, frequently, by state referendum. One criticism of the current constitution claims that its complexity and length intentionally codify segregation and racism.
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+ Alabama's government is divided into three coequal branches. The legislative branch is the Alabama Legislature, a bicameral assembly composed of the Alabama House of Representatives, with 105 members, and the Alabama Senate, with 35 members. The Legislature is responsible for writing, debating, passing, or defeating state legislation. The Republican Party currently holds a majority in both houses of the Legislature. The Legislature has the power to override a gubernatorial veto by a simple majority (most state Legislatures require a two-thirds majority to override a veto).
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+ Until 1964, the state elected state senators on a geographic basis by county, with one per county. It had not redistricted congressional districts since passage of its constitution in 1901; as a result, urbanized areas were grossly underrepresented. It had not changed legislative districts to reflect the decennial censuses, either. In Reynolds v. Sims (1964), the U.S. Supreme Court implemented the principle of "one man, one vote", ruling that congressional districts had to be reapportioned based on censuses (as the state already included in its constitution but had not implemented.) Further, the court ruled that both houses of bicameral state legislatures had to be apportioned by population, as there was no constitutional basis for states to have geographically based systems.
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+ At that time, Alabama and many other states had to change their legislative districting, as many across the country had systems that underrepresented urban areas and districts. This had caused decades of underinvestment in such areas. For instance, Birmingham and Jefferson County taxes had supplied one-third of the state budget, but Jefferson County received only 1/67th of state services in funding. Through the legislative delegations, the Alabama legislature kept control of county governments.
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+ The executive branch is responsible for the execution and oversight of laws. It is headed by the governor of Alabama. Other members of executive branch include the cabinet, the lieutenant governor of Alabama, the Attorney General of Alabama, the Alabama Secretary of State, the Alabama State Treasurer, and the State Auditor of Alabama. The current governor is Republican Kay Ivey.
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+ The members of the Legislature take office immediately after the November elections. Statewide officials, such as the governor, lieutenant governor, attorney general, and other constitutional officers, take office the following January.[213]
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+ The judicial branch is responsible for interpreting the state's Constitution and applying the law in state criminal and civil cases. The state's highest court is the Supreme Court of Alabama. Alabama uses partisan elections to select judges. Since the 1980s judicial campaigns have become increasingly politicized.[214] The current chief justice of the Alabama Supreme Court is Republican Tom Parker. All sitting justices on the Alabama Supreme Court are members of the Republican Party. There are two intermediate appellate courts, the Court of Civil Appeals and the Court of Criminal Appeals, and four trial courts: the circuit court (trial court of general jurisdiction), and the district, probate, and municipal courts.[214]
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+ Some critics believe the election of judges has contributed to an exceedingly high rate of executions.[215] Alabama has the highest per capita death penalty rate in the country. In some years, it imposes more death sentences than does Texas, a state which has a population five times larger.[216] However, executions per capita are significantly higher in Texas.[217] Some of its cases have been highly controversial; the Supreme Court has overturned[218] 24 convictions in death penalty cases.[citation needed] It was the only state to allow judges to override jury decisions in whether or not to use a death sentence; in 10 cases judges overturned sentences of life imprisonment without parole (LWOP) that were voted unanimously by juries.[216] This judicial authority was removed in April 2017.[219]
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+ Taxes are collected by the Alabama Department of Revenue.[220] Alabama levies a 2, 4, or 5 percent personal income tax, depending on the amount earned and filing status. Taxpayers are allowed to deduct their federal income tax from their Alabama state tax, even if taking the standard deduction; those who itemize can also deduct FICA (the Social Security and Medicare tax).
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+ The state's general sales tax rate is 4%.[221] Sales tax rates for cities and counties are also added to purchases.[222] For example, the total sales tax rate in Mobile is 10% and there is an additional restaurant tax of 1%, which means a diner in Mobile would pay an 11% tax on a meal. As of 1999[update], sales and excise taxes in Alabama account for 51% of all state and local revenue, compared with an average of about 36% nationwide.[223] Alabama is one of seven states that levy a tax on food at the same rate as other goods, and one of two states (the other being neighboring Mississippi) which fully taxes groceries without any offsetting relief for low-income families. (Most states exempt groceries from sales tax or apply a lower tax rate.)[224]
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+ Alabama's income tax on poor working families is among the highest in the U.S.[223] Alabama is the only state that levies income tax on a family of four with income as low as $4,600, which is barely one-quarter the federal poverty line.[223] Alabama's threshold is the lowest among the 41 states and the District of Columbia with income taxes.[223]
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+ The corporate income tax rate is currently 6.5%. The overall federal, state, and local tax burden in Alabama ranks the state as the second least tax-burdened state in the country.[225] Property taxes are the lowest in the U.S. The current state constitution requires a voter referendum to raise property taxes.
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+ Since Alabama's tax structure largely depends on consumer spending, it is subject to high variable budget structure. For example, in 2003, Alabama had an annual budget deficit as high as $670 million.
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+ Alabama has 67 counties. Each county has its own elected legislative branch, usually called the county commission. It also has limited executive authority in the county. Because of the constraints of the Alabama Constitution, which centralizes power in the state legislature, only seven counties (Jefferson, Lee, Mobile, Madison, Montgomery, Shelby, and Tuscaloosa) in the state have limited home rule. Instead, most counties in the state must lobby the Local Legislation Committee of the state legislature to get simple local policies approved, ranging from waste disposal to land use zoning.
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+ The state legislature has retained power over local governments by refusing to pass a constitutional amendment establishing home rule for counties, as recommended by the 1973 Alabama Constitutional Commission.[226] Legislative delegations retain certain powers over each county. United States Supreme Court decisions in Baker v. Carr (1964) required that both houses have districts established on the basis of population, and redistricted after each census, in order to implement the principle of "one man, one vote". Before that, each county was represented by one state senator, leading to under-representation in the state senate for more urbanized, populous counties. The rural bias of the state legislature, which had also failed to redistrict seats in the state house, affected politics well into the 20th century, failing to recognize the rise of industrial cities and urbanized areas.
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+ "The lack of home rule for counties in Alabama has resulted in the proliferation of local legislation permitting counties to do things not authorized by the state constitution. Alabama's constitution has been amended more than 700 times, and almost one-third of the amendments are local in nature, applying to only one county or city. A significant part of each legislative session is spent on local legislation, taking away time and attention of legislators from issues of statewide importance."[226]
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+ Alabama is an alcoholic beverage control state, meaning the state government holds a monopoly on the sale of alcohol. The Alabama Alcoholic Beverage Control Board controls the sale and distribution of alcoholic beverages in the state. Twenty-five of the 67 counties are "dry counties" which ban the sale of alcohol, and there are many dry municipalities even in counties which permit alcohol sales.[227]
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+ During Reconstruction following the American Civil War, Alabama was occupied by federal troops of the Third Military District under General John Pope. In 1874, the political coalition of white Democrats known as the Redeemers took control of the state government from the Republicans, in part by suppressing the black vote through violence, fraud and intimidation.
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+ After 1890, a coalition of White Democratic politicians passed laws to segregate and disenfranchise African American residents, a process completed in provisions of the 1901 constitution. Provisions which disenfranchised blacks resulted in excluding many poor Whites. By 1941 more Whites than Blacks had been disenfranchised: 600,000 to 520,000. The total effects were greater on the black community, as almost all its citizens were disfranchised and relegated to separate and unequal treatment under the law.
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+ From 1901 through the 1960s, the state did not redraw election districts as population grew and shifted within the state during urbanization and industrialization of certain areas. As counties were the basis of election districts, the result was a rural minority that dominated state politics through nearly three-quarters of the century, until a series of federal court cases required redistricting in 1972 to meet equal representation.
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+ Alabama state politics gained nationwide and international attention in the 1950s and 1960s during the civil rights movement, when whites bureaucratically, and at times violently, resisted protests for electoral and social reform. Governor George Wallace, the state's only four-term governor, was a controversial figure who vowed to maintain segregation. Only after passage of the federal Civil Rights Act of 1964[73] and Voting Rights Act of 1965 did African Americans regain the ability to exercise suffrage, among other civil rights. In many jurisdictions, they continued to be excluded from representation by at-large electoral systems, which allowed the majority of the population to dominate elections. Some changes at the county level have occurred following court challenges to establish single-member districts that enable a more diverse representation among county boards.
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+ In 2007, the Alabama Legislature passed, and Republican governor Bob Riley signed a resolution expressing "profound regret" over slavery and its lingering impact. In a symbolic ceremony, the bill was signed in the Alabama State Capitol, which housed Congress of the Confederate States of America.[228]
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+ In 2010, Republicans won control of both houses of the legislature for the first time in 136 years.[229]
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+ As of December 2017[update], there are a total of 3,326,812 registered voters, with 2,979,576 active, and the others inactive in the state.[230]
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+ With the disfranchisement of Blacks in 1901, the state became part of the "Solid South", a system in which the Democratic Party operated as effectively the only viable political party in every Southern state. For nearly a hundred years local and state elections in Alabama were decided in the Democratic Party primary, with generally only token Republican challengers running in the General Election. Since the mid- to late 20th century, however, white conservatives started shifting to the Republican Party. In Alabama, majority-white districts are now expected to regularly elect Republican candidates to federal, state and local office.
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+ Members of the nine seats on the Supreme Court of Alabama[231] and all ten seats on the state appellate courts are elected to office. Until 1994, no Republicans held any of the court seats. In that general election, the then-incumbent chief justice, Ernest C. Hornsby, refused to leave office after losing the election by approximately 3,000 votes to Republican Perry O. Hooper, Sr.. Hornsby sued Alabama and defiantly remained in office for nearly a year before finally giving up the seat after losing in court. This ultimately led to a collapse of support for Democrats at the ballot box in the next three or four election cycles. The Democrats lost the last of the nineteen court seats in August 2011 with the resignation of the last Democrat on the bench.
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+ In the early 21st century, Republicans hold all seven of the statewide elected executive branch offices. Republicans hold six of the eight elected seats on the Alabama State Board of Education. In 2010, Republicans took large majorities of both chambers of the state legislature, giving them control of that body for the first time in 136 years. The last remaining statewide Democrat, who served on the Alabama Public Service Commission was defeated in 2012.[232][233][234]
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+ Only three Republican lieutenant governors have been elected since the end of Reconstruction, when Republicans generally represented Reconstruction government, including the newly emancipated freedmen who had gained the franchise. The three GOP lieutenant governors are Steve Windom (1999–2003), Kay Ivey (2011–2017), and Will Ainsworth (2019–present).
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+ Many local offices (county commissioners, boards of education, tax assessors, tax collectors, etc.) in the state are still held by Democrats. Many rural counties have voters who are majority Democrats, resulting in local elections being decided in the Democratic primary. Similarly many metropolitan and suburban counties are majority-Republican and elections are effectively decided in the Republican Primary, although there are exceptions.[235][236]
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+ Alabama's 67 county sheriffs are elected in partisan, at-large races, and Democrats still retain the narrow majority of those posts. The current split is 35 Democrats, 31 Republicans, and one Independent Fayette.[237] However, most of the Democratic sheriffs preside over rural and less populated counties. The majority of Republican sheriffs have been elected in the more urban/suburban and heavily populated counties. As of 2015[update], the state of Alabama has one female sheriff, in Morgan County, Alabama, and ten African-American sheriffs.[237]
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+ The state's two U.S. senators are Republican Richard C. Shelby and Democrat Doug Jones. Shelby was originally elected to the Senate as a Democrat in 1986 and re-elected in 1992, but switched parties immediately following the November 1994 general election.
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+ In the U.S. House of Representatives, the state is represented by seven members, six of whom are Republicans: (Bradley Byrne, Mike D. Rogers, Robert Aderholt, Morris J. Brooks, Martha Roby, and Gary Palmer) and one Democrat: Terri Sewell who represents the Black Belt as well as most of the predominantly black portions of Birmingham, Tuscaloosa and Montgomery.
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+ Public primary and secondary education in Alabama is under the purview of the Alabama State Board of Education as well as local oversight by 67 county school boards and 60 city boards of education. Together, 1,496 individual schools provide education for 744,637 elementary and secondary students.[238]
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+ Public school funding is appropriated through the Alabama Legislature through the Education Trust Fund. In FY 2006–2007, Alabama appropriated $3,775,163,578 for primary and secondary education. That represented an increase of $444,736,387 over the previous fiscal year. In 2007, more than 82 percent of schools made adequate yearly progress (AYP) toward student proficiency under the National No Child Left Behind law, using measures determined by the state of Alabama.
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+ While Alabama's public education system has improved in recent decades, it lags behind in achievement compared to other states. According to U.S. Census data (2000), Alabama's high school graduation rate (75%) is the fourth lowest in the U.S. (after Kentucky, Louisiana and Mississippi).[239] The largest educational gains were among people with some college education but without degrees.[240]
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+ Generally prohibited in the West at large, school corporal punishment is not unusual in Alabama, with 27,260 public school students paddled at least one time, according to government data for the 2011–2012 school year.[241][242] The rate of school corporal punishment in Alabama is surpassed only by Mississippi and Arkansas.[242]
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+ Alabama's programs of higher education include 14 four-year public universities, two-year community colleges, and 17 private, undergraduate and graduate universities. In the state are four medical schools (as of fall 2015) (University of Alabama School of Medicine, University of South Alabama and Alabama College of Osteopathic Medicine and The Edward Via College of Osteopathic Medicine—Auburn Campus), two veterinary colleges (Auburn University and Tuskegee University), a dental school (University of Alabama School of Dentistry), an optometry college (University of Alabama at Birmingham), two pharmacy schools (Auburn University and Samford University), and five law schools (University of Alabama School of Law, Birmingham School of Law, Cumberland School of Law, Miles Law School, and the Thomas Goode Jones School of Law). Public, post-secondary education in Alabama is overseen by the Alabama Commission on Higher Education and the Alabama Department of Postsecondary Education. Colleges and universities in Alabama offer degree programs from two-year associate degrees to a multitude of doctoral level programs.[243]
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+ The largest single campus is the University of Alabama, located in Tuscaloosa, with 37,665 enrolled for fall 2016.[244] Troy University was the largest institution in the state in 2010, with an enrollment of 29,689 students across four Alabama campuses (Troy, Dothan, Montgomery, and Phenix City), as well as sixty learning sites in seventeen other states and eleven other countries. The oldest institutions are the public University of North Alabama in Florence and the Catholic Church-affiliated Spring Hill College in Mobile, both founded in 1830.[245][246]
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+ Accreditation of academic programs is through the Southern Association of Colleges and Schools (SACS) as well as other subject-focused national and international accreditation agencies such as the Association for Biblical Higher Education (ABHE),[247] the Council on Occupational Education (COE),[248] and the Accrediting Council for Independent Colleges and Schools (ACICS).[249]
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+ According to the 2011 U.S. News & World Report, Alabama had three universities ranked in the top 100 Public Schools in America (University of Alabama at 31, Auburn University at 36, and University of Alabama at Birmingham at 73).[250]
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+ According to the 2012 U.S. News & World Report, Alabama had four tier one universities (University of Alabama, Auburn University, University of Alabama at Birmingham and University of Alabama in Huntsville).[251]
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+ Major newspapers include Birmingham News, Mobile Press-Register, and Montgomery Advertiser.[252]
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+
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+ Major television network affiliates in Alabama include:
300
+
301
+ College football is extremely popular in Alabama, particularly the University of Alabama Crimson Tide and Auburn University Tigers, rivals in the Southeastern Conference. In the 2013 season, Alabama averaged over 100,000 fans per game and Auburn averaged over 80,000 fans, both numbers among the top 20 in the nation.[254] Bryant–Denny Stadium is the home of the Alabama football team, and has a seating capacity of 101,821,[255] and is the fifth largest stadium in America.[256] Jordan-Hare Stadium is the home field of the Auburn football team and seats up to 87,451.[257]
302
+
303
+ Legion Field is home for the UAB Blazers football program and the Birmingham Bowl. It seats 71,594.[258] Ladd–Peebles Stadium in Mobile is the home of the University of South Alabama football team, and serves as the home of the NCAA Senior Bowl, Dollar General Bowl (formerly GoDaddy.com Bowl), and Alabama-Mississippi All Star Classic; the stadium seats 40,646.[259] In 2009, Bryant–Denny Stadium and Jordan-Hare Stadium became the homes of the Alabama High School Athletic Association state football championship games, after previously being held at Legion Field in Birmingham.[260]
304
+
305
+ Alabama has several professional and semi-professional sports teams, including three minor league baseball teams.
306
+
307
+ The Talladega Superspeedway motorsports complex hosts a series of NASCAR events. It has a seating capacity of 143,000 and is the thirteenth largest stadium in the world and sixth largest stadium in America. Also, the Barber Motorsports Park has hosted IndyCar Series and Rolex Sports Car Series races.
308
+
309
+ The ATP Birmingham was a World Championship Tennis tournament held from 1973 to 1980.
310
+
311
+ Alabama has hosted several professional golf tournaments, such as the 1984 and 1990 PGA Championship at Shoal Creek, the Barbasol Championship (PGA Tour), the Mobile LPGA Tournament of Champions, Airbus LPGA Classic, and Yokohama Tire LPGA Classic (LPGA Tour), and The Tradition (Champions Tour).
312
+
313
+ Major airports with sustained operations in Alabama include Birmingham-Shuttlesworth International Airport (BHM), Huntsville International Airport (HSV), Dothan Regional Airport (DHN), Mobile Regional Airport (MOB), Montgomery Regional Airport (MGM), Northwest Alabama Regional Airport (MSL) and Northeast Alabama Regional Airport (GAD).
314
+
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+ For rail transport, Amtrak schedules the Crescent, a daily passenger train, running from New York to New Orleans with station stops at Anniston, Birmingham, and Tuscaloosa.
316
+
317
+ Alabama has six major interstate routes: Interstate 65 (I-65) travels north–south roughly through the middle of the state; I-20/I-59 travel from the central west Mississippi state line to Birmingham, where I-59 continues to the north-east corner of the state and I-20 continues east towards Atlanta; I-85 originates in Montgomery and travels east-northeast to the Georgia state line, providing a main thoroughfare to Atlanta; and I-10 traverses the southernmost portion of the state, traveling from west to east through Mobile. I-22 enters the state from Mississippi and connects Birmingham with Memphis, Tennessee. In addition, there are currently five auxiliary interstate routes in the state: I-165 in Mobile, I-359 in Tuscaloosa, I-459 around Birmingham, I-565 in Decatur and Huntsville, and I-759 in Gadsden. A sixth route, I-685, will be formed when I-85 is rerouted along a new southern bypass of Montgomery. A proposed northern bypass of Birmingham will be designated as I-422. Since a direct connection from I-22 to I-422 will not be possible, I-222 has been proposed, as well.
318
+
319
+ Several U.S. Highways also pass through the state, such as U.S. Route 11 (US-11), US-29, US-31, US-43, US-45, US-72, US-78, US-80, US-82, US-84, US-90, US-98, US-231, US-278, US-280, US-331, US-411, and US-431.
320
+
321
+ There are four toll roads in the state: Montgomery Expressway in Montgomery; Northport/Tuscaloosa Western Bypass in Tuscaloosa and Northport; Emerald Mountain Expressway in Wetumpka; and Beach Express in Orange Beach.
322
+
323
+ The Port of Mobile, Alabama's only saltwater port, is a large seaport on the Gulf of Mexico with inland waterway access to the Midwest by way of the Tennessee-Tombigbee Waterway. The Port of Mobile was ranked 12th by tons of traffic in the United States during 2009.[261] The newly expanded container terminal at the Port of Mobile was ranked as the 25th busiest for container traffic in the nation during 2011.[262] The state's other ports are on rivers with access to the Gulf of Mexico.
324
+
325
+ Water ports of Alabama, listed from north to south:
326
+
327
+ "Alabama—History and Culture". Adventure Tourism—Experiential Travel Guides. Accessed: March 31, 2017.
328
+
329
+ Coordinates: 32°42′N 86°42′W / 32.7°N 86.7°W / 32.7; -86.7
en/1040.html.txt ADDED
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1
+
2
+
3
+ Caterpillars /ˈkætərˌpɪlər/ are the larval stage of members of the order Lepidoptera (the insect order comprising butterflies and moths).
4
+
5
+ As with most common names, the application of the word is arbitrary, since the larvae of sawflies are commonly called caterpillars as well.[1][2] Both lepidopteran and symphytan larvae have eruciform body shapes.
6
+
7
+ Caterpillars of most species are herbivorous (folivorous), but not all; some (about 1%) are insectivorous, even cannibalistic. Some feed on other animal products; for example, clothes moths feed on wool, and horn moths feed on the hooves and horns of dead ungulates.
8
+
9
+ Caterpillars are typically voracious feeders and many of them are among the most serious of agricultural pests. In fact many moth species are best known in their caterpillar stages because of the damage they cause to fruits and other agricultural produce, whereas the moths are obscure and do no direct harm. Conversely, various species of caterpillar are valued as sources of silk, as human or animal food, or for biological control of pest plants.
10
+
11
+ The origins of the word "caterpillar" date from the early 16th century. They derive from Middle English catirpel, catirpeller, probably an alteration of Old North French catepelose: cate, cat (from Latin cattus) + pelose, hairy (from Latin pilōsus).[3]
12
+
13
+ The inchworm, or looper caterpillars from the family Geometridae are so named because of the way they move, appearing to measure the earth (the word geometrid means earth-measurer in Greek);[4] the primary reason for this unusual locomotion is the elimination of nearly all the prolegs except the clasper on the terminal segment.
14
+
15
+ Caterpillars have soft bodies that can grow rapidly between moults. Their size varies between species and instars (moults) from as small as 1 mm up to 14 cm.[5] Some larvae of the order Hymenoptera (ants, bees and wasps) can appear like the caterpillars of the Lepidoptera. Such larvae are mainly seen in the sawfly suborder. However while these larvae superficially resemble caterpillars, they can be distinguished by the presence of prolegs on every abdominal segment, an absence of crochets or hooks on the prolegs (these are present on lepidopteran caterpillars), one pair of prominent ocelli on the head capsule, and an absence of the upside-down Y-shaped suture on the front of the head.[6]
16
+
17
+ Lepidopteran caterpillars can be differentiated from sawfly larvae by:
18
+
19
+ In 2019, a geometrid moth caterpillar dating back to the Eocene epoch, approximately 44 million years ago, was found preserved in Baltic amber. It was described under Eogeometer vadens.[8][9][10] Previously, another fossil dating back approximately 125 million years was found in Lebanese amber.[11][12]
20
+
21
+ Many animals feed on caterpillars as they are rich in protein. As a result, caterpillars have evolved various means of defense.
22
+
23
+ Caterpillars have evolved defenses against physical conditions such as cold, hot or dry environmental conditions. Some Arctic species like Gynaephora groenlandica have special basking and aggregation behaviours[13] apart from physiological adaptations to remain in a dormant state.[14]
24
+
25
+ The appearance of a caterpillar can often repel a predator: its markings and certain body parts can make it seem poisonous, or bigger in size and thus threatening, or non-edible. Some types of caterpillars are indeed poisonous or distasteful and their bright coloring is aposematic. Others may mimic dangerous caterpillars or other animals while not being dangerous themselves. Many caterpillars are cryptically colored and resemble the plants on which they feed. An example of caterpillars that use camouflage for defence is the species Nemoria arizonaria. If the caterpillars hatch in the spring and feed on oak catkins they appear green. If they hatch in the summer they appear dark colored, like oak twigs. The differential development is linked to the tannin content in the diet.[15] Caterpillars may even have spines or growths that resemble plant parts such as thorns. Some look like objects in the environment such as bird droppings. Some Geometridae cover themselves in plant parts, while bagworms construct and live in a bag covered in sand, pebbles or plant material.
26
+
27
+ More aggressive self-defense measures are taken by some caterpillars. These measures include having spiny bristles or long fine hair-like setae with detachable tips that will irritate by lodging in the skin or mucous membranes.[6] However some birds (such as cuckoos) will swallow even the hairiest of caterpillars. Other caterpillars acquire toxins from their host plants that render them unpalatable to most of their predators. For instance, ornate moth caterpillars utilize pyrrolizidine alkaloids that they obtain from their food plants to deter predators.[16] The most aggressive caterpillar defenses are bristles associated with venom glands. These bristles are called urticating hairs. A venom which is among the most potent defensive chemicals in any animal is produced by the South American silk moth genus Lonomia. Its venom is an anticoagulant powerful enough to cause a human to hemorrhage to death (See Lonomiasis).[17] This chemical is being investigated for potential medical applications. Most urticating hairs range in effect from mild irritation to dermatitis. Example: brown-tail moth.
28
+
29
+ Plants contain toxins which protect them from herbivores, but some caterpillars have evolved countermeasures which enable them to eat the leaves of such toxic plants. In addition to being unaffected by the poison, the caterpillars sequester it in their body, making them highly toxic to predators. The chemicals are also carried on into the adult stages. These toxic species, such as the cinnabar moth (Tyria jacobaeae) and monarch (Danaus plexippus) caterpillars, usually advertise themselves with the danger colors of red, yellow and black, often in bright stripes (see aposematism). Any predator that attempts to eat a caterpillar with an aggressive defense mechanism will learn and avoid future attempts.
30
+
31
+ Some caterpillars regurgitate acidic digestive juices at attacking enemies. Many papilionid larvae produce bad smells from extrudable glands called osmeteria.
32
+
33
+ Many caterpillars display feeding behaviors which allow the caterpillar to remain hidden from potential predators. Many feed in protected environments, such as enclosed inside silk galleries, rolled leaves or by mining between the leaf surfaces.
34
+
35
+ Some caterpillars, like early instars of the tomato hornworm and tobacco hornworm, have long "whip-like" organs attached to the ends of their body. The caterpillar wiggles these organs to frighten away flies and predatory wasps.[18] Some caterpillars can evade predators by using a silk line and dropping off from branches when disturbed. Many species thrash about violently when disturbed to scare away potential predators. One species (Amorpha juglandis) even makes high pitched whistles that can scare away birds.[19]
36
+
37
+ Some caterpillars obtain protection by associating themselves with ants. The Lycaenid butterflies are particularly well known for this. They communicate with their ant protectors by vibrations as well as chemical means and typically provide food rewards.[20]
38
+
39
+ Some caterpillars are gregarious; large aggregations are believed to help in reducing the levels of parasitization and predation.[21] Clusters amplify the signal of aposematic coloration, and individuals may participate in group regurgitation or displays. Pine processionary (Thaumetopoea pityocampa) caterpillars often link into a long train to move through trees and over the ground. The head of the lead caterpillar is visible, but the other heads can appear hidden.[22] Forest tent caterpillars cluster during periods of cold weather.
40
+
41
+ Caterpillars suffer predation from many animals. The European pied flycatcher is one species that preys upon caterpillars. The flycatcher typically finds caterpillars among oak foliage. Paper wasps, including those in the genus Polistes and Polybia catch caterpillars to feed their young and themselves.
42
+
43
+ Caterpillars have been called "eating machines", and eat leaves voraciously. Most species shed their skin four or five times as their bodies grow, and they eventually enter a pupal stage before becoming adults.[23] Caterpillars grow very quickly; for instance, a tobacco hornworm will increase its weight ten-thousandfold in less than twenty days. An adaptation that enables them to eat so much is a mechanism in a specialized midgut that quickly transports ions to the lumen (midgut cavity), to keep the potassium level higher in the midgut cavity than in the hemolymph.[24]
44
+
45
+ Most caterpillars are solely herbivorous. Many are restricted to feeding on one species of plant, while others are polyphagous. Some, including the clothes moth, feed on detritus. Some are predatory, and may prey on other species of caterpillars (e.g. Hawaiian Eupithecia). Others feed on eggs of other insects, aphids, scale insects, or ant larvae. A few are parasitic on cicadas or leaf hoppers (Epipyropidae).[25] Some Hawaiian caterpillars (Hyposmocoma molluscivora) use silk traps to capture snails.[26]
46
+
47
+ Many caterpillars are nocturnal. For example, the "cutworms" (of the family Noctuidae) hide at the base of plants during the day and only feed at night.[27] Others, such as gypsy moth (Lymantria dispar) larvae, change their activity patterns depending on density and larval stage, with more diurnal feeding in early instars and high densities.[28]
48
+
49
+ Caterpillars cause much damage, mainly by eating leaves. The propensity for damage is enhanced by monocultural farming practices, especially where the caterpillar is specifically adapted to the host plant under cultivation. The cotton bollworm causes enormous losses. Other species eat food crops. Caterpillars have been the target of pest control through the use of pesticides, biological control and agronomic practices. Many species have become resistant to pesticides. Bacterial toxins such as those from Bacillus thuringiensis which are evolved to affect the gut of Lepidoptera have been used in sprays of bacterial spores, toxin extracts and also by incorporating genes to produce them within the host plants. These approaches are defeated over time by the evolution of resistance mechanisms in the insects.[29]
50
+
51
+ Plants evolve mechanisms of resistance to being eaten by caterpillars, including the evolution of chemical toxins and physical barriers such as hairs. Incorporating host plant resistance (HPR) through plant breeding is another approach used in reducing the impact of caterpillars on crop plants.[30]
52
+
53
+ Some caterpillars are used in industry. The silk industry is based on the silkworm caterpillar.
54
+
55
+ Caterpillar hair can be a cause of human health problems. Caterpillar hairs sometimes have venoms in them and species from approximately 12 families of moths or butterflies worldwide can inflict serious human injuries ranging from urticarial dermatitis and atopic asthma to osteochondritis, consumption coagulopathy, kidney failure, and brain bleeding.[31] Skin rashes are the most common, but there have been fatalities.[32] Lonomia is a frequent cause of envenomation in Brazil, with 354 cases reported between 1989 and 2005. Lethality ranging up to 20% with death caused most often by intracranial hemorrhage.[33]
56
+
57
+ Caterpillar hair has also been known to cause kerato-conjunctivitis. The sharp barbs on the end of caterpillar hairs can get lodged in soft tissues and mucous membranes such as the eyes. Once they enter such tissues, they can be difficult to extract, often exacerbating the problem as they migrate across the membrane.[34]
58
+
59
+ This becomes a particular problem in an indoor setting. The hair easily enter buildings through ventilation systems and accumulate in indoor environments because of their small size, which makes it difficult for them to be vented out. This accumulation increases the risk of human contact in indoor environments.[35]
60
+
61
+ Caterpillars are a food source in some cultures. For example, in South Africa mopane worms are eaten by the bushmen, and in China silkworms are considered a delicacy.
62
+
63
+ In the Old Testament of the Bible caterpillars are feared as pest that devour crops. They are part of the "pestilence, blasting, mildew, locust"[37] because of their association with the locust, thus they are one of the plagues of Egypt. Jeremiah names them as one of the inhabitants of Babylon. The English word caterpillar derives from the old French catepelose (hairy cat) but merged with the piller (pillager). Caterpillars became a symbol for social dependents. Shakespeare's Bolingbroke described King Richard's friends as "The caterpillars of the commonwealth, Which I have sworn to weed and pluck away". In 1790 William Blake referenced this popular image in The Marriage of Heaven and Hell when he attacked priests: "as the caterpillar chooses the fairest leaves to lay her eggs on, so the priest lay his curse on the fairest joys".[38]
64
+
65
+ The role of caterpillars in the life stages of butterflies was badly understood. In 1679 Maria Sibylla Merian published the first volume of The Caterpillars' Marvelous Transformation and Strange Floral Food, which contained 50 illustrations and a description of insects, moths, butterflies and their larvae.[39] An earlier popular publication on moths and butterflies, and their caterpillars, by Jan Goedart had not included eggs in the life stages of European moths and butterflies, because he had believed that caterpillars were generated from water. When Merian published her study of caterpillars it was still widely believed that insects were spontaneously generated. Merian's illustrations supported the findings of Francesco Redi, Marcello Malpighi and Jan Swammerdam.[40]
66
+
67
+ Butterflies were regarded as symbol for the human soul since ancient time, and also in the Christian tradition.[41] Goedart thus located his empirical observations on the transformation of caterpillars into butterflies in the Christian tradition. As such he argued that the metamorphosis from caterpillar into butterfly was a symbol, and even proof, of Christ's resurrection. He argued "that from dead caterpillars emerge living animals; so it is equally true and miraculous, that our dead and rotten corpses will rise from the grave."[42] Swammerdam, who in 1669 had demonstrated that inside a caterpillar the rudiments of the future butterfly's limbs and wings could be discerned, attacked the mystical and religious notion that the caterpillar died and the butterfly subsequently resurrected.[43] As a militant Cartesian, Swammerdam attacked Goedart as ridiculous, and when publishing his findings he proclaimed "here we witness the digression of those who have tried to prove Resurrection of the Dead from these obviously natural and comprehensible changes within the creature itself."[44]
68
+
69
+ Since then the metamorphoses of the caterpillar into a butterfly has in Western societies been associated with countless human transformations in folktales and literature. There is no process in the physical life of human beings that resembles this metamorphoses, and the symbol of the caterpillar tends to depict a psychic transformation of a human. As such the caterpillar has in the Christian tradition become a metaphor for being "born again".[45]
70
+
71
+ Famously, in Lewis Carroll's Alice's Adventures in Wonderland a caterpillar asks Alice "Who are you?". When Alice comments on the caterpillar's inevitable transformation into a butterfly, the caterpillar champions the position that in spite of changes it is still possible to know something, and that Alice is the same Alice at the beginning and end of a considerable interval.[46] When the Caterpillar asks Alice to clarify a point, the child replies "I'm afraid I can't put it more clearly... for I can't but understand it myself, to begin with, and being so many different sizes in a day is very confusing". Here Carroll satirizes René Descartes, the founder of Cartesian philosophy, and his theory on innate ideas. Descartes argued that we are distracted by urgent bodily stimuli that swamp the human mind in childhood. Descartes also theorised that inherited preconceived opinions obstruct the human perception of the truth.[47]
72
+
73
+ More recent symbolic references to caterpillars in popular media include the Mad Men season 3 episode "The Fog", in which Betty Draper has a drug-induced dream, while in labor, that she captures a caterpillar and holds it firmly in her hand.[48] In The Sopranos season 5 episode "The Test Dream", Tony Soprano dreams that Ralph Cifaretto has a caterpillar on his bald head that changes into a butterfly.
74
+
75
+ Click left or right for a slide show.
76
+
77
+ Caterpillar of the spurge hawk-moth, near Binn, Valais, Switzerland at c. 2 km altitude.
78
+
79
+ Phalaenoides glycinae (Australian grapevine moth) feeding on a grapevine.
80
+
81
+ Sphinx ligustri, the privet hawk moth caterpillar
82
+
83
+ Caterpillar of the emperor gum moth.
84
+
85
+ A poplar hawk-moth caterpillar (a common species of caterpillar in the UK).
86
+
87
+ Fuzzy orange caterpillar
88
+
89
+ Ant tending a lycaenid caterpillar.
90
+
91
+ Caterpillar feeding on leaf
92
+
93
+ Life cycle of the red-humped caterpillar (Schizura concinna ).
94
+
95
+ Forest tent caterpillar (Malacosoma disstria)
96
+
97
+ Camouflage: apparently with eight eyes, only two of them are real. Photo in a eucalyptus tree, São Paulo, Brazil
98
+
99
+ Caterpillar of the Polyphemus moth (Antheraea polyphemus), Virginia, United States
100
+
101
+ Caterpillars on an apple tree in Victoria, British Columbia, Canada
102
+
103
+ Caterpillar on a leaf
104
+
105
+ Caterpillar of Belize
106
+
107
+ Dryas iulia
108
+
109
+ Caterpillar of great orange tip resembling the common green vine snake (Ahaetulla nasuta)
110
+
111
+ Prepupa of cabbage looper in its cocoon
112
+
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+ Locomotion of a small Geometrid caterpillar.
en/1041.html.txt ADDED
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1
+
2
+
3
+ Caterpillars /ˈkætərˌpɪlər/ are the larval stage of members of the order Lepidoptera (the insect order comprising butterflies and moths).
4
+
5
+ As with most common names, the application of the word is arbitrary, since the larvae of sawflies are commonly called caterpillars as well.[1][2] Both lepidopteran and symphytan larvae have eruciform body shapes.
6
+
7
+ Caterpillars of most species are herbivorous (folivorous), but not all; some (about 1%) are insectivorous, even cannibalistic. Some feed on other animal products; for example, clothes moths feed on wool, and horn moths feed on the hooves and horns of dead ungulates.
8
+
9
+ Caterpillars are typically voracious feeders and many of them are among the most serious of agricultural pests. In fact many moth species are best known in their caterpillar stages because of the damage they cause to fruits and other agricultural produce, whereas the moths are obscure and do no direct harm. Conversely, various species of caterpillar are valued as sources of silk, as human or animal food, or for biological control of pest plants.
10
+
11
+ The origins of the word "caterpillar" date from the early 16th century. They derive from Middle English catirpel, catirpeller, probably an alteration of Old North French catepelose: cate, cat (from Latin cattus) + pelose, hairy (from Latin pilōsus).[3]
12
+
13
+ The inchworm, or looper caterpillars from the family Geometridae are so named because of the way they move, appearing to measure the earth (the word geometrid means earth-measurer in Greek);[4] the primary reason for this unusual locomotion is the elimination of nearly all the prolegs except the clasper on the terminal segment.
14
+
15
+ Caterpillars have soft bodies that can grow rapidly between moults. Their size varies between species and instars (moults) from as small as 1 mm up to 14 cm.[5] Some larvae of the order Hymenoptera (ants, bees and wasps) can appear like the caterpillars of the Lepidoptera. Such larvae are mainly seen in the sawfly suborder. However while these larvae superficially resemble caterpillars, they can be distinguished by the presence of prolegs on every abdominal segment, an absence of crochets or hooks on the prolegs (these are present on lepidopteran caterpillars), one pair of prominent ocelli on the head capsule, and an absence of the upside-down Y-shaped suture on the front of the head.[6]
16
+
17
+ Lepidopteran caterpillars can be differentiated from sawfly larvae by:
18
+
19
+ In 2019, a geometrid moth caterpillar dating back to the Eocene epoch, approximately 44 million years ago, was found preserved in Baltic amber. It was described under Eogeometer vadens.[8][9][10] Previously, another fossil dating back approximately 125 million years was found in Lebanese amber.[11][12]
20
+
21
+ Many animals feed on caterpillars as they are rich in protein. As a result, caterpillars have evolved various means of defense.
22
+
23
+ Caterpillars have evolved defenses against physical conditions such as cold, hot or dry environmental conditions. Some Arctic species like Gynaephora groenlandica have special basking and aggregation behaviours[13] apart from physiological adaptations to remain in a dormant state.[14]
24
+
25
+ The appearance of a caterpillar can often repel a predator: its markings and certain body parts can make it seem poisonous, or bigger in size and thus threatening, or non-edible. Some types of caterpillars are indeed poisonous or distasteful and their bright coloring is aposematic. Others may mimic dangerous caterpillars or other animals while not being dangerous themselves. Many caterpillars are cryptically colored and resemble the plants on which they feed. An example of caterpillars that use camouflage for defence is the species Nemoria arizonaria. If the caterpillars hatch in the spring and feed on oak catkins they appear green. If they hatch in the summer they appear dark colored, like oak twigs. The differential development is linked to the tannin content in the diet.[15] Caterpillars may even have spines or growths that resemble plant parts such as thorns. Some look like objects in the environment such as bird droppings. Some Geometridae cover themselves in plant parts, while bagworms construct and live in a bag covered in sand, pebbles or plant material.
26
+
27
+ More aggressive self-defense measures are taken by some caterpillars. These measures include having spiny bristles or long fine hair-like setae with detachable tips that will irritate by lodging in the skin or mucous membranes.[6] However some birds (such as cuckoos) will swallow even the hairiest of caterpillars. Other caterpillars acquire toxins from their host plants that render them unpalatable to most of their predators. For instance, ornate moth caterpillars utilize pyrrolizidine alkaloids that they obtain from their food plants to deter predators.[16] The most aggressive caterpillar defenses are bristles associated with venom glands. These bristles are called urticating hairs. A venom which is among the most potent defensive chemicals in any animal is produced by the South American silk moth genus Lonomia. Its venom is an anticoagulant powerful enough to cause a human to hemorrhage to death (See Lonomiasis).[17] This chemical is being investigated for potential medical applications. Most urticating hairs range in effect from mild irritation to dermatitis. Example: brown-tail moth.
28
+
29
+ Plants contain toxins which protect them from herbivores, but some caterpillars have evolved countermeasures which enable them to eat the leaves of such toxic plants. In addition to being unaffected by the poison, the caterpillars sequester it in their body, making them highly toxic to predators. The chemicals are also carried on into the adult stages. These toxic species, such as the cinnabar moth (Tyria jacobaeae) and monarch (Danaus plexippus) caterpillars, usually advertise themselves with the danger colors of red, yellow and black, often in bright stripes (see aposematism). Any predator that attempts to eat a caterpillar with an aggressive defense mechanism will learn and avoid future attempts.
30
+
31
+ Some caterpillars regurgitate acidic digestive juices at attacking enemies. Many papilionid larvae produce bad smells from extrudable glands called osmeteria.
32
+
33
+ Many caterpillars display feeding behaviors which allow the caterpillar to remain hidden from potential predators. Many feed in protected environments, such as enclosed inside silk galleries, rolled leaves or by mining between the leaf surfaces.
34
+
35
+ Some caterpillars, like early instars of the tomato hornworm and tobacco hornworm, have long "whip-like" organs attached to the ends of their body. The caterpillar wiggles these organs to frighten away flies and predatory wasps.[18] Some caterpillars can evade predators by using a silk line and dropping off from branches when disturbed. Many species thrash about violently when disturbed to scare away potential predators. One species (Amorpha juglandis) even makes high pitched whistles that can scare away birds.[19]
36
+
37
+ Some caterpillars obtain protection by associating themselves with ants. The Lycaenid butterflies are particularly well known for this. They communicate with their ant protectors by vibrations as well as chemical means and typically provide food rewards.[20]
38
+
39
+ Some caterpillars are gregarious; large aggregations are believed to help in reducing the levels of parasitization and predation.[21] Clusters amplify the signal of aposematic coloration, and individuals may participate in group regurgitation or displays. Pine processionary (Thaumetopoea pityocampa) caterpillars often link into a long train to move through trees and over the ground. The head of the lead caterpillar is visible, but the other heads can appear hidden.[22] Forest tent caterpillars cluster during periods of cold weather.
40
+
41
+ Caterpillars suffer predation from many animals. The European pied flycatcher is one species that preys upon caterpillars. The flycatcher typically finds caterpillars among oak foliage. Paper wasps, including those in the genus Polistes and Polybia catch caterpillars to feed their young and themselves.
42
+
43
+ Caterpillars have been called "eating machines", and eat leaves voraciously. Most species shed their skin four or five times as their bodies grow, and they eventually enter a pupal stage before becoming adults.[23] Caterpillars grow very quickly; for instance, a tobacco hornworm will increase its weight ten-thousandfold in less than twenty days. An adaptation that enables them to eat so much is a mechanism in a specialized midgut that quickly transports ions to the lumen (midgut cavity), to keep the potassium level higher in the midgut cavity than in the hemolymph.[24]
44
+
45
+ Most caterpillars are solely herbivorous. Many are restricted to feeding on one species of plant, while others are polyphagous. Some, including the clothes moth, feed on detritus. Some are predatory, and may prey on other species of caterpillars (e.g. Hawaiian Eupithecia). Others feed on eggs of other insects, aphids, scale insects, or ant larvae. A few are parasitic on cicadas or leaf hoppers (Epipyropidae).[25] Some Hawaiian caterpillars (Hyposmocoma molluscivora) use silk traps to capture snails.[26]
46
+
47
+ Many caterpillars are nocturnal. For example, the "cutworms" (of the family Noctuidae) hide at the base of plants during the day and only feed at night.[27] Others, such as gypsy moth (Lymantria dispar) larvae, change their activity patterns depending on density and larval stage, with more diurnal feeding in early instars and high densities.[28]
48
+
49
+ Caterpillars cause much damage, mainly by eating leaves. The propensity for damage is enhanced by monocultural farming practices, especially where the caterpillar is specifically adapted to the host plant under cultivation. The cotton bollworm causes enormous losses. Other species eat food crops. Caterpillars have been the target of pest control through the use of pesticides, biological control and agronomic practices. Many species have become resistant to pesticides. Bacterial toxins such as those from Bacillus thuringiensis which are evolved to affect the gut of Lepidoptera have been used in sprays of bacterial spores, toxin extracts and also by incorporating genes to produce them within the host plants. These approaches are defeated over time by the evolution of resistance mechanisms in the insects.[29]
50
+
51
+ Plants evolve mechanisms of resistance to being eaten by caterpillars, including the evolution of chemical toxins and physical barriers such as hairs. Incorporating host plant resistance (HPR) through plant breeding is another approach used in reducing the impact of caterpillars on crop plants.[30]
52
+
53
+ Some caterpillars are used in industry. The silk industry is based on the silkworm caterpillar.
54
+
55
+ Caterpillar hair can be a cause of human health problems. Caterpillar hairs sometimes have venoms in them and species from approximately 12 families of moths or butterflies worldwide can inflict serious human injuries ranging from urticarial dermatitis and atopic asthma to osteochondritis, consumption coagulopathy, kidney failure, and brain bleeding.[31] Skin rashes are the most common, but there have been fatalities.[32] Lonomia is a frequent cause of envenomation in Brazil, with 354 cases reported between 1989 and 2005. Lethality ranging up to 20% with death caused most often by intracranial hemorrhage.[33]
56
+
57
+ Caterpillar hair has also been known to cause kerato-conjunctivitis. The sharp barbs on the end of caterpillar hairs can get lodged in soft tissues and mucous membranes such as the eyes. Once they enter such tissues, they can be difficult to extract, often exacerbating the problem as they migrate across the membrane.[34]
58
+
59
+ This becomes a particular problem in an indoor setting. The hair easily enter buildings through ventilation systems and accumulate in indoor environments because of their small size, which makes it difficult for them to be vented out. This accumulation increases the risk of human contact in indoor environments.[35]
60
+
61
+ Caterpillars are a food source in some cultures. For example, in South Africa mopane worms are eaten by the bushmen, and in China silkworms are considered a delicacy.
62
+
63
+ In the Old Testament of the Bible caterpillars are feared as pest that devour crops. They are part of the "pestilence, blasting, mildew, locust"[37] because of their association with the locust, thus they are one of the plagues of Egypt. Jeremiah names them as one of the inhabitants of Babylon. The English word caterpillar derives from the old French catepelose (hairy cat) but merged with the piller (pillager). Caterpillars became a symbol for social dependents. Shakespeare's Bolingbroke described King Richard's friends as "The caterpillars of the commonwealth, Which I have sworn to weed and pluck away". In 1790 William Blake referenced this popular image in The Marriage of Heaven and Hell when he attacked priests: "as the caterpillar chooses the fairest leaves to lay her eggs on, so the priest lay his curse on the fairest joys".[38]
64
+
65
+ The role of caterpillars in the life stages of butterflies was badly understood. In 1679 Maria Sibylla Merian published the first volume of The Caterpillars' Marvelous Transformation and Strange Floral Food, which contained 50 illustrations and a description of insects, moths, butterflies and their larvae.[39] An earlier popular publication on moths and butterflies, and their caterpillars, by Jan Goedart had not included eggs in the life stages of European moths and butterflies, because he had believed that caterpillars were generated from water. When Merian published her study of caterpillars it was still widely believed that insects were spontaneously generated. Merian's illustrations supported the findings of Francesco Redi, Marcello Malpighi and Jan Swammerdam.[40]
66
+
67
+ Butterflies were regarded as symbol for the human soul since ancient time, and also in the Christian tradition.[41] Goedart thus located his empirical observations on the transformation of caterpillars into butterflies in the Christian tradition. As such he argued that the metamorphosis from caterpillar into butterfly was a symbol, and even proof, of Christ's resurrection. He argued "that from dead caterpillars emerge living animals; so it is equally true and miraculous, that our dead and rotten corpses will rise from the grave."[42] Swammerdam, who in 1669 had demonstrated that inside a caterpillar the rudiments of the future butterfly's limbs and wings could be discerned, attacked the mystical and religious notion that the caterpillar died and the butterfly subsequently resurrected.[43] As a militant Cartesian, Swammerdam attacked Goedart as ridiculous, and when publishing his findings he proclaimed "here we witness the digression of those who have tried to prove Resurrection of the Dead from these obviously natural and comprehensible changes within the creature itself."[44]
68
+
69
+ Since then the metamorphoses of the caterpillar into a butterfly has in Western societies been associated with countless human transformations in folktales and literature. There is no process in the physical life of human beings that resembles this metamorphoses, and the symbol of the caterpillar tends to depict a psychic transformation of a human. As such the caterpillar has in the Christian tradition become a metaphor for being "born again".[45]
70
+
71
+ Famously, in Lewis Carroll's Alice's Adventures in Wonderland a caterpillar asks Alice "Who are you?". When Alice comments on the caterpillar's inevitable transformation into a butterfly, the caterpillar champions the position that in spite of changes it is still possible to know something, and that Alice is the same Alice at the beginning and end of a considerable interval.[46] When the Caterpillar asks Alice to clarify a point, the child replies "I'm afraid I can't put it more clearly... for I can't but understand it myself, to begin with, and being so many different sizes in a day is very confusing". Here Carroll satirizes René Descartes, the founder of Cartesian philosophy, and his theory on innate ideas. Descartes argued that we are distracted by urgent bodily stimuli that swamp the human mind in childhood. Descartes also theorised that inherited preconceived opinions obstruct the human perception of the truth.[47]
72
+
73
+ More recent symbolic references to caterpillars in popular media include the Mad Men season 3 episode "The Fog", in which Betty Draper has a drug-induced dream, while in labor, that she captures a caterpillar and holds it firmly in her hand.[48] In The Sopranos season 5 episode "The Test Dream", Tony Soprano dreams that Ralph Cifaretto has a caterpillar on his bald head that changes into a butterfly.
74
+
75
+ Click left or right for a slide show.
76
+
77
+ Caterpillar of the spurge hawk-moth, near Binn, Valais, Switzerland at c. 2 km altitude.
78
+
79
+ Phalaenoides glycinae (Australian grapevine moth) feeding on a grapevine.
80
+
81
+ Sphinx ligustri, the privet hawk moth caterpillar
82
+
83
+ Caterpillar of the emperor gum moth.
84
+
85
+ A poplar hawk-moth caterpillar (a common species of caterpillar in the UK).
86
+
87
+ Fuzzy orange caterpillar
88
+
89
+ Ant tending a lycaenid caterpillar.
90
+
91
+ Caterpillar feeding on leaf
92
+
93
+ Life cycle of the red-humped caterpillar (Schizura concinna ).
94
+
95
+ Forest tent caterpillar (Malacosoma disstria)
96
+
97
+ Camouflage: apparently with eight eyes, only two of them are real. Photo in a eucalyptus tree, São Paulo, Brazil
98
+
99
+ Caterpillar of the Polyphemus moth (Antheraea polyphemus), Virginia, United States
100
+
101
+ Caterpillars on an apple tree in Victoria, British Columbia, Canada
102
+
103
+ Caterpillar on a leaf
104
+
105
+ Caterpillar of Belize
106
+
107
+ Dryas iulia
108
+
109
+ Caterpillar of great orange tip resembling the common green vine snake (Ahaetulla nasuta)
110
+
111
+ Prepupa of cabbage looper in its cocoon
112
+
113
+ Locomotion of a small Geometrid caterpillar.
en/1042.html.txt ADDED
@@ -0,0 +1,113 @@
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
1
+
2
+
3
+ Caterpillars /ˈkætərˌpɪlər/ are the larval stage of members of the order Lepidoptera (the insect order comprising butterflies and moths).
4
+
5
+ As with most common names, the application of the word is arbitrary, since the larvae of sawflies are commonly called caterpillars as well.[1][2] Both lepidopteran and symphytan larvae have eruciform body shapes.
6
+
7
+ Caterpillars of most species are herbivorous (folivorous), but not all; some (about 1%) are insectivorous, even cannibalistic. Some feed on other animal products; for example, clothes moths feed on wool, and horn moths feed on the hooves and horns of dead ungulates.
8
+
9
+ Caterpillars are typically voracious feeders and many of them are among the most serious of agricultural pests. In fact many moth species are best known in their caterpillar stages because of the damage they cause to fruits and other agricultural produce, whereas the moths are obscure and do no direct harm. Conversely, various species of caterpillar are valued as sources of silk, as human or animal food, or for biological control of pest plants.
10
+
11
+ The origins of the word "caterpillar" date from the early 16th century. They derive from Middle English catirpel, catirpeller, probably an alteration of Old North French catepelose: cate, cat (from Latin cattus) + pelose, hairy (from Latin pilōsus).[3]
12
+
13
+ The inchworm, or looper caterpillars from the family Geometridae are so named because of the way they move, appearing to measure the earth (the word geometrid means earth-measurer in Greek);[4] the primary reason for this unusual locomotion is the elimination of nearly all the prolegs except the clasper on the terminal segment.
14
+
15
+ Caterpillars have soft bodies that can grow rapidly between moults. Their size varies between species and instars (moults) from as small as 1 mm up to 14 cm.[5] Some larvae of the order Hymenoptera (ants, bees and wasps) can appear like the caterpillars of the Lepidoptera. Such larvae are mainly seen in the sawfly suborder. However while these larvae superficially resemble caterpillars, they can be distinguished by the presence of prolegs on every abdominal segment, an absence of crochets or hooks on the prolegs (these are present on lepidopteran caterpillars), one pair of prominent ocelli on the head capsule, and an absence of the upside-down Y-shaped suture on the front of the head.[6]
16
+
17
+ Lepidopteran caterpillars can be differentiated from sawfly larvae by:
18
+
19
+ In 2019, a geometrid moth caterpillar dating back to the Eocene epoch, approximately 44 million years ago, was found preserved in Baltic amber. It was described under Eogeometer vadens.[8][9][10] Previously, another fossil dating back approximately 125 million years was found in Lebanese amber.[11][12]
20
+
21
+ Many animals feed on caterpillars as they are rich in protein. As a result, caterpillars have evolved various means of defense.
22
+
23
+ Caterpillars have evolved defenses against physical conditions such as cold, hot or dry environmental conditions. Some Arctic species like Gynaephora groenlandica have special basking and aggregation behaviours[13] apart from physiological adaptations to remain in a dormant state.[14]
24
+
25
+ The appearance of a caterpillar can often repel a predator: its markings and certain body parts can make it seem poisonous, or bigger in size and thus threatening, or non-edible. Some types of caterpillars are indeed poisonous or distasteful and their bright coloring is aposematic. Others may mimic dangerous caterpillars or other animals while not being dangerous themselves. Many caterpillars are cryptically colored and resemble the plants on which they feed. An example of caterpillars that use camouflage for defence is the species Nemoria arizonaria. If the caterpillars hatch in the spring and feed on oak catkins they appear green. If they hatch in the summer they appear dark colored, like oak twigs. The differential development is linked to the tannin content in the diet.[15] Caterpillars may even have spines or growths that resemble plant parts such as thorns. Some look like objects in the environment such as bird droppings. Some Geometridae cover themselves in plant parts, while bagworms construct and live in a bag covered in sand, pebbles or plant material.
26
+
27
+ More aggressive self-defense measures are taken by some caterpillars. These measures include having spiny bristles or long fine hair-like setae with detachable tips that will irritate by lodging in the skin or mucous membranes.[6] However some birds (such as cuckoos) will swallow even the hairiest of caterpillars. Other caterpillars acquire toxins from their host plants that render them unpalatable to most of their predators. For instance, ornate moth caterpillars utilize pyrrolizidine alkaloids that they obtain from their food plants to deter predators.[16] The most aggressive caterpillar defenses are bristles associated with venom glands. These bristles are called urticating hairs. A venom which is among the most potent defensive chemicals in any animal is produced by the South American silk moth genus Lonomia. Its venom is an anticoagulant powerful enough to cause a human to hemorrhage to death (See Lonomiasis).[17] This chemical is being investigated for potential medical applications. Most urticating hairs range in effect from mild irritation to dermatitis. Example: brown-tail moth.
28
+
29
+ Plants contain toxins which protect them from herbivores, but some caterpillars have evolved countermeasures which enable them to eat the leaves of such toxic plants. In addition to being unaffected by the poison, the caterpillars sequester it in their body, making them highly toxic to predators. The chemicals are also carried on into the adult stages. These toxic species, such as the cinnabar moth (Tyria jacobaeae) and monarch (Danaus plexippus) caterpillars, usually advertise themselves with the danger colors of red, yellow and black, often in bright stripes (see aposematism). Any predator that attempts to eat a caterpillar with an aggressive defense mechanism will learn and avoid future attempts.
30
+
31
+ Some caterpillars regurgitate acidic digestive juices at attacking enemies. Many papilionid larvae produce bad smells from extrudable glands called osmeteria.
32
+
33
+ Many caterpillars display feeding behaviors which allow the caterpillar to remain hidden from potential predators. Many feed in protected environments, such as enclosed inside silk galleries, rolled leaves or by mining between the leaf surfaces.
34
+
35
+ Some caterpillars, like early instars of the tomato hornworm and tobacco hornworm, have long "whip-like" organs attached to the ends of their body. The caterpillar wiggles these organs to frighten away flies and predatory wasps.[18] Some caterpillars can evade predators by using a silk line and dropping off from branches when disturbed. Many species thrash about violently when disturbed to scare away potential predators. One species (Amorpha juglandis) even makes high pitched whistles that can scare away birds.[19]
36
+
37
+ Some caterpillars obtain protection by associating themselves with ants. The Lycaenid butterflies are particularly well known for this. They communicate with their ant protectors by vibrations as well as chemical means and typically provide food rewards.[20]
38
+
39
+ Some caterpillars are gregarious; large aggregations are believed to help in reducing the levels of parasitization and predation.[21] Clusters amplify the signal of aposematic coloration, and individuals may participate in group regurgitation or displays. Pine processionary (Thaumetopoea pityocampa) caterpillars often link into a long train to move through trees and over the ground. The head of the lead caterpillar is visible, but the other heads can appear hidden.[22] Forest tent caterpillars cluster during periods of cold weather.
40
+
41
+ Caterpillars suffer predation from many animals. The European pied flycatcher is one species that preys upon caterpillars. The flycatcher typically finds caterpillars among oak foliage. Paper wasps, including those in the genus Polistes and Polybia catch caterpillars to feed their young and themselves.
42
+
43
+ Caterpillars have been called "eating machines", and eat leaves voraciously. Most species shed their skin four or five times as their bodies grow, and they eventually enter a pupal stage before becoming adults.[23] Caterpillars grow very quickly; for instance, a tobacco hornworm will increase its weight ten-thousandfold in less than twenty days. An adaptation that enables them to eat so much is a mechanism in a specialized midgut that quickly transports ions to the lumen (midgut cavity), to keep the potassium level higher in the midgut cavity than in the hemolymph.[24]
44
+
45
+ Most caterpillars are solely herbivorous. Many are restricted to feeding on one species of plant, while others are polyphagous. Some, including the clothes moth, feed on detritus. Some are predatory, and may prey on other species of caterpillars (e.g. Hawaiian Eupithecia). Others feed on eggs of other insects, aphids, scale insects, or ant larvae. A few are parasitic on cicadas or leaf hoppers (Epipyropidae).[25] Some Hawaiian caterpillars (Hyposmocoma molluscivora) use silk traps to capture snails.[26]
46
+
47
+ Many caterpillars are nocturnal. For example, the "cutworms" (of the family Noctuidae) hide at the base of plants during the day and only feed at night.[27] Others, such as gypsy moth (Lymantria dispar) larvae, change their activity patterns depending on density and larval stage, with more diurnal feeding in early instars and high densities.[28]
48
+
49
+ Caterpillars cause much damage, mainly by eating leaves. The propensity for damage is enhanced by monocultural farming practices, especially where the caterpillar is specifically adapted to the host plant under cultivation. The cotton bollworm causes enormous losses. Other species eat food crops. Caterpillars have been the target of pest control through the use of pesticides, biological control and agronomic practices. Many species have become resistant to pesticides. Bacterial toxins such as those from Bacillus thuringiensis which are evolved to affect the gut of Lepidoptera have been used in sprays of bacterial spores, toxin extracts and also by incorporating genes to produce them within the host plants. These approaches are defeated over time by the evolution of resistance mechanisms in the insects.[29]
50
+
51
+ Plants evolve mechanisms of resistance to being eaten by caterpillars, including the evolution of chemical toxins and physical barriers such as hairs. Incorporating host plant resistance (HPR) through plant breeding is another approach used in reducing the impact of caterpillars on crop plants.[30]
52
+
53
+ Some caterpillars are used in industry. The silk industry is based on the silkworm caterpillar.
54
+
55
+ Caterpillar hair can be a cause of human health problems. Caterpillar hairs sometimes have venoms in them and species from approximately 12 families of moths or butterflies worldwide can inflict serious human injuries ranging from urticarial dermatitis and atopic asthma to osteochondritis, consumption coagulopathy, kidney failure, and brain bleeding.[31] Skin rashes are the most common, but there have been fatalities.[32] Lonomia is a frequent cause of envenomation in Brazil, with 354 cases reported between 1989 and 2005. Lethality ranging up to 20% with death caused most often by intracranial hemorrhage.[33]
56
+
57
+ Caterpillar hair has also been known to cause kerato-conjunctivitis. The sharp barbs on the end of caterpillar hairs can get lodged in soft tissues and mucous membranes such as the eyes. Once they enter such tissues, they can be difficult to extract, often exacerbating the problem as they migrate across the membrane.[34]
58
+
59
+ This becomes a particular problem in an indoor setting. The hair easily enter buildings through ventilation systems and accumulate in indoor environments because of their small size, which makes it difficult for them to be vented out. This accumulation increases the risk of human contact in indoor environments.[35]
60
+
61
+ Caterpillars are a food source in some cultures. For example, in South Africa mopane worms are eaten by the bushmen, and in China silkworms are considered a delicacy.
62
+
63
+ In the Old Testament of the Bible caterpillars are feared as pest that devour crops. They are part of the "pestilence, blasting, mildew, locust"[37] because of their association with the locust, thus they are one of the plagues of Egypt. Jeremiah names them as one of the inhabitants of Babylon. The English word caterpillar derives from the old French catepelose (hairy cat) but merged with the piller (pillager). Caterpillars became a symbol for social dependents. Shakespeare's Bolingbroke described King Richard's friends as "The caterpillars of the commonwealth, Which I have sworn to weed and pluck away". In 1790 William Blake referenced this popular image in The Marriage of Heaven and Hell when he attacked priests: "as the caterpillar chooses the fairest leaves to lay her eggs on, so the priest lay his curse on the fairest joys".[38]
64
+
65
+ The role of caterpillars in the life stages of butterflies was badly understood. In 1679 Maria Sibylla Merian published the first volume of The Caterpillars' Marvelous Transformation and Strange Floral Food, which contained 50 illustrations and a description of insects, moths, butterflies and their larvae.[39] An earlier popular publication on moths and butterflies, and their caterpillars, by Jan Goedart had not included eggs in the life stages of European moths and butterflies, because he had believed that caterpillars were generated from water. When Merian published her study of caterpillars it was still widely believed that insects were spontaneously generated. Merian's illustrations supported the findings of Francesco Redi, Marcello Malpighi and Jan Swammerdam.[40]
66
+
67
+ Butterflies were regarded as symbol for the human soul since ancient time, and also in the Christian tradition.[41] Goedart thus located his empirical observations on the transformation of caterpillars into butterflies in the Christian tradition. As such he argued that the metamorphosis from caterpillar into butterfly was a symbol, and even proof, of Christ's resurrection. He argued "that from dead caterpillars emerge living animals; so it is equally true and miraculous, that our dead and rotten corpses will rise from the grave."[42] Swammerdam, who in 1669 had demonstrated that inside a caterpillar the rudiments of the future butterfly's limbs and wings could be discerned, attacked the mystical and religious notion that the caterpillar died and the butterfly subsequently resurrected.[43] As a militant Cartesian, Swammerdam attacked Goedart as ridiculous, and when publishing his findings he proclaimed "here we witness the digression of those who have tried to prove Resurrection of the Dead from these obviously natural and comprehensible changes within the creature itself."[44]
68
+
69
+ Since then the metamorphoses of the caterpillar into a butterfly has in Western societies been associated with countless human transformations in folktales and literature. There is no process in the physical life of human beings that resembles this metamorphoses, and the symbol of the caterpillar tends to depict a psychic transformation of a human. As such the caterpillar has in the Christian tradition become a metaphor for being "born again".[45]
70
+
71
+ Famously, in Lewis Carroll's Alice's Adventures in Wonderland a caterpillar asks Alice "Who are you?". When Alice comments on the caterpillar's inevitable transformation into a butterfly, the caterpillar champions the position that in spite of changes it is still possible to know something, and that Alice is the same Alice at the beginning and end of a considerable interval.[46] When the Caterpillar asks Alice to clarify a point, the child replies "I'm afraid I can't put it more clearly... for I can't but understand it myself, to begin with, and being so many different sizes in a day is very confusing". Here Carroll satirizes René Descartes, the founder of Cartesian philosophy, and his theory on innate ideas. Descartes argued that we are distracted by urgent bodily stimuli that swamp the human mind in childhood. Descartes also theorised that inherited preconceived opinions obstruct the human perception of the truth.[47]
72
+
73
+ More recent symbolic references to caterpillars in popular media include the Mad Men season 3 episode "The Fog", in which Betty Draper has a drug-induced dream, while in labor, that she captures a caterpillar and holds it firmly in her hand.[48] In The Sopranos season 5 episode "The Test Dream", Tony Soprano dreams that Ralph Cifaretto has a caterpillar on his bald head that changes into a butterfly.
74
+
75
+ Click left or right for a slide show.
76
+
77
+ Caterpillar of the spurge hawk-moth, near Binn, Valais, Switzerland at c. 2 km altitude.
78
+
79
+ Phalaenoides glycinae (Australian grapevine moth) feeding on a grapevine.
80
+
81
+ Sphinx ligustri, the privet hawk moth caterpillar
82
+
83
+ Caterpillar of the emperor gum moth.
84
+
85
+ A poplar hawk-moth caterpillar (a common species of caterpillar in the UK).
86
+
87
+ Fuzzy orange caterpillar
88
+
89
+ Ant tending a lycaenid caterpillar.
90
+
91
+ Caterpillar feeding on leaf
92
+
93
+ Life cycle of the red-humped caterpillar (Schizura concinna ).
94
+
95
+ Forest tent caterpillar (Malacosoma disstria)
96
+
97
+ Camouflage: apparently with eight eyes, only two of them are real. Photo in a eucalyptus tree, São Paulo, Brazil
98
+
99
+ Caterpillar of the Polyphemus moth (Antheraea polyphemus), Virginia, United States
100
+
101
+ Caterpillars on an apple tree in Victoria, British Columbia, Canada
102
+
103
+ Caterpillar on a leaf
104
+
105
+ Caterpillar of Belize
106
+
107
+ Dryas iulia
108
+
109
+ Caterpillar of great orange tip resembling the common green vine snake (Ahaetulla nasuta)
110
+
111
+ Prepupa of cabbage looper in its cocoon
112
+
113
+ Locomotion of a small Geometrid caterpillar.